NYSEFinancialsCapital MarketsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Investment Banking & Brokerage is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Increase revenue by 30%-40% vs 2025-Q1: 13% vs 30%.
View ThesisRevenue growth is slowing — up about 9% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSF's revenue growth has to keep compounding to justify the price, particularly with a target increase of 30%-40% compared to Q1 2025. Revenue grew 13% year over year in the latest quarter, and the company beat earnings estimates. It trades at 14× P/E versus a peer median of 21×, indicating that the price reflects less growth than forecasted. A specific risk is the potential for guidance cuts, as our model puts the next-quarter miss probability at 23%. Peer multiples imply a price roughly in line with where it trades. This read is provisional.
Trailing returns as of 2026-07-31. SF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering SF (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Investment Banking & Brokerage — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Advances: Maintain and grow earnings per share
Earnings highlight competitive advantage in AI investment banking.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Grow revenue and investment banking momentum
Custom Health's pharmacy deal enhances investment banking momentum.
Advances: Increase client assets and fee-based assets
Targeting loan growth enhances client assets.
Advances: Increase revenue by 30%-40% vs 2025-Q1
Earnings call highlights support revenue growth objectives.
Threatens: Maintain and grow earnings per share
Missed sales expectations could impact earnings.
Advances: Grow revenue and investment banking momentum
Investment banking strength boosts revenue growth.
Threatens: Maintain dividend per share
Loss of team may affect dividend sustainability.
Advances: Increase revenue by 30%-40% vs 2025-Q1
Lifting Twilio supports revenue growth objective.
