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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-15), Stifel Financial's 1-Year Sharpe Ratio is 0.37.
Stifel Financial (FRA:2SI) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Stifel Financial 1-Year Sharpe Ratio Related Terms
FRA:2SI vs HUT, JEF, EVR: 1-Year Sharpe Ratio Comparison
For the Capital Markets subindustry, Stifel Financial's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Stifel Financial's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Stifel Financial's 1-Year Sharpe Ratio falls into.
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
Stifel Financial (FRA:2SI) has a 1-Year Sharpe Ratio of 0.37 as of Aug. 15, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Stifel Financial and its competitors.
Is Stifel Financial's 1-Year Sharpe Ratio too high?
Stifel Financial's current 1-Year Sharpe Ratio is 0.37. Overall, Stifel Financial has a GF Score™ of 82/100, reflecting its overall financial health beyond just this single metric.
How does Stifel Financial's 1-Year Sharpe Ratio compare to HUT and JEF?
Stifel Financial's 1-Year Sharpe Ratio of 0.37 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Stifel Financial and its competitors. Stifel Financial's current 1-Year Sharpe Ratio is 0.37. 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 1-Year Sharpe Ratio of 0.37. The stock's GF Value™ is €66.94, compared to a current price of €73.00 — trading 9.1% above its estimated fair value. The current 1-Year Sharpe Ratio is 0.37. Stifel Financial's overall GF Score™ is 82/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Stifel Financial (FRA:2SI), the current 1-Year Sharpe Ratio is 0.37 as of Aug. 15, 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 €73.00 is trading 9.1% above its estimated GF Value™ of €66.94.
Key valuation signals for FRA:2SI:
1-Year Sharpe Ratio: 0.37
GF Value™: €66.94 vs. price of €73.00 (9.1% above fair value)
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.
82GF Score
Get the complete analysis for FRA:2SI
1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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