RJF vs. LPLA
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) and LPL Financial Holdings Inc. (LPLA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RJF or LPLA.
Correlation
The correlation between RJF and LPLA is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RJF vs. LPLA - Performance Comparison
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Key characteristics
RJF:
18.47%
LPLA:
48.79%
RJF:
-0.71%
LPLA:
-0.88%
RJF:
-0.12%
LPLA:
0.00%
Fundamentals
RJF:
$29.33B
LPLA:
$28.82B
RJF:
$10.38
LPLA:
$14.45
RJF:
14.00
LPLA:
24.94
RJF:
1.79
LPLA:
1.55
RJF:
2.16
LPLA:
2.39
RJF:
2.42
LPLA:
9.23
RJF:
$15.06B
LPLA:
$9.55B
RJF:
$13.95B
LPLA:
$2.75B
RJF:
$3.13B
LPLA:
$1.80B
Returns By Period
RJF
N/A
N/A
N/A
N/A
N/A
N/A
LPLA
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
RJF vs. LPLA — Risk-Adjusted Performance Rank
RJF
LPLA
RJF vs. LPLA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and LPL Financial Holdings Inc. (LPLA). 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. LPLA - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.31%, more than LPLA's 0.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LPLA LPL Financial Holdings Inc. | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RJF vs. LPLA - Drawdown Comparison
The maximum RJF drawdown since its inception was -0.71%, smaller than the maximum LPLA drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for RJF and LPLA. For additional features, visit the drawdowns tool.
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Volatility
RJF vs. LPLA - Volatility Comparison
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Financials
RJF vs. LPLA - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, Inc. and LPL Financial Holdings 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. LPLA - 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 3.40B and revenue of 3.85B. Therefore, the gross margin over that period was 88.5%.
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a gross profit of 905.20M and revenue of 3.51B. Therefore, the gross margin over that period was 25.8%.
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 3.85B, resulting in an operating margin of 17.5%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported an operating income of 460.52M and revenue of 3.51B, resulting in an operating margin of 13.1%.
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 3.85B, resulting in a net margin of 12.9%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, LPL Financial Holdings Inc. reported a net income of 270.75M and revenue of 3.51B, resulting in a net margin of 7.7%.