SF vs EQH

Comparison between Stifel Financial Corp (SF, Company) and Equitable Holdings Inc (EQH, Company).

Both SF and EQH are from the Financial Services sector.

5-Year PerformanceSF has outperformed EQH, delivering a return of +12.3% compared to +7.1%

SF vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SF(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	55.25%	61.62%
Sharpe Ratio	0.55	-0.75
5Y Beta	1.32	1.39
Industry	Capital Markets	Asset Management
P/E Ratio	17.24	-15.16
Forward P/E	11.74	4.58
PEG Ratio	0.79	N/A
Dividend Yield	1.64%	0.07%
5Y Dividends CAGR	36.82%	9.72%
5Y EPS CAGR	11.92%	-30.68%
Debt to Equity	10.32%	1405.49%
Free Cash Flow Yield	8.51%	9.10%

Market Cap

$12B

Winner

EQH

$12B

Max Drawdown

Winner

55.25%

EQH

61.62%

Sharpe Ratio

Winner

0.55

EQH

-0.75

5Y Beta

Winner

1.32

EQH

1.39

Industry

Capital Markets

EQH

Asset Management

P/E Ratio

17.24

Winner

EQH

-15.16

Forward P/E

11.74

Winner

EQH

4.58

PEG Ratio

0.79

EQH

N/A

Dividend Yield

Winner

1.64%

EQH

0.07%

5Y Dividends CAGR

Winner

36.82%

EQH

9.72%

5Y EPS CAGR

Winner

11.92%

EQH

-30.68%

Debt to Equity

Winner

10.32%

EQH

1405.49%

Free Cash Flow Yield

8.51%

Winner

EQH

9.10%

SF vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	SF	EQH
1 month	-6.43%	+7.77%
3 months	-5.71%	-6.58%
6 months	-7.71%	-7.61%
1 year	+14.19%	-22.32%
5 years(CAGR)	+12.33%	+7.15%
10 years(CAGR)	+18.97%	+11.97%
Max(CAGR)	+16.32%	+11.97%

-6.43%

Winner

EQH

+7.77%

Winner

-5.71%

EQH

-6.58%

-7.71%

Winner

EQH

-7.61%

Winner

+14.19%

EQH

-22.32%

5Y(CAGR)

Winner

+12.33%

EQH

+7.15%

10Y(CAGR)

Winner

+18.97%

EQH

+11.97%

Max(CAGR)

Winner

+16.32%

EQH

+11.97%

SF vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SF	EQH
2026	-12.55%	-13.56%
2025	+20.03%	+2.13%
2024	+56.07%	+45.79%
2023	+19.01%	+19.98%
2022	-17.01%	-11.54%
2021	+45.12%	+35.63%
2020	+24.74%	+6.06%
2019	+48.01%	+55.18%
2018	-30.66%	-17.22%
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 EQH Drawdown Comparison

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

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current SF drawdown is -15.77%. The current EQH drawdown is -25.25%.

Rank	SF	EQH
#1	-55.25% Jun 23, 2015 - Dec 4, 2017	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-51.89% Feb 20, 2020 - Nov 9, 2020	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-50.85% Mar 8, 2011 - Jan 16, 2014	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-42.10% Feb 1, 2018 - Feb 4, 2020	-34.83% Sep 4, 2018 - May 3, 2019
#5	-41.41% Sep 19, 2008 - May 4, 2009	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-40.06% Oct 11, 2007 - Jul 23, 2008	-19.60% May 5, 2021 - Nov 4, 2021
#7	-36.25% Feb 8, 2022 - Mar 28, 2024	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-34.67% Jan 30, 2025 - Oct 22, 2025	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-32.45% Oct 16, 2000 - Nov 3, 2003	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-31.50% Mar 30, 2006 - Jan 11, 2007	-12.24% May 3, 2019 - Jul 23, 2019
#11	-27.20% Dec 30, 2009 - Dec 14, 2010	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-25.97% Mar 9, 2004 - Nov 22, 2004	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-21.42% Feb 21, 2007 - May 25, 2007	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-21.02% Jan 6, 2026 - Mar 16, 2026	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-19.86% Dec 3, 2004 - Jun 23, 2005	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between SF and EQH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

SF vs EQH dividend yield comparison.

Year	SF	EQH
2026	0.46%	0.66%
2025	1.47%	2.20%
2024	1.58%	1.99%
2023	2.08%	2.58%
2022	2.06%	2.72%
2021	0.85%	2.17%
2020	0.90%	2.58%
2019	0.99%	2.34%
2018	1.16%	1.56%
2017	0.34%	0.00%
2002	0.53%	0.00%
2001	1.13%	0.00%
2000	1.04%	0.00%
1999	0.30%	0.00%