Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Stifel Financial Corp. or StoneX Group Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.
Read on to learn how Stifel Financial Corp. and StoneX Group Inc. compare based on key financial metrics to determine which better meets your investment needs.
About Stifel Financial Corp. and StoneX Group Inc.
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.
StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to a market ecosystem in the United States, Europe, South America, the Middle East, Asia, and internationally. The company operates through four segments: Commercial, Institutional, Self-Directed/Retail, and Payments. The Commercial segment provides risk management and hedging, voice brokerage, market intelligence, physical trading, and commodity financing, marketing, procurement, logistics, and price management services; and engages in the risk management and hedging services, execution and clearing of exchange-traded and OTC products. This segment also acts as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies; and engages in asset management business. The Self-Directed/Retail segment provides trading services and solutions in the global financial markets, including spot foreign exchange, precious metals trading, contracts for differences, and spread bets; and wealth management services, as well as offering physical gold and other precious metals in various forms and denominations through Stonexbullion.com. The company was formerly known as INTL FCStone Inc. and changed its name to StoneX Group Inc. in July 2020. StoneX Group Inc. was founded in 1924 and is headquartered in New York, New York.
Latest Capital Markets and Stifel Financial Corp., StoneX Group Inc. Stock News
As of September 4, 2026, Stifel Financial Corp. had a $12.3 billion market capitalization, compared to the Capital Markets median of $3.3 million. Stifel Financial Corp.’s stock is down 2.4% in 2026, up 0.2% in the previous five trading days and up 5.64% in the past year.
Currently, Stifel Financial Corp.’s price-earnings ratio is 14.6. Stifel Financial Corp.’s trailing 12-month revenue is $5.8 billion with a 16.3% net profit margin. Year-over-year quarterly sales growth most recently was 12.7%. Analysts expect adjusted earnings to reach $6.523 per share for the current fiscal year. Stifel Financial Corp. currently has a 1.7% dividend yield.
As of September 4, 2026, StoneX Group Inc. had a $8.4 billion market cap, putting it in the 75th percentile of all stocks. StoneX Group Inc.’s stock is up 64.3% in 2026, up 1.2% in the previous five trading days and up 49.47% in the past year.
Currently, StoneX Group Inc.’s price-earnings ratio is 16.5. StoneX Group Inc.’s trailing 12-month revenue is $155.8 billion with a 0.3% net profit margin. Year-over-year quarterly sales growth most recently was 15.2%. Analysts expect adjusted earnings to reach $4.630 per share for the current fiscal year. StoneX Group Inc. does not currently pay a dividend.
How We Compare Stifel Financial Corp. and StoneX Group Inc. Stock Grades
Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.
AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Stifel Financial Corp. and StoneX Group Inc.’s stock grades to see how they measure up against one another.
Learn more about A+ Investor here!
Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions
Stifel Financial Corp. and StoneX Group Inc. Stock Value Grades
| Company | Ticker | Value |
| Stifel Financial Corp. | SF | C |
| StoneX Group Inc. | SNEX | B |
Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.
Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.
AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.
Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.
Stifel Financial Corp. has a Value Score of 41, which is Average.
StoneX Group Inc. has a Value Score of 71, which is Value.
The Value Stock Winner: StoneX Group Inc.
As you can clearly see from the Value Grade breakdown above, StoneX Group Inc. is considered to have better value than Stifel Financial Corp.. For investors who focus solely on a company’s valuation, StoneX Group Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
Stifel Financial Corp. and StoneX Group Inc.’s Quality Grades
| Company | Ticker | Quality |
| Stifel Financial Corp. | SF | D |
| StoneX Group Inc. | SNEX | D |
Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.
The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.
The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.
Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.
Stifel Financial Corp. has a Quality Score of 33, which is Weak.
StoneX Group Inc. has a Quality Score of 36, which is Weak.
The Quality Stock Winner: No Clear Winner
Neither Stifel Financial Corp. or StoneX Group Inc. has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Stifel Financial Corp. or StoneX Group Inc. is the better investment when it comes to quality.
Stifel Financial Corp. and StoneX Group Inc.’s Estimate Revisions Grades
| Company | Ticker | Earnings Estimate |
| Stifel Financial Corp. | SF | C |
| StoneX Group Inc. | SNEX | A |
Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).
Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.
Stifel Financial Corp. has a Earnings Estimate Score of 50, which is Neutral.
StoneX Group Inc. has a Earnings Estimate Score of 83, which is Very Positive.
The Earnings Estimate Revisions Grade Winner: StoneX Group Inc.
As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, StoneX Group Inc. has a better Earnings Estimate Revisions Grade than Stifel Financial Corp.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, StoneX Group Inc. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
Don’t Forget Your Free Special Report on How A+ Grades Can Help You Make Investment Decisions
Other Stifel Financial Corp. and StoneX Group Inc. Grades
In addition to Value, Quality and Estimate Revisions, A+ Investor also provides grades for Growth and Momentum.
Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.
Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.
These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Stifel Financial Corp. and StoneX Group Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.
So, Which Is the Better Investment, Stifel Financial Corp. or StoneX Group Inc. Stock?
Overall, Stifel Financial Corp. stock has a Value Score of 41, Estimate Revisions Score of 50 and Quality Score of 33.
StoneX Group Inc. stock has a Value Score of 71, Estimate Revisions Score of 83 and Quality Score of 36.
Comparing Stifel Financial Corp. and StoneX Group Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.
Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.
A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.
AAII Disclaimer
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.
Included With AAII Platinum
Screen: 23.7%
Annual Gain Since Inception. Data as of 12/31/2024.
769.3% Stock Superstars Portfolio Total Return Since Inception
U.S. Index ETF (IYY)
SSR Group 3 O'Shaughnessy portfolio has a 411.2% gain since inception performance compared to IYY at only 119.1%% Performance as of 11/29/24.
FREE REPORT
BECOME A MEMBER FOR ONLY $2
Get access to powerful investment discovery tools and a wealth of investment education to help you achieve your financial goals.