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Raymond James Financial, Inc. (RJF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7547301090

CUSIP

754730109

Sector

Financial Services

IPO Date

Dec 30, 1987

Highlights

Market Cap

$33.82B

EPS (TTM)

$9.68

PE Ratio

17.10

PEG Ratio

1.94

Total Revenue (TTM)

$14.34B

Gross Profit (TTM)

$13.02B

EBITDA (TTM)

$4.71B

Year Range

$103.85 - $171.38

Target Price

$149.57

Short %

4.09%

Short Ratio

4.65

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
RJF vs. AEPGX RJF vs. LPLA RJF vs. SPY RJF vs. AAPL RJF vs. RL RJF vs. BX RJF vs. MSFT RJF vs. NVDA RJF vs. VOO RJF vs. VONG
Popular comparisons:
RJF vs. AEPGX RJF vs. LPLA RJF vs. SPY RJF vs. AAPL RJF vs. RL RJF vs. BX RJF vs. MSFT RJF vs. NVDA RJF vs. VOO RJF vs. VONG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Raymond James Financial, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20,000.00%40,000.00%60,000.00%80,000.00%JulyAugustSeptemberOctoberNovemberDecember
81,763.73%
2,357.14%
RJF (Raymond James Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Raymond James Financial, Inc. had a return of 48.15% year-to-date (YTD) and 54.93% in the last 12 months. Over the past 10 years, Raymond James Financial, Inc. had an annualized return of 17.61%, outperforming the S&P 500 benchmark which had an annualized return of 11.62%.


RJF

YTD

48.15%

1M

2.94%

6M

37.13%

1Y

54.93%

5Y (annualized)

24.36%

10Y (annualized)

17.61%

^GSPC (Benchmark)

YTD

27.68%

1M

1.58%

6M

13.90%

1Y

32.27%

5Y (annualized)

14.27%

10Y (annualized)

11.62%

Monthly Returns

The table below presents the monthly returns of RJF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.18%9.20%7.11%-5.00%0.61%0.70%-5.81%3.08%2.42%21.48%14.21%48.15%
20235.54%-3.82%-13.61%-2.94%-0.20%15.32%6.07%-4.98%-3.58%-4.97%10.17%6.46%6.12%
20225.80%3.57%0.24%-11.05%1.06%-8.88%10.13%5.99%-4.99%19.55%-1.05%-8.24%8.31%
20214.88%16.82%5.32%6.71%1.38%-1.73%-0.32%8.05%-0.78%6.84%-0.30%2.15%59.48%
20202.20%-8.53%-23.99%4.30%5.10%-0.11%0.94%8.98%-3.41%5.06%18.98%5.19%8.70%
20198.68%2.58%-2.21%13.88%-9.82%2.81%-4.59%-2.68%5.46%1.25%7.58%0.01%22.80%
20188.24%-3.82%-3.28%0.38%7.59%-7.16%2.51%1.58%-0.74%-16.69%3.96%-6.67%-15.65%
20178.17%4.84%-2.64%-2.28%-3.02%11.30%3.70%-5.85%7.95%0.53%4.15%1.13%29.99%
2016-24.43%0.07%9.06%9.58%7.48%-11.70%11.36%5.96%0.42%3.28%19.66%-3.41%21.31%
2015-8.15%8.57%-0.30%-0.44%2.81%2.81%-0.97%-10.19%-5.99%11.04%6.57%-0.96%2.53%
2014-2.45%3.67%6.29%-11.14%-2.62%5.15%0.43%7.24%-1.65%4.76%0.30%2.08%11.12%
201315.83%-1.68%5.38%-10.15%6.16%-1.93%2.54%-5.08%-0.05%9.55%5.54%8.66%37.19%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of RJF is 92, placing it in the top 8% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of RJF is 9292
Overall Rank
The Sharpe Ratio Rank of RJF is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of RJF is 9292
Sortino Ratio Rank
The Omega Ratio Rank of RJF is 9292
Omega Ratio Rank
The Calmar Ratio Rank of RJF is 9494
Calmar Ratio Rank
The Martin Ratio Rank of RJF is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for RJF, currently valued at 2.39, compared to the broader market-4.00-2.000.002.004.002.392.77
The chart of Sortino ratio for RJF, currently valued at 3.32, compared to the broader market-4.00-2.000.002.004.003.323.66
The chart of Omega ratio for RJF, currently valued at 1.44, compared to the broader market0.501.001.502.001.441.51
The chart of Calmar ratio for RJF, currently valued at 3.24, compared to the broader market0.002.004.006.003.243.99
The chart of Martin ratio for RJF, currently valued at 9.51, compared to the broader market0.0010.0020.0030.009.5117.73
RJF
^GSPC

The current Raymond James Financial, Inc. Sharpe ratio is 2.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Raymond James Financial, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
2.39
2.77
RJF (Raymond James Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Raymond James Financial, Inc. provided a 1.10% dividend yield over the last twelve months, with an annual payout of $1.80 per share.


0.80%1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.80$1.71$1.78$1.04$0.74$1.15$0.73$0.44$0.55$0.49$0.44$0.39

Dividend yield

1.10%1.53%1.67%1.04%1.16%1.93%1.48%0.74%1.18%1.28%1.15%1.11%

Monthly Dividends

The table displays the monthly dividend distributions for Raymond James Financial, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.45$0.00$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$1.35
2023$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.45$1.71
2022$0.34$0.00$0.00$0.34$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.42$1.78
2021$0.26$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.00$1.04
2020$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.00$0.74
2019$0.23$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.25$1.15
2018$0.17$0.00$0.17$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.00$0.73
2017$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.00$0.44
2016$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.15$0.55
2015$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.49
2014$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.12$0.44
2013$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.11$0.39

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.1%
Raymond James Financial, Inc. has a dividend yield of 1.10%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%17.9%
Raymond James Financial, Inc. has a payout ratio of 17.91%, which is below the market average. This means Raymond James Financial, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.94%
0
RJF (Raymond James Financial, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Raymond James Financial, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Raymond James Financial, Inc. was 69.68%, occurring on Mar 6, 2009. Recovery took 475 trading sessions.

The current Raymond James Financial, Inc. drawdown is 3.94%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.68%Sep 22, 2008115Mar 6, 2009475Jan 24, 2011590
-51.11%Apr 13, 1998439Jan 5, 2000210Nov 2, 2000649
-45.59%Feb 21, 202022Mar 23, 2020200Jan 6, 2021222
-45.52%Mar 24, 1992140Oct 9, 199268Jan 18, 1993208
-44.38%Nov 1, 200788Mar 10, 2008135Sep 19, 2008223

Volatility

Volatility Chart

The current Raymond James Financial, Inc. volatility is 5.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
5.57%
2.22%
RJF (Raymond James Financial, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Raymond James Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Raymond James Financial, Inc. compared to its peers in the Capital Markets industry.


PE Ratio
50.0100.0150.017.1
The chart displays the price to earnings (P/E) ratio for RJF in comparison to other companies of the Capital Markets industry. Currently, RJF has a PE value of 17.1. This PE ratio falls in the average range for the industry.
PEG Ratio
0.010.020.030.01.9
The chart displays the price to earnings to growth (PEG) ratio for RJF in comparison to other companies of the Capital Markets industry. Currently, RJF has a PEG value of 1.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Raymond James Financial, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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