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Stifel Financial SF Stock-Based Comp

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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:AllocatedShareBasedCompensationExpense.

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
(in thousands)Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Provision for credit losses19,07320,348
Amortization of intangible assets19,09910,937
Deferred income taxes14,234(42,923)
Stock-based compensation111,85293,481
Gain on sale of business(47,284)
Unrealized gains on investments(238)(4,468)
Gain on sale of leased aircraft engines(32,063)
Other, net10,484(2,101)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's stock-based comp?
Stifel Financial (SF) reported stock-based comp of $46.17M in Q2 2026.
How has Stifel Financial's stock-based comp changed year-over-year?
Stifel Financial's stock-based comp increased by 28.8% year-over-year, from $35.85M to $46.17M.
What is the long-term trend for Stifel Financial's stock-based comp?
Over 4 years (2021 to 2025), Stifel Financial's stock-based comp has grown at a 8.3% compound annual growth rate (CAGR), from $119.38M to $164M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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