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RJF vs. ALL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RJF vs. ALL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Raymond James Financial, Inc. (RJF) and The Allstate Corporation (ALL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RJF achieves a -3.17% return, which is significantly lower than ALL's 7.58% return. Over the past 10 years, RJF has outperformed ALL with an annualized return of 17.98%, while ALL has yielded a comparatively lower 15.27% annualized return.


RJF

1D
2.65%
1M
0.29%
YTD
-3.17%
6M
-5.10%
1Y
5.28%
3Y*
18.32%
5Y*
13.66%
10Y*
17.98%

ALL

1D
0.94%
1M
3.37%
YTD
7.58%
6M
8.08%
1Y
12.86%
3Y*
27.76%
5Y*
13.66%
10Y*
15.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RJF vs. ALL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RJF
Raymond James Financial, Inc.
-3.17%4.74%40.83%6.12%8.32%59.48%8.70%22.80%-15.65%29.99%
ALL
The Allstate Corporation
7.58%10.09%40.61%6.37%18.37%9.86%-0.12%38.82%-19.52%43.64%

Correlation

The correlation between RJF and ALL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Jun 3, 1993

0.41

The correlation between RJF and ALL shifts across timeframes, from 0.22 (1 year) to 0.44 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RJF:

$30.93B

ALL:

$58.20B

EPS

RJF:

$10.55

ALL:

$45.76

PE Ratio

RJF:

14.63

ALL:

4.84

PEG Ratio

RJF:

1.25

ALL:

0.13

PS Ratio

RJF:

1.92

ALL:

0.88

Total Revenue (TTM)

RJF:

$16.35B

ALL:

$67.14B

Gross Profit (TTM)

RJF:

$6.99B

ALL:

$19.06B

EBITDA (TTM)

RJF:

$1.40B

ALL:

$13.09B

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Return for Risk

RJF vs. ALL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RJF
RJF Risk / Return Rank: 4747
Overall Rank
RJF Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
RJF Sortino Ratio Rank: 4343
Sortino Ratio Rank
RJF Omega Ratio Rank: 4343
Omega Ratio Rank
RJF Calmar Ratio Rank: 5050
Calmar Ratio Rank
RJF Martin Ratio Rank: 5050
Martin Ratio Rank

ALL
ALL Risk / Return Rank: 6060
Overall Rank
ALL Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ALL Sortino Ratio Rank: 5454
Sortino Ratio Rank
ALL Omega Ratio Rank: 5353
Omega Ratio Rank
ALL Calmar Ratio Rank: 6666
Calmar Ratio Rank
ALL Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RJF vs. ALL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and The Allstate Corporation (ALL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RJFALLDifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.46

Omega ratioGain probability vs. loss probability

1.06

1.11

-0.05

Calmar ratioReturn relative to maximum drawdown

0.27

1.13

-0.85

Martin ratioReturn relative to average drawdown

0.57

2.90

-2.33

RJF vs. ALL - Sharpe Ratio Comparison

The current RJF Sharpe Ratio is 0.22, which is lower than the ALL Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of RJF and ALL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RJF vs. ALL - Drawdown Comparison

The maximum RJF drawdown since its inception was -69.68%, smaller than the maximum ALL drawdown of -77.03%. Use the drawdown chart below to compare losses from any high point for RJF and ALL.


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Drawdown Indicators


RJFALLDifference

Max Drawdown

Largest peak-to-trough decline

-69.68%

-77.03%

+7.35%

Max Drawdown (1Y)

Largest decline over 1 year

-19.64%

-11.48%

-8.16%

Max Drawdown (3Y)

Largest decline over 3 years

-28.12%

-14.11%

-14.01%

Max Drawdown (5Y)

Largest decline over 5 years

-32.11%

-27.35%

-4.76%

Max Drawdown (10Y)

Largest decline over 10 years

-45.59%

-41.39%

-4.20%

Current Drawdown

Current decline from peak

-11.61%

-0.79%

-10.82%

Average Drawdown

Average peak-to-trough decline

-14.62%

-16.43%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.34%

4.46%

+4.88%

Volatility

RJF vs. ALL - Volatility Comparison

The current volatility for Raymond James Financial, Inc. (RJF) is 7.64%, while The Allstate Corporation (ALL) has a volatility of 8.80%. This indicates that RJF experiences smaller price fluctuations and is considered to be less risky than ALL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RJFALLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.64%

8.80%

-1.16%

Volatility (6M)

Calculated over the trailing 6-month period

19.52%

17.29%

+2.23%

Volatility (1Y)

Calculated over the trailing 1-year period

24.66%

23.73%

+0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.04%

25.46%

+2.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.95%

24.95%

+6.00%

Dividends

RJF vs. ALL - Dividend Comparison

RJF's dividend yield for the trailing twelve months is around 1.35%, less than ALL's 1.88% yield.


PositionTTM20252024202320222021202020192018201720162015
ALL
The Allstate Corporation
1.88%1.92%1.91%2.54%2.51%2.75%1.96%1.78%2.23%1.41%1.78%1.93%
RJF
Raymond James Financial, Inc.
1.35%1.25%0.87%1.53%1.67%1.04%1.16%1.93%1.48%0.74%1.18%1.28%

Financials

RJF vs. ALL - Financials Comparison

This section allows you to compare key financial metrics between Raymond James Financial, Inc. and The Allstate Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20222023202420252026
4.26B
16.94B
(RJF) Total Revenue
(ALL) Total Revenue
Values in USD except per share items

RJF vs. ALL - Profitability Comparison

The chart below illustrates the profitability comparison between Raymond James Financial, Inc. and The Allstate Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20222023202420252026
-87.6%
0
Portfolio components
RJF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a gross profit of -3.74B and revenue of 4.26B. Therefore, the gross margin over that period was -87.6%.

ALL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Allstate Corporation reported a gross profit of 0.00 and revenue of 16.94B. Therefore, the gross margin over that period was 0.0%.

RJF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported an operating income of -728.00M and revenue of 4.26B, resulting in an operating margin of -17.1%.

ALL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Allstate Corporation reported an operating income of 0.00 and revenue of 16.94B, resulting in an operating margin of 0.0%.

RJF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a net income of 544.00M and revenue of 4.26B, resulting in a net margin of 12.8%.

ALL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Allstate Corporation reported a net income of 2.46B and revenue of 16.94B, resulting in a net margin of 14.5%.


Frequently Asked Questions


RJF and ALL have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALL has higher volatility (8.80%) compared to RJF (7.64%). In terms of maximum drawdown, RJF dropped -69.68% vs ALL's -77.03%.

ALL currently has the higher Sharpe Ratio (0.55 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for RJF and ALL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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