SFSTIFEL FINANCIAL CORP
Security Brokers, Dealers & Flotation Companies
- Revenue
- $3.8B
- 14% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$1.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear173% of net incomeCash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear22% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.6B | $3.0B | $2.7B | $3.3B | $3.8B | 14% |
| Operating income | — | $885M | $707M | $928M | — | |
| Net income | $789M | $625M | $485M | $694M | $646M | 6.9% |
| Operating cash flow | $872M | $1.2B | $499M | $490M | $1.1B | 128% |
| Capex | $188M | $82M | $52M | $74M | $62M | 16% |
| Stock-based comp | $119M | $136M | $140M | $154M | $164M | 6.7% |
| Buybacks | $173M | $106M | $444M | $144M | $245M | 70% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $19M | $43M | 271 | 181 |
| FY2024 | $16M | $36M | 226 | 173 |
| FY2023 | $13M | $18M | 144 | 133 |
| FY2022 | $13M | $9M | 120 | 120 |
| FY2021 | $14M | $25M | 141 | 142 |