Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/a0fbf404-0cf5-436c-b59c-62ca3996d8dd/
SF
Stifel Financial CorporationSnapshot 2026-07-26 · 0.4w · Fresh
Strategy Eligibility
8 of 23 passing
★
OS Composite
OS 0.860
↗
Trending Value
✗
◆
Quality × Value
QV 0.855
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 12.8
◇
VC2 Cheapest
✗
📐
EBITDA/EV
13.3%
◐
Veiled Value
✗
▣
Piotroski Bargains
F8
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +12%
🔄
Shareholder Yield
3.6%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.94
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
86.0%ile
P/E
12.8×
P/S
1.8×
P/B
2.0×
E/P
0.1239
FCF Yield
0.102
EBITDA/EV
0.133
SH Yield
0.036
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
20.00000000
/100 — 1=cheapest
VC2 (Trending Value)
19.00000000
/100
VC3 (Buyback)
22.00000000
/100
FCF yield of 10.2% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
85.0%ile
ROE
0.159
ROA
0.022
Net Margin
0.143
Op Margin
0.241
GPA
0.132
D/E
6.17
Current
0.14
F-Score
8/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.120
Earn Growth
0.562
Stability
0.360
lower=better
Accruals
-0.007
lower=better
5yr Consist
No
Highly leveraged with D/E of 6.17 — returns are being amplified by debt. F-Score of 8/9 indicates strong fundamental improvement across multiple dimensions.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
29.0%ile
6M Return
-4.6%
12M Return
9.4%
12-1 Mom
-6.6%
Risk-Adj
-0.26
Vol 252d
25.6%
Vol 60d
60.3%
↑ Expanding
Max DD 12M
-20.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (60%) is expanding vs long-term (26%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.86
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 500 peers
Sector Value %ile
67.7%
Sector Quality %ile
78.8%
P/E z-score
-0.15
P/B z-score
-0.04
Sector Avg OS
85.1%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (86th) and quality (85th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Piotroski + Value Convergence
F-Score 8/9 with good value (86th). Strong fundamental improvement in a cheap stock.
Leveraged Returns
Strong ROE (16%) boosted by high leverage (D/E 6.2). Returns look good but come with balance sheet risk.
Volatility Expanding
60-day vol (60%) significantly exceeds 252-day (26%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
77.0% avg (7 factors)
Quality
D
36.7% avg (8 factors)
Momentum
F
29.6% avg (4 factors)
Risk
B
74.1% avg (1 factors)
Deep value territory, but quality is concerning. This is either a turnaround opportunity or a value trap — the F-Score and accruals ratio will be key differentiators. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.860 | —8 | — | |
| Value %ile | 0.860 | —8 | — | |
| Quality %ile | 0.850 | —8 | — | |
| Momentum %ile | 0.290 | —4 | — | |
| F-Score | 8.000 | —8 | — | |
| Confidence | 1.000 | —8 | — | |
| Volatility | 0.256 | —0 | — |
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
12.85
Earnings Yield (E/P)
0.1239
Price / Sales
1.84
Price / Book
2.05
Price / Cash Flow
9.69
FCF Yield
10.2%
EBITDA / EV
13.3%
Sales Yield (1/P·S)
0.5142
Shareholder Yield
Div + net buyback / mktcap
3.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
15.9%
Return on Assets
2.2%
Net Margin
14.3%
Operating Margin
24.1%
Gross Profit / Assets
Novy-Marx GPA
13.2%
Debt / Equity
6.17
Current Ratio
0.14
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.007
MomentumPrice trend strength over different horizons
6M Return
-4.6%
12M Return
9.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-6.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.26
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
12.0%
Earnings Growth (YoY)
56.2%
Earnings Stability (CV)
Lower = more stable
0.360
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
8
Dividend Yield
1.6%
Buyback Yield
2.0%
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
20
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
19
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
22
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
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity