Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/305c8bec-843b-45aa-ba81-f9c5def2dbe6/

SFB

Stifel Financial Corporation 5.20% Senior Notes due 2047
Chart
$19.62
Latest Week 2026-06-05
OtherOtherMID
Snapshot 2026-06-07 · 0.0w · Fresh
0.91
OS Score
98.0%
Value
84.0%
Quality
25.0%
Momentum
#58.00000000
TV Rank
6/9
F-Score
0.907
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
6 of 23 passing
★
OS Composite
OS 0.910
↗
Trending Value
✗
◆
Quality × Value
QV 0.907
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 3.2
◇
VC2 Cheapest
VC2 4.00000000
📐
EBITDA/EV
201.8%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 11%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
98.0%ile
P/E
3.2×
P/S
0.3×
P/B
0.4×
E/P
0.3158
FCF Yield
1.771
EBITDA/EV
2.018
SH Yield
0.000
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
2.00000000
/100 — 1=cheapest
VC2 (Trending Value)
4.00000000
/100
VC3 (Buyback)
4.00000000
/100
P/E of 3.2x places this firmly in deep value territory. FCF yield of 177.1% is strong — the business generates significant free cash relative to price. VC2 score of 4.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
84.0%ile
ROE
0.119
ROA
0.016
Net Margin
0.108
Op Margin
0.195
GPA
0.136
D/E
-1.00
Current
4.65
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.067
Earn Growth
-0.065
Stability
0.369
lower=better
Accruals
-0.010
lower=better
5yr Consist
No
Conservative balance sheet with D/E of -1.00.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
25.0%ile
6M Return
-4.4%
12M Return
1.6%
12-1 Mom
5.1%
Risk-Adj
0.47
Vol 252d
10.9%
Vol 60d
19.1%
↑ Expanding
Max DD 12M
-9.9%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (19%) is expanding vs long-term (11%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.91
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Other · 5 peers
Sector Value %ile
100.0%
Sector Quality %ile
100.0%
P/B z-score
-0.94
Sector Avg OS
73.4%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
RILYZ B. Riley Financial Inc. 5.25% Senior Notes due 2028 98.0% 95.0% 69.0% 97.0%
RILYG B. Riley Financial Inc. 5.00% Senior Notes due 2026 97.0% 94.0% 69.0% 95.0%
JSM Navient Corporation SR NT 6% 121543 70.0% 80.0% 48.0% 28.0%
NEWTI NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028 53.0% 74.0% 23.0% 28.0%
BHFAL Brighthouse Financial, Inc. 49.0% 82.0% 14.0% 13.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (98th) and quality (84th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Volatility Expanding
60-day vol (19%) significantly exceeds 252-day (11%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
87.3% avg (7 factors)
Quality
C
57.0% avg (8 factors)
Momentum
D
36.0% avg (4 factors)
Risk
A
98.5% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.910—1—
Value %ile0.980—1—
Quality %ile0.840—1—
Momentum %ile0.250—1—
F-Score6.000—0—
Confidence0.867—1—
Volatility0.109—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
3.17
Earnings Yield (E/P)
0.3158
Price / Sales
0.34
Price / Book
0.38
Price / Cash Flow
2.01
FCF Yield
177.1%
EBITDA / EV
201.8%
Sales Yield (1/P·S)
9.8516
Shareholder Yield
Div + net buyback / mktcap
0.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
11.9%
Return on Assets
1.6%
Net Margin
10.8%
Operating Margin
19.5%
Gross Profit / Assets
Novy-Marx GPA
13.6%
Debt / Equity
-1.00
Current Ratio
4.65
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.010
MomentumPrice trend strength over different horizons
6M Return
-4.4%
12M Return
1.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
5.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.47
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
6.7%
Earnings Growth (YoY)
-6.5%
Earnings Stability (CV)
Lower = more stable
0.369
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
6
Dividend Yield
0.0%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
2
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
4
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
4
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
58
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity