Stifel Financial (SF) Equity Average (2010 - 2026)
Stifel Financial (SF) recorded quarterly Equity Average of $6.0 billion in Q1 2026, up 1.95% on a QoQ basis from $5.9 billion in Q4 2025, and up 61.09% year-over-year from $3.7 billion in Q1 2025.
Stifel Financial (SF) Equity Average (2010 - 2026) Analysis & Trends
Stifel Financial has disclosed Equity Average across 17 years of filings, most recently posting $6.0 billion for Q1 2026.
- Quarterly Equity Average rose 61.09% year-over-year to $6.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $6.0 billion (up 61.09% YoY) and the FY2025 annual result came in at $3.9 billion, up 9.51% from the prior year.
- Equity Average rose to $6.0 billion in Q1 2026, from $5.9 billion in the prior quarter.
- Over five years, Equity Average peaked at $6.0 billion in Q1 2026 and troughed at $350.9 million in Q2 2022.
- A 5-year average of $3.3 billion and a median of $3.6 billion in 2024 frame the typical range for Equity Average.
- Annual changes were most pronounced in 2022 — Equity Average sank 83.21% — and 2025, when it soared 413.12%.
- Tracing SF's Equity Average over 5 years: stood at $3.6 billion in 2022, then surged by 47.26% to $5.3 billion in 2023, then declined by 29.35% to $3.7 billion in 2024, then soared by 57.62% to $5.9 billion in 2025, then gained by 1.95% to $6.0 billion in 2026.
- Business Quant data shows SF's Equity Average at $6.0 billion in Q1 2026, $5.9 billion in Q4 2025, and $4.8 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 113.51 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 123.88 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 49.33 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 9.42 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 13.03 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 5.52 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 7.25 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 3.38 Bn |
| 10 | Stifel Financial | 10.93 Bn | 6.37 Bn | 878.90 Mn | 5.98 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 5.98 Bn |
| Dec 31, 2025 | 5.87 Bn |
| Sep 30, 2025 | 4.78 Bn |
| Jun 30, 2025 | 4.68 Bn |
| Mar 31, 2025 | 3.71 Bn |
| Dec 31, 2024 | 3.72 Bn |
| Sep 30, 2024 | 2.79 Bn |
| Jun 30, 2024 | 911.23 Mn |
| Mar 31, 2024 | 3.55 Bn |
| Dec 31, 2023 | 5.27 Bn |
| Sep 30, 2023 | 2.96 Bn |
| Jun 30, 2023 | 1.26 Bn |
| Mar 31, 2023 | 1.88 Bn |
| Dec 31, 2022 | 3.58 Bn |
| Sep 30, 2022 | 2.96 Bn |
| Jun 30, 2022 | 350.87 Mn |
| Mar 31, 2022 | 1.39 Bn |
| Dec 31, 2021 | 3.77 Bn |
| Sep 30, 2021 | 3.58 Bn |
| Jun 30, 2021 | 2.09 Bn |