BX vs. SF: Blackstone vs. Stifel Financial Stock Comparison
How do Blackstone (BX) and Stifel Financial (SF) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Blackstone (BX) and Stifel Financial (SF) both belong to the Capital Markets industry, though BX is classified under Asset Management & Custody Banks while SF falls under Investment Banking & Brokerage.
| Profile Item | BX | SF |
|---|---|---|
| Name | Blackstone Inc. | Stifel Financial Corp. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 148.61 billion USD | 10.65 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 22, 2007 | July 19, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BX | SF |
|---|---|---|
| Total Return (1Y) | -11.29% | -8.12% |
| Total Return (3Y, Annualized) | 12.22% | 24.91% |
| Total Return (5Y, Annualized) | 0.26% | 9.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BX | SF |
|---|---|---|
| Volatility (1Y, Annualized) | 38.63% | 27.41% |
| Beta (5Y) | 1.50 | 0.98 |
| Max Drawdown (5Y) | -49.29% | -36.25% |
| Avg. Volume (3M) | 4.75M | 1.29M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BX | SF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.40 | -0.45 |
| Sortino Ratio (1Y) | -0.57 | -0.62 |
Profitability
ROE (TTM)
Blackstone (BX) at 32.38% sits in the top ROE quartile, while Stifel Financial (SF) at 16.55% is closer to the peer norm — stronger capital efficiency for BX.
BX
Financial Services industry group
32.38%
- Max
- 44.78%
- BX
- 32.38%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
SF
Financial Services industry group
16.55%
- Max
- 44.78%
- Q3
- 21.85%
- SF
- 16.55%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Blackstone (BX) at 22.99% and Stifel Financial (SF) at 16.73% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BX
Financial Services industry group
22.99%
- Max
- 62.84%
- Q3
- 28.05%
- BX
- 22.99%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
SF
Financial Services industry group
16.73%
- Max
- 62.84%
- Q3
- 28.05%
- SF
- 16.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Blackstone (BX) at 48.86% and Stifel Financial (SF) at 22.49% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BX
Financial Services industry group
48.86%
- Max
- 107.33%
- Q3
- 55.90%
- BX
- 48.86%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
SF
Financial Services industry group
22.49%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- SF
- 22.49%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BX | SF |
|---|---|---|
| ROE (TTM) | 32.38% | 16.55% |
| ROA (TTM) | 14.27% | 2.25% |
| Net Margin (TTM) | 22.99% | 16.73% |
| Operating Margin (TTM) | 48.86% | 22.49% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Blackstone (BX) at 13.54% and Stifel Financial (SF) at 11.33% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Blackstone (BX) at 6.91% and Stifel Financial (SF) at -6.08% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BX | SF |
|---|---|---|
| Revenue Growth (YoY) | 13.54% | 11.33% |
| Revenue Growth (3Y CAGR) | 20.27% | 8.03% |
| EPS Growth (YoY) | 6.91% | -6.08% |
| EPS Growth (3Y CAGR) | 17.92% | 3.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Blackstone (BX) in Financial Services and Stifel Financial (SF) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Blackstone (BX) in Financial Services and Stifel Financial (SF) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BX | SF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blackstone (BX) at 4.22% delivers top-quartile income for its industry, while Stifel Financial (SF) at 1.83% pays a more typical yield — both are credible income propositions, BX the richer one.
BX
Financial Services industry group
4.22%
- Max
- 9.77%
- BX
- 4.22%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
SF
Financial Services industry group
1.83%
- Max
- 9.77%
- Q3
- 3.92%
- SF
- 1.83%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Blackstone (BX) reports payout ratio above 100% at 111.19%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Stifel Financial (SF) reports 22.98%, ranking against industry peers normally.
BX
Financial Services industry group
111.19%
- Max
- 241.07%
- BX
- 111.19%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
SF
Financial Services industry group
22.98%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SF
- 22.98%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BX | SF |
|---|---|---|
| Dividend Yield (TTM) | 4.22% | 1.83% |
| Dividend Payout Ratio (TTM) | 111.19% | 22.98% |
Valuation
P/E Ratio (TTM)
Stifel Financial (SF) at 12.37 is near its industry’s usual P/E ratio, while Blackstone (BX) at 26.61 sits in the richer quartile — BX needs stronger growth or earnings quality to justify the premium.
BX
Financial Services industry group
26.61
- Max
- 45.85
- BX
- 26.61
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
SF
Financial Services industry group
12.37
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- SF
- 12.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Stifel Financial (SF) at 1.82 prices around its industry’s typical P/S ratio, while Blackstone (BX) at 9.61 clears its benchmark range — BX looks notably rich on sales.
BX
Financial Services industry group
9.61
- BX
- 9.61
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
SF
Financial Services industry group
1.82
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- SF
- 1.82
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Stifel Financial (SF) at 2.00 sits near its industry’s typical P/B ratio, while Blackstone (BX) at 10.81 prices above its benchmark range — BX looks rich relative to book.
BX
Financial Services industry group
10.81
- BX
- 10.81
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
SF
Financial Services industry group
2.00
- Max
- 7.79
- Q3
- 3.63
- SF
- 2.00
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BX | SF |
|---|---|---|
| P/E Ratio (TTM) | 26.61 | 12.37 |
| P/S Ratio (TTM) | 9.61 | 1.82 |
| P/B Ratio (MRQ) | 10.81 | 2.00 |
| Free Cash Flow Yield (TTM) | -- | -- |