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SF vs. STT: Stifel Financial vs. State Street Stock Comparison

How do Stifel Financial (SF) and State Street (STT) 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

Stifel Financial (SF) and State Street (STT) both belong to the Capital Markets industry, though SF is classified under Investment Banking & Brokerage while STT falls under Asset Management & Custody Banks.

Company profile comparison for Stifel Financial (SF) and State Street (STT)
Profile ItemSFSTT
NameStifel Financial Corp.State Street Corporation Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization10.65 billion USD45.05 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 19, 1983March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SF
STT
GSPC
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Stifel Financial (SF) vs. State Street (STT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Stifel Financial (SF) and State Street (STT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Stifel Financial (SF) and State Street (STT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Total Return (1Y)-8.12%49.16%
Total Return (3Y, Annualized)24.91%41.54%
Total Return (5Y, Annualized)9.74%16.00%

Risk Profile

Drawdown History

SF
STT
GSPC
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Stifel Financial (SF) vs. State Street (STT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Stifel Financial (SF) and State Street (STT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Volatility (1Y, Annualized)27.41%25.01%
Beta (5Y)0.981.36
Max Drawdown (5Y)-36.25%-41.45%
Avg. Volume (3M)1.29M1.85M

Risk-Adjusted Performance

Risk-Return Positioning

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SF and STT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Sharpe Ratio (1Y)-0.451.79
Sortino Ratio (1Y)-0.622.61

Profitability

ROE (TTM)

Both Stifel Financial (SF) at 16.55% and State Street (STT) at 13.08% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

STT

Financial Services industry group

13.08%

Max
44.78%
Q3
21.85%
STT
13.08%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Stifel Financial (SF) vs. State Street (STT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Stifel Financial (SF) at 16.73% and State Street (STT) at 23.78% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

STT

Financial Services industry group

23.78%

Max
62.84%
Q3
28.05%
STT
23.78%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Stifel Financial (SF) vs. State Street (STT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Stifel Financial (SF) at 22.49% and State Street (STT) at 34.63% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

STT

Financial Services industry group

34.63%

Max
107.33%
Q3
55.90%
STT
34.63%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Stifel Financial (SF) vs. State Street (STT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
ROE (TTM)16.55%13.08%
ROA (TTM)2.25%0.95%
Net Margin (TTM)16.73%23.78%
Operating Margin (TTM)22.49%34.63%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Stifel Financial (SF) at 11.33% and State Street (STT) at 8.10% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Stifel Financial (SF) vs. State Street (STT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Stifel Financial (SF) at -6.08% and State Street (STT) at 14.49% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Stifel Financial (SF) vs. State Street (STT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Revenue Growth (YoY)11.33%8.10%
Revenue Growth (3Y CAGR)8.03%4.82%
EPS Growth (YoY)-6.08%14.49%
EPS Growth (3Y CAGR)3.33%9.35%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Stifel Financial (SF) in Financial Services and State Street (STT) 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: Stifel Financial (SF) in Financial Services and State Street (STT) 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

Financial strength metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Stifel Financial (SF) at 1.83% and State Street (STT) at 2.08% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

STT

Financial Services industry group

2.08%

Max
9.77%
Q3
3.92%
STT
2.08%
Median
1.09%
Q1
0.00%
Min
0.00%
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Stifel Financial (SF) vs. State Street (STT): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Stifel Financial (SF) at 22.98% and State Street (STT) at 28.10% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

STT

Financial Services industry group

28.10%

Max
241.07%
Q3
97.36%
STT
28.10%
Median
25.77%
Q1
0.00%
Min
0.00%
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Stifel Financial (SF) vs. State Street (STT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
Dividend Yield (TTM)1.83%2.08%
Dividend Payout Ratio (TTM)22.98%28.10%

Valuation

P/E Ratio (TTM)

Both Stifel Financial (SF) at 12.37 and State Street (STT) at 13.53 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

STT

Financial Services industry group

13.53

Max
45.85
Q3
24.64
Median
15.37
STT
13.53
Q1
9.68
Min
0.16
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Stifel Financial (SF) vs. State Street (STT): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Stifel Financial (SF) at 1.82 and State Street (STT) at 2.91 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

STT

Financial Services industry group

2.91

Max
9.23
Q3
4.57
STT
2.91
Median
2.72
Q1
1.28
Min
-0.55
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Stifel Financial (SF) vs. State Street (STT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Stifel Financial (SF) at 2.00 and State Street (STT) at 1.83 are valued close to their industries’ norm against book — neither stands out from peers.

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

STT

Financial Services industry group

1.83

Max
7.79
Q3
3.63
STT
1.83
Median
1.57
Q1
0.81
Min
-0.39
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Stifel Financial (SF) vs. State Street (STT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Stifel Financial (SF) and State Street (STT)
MetricSFSTT
P/E Ratio (TTM)12.3713.53
P/S Ratio (TTM)1.822.91
P/B Ratio (MRQ)2.001.83
Free Cash Flow Yield (TTM)----