NYSE$SF

Stifel Financial Corporation · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Stifel reported record fourth quarter and full-year results, marked by consecutive year of record net revenues and a significant increase in net income.

Stifel Financial Corp. reported record net income available to common shareholders of $180.8 million, or $1.55 per diluted common share, on record net revenues of $1.1 billion for the three months ended December 31, 2020. The company's performance was driven by higher brokerage revenues, an increase in capital raising and advisory fee revenues and asset management and service fees.

  • Record quarterly net revenues of $1.1 billion, an increase of 20.0% over the third quarter of 2020.
  • Record quarterly net income available to common shareholders of $180.8 million, or $1.55 per diluted common share.
  • Record non-GAAP net income available to common shareholders of $195.1 million, or $1.67 per diluted common share.
  • Record client assets of $357.4 billion, increased 8.5% compared with the year-ago quarter.

Headline financials

Total Revenue

$1.06B

Previous: $944M+12.3%
EPS (adj)

$1.67

Previous: $1.25+33.6%
Client Assets

$357B

Previous: $329B+8.5%
Fee-Based Assets

$129B

Previous: $117B+10.4%
Financial Advisors

2.3K

Previous: 2.2K+2.6%
Net Income

$188M

Previous: $131M+44.2%
Operating Income

$235M

Previous: $163M+44.3%
Gross Profit

-$1.8B

Previous: -$1.61B-11.5%
Cash & Equivalents

$2.28B

Previous: $1.14B+99.5%
Total Assets

$26.6B

Previous: $24.6B+8.1%

Revenue & EPS history

Stifel · Revenue · Quarterly

$1.06B

Q4 2020+12.3%vs Q4 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Stifel · $1.06B total across 2 segments · Q4 2020

  • Global Wealth Mgmt
    $575M+4.0%
  • Institutional Group
    $489M+24.9%

Forward guidance

Stifel entered 2021 with record recruiting and investment banking pipelines, record client assets, and more than $500 million of excess capital, driving optimism for 2021 and beyond.

Tailwinds

  • Record recruiting pipeline
  • Record investment banking pipeline
  • Record client assets
  • More than $500 million of excess capital
  • Long history of profitable growth

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

+0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.8%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+9.4%

Q1 2016

Best reaction

-11.8%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-5.5%-11.8%
Q4 2025+0.0%-1.7%-12.1%
Q3 2025+3.8%+5.9%+4.1%
Q1 2025-3.9%-0.1%+8.2%
Q4 2024+2.1%-2.0%-7.8%
Q3 2024+3.7%+4.6%+15.6%
Q2 2024+5.2%+5.6%+6.3%
Q1 2024+0.8%+3.7%+4.1%
Q4 2023+4.8%+5.4%+8.3%
Q3 2023-4.5%-2.7%+6.3%
Q2 2023-3.6%-1.9%-1.6%
Q1 2023+1.9%+1.0%-2.2%
Q4 2022+5.3%+5.1%+6.0%
Q3 2022+7.4%+13.5%+18.8%
Q2 2022-0.8%-0.1%+3.7%
Q1 2022+4.3%+0.6%+2.0%
Q4 2021+8.3%+12.2%+11.6%
Q3 2021-4.6%-3.7%-5.7%
Q2 2021+3.6%+1.5%+8.9%
Q1 2021+0.2%-0.9%-1.0%
Q4 2020+1.5%+1.9%+17.2%
Q3 2020-4.2%-5.0%+17.9%
Q2 2020+4.2%+4.9%+10.7%
Q1 2020-11.8%-13.2%-0.3%
Q4 2019+3.2%+6.6%-13.2%
Q3 2019-4.0%+2.5%+7.2%
Q2 2019-1.0%-6.9%-11.1%
Q1 2019-1.0%+1.1%-6.9%
Q4 2018+6.8%+8.1%+15.8%
Q3 2018+6.1%+10.7%+12.2%
Q2 2018+4.2%+4.5%+6.4%
Q1 2018+0.4%-1.8%+1.9%
Q4 2017+3.2%-0.8%-3.4%
Q3 2017+2.0%+2.3%+6.8%
Q2 2017+1.4%-0.7%-6.0%
Q1 2017-1.0%-1.7%-12.8%
Q4 2016+4.8%+7.7%+9.1%
Q3 2016-4.7%-3.0%+25.8%
Q2 2016+4.2%+6.1%+10.2%
Q1 2016+9.4%
Q4 2015-7.8%
Q3 2015-6.0%
Q2 2015-2.4%
Q1 2015-1.5%
Q4 2014+6.9%
Q3 2014-2.0%
Q2 2014-1.0%
Q1 2014+0.4%
Q4 2013-1.1%
Q3 2013+2.6%
Q2 2013+3.2%
Q1 2013-3.4%
Q4 2012-7.4%
Q3 2012+1.8%
Q2 2012+1.0%
Q1 2012-6.4%
Q4 2011-2.5%
Q3 2011-6.5%
Q2 2011+1.6%
Q1 2010-3.2%
Q1 2011+0.1%
Q4 2008-2.1%
Q4 2010-2.1%
Q3 2009+1.6%
Q3 2010+1.6%
Q2 2010-3.3%
Q2 2009-3.3%
Q4 2009-3.3%

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