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SF vs AIT

Comparison between Stifel Financial Corp (SF, Company) and Applied Industrial Technologies Inc (AIT, Company).

SF is from the Financial Services sector, while AIT is from the Industrials sector.

5-Year PerformanceAIT has outperformed SF, delivering a return of +26.1% compared to +12.3%

SF vs AIT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SF
$12B
AIT
$12B
Max Drawdown
Winner
SF
55.25%
AIT
60.53%
Sharpe Ratio
SF
0.55
Winner
AIT
1.10
5Y Beta
SF
1.32
Winner
AIT
1.22
Industry
SF
Capital Markets
AIT
Industrial Distribution
P/E Ratio
Winner
SF
17.24
AIT
29.64
Forward P/E
Winner
SF
11.74
AIT
26.39
PEG Ratio
Winner
SF
0.79
AIT
3.60
Dividend Yield
Winner
SF
1.64%
AIT
0.61%
5Y Dividends CAGR
Winner
SF
36.82%
AIT
7.86%
5Y EPS CAGR
SF
11.92%
Winner
AIT
24.82%
Debt to Equity
Winner
SF
10.32%
AIT
19.64%
Free Cash Flow Yield
Winner
SF
8.51%
AIT
4.03%

SF vs AIT - Historical Returns

Returns include dividend reinvestment.

1M
SF
-6.43%
Winner
AIT
+6.01%
3M
SF
-5.71%
Winner
AIT
+11.10%
6M
SF
-7.71%
Winner
AIT
+24.37%
1Y
SF
+14.19%
Winner
AIT
+34.95%
5Y(CAGR)
SF
+12.33%
Winner
AIT
+26.06%
10Y(CAGR)
SF
+18.97%
Winner
AIT
+23.53%
Max(CAGR)
SF
+16.32%
Winner
AIT
+17.63%

SF vs AIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSFAIT
2026-12.55%+19.96%
2025+20.03%+8.41%
2024+56.07%+41.57%
2023+19.01%+39.56%
2022-17.01%+24.41%
2021+45.12%+36.16%
2020+24.74%+19.49%
2019+48.01%+27.76%
2018-30.66%-19.25%
2017+19.75%+15.04%
2016+20.54%+53.09%
2015-16.30%-7.75%
2014+8.46%-3.40%
2013+44.21%+14.96%
2012-4.60%+20.64%
2011-23.70%+9.11%
2010+4.94%+46.82%
2009+29.63%+13.06%
2008+35.57%-29.65%
2007+34.90%+11.91%
2006+2.56%+14.12%
2005+85.90%+32.02%
2004+50.83%+70.53%
2003+77.28%+31.81%
2002+7.63%+4.95%
2001-4.65%-3.28%
2000+19.52%+27.15%
1999-6.80%+4.67%

SF vs AIT Drawdown Comparison

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

The maximum drawdown for AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 547 trading sessions.

The current SF drawdown is -15.77%. The current AIT drawdown is -1.43%.

RankSFAIT
#1-55.25%
Jun 23, 2015 - Dec 4, 2017
-59.29%
Sep 21, 2018 - Nov 23, 2020
#2-51.89%
Feb 20, 2020 - Nov 9, 2020
-57.17%
Oct 31, 2007 - Oct 21, 2010
#3-50.85%
Mar 8, 2011 - Jan 16, 2014
-32.25%
Apr 19, 2006 - Jul 3, 2007
#4-42.10%
Feb 1, 2018 - Feb 4, 2020
-30.33%
Jul 7, 2011 - Jan 5, 2012
#5-41.41%
Sep 19, 2008 - May 4, 2009
-28.67%
May 23, 2002 - Jun 17, 2003
#6-40.06%
Oct 11, 2007 - Jul 23, 2008
-27.51%
Aug 1, 2013 - Oct 27, 2016
#7-36.25%
Feb 8, 2022 - Mar 28, 2024
-26.42%
Nov 26, 2024 - Jan 13, 2026
#8-34.67%
Jan 30, 2025 - Oct 22, 2025
-24.72%
Dec 21, 2004 - May 18, 2005
#9-32.45%
Oct 16, 2000 - Nov 3, 2003
-23.56%
Dec 28, 2000 - Mar 6, 2002
#10-31.50%
Mar 30, 2006 - Jan 11, 2007
-22.88%
Jan 23, 2004 - Apr 22, 2004
#11-27.20%
Dec 30, 2009 - Dec 14, 2010
-20.98%
May 14, 2021 - Nov 12, 2021
#12-25.97%
Mar 9, 2004 - Nov 22, 2004
-19.97%
Jul 19, 2007 - Aug 24, 2007
#13-21.42%
Feb 21, 2007 - May 25, 2007
-19.01%
May 4, 2022 - Aug 11, 2022
#14-21.02%
Jan 6, 2026 - Mar 16, 2026
-18.97%
Feb 29, 2000 - Aug 10, 2000
#15-19.86%
Dec 3, 2004 - Jun 23, 2005
-18.56%
Aug 11, 2022 - Oct 27, 2022

Correlation

Correlation between SF and AIT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

SF vs AIT dividend yield comparison.

YearSFAIT
20260.46%0.16%
20251.47%0.72%
20241.58%0.62%
20232.08%0.81%
20222.06%1.08%
20210.85%1.29%
20200.90%1.64%
20190.99%1.86%
20181.16%2.22%
20170.34%1.70%
20160.00%1.89%
20150.00%2.67%
20140.00%2.19%
20130.00%1.87%
20120.00%2.00%
20110.00%2.10%
20100.00%1.97%
20090.00%2.72%
20080.00%3.17%
20070.00%1.86%
20060.00%1.75%
20050.00%1.51%
20040.00%1.26%
20030.00%2.01%
20020.53%2.54%
20011.13%2.57%
20001.04%2.33%
19990.30%0.72%

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