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Valuation & Risks ( SF ) Disclosure / Price Chart(s) / Valuation & Risk
Fundamental Equity Research
Our $135 price target represents 12x our 2027 EPS estimates, which compares to the rolling 3-year average of 10x forward 2-year P/E.

Factors that could cause the company to fail to achieve our target price include: slower-than-anticipated return of capital markets activity; more challenging economic backdrop than expected, which could materially impact the recruiting environment and slow loan growth more than expectations; and an increase in competition, which could result in higher transition assistance packages and increase costs.

Factors that could cause the company to exceed our target price include: capital markets activity returns faster than expected; advisor recruiting is stronger than anticipated, which could drive stronger loan growth; and trading activity is higher than expected.

 

 

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