Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RJF
HOLDRaymond James Financial, Inc. · Financial Services · United States · $32.5B · Avg Vol: $261M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 10.9B | 11.5B | 12.6B | 13.8B | 8.5% | 14.7B | 15.5B | 17.2B | 11.4% |
| EPS | 7.16 | 8.16 | 9.94 | 10.53 | 13.7% | 10.59 | 11.91 | 13.89 | 14.8% |
| Shares | 215.1M | 208.8M | 203.3M | 198.1M | -7.9% | 194.9M | — | — | — |
| Debt | 3.3B | 3.1B | 3.1B | 4.2B | 8.2% | 6.1B | — | — | — |
| Equity | 9.5B | 10.2B | 11.7B | 12.5B | 9.8% | — | — | — | — |
| Op CF | 72.0M | -3.5B | 2.2B | 2.4B | 223.3% | 2.6B | — | — | — |
| Inv CF | -7.2B | -274.0M | -968.0M | -4.3B | — | — | — | — | — |
| Fin CF | 5.9B | 1.4B | 438.0M | 2.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of RJF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RJF | Raymond James Financial, Inc.(you) | $32.5B | 53 | HOLD |
| NTRS | Northern Trust Corporation | $22.2B | 54 | HOLD |
| STT | State Street Corporation | $50.9B | 55 | HOLD |
| CVC.AS | CVC Capital Partners plc | $16.6B | 50 | HOLD |
| PFG | Principal Financial Group, Inc. | $23.6B | 64 | HOLD |
| IVZ | Invesco Ltd. | $13.3B | 57 | HOLD |
| AMP | Ameriprise Financial, Inc. | $46.8B | 69 | BUY |
| ARCC | Ares Capital Corporation | $13.5B | 43 | HOLD |
| OWL | Blue Owl Capital Inc. | $14.7B | 37 | HOLD |
| ARES | Ares Management Corporation | $41.7B | 25 | SELL |
Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%