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Stifel Financial SF Deferred Revenue

Deferred Revenue at other companies

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$324.12M+20.0%
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EvercoreEVR
$12.68M+102%

Other financials

Income statement

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Revenue$1.5B+13.0%
Net income$226.5M+46.1%
EPS (diluted)$1.34+50.6%

Balance sheet

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Cash & equivalents$2.2B+18.0%
Total debt$1.5B-2.5%
Total equity$6.0B+7.4%
Total assets$44.9B+12.7%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$14.8M-0.3%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$12.78B+11.8%
Enterprise value$12.04B+8.9%
P/E13.4×-5.3×
P/S2.2×-0.1×

Profitability

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Net margin16.1%+4.2pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity16.4%+5.3pp
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 source filing: Stifel Financial’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 8:27 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-333953

Our deferred revenue primarily relates to retainer fees received in investment banking advisory engagements where the performance obligation has not yet been satisfied. Deferred revenue at June 30, 2026 and December 31, 2025 was $17.4 million and $27.0 million, respectively, and is included in accounts payable and accrued expenses in the consolidated statements of financial condition.

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's deferred revenue?
Stifel Financial (SF) reported deferred revenue of $17.4M in Q2 2026.
How has Stifel Financial's deferred revenue changed year-over-year?
Stifel Financial's deferred revenue decreased by 17.1% year-over-year, from $21M to $17.4M.
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?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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