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Stifel Financial SF Customer Collateral Assets

Customer Collateral Assets at other companies

LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$1.1B+38.8%
JPMorgan Chase logo
JPMorgan ChaseJPM

Other financials

Income statement

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Revenue$1.5B+17.7%
Net income$251.4M+374%
EPS (diluted)$1.48+469%

Balance sheet

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Cash & equivalents$2.9B+6.4%
Total debt$1.5B+0.4%
Total equity$6.0B+8.1%
Total assets$42.9B+6.2%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$47.8M+189%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$11.28B+17.0%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S+0.1×

Profitability

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Net margin15.3%+3.1pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity15.3%+3.8pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:CustomerSecuritiesForWhichEntityHasRightToSellOrRepledgeFairValue.

The official record: Stifel Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stifel Financial's customer collateral assets?
Stifel Financial (SF) reported customer collateral assets of $2.6B in Q1 2026.
How has Stifel Financial's customer collateral assets changed year-over-year?
Stifel Financial's customer collateral assets increased by 23.8% year-over-year, from $2.1B to $2.6B.
What is the long-term trend for Stifel Financial's customer collateral assets?
Over 5 years (2020 to 2025), Stifel Financial's customer collateral assets has grown at a 5.0% compound annual growth rate (CAGR), from $1.8B to $2.3B.
What does customer collateral assets mean?
These are assets held by the firm as security against customer obligations, typically arising from margin lending or clearing activities. It reflects the firm's exposure to counterparty risk and the scale of its brokerage operations. Managing these assets is essential for maintaining liquidity and regulatory compliance in wealth management and institutional trading.