Stifel vs Evercore

This page compares Stifel Financial Corp and Evercore Partners Inc to illustrate differences in business models, financial performance, and market context in a neutral, accessible way. It explains how each firm serves clients, their competitive positioning, and the broader market landscape. Educational content, not financial advice.

This page compares Stifel Financial Corp and Evercore Partners Inc to illustrate differences in business models, financial performance, and market context in a neutral, accessible way. It explains how...

About The Companies

Stifel (SF)

Stifel Financial Corp (ticker: SF) is a US-based financial services firm that combines wealth management, investment banking, trading and institutional services. With a market capitalisation of about $11.48bn, Stifel generates revenue from advisory fees, commissions, asset-management fees and capital-markets activities. The group has grown both organically and through acquisitions, which has expanded its branch network and product capabilities. Investors should note the cyclical nature of its businesses: trading volumes, equity markets and M&A activity influence short-term results, while wealth-management fee income can provide steadier revenue. Key considerations include regulatory oversight, integration risks from acquisitions, and sensitivity to market volatility and interest-rate moves. The company has historically returned capital to shareholders and targets profitable growth, but past trends are not guarantees of future performance. This is general, educational information; suitability depends on individual circumstances, risk tolerance and investment horizon. Investors seeking exposure to retail wealth management and capital markets should weigh potential growth against volatility and sector-specific risks.

Evercore (EVR)

Evercore Partners Inc (EVR) is a global independent investment banking adviser known for high‑end M&A and restructuring work, supplemented by capital markets, institutional equities and wealth management services. Its model relies on senior bankers winning advisory mandates and on fee income from transactions and asset management — meaning revenues can swing with deal flow and market activity. The company’s reputation and relationships can support premium fees, but competition from large banks and boutiques, regulatory changes and macroeconomic cycles add uncertainty. With a market cap around $13.1 billion, Evercore sits among the larger independent advisers, offering exposure to corporate deal activity rather than traditional lending. Investors should note the business can be cyclical and sensitive to market conditions; past performance does not guarantee future returns. This summary is for general educational purposes only and is not personal investment advice — consider your objectives and risk tolerance before acting.

Comparison Snapshot

Key Financial Metrics

SF

Metric

EVR

$13.22B

Market Cap

$13.83B

2.97%

Potential Profit

6.30%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

Explore Basket

Investment Analysis

Stifel

SF

Pros

Stifel delivered strong revenue growth of 17% year-on-year in Q3 2025, supported by robust performance in wealth management and investment banking.
The company maintains a high pretax margin of 21.2%, reflecting efficient cost management and profitability in its core operations.
Fee-related businesses now account for 62% of total revenue, providing a more stable and recurring income stream.

Considerations

Stifel's stock is currently trading above its fair value according to recent analyst assessments, raising concerns about overvaluation.
The company's growth forecasts for 2025 have been revised downwards, with analysts now expecting 9.5% year-on-year earnings growth instead of 12.5%.
Stifel's revenue and earnings are sensitive to market conditions, particularly in mergers and acquisitions, which can be cyclical and volatile.

Evercore

EVR

Pros

Evercore has a strong reputation in advisory services, consistently ranking among the top firms for mergers and acquisitions globally.
The company benefits from a lean cost structure and high operating margins, driven by its focus on high-margin advisory work.
Evercore has demonstrated resilience in volatile markets, maintaining solid deal flow and client relationships across economic cycles.

Considerations

Evercore's revenue is highly dependent on capital markets activity, making it vulnerable to downturns in M&A and IPO volumes.
The company has limited diversification beyond advisory services, exposing it to sector-specific risks and client concentration.
Evercore's stock has underperformed some peers in recent months, reflecting investor caution amid macroeconomic uncertainty and rising competition.

Discover More Comparisons

Stifel vs CNA

Stifel vs CNA: A straightforward company comparison

Stifel vs RGA

Stifel vs RGA: Stock comparison

Stifel vs RenaissanceRe

Stifel vs Evercore

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Which Baskets Do They Appear In?

Banking Consolidation Europe: Might UniCredit Spark Wave?