Stifel Financial (SF) Beats Q4 Earnings and Revenue Estimates

Group 1: Earnings Performance - Stifel Financial reported quarterly earnings of $2.23 per share, exceeding the Zacks Consensus Estimate of $1.97 per share, and up from $1.50 per share a year ago, representing an earnings surprise of 13.20% [1] - The company posted revenues of $1.36 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 5.70%, compared to $1.15 billion in the same quarter last year [2] Group 2: Stock Performance and Outlook - Stifel shares have increased approximately 8.6% since the beginning of the year, outperforming the S&P 500's gain of 3.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.72 on revenues of $1.26 billion, and for the current fiscal year, it is $7.87 on revenues of $5.4 billion [7] Group 3: Industry Context - The Financial - Investment Bank industry, to which Stifel belongs, is currently ranked in the top 2% of over 250 Zacks industries, indicating strong performance potential [8] - Another company in the same industry, Moelis, is expected to report a significant year-over-year earnings increase of 816.7% for the quarter ended December 2024, with revenues projected to rise by 55.5% [9][10]