Profitability
Weight: 25%
B-
65
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 1.6%
- Operating Margin Trend -2.13 pp/yr
SF
Stifel Financial Corp.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A
88
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 15.5%
- 5yr Share-Count CAGR -1.8%
Growth Quality
Weight: 10%
B
70
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 38.5%
- 5yr EPS CAGR -3.1%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
98
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.26x
Balance Sheet
Weight: 30%
B
69
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 14.4%
- Interest Coverage (EBIT/Int) 1.07x
Stability
Weight: 10%
C+
58
- EPS Volatility (σ/μ) 0.56
- Piotroski F-Score 8
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 2 added; 1 trimmed.
- Holders
- 3 +1
- Avg Δ position
- +48.0%
- New buys
- 0
- Full exits
- 0