TORVANTA
Other · S&P 500 · data as of 2026-10-05

SF stock analysis: SF

SF (SF) is an S&P 500 company in Other.

The model's view of SF · subscribers

Where SF ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with SF · updated 2026-10-05 · from prices and SEC filings

SF price performance

SF against the S&P 500, one year
-10%+0%+10%+20%S&P 500 +18%SF -6%2025-09-292026-10-05
Year to date-13.8%S&P 500 +14.5% · behind by 28.3 pts
1 year-2.8%S&P 500 +17.0% · behind by 19.8 pts
3 years+90.6%S&P 500 +89.3% · ahead by 1.3 pts
5 years+65.3%S&P 500 +91.3% · behind by 26.0 pts

Total returns with dividends reinvested.

SF factor grades

Each grade compares SF with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 12.6x (industry 20.1x)FCF yield 3.2% (industry 6.0%)
B-GrowthRevenue growth +11% (industry +8%)EPS growth +62% (industry +10%)
C+Profitability
CMomentum12-month change -3%From 52-wk high -19%

SF in plain numbers

SF key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$11.4B
Revenue growth (y/y)+11%
Free-cash-flow yield3.2%
Dividend yield2.3%
Next earnings (expected)2026-10-21
Valuation measures
Market value$11.4B
Enterprise value$9.8B
P/E (trailing)12.6x
Forward P/E (Torvanta estimate)9.8x
PEG (Torvanta estimate)0.33
Price / sales1.7x
Price / book1.9x
EV / revenue1.5x
Financial highlights
Revenue, last 12 months$6.7B
Net income, last 12 months$1.0B
EPS, last 12 months (GAAP)$5.59
Net margin14.3%
Return on equity16.4%
Cash$2.2B
Total debt$617.9M
Debt / equity0.10x
Free cash flow, last 12 months$361.0M

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SF earnings trends

Revenue vs earnings
$0$438.2M$876.4M$1.3B$1.8BSep 2024 Revenue: $1.5BDec 2024 Revenue: $1.6BMar 2025 Revenue: $1.5BJun 2025 Revenue: $1.5BSep 2025 Revenue: $1.6BDec 2025 Revenue: $1.8BMar 2026 Revenue: $1.7BJun 2026 Revenue: $1.6BSep 2024 Net income: $158.5MDec 2024 Net income: $244.0MMar 2025 Net income: $53.0MJun 2025 Net income: $155.1MSep 2025 Net income: $211.4MDec 2025 Net income: $264.4MMar 2026 Net income: $251.4MJun 2026 Net income: $226.5MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 10.7%Net margin: 15.3%Net margin: 3.6%Net margin: 10.4%Net margin: 12.9%Net margin: 15.1%Net margin: 15.1%Net margin: 13.8%0%8%15%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.4$0.8$1.2$1.5Sep 2024 EPS (GAAP, diluted): $0.9Dec 2024 EPS (GAAP, diluted): $1.4Mar 2025 EPS (GAAP, diluted): $0.3Jun 2025 EPS (GAAP, diluted): $0.9Sep 2025 EPS (GAAP, diluted): $1.2Dec 2025 EPS (GAAP, diluted): $1.5Mar 2026 EPS (GAAP, diluted): $1.5Jun 2026 EPS (GAAP, diluted): $1.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +38% · Dec 2025 +11% · Mar 2026 +469% · Jun 2026 +50%

From the company's 10-Q and 10-K filings with the SEC.

SF financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$4.8B$4.6B$5.2B$6.0B$6.3B
Net income$824.9M$662.2M$522.5M$731.4M$683.8M
EPS (GAAP)$4.44$3.55$2.85$4.16$3.92
Free cash flow$683.9M$1.1B$447.4M$416.6M$1.1B

SF earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-22$1.34+50%+10%+3.9%
2026-04-22$1.48+469%+13%-7.2%
2026-01-28$1.54+11%+10%-1.2%
2025-10-22$1.23+37%+11%+3.7%
2025-07-30$0.89-5%+2%+4.2%
2025-04-23$0.26-72%+4%-4.1%

Companies similar to SF

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SF SF$11.4B12.6x+11%n/a-3%
LFUS LFUS$11.4Bn/a+13%2.8%+76%compare
HL HL$11.4B34.7x+51%46.0%+43%compare
ALLY ALLY$11.4B8.9x+11%n/a-2%compare
AA AA$11.5B9.0x+6%n/a+27%
ELS ELS$11.3B29.2x+1%25.6%-2%
PINS PINS$11.3B59.0x+17%4.9%-37%

All Other stock ratings

Frequently asked questions

Is SF stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SF are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is SF's P/E ratio?

SF trades at about 12.6 times its last 12 months of GAAP earnings reported to the SEC, and about 9.8 times Torvanta's own estimate of the next 12 months.

When does SF report earnings next?

Based on its filing history, Torvanta expects SF to report around 2026-10-21.

Does SF pay a dividend?

Yes. Its dividend yield is about 2.3%, and it has raised its dividend 9 years in a row.

How has SF performed against the S&P 500?

Over the past year SF returned -2.8%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer