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Piper Sandler Companies (PIPR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Piper Sandler Companies

PIPRMarket cap $4.41BPrice $65.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Provides investment banking, advisory, and brokerage services to corporations, financial sponsors, and investors. This Minneapolis-born firm punches way above its size, advising on more U.S. bank M&A deals than almost any rival on Wall Street.

In Bastion Portfolios?

52W Return-18%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+10%6

Rev CAGR (3y)+10%7

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1-69%1

EPS Growth Y+2+15%8

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin0%8

Net Income Margin15%7

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDAna–

Efficiency

ROE24%8

ROA17%10

Earnings Stability44

GEAR+AVERAGE66

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)107

P/BV3.25

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%7

Dividend Yield1.2%4

Momentum

Short term

1 month return-15%1

3 month return-12%3

YTD return-21%2

Mid term

Price vs 52wHigh71%3

1 year return-21%2

Long term

3 year return+94%7

5 year return+100%7

Risk Shield

Price Risk

Beta1.42

Volatility36%5

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield0.0%7

Quality

ROCE31%10

Earnings Stability44

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

PIPRPiper Sandler Companies

Revenue FY25$1.8B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-69%1

EPS growth, FY27E+15%8

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 10%/yr.

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 10%/yr). One year dips: EPS falls 69% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-12%3

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high71%3

1-year return-21%2

3-year return+94%7

5-year return+100%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +94% over three years and +100% over five, ahead of 60% of the market.

WATCH

None flagged.

WEAKNESSES

It's down 21% over the past year, now 29% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-15%), over three months (-12%) and so far this year (-21%).

BOTTOM LINE

Outperformer in a Drawdown

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Piper Sandler Companies. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PIPRPiper Sandler Companies

Revenue FY25$1.8B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-69%1

EPS growth, FY27E+15%8

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 10%/yr.

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 10%/yr). One year dips: EPS falls 69% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-15%1

3-month return-12%3

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high71%3

1-year return-21%2

3-year return+94%7

5-year return+100%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +94% over three years and +100% over five, ahead of 60% of the market.

WATCH

None flagged.

WEAKNESSES

It's down 21% over the past year, now 29% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-15%), over three months (-12%) and so far this year (-21%).

BOTTOM LINE

Outperformer in a Drawdown

04Value

Are you paying a fair price for it?

Stop guessing on Piper Sandler Companies. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community