RJF vs. BX
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RJF or BX.
Correlation
The correlation between RJF and BX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RJF vs. BX - Performance Comparison
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Key characteristics
RJF:
0.82
BX:
0.47
RJF:
1.27
BX:
0.96
RJF:
1.17
BX:
1.12
RJF:
0.82
BX:
0.50
RJF:
2.18
BX:
1.26
RJF:
10.54%
BX:
15.59%
RJF:
29.92%
BX:
38.46%
RJF:
-69.68%
BX:
-87.65%
RJF:
-10.54%
BX:
-25.15%
Fundamentals
RJF:
$30.86B
BX:
$178.04B
RJF:
$10.38
BX:
$3.30
RJF:
14.74
BX:
44.47
RJF:
1.87
BX:
2.15
RJF:
2.27
BX:
14.39
RJF:
2.53
BX:
14.07
RJF:
$15.44B
BX:
$11.95B
RJF:
$13.40B
BX:
$11.95B
RJF:
$3.01B
BX:
$6.03B
Returns By Period
In the year-to-date period, RJF achieves a -0.25% return, which is significantly higher than BX's -13.59% return. Over the past 10 years, RJF has underperformed BX with an annualized return of 16.47%, while BX has yielded a comparatively higher 18.75% annualized return.
RJF
-0.25%
16.42%
-3.58%
24.26%
32.56%
16.47%
BX
-13.59%
14.19%
-17.87%
17.79%
27.94%
18.75%
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Risk-Adjusted Performance
RJF vs. BX — Risk-Adjusted Performance Rank
RJF
BX
RJF vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and The Blackstone Group Inc. (BX). 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.
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Dividends
RJF vs. BX - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.23%, less than BX's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.23% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% |
BX The Blackstone Group Inc. | 2.76% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
Drawdowns
RJF vs. BX - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for RJF and BX. For additional features, visit the drawdowns tool.
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Volatility
RJF vs. BX - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 6.39%, while The Blackstone Group Inc. (BX) has a volatility of 13.87%. This indicates that RJF experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
RJF vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, Inc. and The Blackstone Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
RJF vs. BX - Profitability Comparison
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Raymond James Financial, Inc. reported a gross profit of 3.33B and revenue of 3.79B. Therefore, the gross margin over that period was 87.9%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Raymond James Financial, Inc. reported an operating income of 671.00M and revenue of 3.79B, resulting in an operating margin of 17.7%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Raymond James Financial, Inc. reported a net income of 495.00M and revenue of 3.79B, resulting in a net margin of 13.1%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.