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Company Analysis

Raymond James Financial, Inc. RJF

A comprehensive view of key metrics, scores, and financial health for Raymond James Financial, Inc.

Overview of Raymond James Financial, Inc.

RJF NYQ
Financial Services Asset Management Large Cap
Raymond James Financial, Inc. (RJF), is a Large Cap company, in the Asset Management industry, last closed at $145.97, about 56.0% overvalued vs fair value, +1.0% 1Y return, ranked 539/1004 in sector.
$145.97
0.96%
As of March 13, 2026
Previous close • Vol 90d: 28.4%
52-Week Range
Market Cap
$29.97B
Enterprise Value
$24.30B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.raymondjames.com
HQ Saint Petersburg, FL
Employees 19,500
Fiscal year Sep 30

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$36
$64
$120
Current: $145.97 -56% vs base

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$4.0B
-5.6%%
Interest Expense
$1.8B
Net Interest Income
$2.1B
0.8%%
Total Revenue
$13.8B
9.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
17.1%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.7B
79.1% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Raymond James Financial, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
50
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing RJF's balance between Growth (37.4%), Profitability (32.6%), and Safety (30.0%). Growth 37% Safety 30% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

62th percentile vs peers
63
Key Signals
Rev Growth YoY 9.5% 60p Revenue CAGR 3Y 8.5% 53p EPS CAGR 3Y 13.8% 76p EPS Growth YoY 6.1% 55p TSR 42.6% 85p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
  • Tsr in top 20% of peers (42.6%, 85th percentile)
Risks

No significant risks identified for this axis.

Profitability

54th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Raymond James Financial, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$64.21
- - -
-56.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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