Stifel Financial Corporation (SF)vsTradeweb Markets Inc (TW)
SF
Stifel Financial Corporation
$72.53
+0.60%
FINANCIAL SERVICES · Cap: $11.16B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Stifel Financial Corporation generates 168% more annual revenue ($5.49B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 12.4%. SF appears more attractively valued with a PEG of 1.11. SF earns a higher WallStSmart Score of 68/100 (B-).
SF
Strong Buy68
out of 100
Grade: B-
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.0%
Fair Value
$92.51
Current Price
$72.53
$19.98 premium
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 27.4%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SF
The strongest argument for SF centers on Price/Book, Operating Margin. Revenue growth of 14.6% demonstrates continued momentum. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : SF
The primary concerns for SF are Piotroski F-Score.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
SF profiles as a value stock while TW is a mature play — different risk/reward profiles.
SF carries more volatility with a beta of 1.13 — expect wider price swings.
SF is growing revenue faster at 14.6% — sustainability is the question.
TW generates stronger free cash flow (337M), providing more financial flexibility.
Bottom Line
SF scores higher overall (68/100 vs 67/100) and 14.6% revenue growth. TW offers better value entry with a 34.8% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Stifel Financial Corporation
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Stifel Financial Corp. The company is headquartered in St. Louis, Missouri.
Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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