StifelFranklin Templeton

Stifel vs Franklin Templeton

Stifel and Franklin Templeton are presented to compare their business models, financial performance, and market context. This page explains how each company generates revenue, allocates capital, and p...

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Investment Analysis

Stifel

Pros

  • Stifel Financial reported a 14.36% revenue increase in 2024, reaching $4.94 billion, alongside a 43.04% rise in earnings to $694.10 million, showing strong growth momentum.
  • The company's diversified business model includes Global Wealth Management, Institutional Group, and investment banking, supporting balanced revenue streams and resilience.
  • Record quarterly results in Q3 2025 featured $1.4 billion in net revenue and $1.95 EPS, driven by robust wealth management and a 34% increase in institutional revenue.

Considerations

  • Despite growth, Stifel's forward P/E ratio of 12.63 suggests valuation risks if anticipated earnings growth slows or market conditions deteriorate.
  • The firm's business is exposed to cyclicality in investment banking and market volatility, which can impact revenue and profitability unpredictably.
  • With a beta of 1.13, Stifel shows above-average stock price volatility, indicating higher risk relative to the broader market.
Franklin Templeton

Pros

  • Franklin Resources operates globally with a strong brand presence and diversified investment product offerings including mutual funds, ETFs, and alternative assets.
  • The firm serves a broad client base including retail, institutional, and high-net-worth investors, supporting diversified revenue sources.
  • With over seventy years of asset management experience, Franklin Templeton benefits from established market expertise and operational scale.

Considerations

  • Franklin Resources is subject to fluctuations in global markets, asset inflows/outflows, and regulatory changes affecting investment management fees and performance.
  • The investment management industry is highly competitive with fee compression pressures impacting profitability over time.
  • Economic and geopolitical uncertainties continue to pose risks to asset valuations and client investment mandates, potentially affecting earnings stability.

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