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.
Key characteristics
| RJF | LPLA | |
|---|---|---|
| YTD Return | 47.12% | 39.90% |
| 1Y Return | 63.78% | 40.55% |
| 3Y Return (Ann) | 19.39% | 25.07% |
| 5Y Return (Ann) | 24.34% | 29.68% |
| 10Y Return (Ann) | 17.49% | 23.92% |
| Sharpe Ratio | 2.61 | 1.18 |
| Sortino Ratio | 3.55 | 1.71 |
| Omega Ratio | 1.48 | 1.25 |
| Calmar Ratio | 3.58 | 1.19 |
| Martin Ratio | 10.52 | 3.12 |
| Ulcer Index | 6.07% | 12.62% |
| Daily Std Dev | 24.44% | 33.33% |
| Max Drawdown | -69.68% | -69.32% |
| Current Drawdown | -0.27% | -0.22% |
Fundamentals
| RJF | LPLA | |
|---|---|---|
| Market Cap | $33.08B | $23.81B |
| EPS | $9.70 | $13.32 |
| PE Ratio | 16.77 | 23.87 |
| PEG Ratio | 1.84 | 1.61 |
| Total Revenue (TTM) | $10.90B | $11.52B |
| Gross Profit (TTM) | $9.58B | $8.70B |
| EBITDA (TTM) | $2.20B | $2.28B |
Correlation
The correlation between RJF and LPLA is 0.68, 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. LPLA - Performance Comparison
In the year-to-date period, RJF achieves a 47.12% return, which is significantly higher than LPLA's 39.90% return. Over the past 10 years, RJF has underperformed LPLA with an annualized return of 17.49%, while LPLA has yielded a comparatively higher 23.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
RJF vs. LPLA - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.11%, more than LPLA's 0.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.11% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% | 1.11% |
LPLA LPL Financial Holdings Inc. | 0.28% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% |
Drawdowns
RJF vs. LPLA - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, roughly equal to the maximum LPLA drawdown of -69.32%. Use the drawdown chart below to compare losses from any high point for RJF and LPLA. For additional features, visit the drawdowns tool.
Volatility
RJF vs. LPLA - Volatility Comparison
Raymond James Financial, Inc. (RJF) and LPL Financial Holdings Inc. (LPLA) have volatilities of 13.00% and 13.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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