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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 $154.30, about 183.8% undervalued vs fair value, +13.6% 1Y return, ranked 514/1037 in sector.
Metrics P/E 16.7× Rev Growth 9.5% ROE 17.7% Div Yield 1.21%
$154.30
0.90%
As of April 28, 2026
Previous close • Vol 90d: 28.4%
52-Week Range
Market Cap
$30.41B
Enterprise Value
$24.74B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 50%
Updated: Mar 8
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

Dividend Apr 15 Ex-div: Apr 1
Earnings Apr 22

Fair Value Snapshot

Bear Base Bull
$331
$438
$599
Current: $154.30 +184% vs base

Engine Room Money Flow™

Large Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$13.8B
9.5%%
Operating Income (FRE Proxy)
$4.6B
72.6%%
EBITDA
$4.8B
68.5%%
Net Income
$2.1B
3.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
33.0%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.7B
78.8% 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
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
63
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Developing
39
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Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing RJF's balance between Growth (43.5%), Profitability (35.6%), and Safety (20.9%). Growth 43% Safety 21% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

59th percentile vs peers
60
Key Signals
Rev Growth YoY 9.5% 60p EPS Growth YoY 6.1% 55p EPS CAGR 3Y 13.8% 75p Revenue CAGR 3Y 8.5% 52p
Strengths
  • ROE in top 20% of peers (17.7%, 83th percentile)
Risks

No significant risks identified for this axis.

Profitability

48th percentile vs peers
49
Key Signals
Strengths
Risks
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Safety

28th percentile vs peers
29
Key Signals
Strengths
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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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$437.97
- - -
+183.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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