Raymond James Financial demonstrates a strong business model supported by financial performance, advisor satisfaction, and a diverse operational structure. However, it faces challenges from advisor departures and short-term revenue impacts. The company is well-positioned for future growth through recruitment and strategic investments.
Analysis Date: January 29, 2025 Last Updated: May 29, 2025
+269%
+14.0% per year
Past performance does not guarantee future results. The data presented is indicative and may not be updated in real-time.
CountryUS
ExchangeNYSE
IndustryFinancial - Capital Markets
SectorFinancial Services
Market Cap$32.62B
CEOMr. Paul Christopher Reilly CPA, CPA
Raymond James Financial, Inc. is a financial services company that helps people and businesses manage their money. They offer services like investment advice, help with buying and selling stocks, and managing savings accounts and loans. They also provide support for companies looking to raise money or grow through partnerships. Founded in 1962 and based in Florida, their goal is to help clients make smart financial decisions.
Streams of revenue
Asset Management And Related Administrative Fee Revenue:39%
Brokerage Revenue:13%
Brokerage Revenue, Securities Commissions:11%
Account And Service Fee Revenue:9%
Investment Banking Revenue:5%
Account And Service Fee Revenue, RJBDP Fees:4%
Equities, ETFs And Fixed Income Products:4%
Brokerage Revenue, Securities Commissions, Mutual And Other Fund Products:4%
Brokerage Revenue, Securities Commissions, Insurance And Annuity Products:3%
Account And Service Fee Revenue, Mutual Fund And Annuity Services Fees:3%
Investment Banking Revenue, Mergers And Acquisition And Advisory:3%
Account And Service Fee Revenue, Client Account And Other Fees:1%
Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.
Graham Value Metrics
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Trailing Twelve Months (TTM) values provide a view of the company's performance over the last year.
Income Statement Flow
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Profitability metrics measure a company's ability to generate earnings relative to its revenue, operating costs, and other relevant metrics. Higher values generally indicate better performance.
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RJF Stock Analysis: Raymond James Financial, Inc. Investment Guide
RJF (Raymond James Financial, Inc.) is a Financial Services company listed on New York Stock Exchange. The stock has generated 14.0% annual returns with an overall investment score of None/100.
Raymond James Financial demonstrates a strong business model supported by financial performance, advisor satisfaction, and a diverse operational structure. However, it faces challenges from advisor departures and short-term revenue impacts. The company is well-positioned for future growth through recruitment and strategic investments.
RJF Key Financial Metrics
RJF financial analysis includes comprehensive valuation ratios, profitability metrics, and financial health indicators. The company has a valuation score of 10.0/100 and profitability score of 5.0/100 with financial health rated 9.4/100.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. is a financial services company that helps people and businesses manage their money. They offer services like investment advice, help with buying and selling stocks, and managing savings accounts and loans. They also provide support for companies looking to raise money or grow through partnerships. Founded in 1962 and based in Florida, their goal is to help clients make smart financial decisions.
RJF Investment Recommendation
Based on our comprehensive analysis of RJF, investors should consider the company's strong performance track record, earnings consistency (5/10 quarters beat expectations), and current valuation metrics when making investment decisions.
Financial Services Sector Analysis
RJF operates in the Financial - Capital Markets industry within the Financial Services sector. This analysis compares Raymond James Financial, Inc. performance against industry and sector benchmarks to provide context for investment decisions.
Frequently Asked Questions about RJF Stock
Is RJF a good investment?
RJF (Raymond James Financial, Inc.) has generated 14.0% annual returns with an overall score of None/100. Raymond James Financial demonstrates a strong business model supported by financial performance, advisor satisfaction, and a diverse operational structure. However, it faces challenges from advisor departures and short-term revenue impacts. … Investors should consider their risk tolerance and investment goals when evaluating RJF.
What is RJF P/E ratio and valuation?
RJF valuation metrics including P/E ratio, price-to-book ratio, and price-to-sales ratio are analyzed on this page with comparisons to Financial - Capital Markets industry and Financial Services sector benchmarks. The company currently has a valuation score of 10.0/100.
Should I buy RJF stock now?
The decision to buy RJF stock should be based on comprehensive analysis of financial metrics, market conditions, and individual investment goals. Our analysis provides profitability score of 5.0/100, financial health score of 9.4/100, and detailed performance metrics to help inform your investment decision.
What are RJF financial health indicators?
RJF financial health analysis includes liquidity ratios, debt levels, cash flow metrics, and profitability indicators. The company has a financial health score of 9.4/100 based on comprehensive analysis of balance sheet strength and operational efficiency.
How does RJF compare to competitors?
RJF performance is benchmarked against Financial - Capital Markets industry peers and Financial Services sector averages. Our analysis includes comparative valuation ratios, profitability metrics, and growth indicators to provide context for Raymond James Financial, Inc.'s market position.
What are RJF historical returns?
RJF has generated 14.0% annual returns over the 10Y. Historical performance analysis includes price appreciation, dividend yields, and total shareholder returns compared to market benchmarks.
RJF Key Investment Metrics Summary
Annual Return: 14.0%
Valuation Score: 10.0/100
Profitability Score: 5.0/100
Financial Health Score: 9.4/100
Growth Score: 9.150114839783953/100
Earnings Beat Rate: 5/10 quarters
Sector: Financial Services
Industry: Financial - Capital Markets
Exchange: New York Stock Exchange
Market Cap: 32620674150
RJF Investment Thesis
Raymond James Financial, Inc. (RJF) represents a strong investment opportunity in the Financial Services sector. With an overall score of None/100, the company demonstrates areas for financial improvement.
Investment Strengths
Attractive P/E Ratio
Favorable EV/EBITDA
Strong Gross Profit Margin
Good Return on Equity
Low Debt Levels
Strong Financial Performance
Diverse Business Model
Strong Recruitment and Advisor Satisfaction
Optimistic Growth Pipeline
Strategic Investments and Acquisitions
Investment Risks
High Price to Sales Ratio
Moderate Net Profit Margin
Weak Liquidity Ratios
Impact of Large Departures
Short-Term Headwinds
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