SF vs BJ

Comparison between Stifel Financial Corp (SF, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).

SF is from the Financial Services sector, while BJ is from the Consumer Defensive sector.

5-Year PerformanceBJ has outperformed SF, delivering a return of +13.7% compared to +10.9%

SF vs BJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SF(COMPANY)	BJ(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	55.25%	38.76%
Sharpe Ratio	0.56	-1.08
5Y Beta	1.31	0.02
Industry	Capital Markets	Discount Stores
P/E Ratio	16.35	19.09
Forward P/E	11.14	19.05
PEG Ratio	0.75	2.08
Dividend Yield	1.73%	N/A
5Y Dividends CAGR	36.82%	N/A
5Y EPS CAGR	11.92%	7.61%
Debt to Equity	10.32%	23.62%
Free Cash Flow Yield	8.97%	3.00%

Market Cap

Winner

$11B

Max Drawdown

55.25%

Winner

38.76%

Sharpe Ratio

Winner

0.56

-1.08

5Y Beta

1.31

Winner

0.02

Industry

Capital Markets

Discount Stores

P/E Ratio

Winner

16.35

19.09

Forward P/E

Winner

11.14

19.05

PEG Ratio

Winner

0.75

2.08

Dividend Yield

1.73%

N/A

5Y Dividends CAGR

36.82%

N/A

5Y EPS CAGR

Winner

11.92%

7.61%

Debt to Equity

Winner

10.32%

23.62%

Free Cash Flow Yield

Winner

8.97%

3.00%

SF vs BJ - Historical Returns

Returns include dividend reinvestment.

Period	SF	BJ
1 month	-9.19%	-9.36%
3 months	-4.19%	-14.77%
6 months	-11.83%	-7.24%
1 year	+12.73%	-26.75%
5 years(CAGR)	+10.88%	+13.66%
10 years(CAGR)	+16.90%	N/A
Max(CAGR)	+16.07%	+18.49%

Winner

-9.19%

-9.36%

Winner

-4.19%

-14.77%

-11.83%

Winner

-7.24%

Winner

+12.73%

-26.75%

5Y(CAGR)

+10.88%

Winner

+13.66%

10Y(CAGR)

+16.90%

N/A

Max(CAGR)

+16.07%

Winner

+18.49%

SF vs BJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SF	BJ
2026	-17.06%	-8.40%
2025	+20.03%	+2.07%
2024	+56.07%	+32.72%
2023	+19.01%	-1.81%
2022	-17.01%	+0.72%
2021	+45.12%	+79.35%
2020	+24.74%	+64.96%
2019	+48.01%	-1.22%
2018	-30.66%	+0.73%
2017	+19.75%	N/A
2016	+20.54%	N/A
2015	-16.30%	N/A
2014	+8.46%	N/A
2013	+44.21%	N/A
2012	-4.60%	N/A
2011	-23.70%	N/A
2010	+4.94%	N/A
2009	+29.63%	N/A
2008	+35.57%	N/A
2007	+34.90%	N/A
2006	+2.56%	N/A
2005	+85.90%	N/A
2004	+50.83%	N/A
2003	+77.28%	N/A
2002	+7.63%	N/A
2001	-4.65%	N/A
2000	+19.52%	N/A
1999	-6.80%	N/A

SF vs BJ Drawdown Comparison

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

The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.

The current SF drawdown is -20.12%. The current BJ drawdown is -29.80%.

Rank	SF	BJ
#1	-55.25% Jun 23, 2015 - Dec 4, 2017	-38.76% Sep 6, 2018 - May 21, 2020
#2	-51.89% Feb 20, 2020 - Nov 9, 2020	-29.80% Apr 14, 2025 - May 27, 2026
#3	-50.85% Mar 8, 2011 - Jan 16, 2014	-27.30% Nov 18, 2021 - Aug 18, 2022
#4	-42.10% Feb 1, 2018 - Feb 4, 2020	-23.67% Nov 10, 2022 - May 20, 2024
#5	-41.41% Sep 19, 2008 - May 4, 2009	-21.78% Jan 27, 2021 - Jul 20, 2021
#6	-40.06% Oct 11, 2007 - Jul 23, 2008	-21.29% Aug 24, 2020 - Jan 27, 2021
#7	-36.25% Feb 8, 2022 - Mar 28, 2024	-15.92% Jul 16, 2024 - Nov 21, 2024
#8	-34.67% Jan 30, 2025 - Oct 22, 2025	-11.78% Dec 11, 2024 - Jan 30, 2025
#9	-32.45% Oct 16, 2000 - Nov 3, 2003	-11.63% Sep 9, 2022 - Nov 10, 2022
#10	-31.50% Mar 30, 2006 - Jan 11, 2007	-9.98% May 22, 2020 - Jun 22, 2020
#11	-27.20% Dec 30, 2009 - Dec 14, 2010	-9.95% Sep 3, 2021 - Oct 21, 2021
#12	-25.97% Mar 9, 2004 - Nov 22, 2004	-9.65% Jul 13, 2018 - Aug 23, 2018
#13	-21.42% Feb 21, 2007 - May 25, 2007	-7.41% Aug 24, 2018 - Aug 30, 2018
#14	-21.02% Jan 6, 2026 - Mar 16, 2026	-7.07% Feb 11, 2025 - Mar 6, 2025
#15	-19.86% Dec 3, 2004 - Jun 23, 2005	-6.47% Mar 7, 2025 - Apr 3, 2025