SF vs GNRC

Comparison between Stifel Financial Corp (SF, Company) and Generac Holdings Inc (GNRC, Company).

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

5-Year PerformanceSF has outperformed GNRC, delivering a return of +15.5% compared to -12.2%

SF vs GNRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SF(COMPANY)	GNRC(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	55.25%	83.75%
Sharpe Ratio	0.59	0.42
5Y Beta	1.31	1.44
Industry	Capital Markets	Specialty Industrial Machinery
P/E Ratio	15.58	36.44
Forward P/E	13.93	23.98
PEG Ratio	0.27	0.74
Dividend Yield	1.54%	N/A
5Y Dividends CAGR	35.75%	N/A
5Y EPS CAGR	16.04%	7.83%
Debt to Equity	10.27%	42.14%
Free Cash Flow Yield	3.47%	2.12%

Market Cap

Winner

$13B

GNRC

$13B

Max Drawdown

Winner

55.25%

GNRC

83.75%

Sharpe Ratio

Winner

0.59

GNRC

0.42

5Y Beta

Winner

1.31

GNRC

1.44

Industry

Capital Markets

GNRC

Specialty Industrial Machinery

P/E Ratio

Winner

15.58

GNRC

36.44

Forward P/E

Winner

13.93

GNRC

23.98

PEG Ratio

Winner

0.27

GNRC

0.74

Dividend Yield

1.54%

GNRC

N/A

5Y Dividends CAGR

35.75%

GNRC

N/A

5Y EPS CAGR

Winner

16.04%

GNRC

7.83%

Debt to Equity

Winner

10.27%

GNRC

42.14%

Free Cash Flow Yield

Winner

3.47%

GNRC

2.12%

SF vs GNRC - Historical Returns

Returns include dividend reinvestment.

Period	SF	GNRC
1 month	+13.94%	-4.53%
3 months	+16.14%	-18.93%
6 months	+9.51%	-3.47%
1 year	+12.99%	+6.81%
5 years(CAGR)	+15.49%	-12.15%
10 years(CAGR)	+19.79%	+19.74%
Max(CAGR)	+16.81%	+12.99%

Winner

+13.94%

GNRC

-4.53%

Winner

+16.14%

GNRC

-18.93%

Winner

+9.51%

GNRC

-3.47%

Winner

+12.99%

GNRC

+6.81%

5Y(CAGR)

Winner

+15.49%

GNRC

-12.15%

10Y(CAGR)

Winner

+19.79%

GNRC

+19.74%

Max(CAGR)

Winner

+16.81%

GNRC

+12.99%

SF vs GNRC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SF	GNRC
2026	+1.57%	+53.55%
2025	+20.03%	-13.14%
2024	+56.07%	+21.73%
2023	+19.01%	+32.27%
2022	-17.01%	-71.07%
2021	+45.12%	+56.72%
2020	+24.74%	+122.93%
2019	+48.01%	+97.27%
2018	-30.66%	+3.48%
2017	+19.75%	+18.07%
2016	+20.54%	+40.92%
2015	-16.30%	-35.80%
2014	+8.46%	-16.93%
2013	+44.21%	+82.98%
2012	-4.60%	+57.54%
2011	-23.70%	+73.78%
2010	+4.94%	-61.77%
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 GNRC Drawdown Comparison

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

The maximum drawdown for GNRC was -83.75%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current SF drawdown is -2.18%. The current GNRC drawdown is -57.16%.

Rank	SF	GNRC
#1	-55.25% Jun 23, 2015 - Dec 4, 2017	-83.75% Nov 1, 2021 - Oct 27, 2023
#2	-51.89% Feb 20, 2020 - Nov 9, 2020	-74.82% Feb 11, 2010 - Oct 31, 2012
#3	-50.85% Mar 8, 2011 - Jan 16, 2014	-56.06% Mar 17, 2014 - Jun 10, 2019
#4	-42.10% Feb 1, 2018 - Feb 4, 2020	-33.09% Mar 4, 2020 - May 27, 2020
#5	-41.41% Sep 19, 2008 - May 4, 2009	-20.44% Feb 19, 2021 - Jun 16, 2021
#6	-40.06% Oct 11, 2007 - Jul 23, 2008	-19.44% Jan 3, 2014 - Feb 26, 2014
#7	-36.25% Feb 8, 2022 - Mar 28, 2024	-17.46% Feb 8, 2013 - Jun 6, 2013
#8	-34.67% Jan 30, 2025 - Oct 22, 2025	-17.07% Nov 5, 2012 - Feb 6, 2013
#9	-32.45% Oct 16, 2000 - Nov 3, 2003	-13.61% May 27, 2020 - Jul 2, 2020
#10	-31.50% Mar 30, 2006 - Jan 11, 2007	-13.27% Jul 23, 2021 - Sep 2, 2021
#11	-27.20% Dec 30, 2009 - Dec 14, 2010	-11.95% Feb 20, 2020 - Mar 4, 2020
#12	-25.97% Mar 9, 2004 - Nov 22, 2004	-11.92% Nov 6, 2020 - Dec 24, 2020
#13	-22.74% Jan 6, 2026 - Jun 29, 2026	-11.68% Sep 9, 2021 - Oct 18, 2021
#14	-21.42% Feb 21, 2007 - May 25, 2007	-11.24% Jan 22, 2021 - Feb 8, 2021
#15	-19.86% Dec 3, 2004 - Jun 23, 2005	-10.36% Sep 26, 2013 - Oct 24, 2013

Correlation

Correlation between SF and GNRC is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

SF vs GNRC dividend yield comparison.

Year	SF	GNRC
2026	1.17%	0.00%
2025	1.47%	0.00%
2024	1.58%	0.00%
2023	2.08%	0.00%
2022	2.06%	0.00%
2021	0.85%	0.00%
2020	0.90%	0.00%
2019	0.99%	0.00%
2018	1.16%	0.00%
2017	0.34%	0.00%
2013	0.00%	8.83%
2012	0.00%	17.49%
2002	0.53%	0.00%
2001	1.13%	0.00%
2000	1.04%	0.00%
1999	0.30%	0.00%