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Stifel Financial SF Deferred Revenue

Deferred Revenue at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$69.5M-14.2%
LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$324.12M+20.0%
Evercore logo
EvercoreEVR
$22.65M+239%
M&T Bank logo
M&T BankMTB
$73M+7.4%

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:DeferredRevenue.

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 deferred revenue?
Stifel Financial (SF) reported deferred revenue of $21.6M in Q1 2026.
How has Stifel Financial's deferred revenue changed year-over-year?
Stifel Financial's deferred revenue decreased by 16.6% year-over-year, from $25.9M to $21.6M.
What is the long-term trend for Stifel Financial's deferred revenue?
Over 5 years (2020 to 2025), Stifel Financial's deferred revenue has grown at a 17.4% compound annual growth rate (CAGR), from $12.1M to $27M.
What does deferred revenue mean?
Money received for services not yet performed.
How do you interpret deferred revenue?
An increase suggests strong future demand and a growing pipeline of recognized revenue, while a decrease may signal slowing sales or faster service delivery.
How does deferred revenue compare across companies?
Standard metric for service-based businesses; common across financial and professional services.