Aegon vs Stifel

Aegon vs Stifel: this page compares the two companies' business models, financial performance indicators, and the market context in which they operate. The content is neutral and accessible, designed to help readers understand each organisation's approach, strengths, and potential considerations. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

AEG

Metric

$11.83B

Market Cap

$12.92B

15.03%

Potential Profit

5.00%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Aegon

AEG

Pros

Aegon has a diversified global presence in insurance, pensions, retirement, and asset management across key markets including the Americas, Netherlands, and UK.
The stock shows a positive short-term technical trend with expected price appreciation of around 7.35% over the next three months.
Aegon maintains a relatively low price/book ratio of 1.1x, indicating potential undervaluation compared to sector average.

Considerations

Aegon's price-to-earnings ratio of 16.1x is higher than the sector average, which may indicate the stock is relatively expensive on earnings.
The company operates in highly regulated insurance and financial services sectors that can expose it to policy and compliance risks internationally.
Recent trading volume and price gains have been modest and the stock price appreciation outlook remains relatively limited compared to peers.

Stifel

Pros

Stifel Financial reported a strong 14.36% revenue increase and 43.04% earnings growth in 2024, reflecting strong operational momentum.
The firm has a well-diversified business model with growing Global Wealth Management and Institutional Group segments contributing to record revenues.
Stifel aims to expand assets under management significantly, targeting growth from $500 billion to $1 trillion, supporting future scalability.

Considerations

Stifel is heavily exposed to the U.S. middle-market investment banking and wealth management sectors, which can be cyclical and sensitive to economic downturns.
The company's stock has a moderately high beta of 1.13, indicating it may experience above-average price volatility relative to the market.
Dividend yield is modest at around 1.67%, which may limit income appeal compared to other financial sector stocks with higher yields.

About The Companies

Aegon (AEG)

Aegon NV is a Dutch-based international financial services holding company with a history stretching back over 175 years. The company operates across numerous countries, offering a broad range of products in insurance, pensions, long-term savings, and asset management. In the United States, it is widely known through its Transamerica brand, providing life insurance and retirement solutions. In its home market, the Netherlands, it focuses heavily on pensions, life insurance, and mortgages. The company also has a significant presence in the United Kingdom as an investment platform for advisers and employers. Aegon's global reach extends into Asia through a joint venture in China and into Southern Europe via a partnership with Banco Santander in Spain and Portugal. This diversified model allows it to serve a wide variety of customers, from individuals to large corporations, with their long-term financial planning needs, although all investments carry risk and past performance is no guarantee of future returns.

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.

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Aegon vs Stifel

Comparison Snapshot

Investment Analysis

Aegon

Pros

Considerations

Stifel

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy AEG or SF in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Aegon vs Houlihan Lokey

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Frequently asked questions

What is the primary difference between Aegon and Stifel in terms of business models?

How should I interpret the pros and cons presented for each stock?

Why is price-to-earnings (P/E) ratio mentioned, and what does it indicate here?

What does the outlook of a 7.35% price appreciation imply for Aegon?

How does Stifel’s earnings growth in 2024 influence its investment appeal?

What should I know about Stifel’s dividend yield in context?

What market exposure differences exist between Aegon and Stifel?

How does industry cyclicality affect Aegon and Stifel?

How should I use this page when comparing the two stocks?

Is the information here suitable as financial advice?

Comparison Snapshot

About The Companies