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RJF

HOLD

Raymond James Financial, Inc. · Financial Services · United States · $32.5B · Avg Vol: $268M/d

60
StockRank
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Q
58
V
30
M
66
P/E (TTM)
15.9x
ROE
17.3%
D/E
0.5x
Dividend %
1.2%

COMPANY DESCRIPTION

Raymond James Financial, Inc. is a diversified financial services holding company offering wealth management, capital markets, asset management, and banking services to a broad client base. Its competitive advantage is rooted in an advisor-centric culture that fosters strong client relationships, coupled with a comprehensive suite of financial products and a robust balance sheet. The firm operates as a significant independent player in the U.S. financial advisory landscape.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue10.9B11.5B12.6B13.8B8.5%14.7B15.5B17.2B11.4%
EPS7.168.169.9410.5313.7%10.5911.9113.8914.8%
Shares215.1M208.8M203.3M198.1M-7.9%194.9M
Debt3.3B3.1B3.1B4.2B8.2%6.1B
Equity9.5B10.2B11.7B12.5B9.8%
Op CF72.0M-3.5B2.2B2.4B223.3%2.6B
Inv CF-7.2B-274.0M-968.0M-4.3B
Fin CF5.9B1.4B438.0M2.4B
Loading 1Y...
PRICE (1Y)+12.4%
149155161167174Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$173.60
RSI (14)
63.4
52W High
$175.27
From 52W High
1.0%

SCORE BREAKDOWN

Quality
58
ROIC (ROA)
2.5%*60.3
ROE
17.3%80.5
GP/Assets
15.5%82.8
Op. Margin
19.3%38.4
FCF/Assets
N/A
Piotroski
565.2
Int. Cover
N/A
D/E Ratio
0.48x43.9
Current Ratio
2.29x62.0
Value
30
P/E (TTM)
15.9x37.3
EV/EBITDA
N/A
P/FCF
N/A
P/B
2.6x17.0
P/S
2.2x74.0
Div Yield
1.2%10.4
Momentum
66
52W High %
99%90.2
RS 6M
-4%46.7
SMA 50/200
1.00x34.0
EPS Rev 4W
+5.5%96.8
EPS Rev 12W
+5.6%89.5
EPS Improve
+33%61.6
Q Growth
10%43.9

FUNDAMENTALS

Market Cap
$32.5B
P/E (Forward)
11.9x
Gross Margin
93.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of RJF are excluded.

TickerCompanyMkt CapStockRankSignal
RJFRaymond James Financial, Inc.(you)$32.5B60HOLD
NTRSNorthern Trust Corporation$22.2B56HOLD
PFGPrincipal Financial Group, Inc.$23.6B67BUY
STTState Street Corporation$50.9B55HOLD
IVZInvesco Ltd.$13.3B60HOLD
AMPAmeriprise Financial, Inc.$46.8B74BUY
CVC.ASCVC Capital Partners plc$16.6B49HOLD
PSH.LPershing Square Holdings, Ltd.$8.7B64HOLD
AMGAffiliated Managers Group, Inc.$9.5B69BUY
ARCCAres Capital Corporation$13.5B43HOLD

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Raymond James Financial, Inc. (RJF) — Stock Score Summary

Raymond James Financial, Inc. (RJF) has a MoatMap StockRank of 60/100 based on Quality (58/100), Value (30/100), and Momentum (66/100) factor scores. The current signal is HOLD.

Raymond James Financial, Inc. is a diversified financial services holding company offering wealth management, capital markets, asset management, and banking services to a broad client base. Its competitive advantage is rooted in an advisor-centric culture that fosters strong client relationships, coupled with a comprehensive suite of financial products and a robust balance sheet. The firm operates as a significant independent player in the U.S. financial advisory landscape.

Key Financial Metrics

Price$173.60
Market Cap$32.5B
P/E (TTM)15.89
P/E (Forward)11.93
Price/Book2.61
Return on Equity17.3%
Debt/Equity0.48x
Gross Margin93.0%
Operating Margin19.3%
Revenue Growth13.1%
Dividend Yield1.2%

Raymond James Financial, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Raymond James Financial, Inc.’s (RJF) StockRank?
MoatMap’s StockRank for Raymond James Financial, Inc. (RJF) is 60/100, with a Hold signal. It is a composite of Quality (58), Value (30), and Momentum (66) factor ranks across MoatMap’s 20,000+ stock universe.
Does Raymond James Financial, Inc. have an economic moat?
Raymond James Financial, Inc. (RJF) has a Quality factor score of 58/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Raymond James Financial, Inc. a buy, hold, or sell?
MoatMap’s current signal for Raymond James Financial, Inc. (RJF) is Hold, based on a StockRank of 60/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Raymond James Financial, Inc. in?
Raymond James Financial, Inc. (RJF) operates in the Financial Services sector, specifically the Asset Management industry (United States).