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Stifel FinancialFRA:2SI +0.74%80 ROA % is 2.40% as of Mar. 2026, which is 35% above its 10-year median of 1.78. GuruFocus rates FRA:2SI with a GF Score™ of 80/100 and a GF Value™ of €65.45. The stock has 1 warning sign investors should review. Among 817 Capital Markets companies, Stifel Financial ranks better than 58.63% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Stifel Financial's annualizedNet Income for the quarter that ended in Mar. 2026 was €870 Mil.
Stifel Financial's average Total Assets over the quarter that ended in Mar. 2026 was €36,174 Mil. Therefore, Stifel Financial's annualized ROA % for the quarter that ended in Mar. 2026 was 2.40%.
The historical rank and industry rank for Stifel Financial's ROA % or its related term are showing as below:
FRA:2SI'
s ROA % Range Over the Past 10 Years
Min: 0.5 Med: 1.78 Max: 2.72
Current: 2.26
During the past 13 years, Stifel Financial's highest ROA % was 2.72%. The lowest was 0.50%. And the median was 1.78%.
FRA:2SI's ROA % is ranked better than 58.63% of 817
companies
in the Capital Markets industry
Industry Median: 1.54
vs FRA:2SI: 2.26
Stifel Financial (FRA:2SI) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Stifel Financial ROA % Related Terms
Stifel Financial ROA % Historical Data
* Premium members only.
The historical data trend for Stifel Financial's ROA % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Capital Markets subindustry, Stifel Financial's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Stifel Financial ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Stifel Financial's ROA % distribution charts can be found below:
* The bar in red indicates where Stifel Financial's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Stifel Financial (FRA:2SI) has a ROA % of 2.40% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Stifel Financial and its competitors. This is 35% above median its historical median of 1.78. Over the past decade, Stifel Financial's ROA % has ranged from 0.50 to 2.72. According to the industry distribution chart, Stifel Financial ranks #338 out of 817 companies in the Capital Markets industry, placing it in the top 41.4%.
Is Stifel Financial's ROA % too high?
Stifel Financial's current ROA % of 2.40% is 35% above median its 10-year median of 1.78. Over the past 10 years, this metric has ranged from a low of 0.50 to a high of 2.72. The Capital Markets industry median ROA % is 1.54. Stifel Financial's value of 2.40% is 55.8% above this industry median. Based on the distribution chart, Stifel Financial ranks #338 out of 817 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Stifel Financial has a GF Score™ of 80/100, reflecting its overall financial health beyond just this single metric.
How does Stifel Financial's ROA % compare to SNEX and RIOT?
According to the Capital Markets industry distribution chart, Stifel Financial ranks #338 out of 817 companies for ROA %. This puts Stifel Financial in the upper half of its industry. The industry median ROA % is 1.54. Stifel Financial's value of 2.40% is 55.8% above this benchmark. Historically, Stifel Financial's own ROA % has ranged from 0.50 to 2.72 over the past decade. While the company's 10-year median is 1.78 vs. the industry median of 1.54, Stifel Financial has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Capital Markets company?
The median ROA % among Capital Markets companies is 1.54, based on 817 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Stifel Financial's current ROA % of 2.40% is 55.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Stifel Financial and its competitors. For the Capital Markets industry, the median ROA % is 1.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Stifel Financial's current ROA % is 2.40%, which is 35% above median its own 10-year median of 1.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stifel Financial stock overvalued right now?
Stifel Financial (FRA:2SI) has a current ROA % of 2.40%. The stock's GF Value™ is €65.45, compared to a current price of €68.00 — trading 3.9% above its estimated fair value. The current ROA % is 2.40%, which is 35% above median its 10-year median of 1.78 and 55.8% above the Capital Markets industry median of 1.54. Stifel Financial's overall GF Score™ is 80/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Stifel Financial (FRA:2SI), the current ROA % is 2.40% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Stifel Financial (FRA:2SI) Overvalued in 2026?
Based on GuruFocus' analysis, Stifel Financial stock appears to be overvalued.
The current stock price of €68.00 is trading 3.9% above its estimated GF Value™ of €65.45.
Key valuation signals for FRA:2SI:
ROA %: 2.40% (35% above median its 10-year median of 1.78)
GF Value™: €65.45 vs. price of €68.00 (3.9% above fair value)
Industry Position: 55.8% above the Capital Markets median (#338 of 817)
No single metric tells the full story. See the FRA:2SI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Stifel Financial is a diversified financial-services provider that generates revenue from wealth management, investment banking, and lending. The firm was founded in 1890 as a St. Louis-based full-service brokerage but has been transformed under CEO Ronald Kruszewski through a slew of acquisitions into a globally competitive wealth manager, investment bank, and retail and institutional brokerage. The firm generated $5.5 billion in revenue in 2025, with roughly two-thirds derived from wealth management and one-third derived from trading and investment banking.
80GF Score
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