ducovest

RJF:NYE-Raymond James Financial Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 137.62

Change

-5.75 (-4.01)%

Market Cap

USD 10.22B

Volume

1.54M

Analyst Target

USD 76.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Raymond James Financial Inc operates as a financial services and bank holding company. The Company through its subsidiaries is engaged in various financial services businesses in the United States of America and Canada.

Company Website : http://www.raymondjames.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-10 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

-1.23 (-0.88%)

 USD 176.89B
BLK BlackRock Inc

-4.89 (-0.53%)

 USD 147.01B
KKR KKR & Co LP

+3.94 (+3.64%)

 USD 106.37B
BN Brookfield Corp

-0.47 (-0.93%)

 USD 85.28B
BAM Brookfield Asset Management In..

-0.18 (-0.38%)

 USD 78.88B
APO Apollo Global Management LLC C..

+4.41 (+3.50%)

 USD 75.53B
ARES Ares Management LP

+1.77 (+1.25%)

 USD 58.28B
AMP Ameriprise Financial Inc

-2.32 (-0.48%)

 USD 50.08B
OWL Blue Owl Capital Inc

+0.30 (+1.62%)

 USD 28.54B
STT-PG State Street Corporation

-0.02 (-0.09%)

 USD 18.60B

ETFs Containing RJF

FTGS:XETRA FIRST TRUST GLOBAL FUNDS .. 2.04 % 0.00 %

-1.08 (-0.78%)

 N/A
RSPF Invesco S&P 500 Equal Wei.. 1.47 % 0.00 %

-0.52 (-0.78%)

 N/A
MCDS JPMorgan Fundamental Data.. 1.34 % 0.00 %

-0.41 (-0.78%)

 USD 6.44M
AVMV American Century ETF Trus.. 1.19 % 0.00 %

-0.67 (-0.78%)

 USD 0.14B
AVMC American Century ETF Trus.. 0.55 % 0.00 %

-0.58 (-0.78%)

 USD 0.16B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+0.01 (+-0.78%)

 N/A
HFMU:CA 0.00 % 0.00 %

N/A

 N/A
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

-0.16 (-0.78%)

 USD 0.50B
2B77:F iShares Ageing Population.. 0.00 % 0.00 %

-0.10 (-0.78%)

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.40% 7% C- 17% F
Dividend Return 0.32% 4% F 14% F
Total Return -11.08% 7% C- 17% F
Trailing 12 Months  
Capital Gain 15.82% 94% A 84% B
Dividend Return 1.56% 4% F 28% F
Total Return 17.38% 87% B+ 82% B
Trailing 5 Years  
Capital Gain 206.00% 98% N/A 91% A-
Dividend Return 15.83% 5% F 42% F
Total Return 221.84% 98% N/A 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 16.11% 92% A 77% C+
Dividend Return 17.62% 89% A- 76% C+
Total Return 1.52% 11% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 36.78% 13% F 27% F
Risk Adjusted Return 47.91% 77% C+ 61% D-
Market Capitalization 10.22B 95% A 93% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.80 33% 55%
Price/Book Ratio 2.77 11% 32%
Price / Cash Flow Ratio 15.20 33% 26%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 19.11% 84% 83%
Return on Invested Capital 29.66% 89% 92%
Return on Assets 2.67% 59% 54%
Debt to Equity Ratio 26.46% 69% 74%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.