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Stifel Financial vs U.S. Ban: Which Stock Looks Stronger in 2026?

Stifel Financial leads structurally, with growth as the clearest single gap between the two profiles. U.S. Bancorp still leads on valuation and stability, which keeps the comparison from looking entirely one-sided. The market setup is currently leaning toward U.S. Bancorp, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Stifel Financial, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Growth still does most of the heavy lifting in this comparison.

Trajectory Similarity
0.80
Similar
Peer-set rank: #6
within Stifel Financial Corp.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The match is driven mainly by margin consistency and investment intensity.

Similarity drivers
margin consistencyinvestment intensity
What reduces the match
capital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
SF
Stifel Financial Corp.
49
Peer-Score
Signal qualityLow
Peer basis: Russell 1000
vs
USB
U.S. Bancorp
43
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: SF vs USB Profitability 11 20 Stability 31 48 Valuation 74 86 Growth 89 10 SF USB
Gap Ranking
#1 Growth +79
#2 Stability +17
#3 Valuation +12
#4 Profitability +9
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for SF and USB Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer SFUSB Relative valuation Structural strength

The setup splits cleanly: structure favours Stifel Financial Corp., while the price setup favours U.S. Bancorp.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where SF and USB each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY SF Elevated · above norm 0th 50th 100th 6 pct gap USB Elevated · near norm 0th 50th 100th 88th 94th
SF (88th percentile) and USB (94th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Stifel Financial Corp. ranks near the top of the group on growth; U.S. Bancorp sits in the weaker half.
Stability
U.S. Bancorp sits higher in the group on stability, adding to the overall structural advantage.
Growth — Dominant Gap
SF
89
USB
10
Gap+79in favour of SF

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

The market setup is mixed for both, so the structural comparison carries most of the weight here.

What this means for the comparison

Growth points more clearly to Stifel Financial Corp., but stability and current pricing keep the broader result mixed.

Explore full peer positioning in AssetNext

Break down the SF vs USB comparison across all dimensions with the full interactive tool.

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Similar growth-driven comparisons

Explore how SF and USB each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.