COMP <GO>
SF vs BAC // PIOTROSKI F-SCORE QUALITY
Stifel Financial Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: SF 7
— BAC 5
■ METRIC PARITY
LAST: $66.69 (-2.44%) • MKT CAP: $10.32B
piotroski-score
7/9
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
piotroski-score
7/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SF VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SF | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.40% | 2.50% | +0.90 | SF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 30.2x | -5.70 | SF | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | 2.10% | +7.08 | SF | /fcf-yield <GO> |
| Operating Margin | 20.90% | 32.90% | -12.00 | BAC | /operating-margins <GO> |
| Net Profit Margin | 17.10% | 27.00% | -9.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 6.80% | +7.70 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.54 | 0.45 | +0.09 | SF | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.9 | 27.7 | +10.24 | SF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 0.90 | +0.15 | SF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 10.9x | +2.50 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $357.61B | -$347.29B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SF REV | BAC REV | SF GROSS % | BAC GROSS % | SF FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $113.10B | 44.0% | 44.0% | $947.3M | $7.52B |
| FY 2024 | $3.29B | $105.86B | 44.0% | 44.0% | $342.2M | -$13.57B |
| FY 2023 | $2.71B | $102.77B | 44.0% | 44.0% | $377.4M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SF // BETA 1.05
BAC // BETA 0.90