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RJF vs. LPLA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.0
Correlation: 0.7

Performance

RJF vs. LPLA - Performance Comparison

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

600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2025FebruaryMarchApril
714.84%
1,156.02%
RJF
LPLA

Key characteristics

Sharpe Ratio

RJF:

0.10

LPLA:

0.55

Sortino Ratio

RJF:

0.33

LPLA:

0.96

Omega Ratio

RJF:

1.04

LPLA:

1.14

Calmar Ratio

RJF:

0.11

LPLA:

0.58

Martin Ratio

RJF:

0.30

LPLA:

1.45

Ulcer Index

RJF:

8.79%

LPLA:

13.22%

Daily Std Dev

RJF:

27.46%

LPLA:

34.99%

Max Drawdown

RJF:

-69.68%

LPLA:

-69.32%

Current Drawdown

RJF:

-24.26%

LPLA:

-18.33%

Fundamentals

Market Cap

RJF:

$29.07B

LPLA:

$25.24B

EPS

RJF:

$10.23

LPLA:

$14.03

PE Ratio

RJF:

13.87

LPLA:

24.12

PEG Ratio

RJF:

1.68

LPLA:

1.35

Total Revenue (TTM)

RJF:

$11.79B

LPLA:

$9.55B

Gross Profit (TTM)

RJF:

$11.12B

LPLA:

$2.75B

EBITDA (TTM)

RJF:

$2.02B

LPLA:

$1.76B

Returns By Period

In the year-to-date period, RJF achieves a -15.55% return, which is significantly lower than LPLA's -4.12% return. Over the past 10 years, RJF has underperformed LPLA with an annualized return of 14.83%, while LPLA has yielded a comparatively higher 23.45% annualized return.


RJF

YTD

-15.55%

1M

-9.32%

6M

5.19%

1Y

1.95%

5Y*

29.76%

10Y*

14.83%

LPLA

YTD

-4.12%

1M

-6.96%

6M

32.87%

1Y

19.31%

5Y*

46.20%

10Y*

23.45%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

RJF vs. LPLA — Risk-Adjusted Performance Rank

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

RJF
The Risk-Adjusted Performance Rank of RJF is 5353
Overall Rank
The Sharpe Ratio Rank of RJF is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of RJF is 4747
Sortino Ratio Rank
The Omega Ratio Rank of RJF is 4747
Omega Ratio Rank
The Calmar Ratio Rank of RJF is 5858
Calmar Ratio Rank
The Martin Ratio Rank of RJF is 5656
Martin Ratio Rank

LPLA
The Risk-Adjusted Performance Rank of LPLA is 7070
Overall Rank
The Sharpe Ratio Rank of LPLA is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of LPLA is 6565
Sortino Ratio Rank
The Omega Ratio Rank of LPLA is 6767
Omega Ratio Rank
The Calmar Ratio Rank of LPLA is 7676
Calmar Ratio Rank
The Martin Ratio Rank of LPLA is 6868
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.

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.


Sharpe ratio
The chart of Sharpe ratio for RJF, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.00
RJF: 0.10
LPLA: 0.55
The chart of Sortino ratio for RJF, currently valued at 0.33, compared to the broader market-6.00-4.00-2.000.002.004.00
RJF: 0.33
LPLA: 0.96
The chart of Omega ratio for RJF, currently valued at 1.04, compared to the broader market0.501.001.502.00
RJF: 1.04
LPLA: 1.14
The chart of Calmar ratio for RJF, currently valued at 0.11, compared to the broader market0.001.002.003.004.005.00
RJF: 0.11
LPLA: 0.58
The chart of Martin ratio for RJF, currently valued at 0.30, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
RJF: 0.30
LPLA: 1.45

The current RJF Sharpe Ratio is 0.10, which is lower than the LPLA Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of RJF and LPLA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.10
0.55
RJF
LPLA

Dividends

RJF vs. LPLA - Dividend Comparison

RJF's dividend yield for the trailing twelve months is around 1.46%, more than LPLA's 0.38% yield.


TTM20242023202220212020201920182017201620152014
RJF
Raymond James Financial, Inc.
1.46%0.87%1.53%1.67%1.04%1.16%1.93%1.48%0.74%1.18%1.28%1.15%
LPLA
LPL Financial Holdings Inc.
0.38%0.37%0.53%0.46%0.62%0.96%1.08%1.64%1.75%2.84%2.34%2.15%

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-24.26%
-18.33%
RJF
LPLA

Volatility

RJF vs. LPLA - Volatility Comparison

The current volatility for Raymond James Financial, Inc. (RJF) is 11.88%, while LPL Financial Holdings Inc. (LPLA) has a volatility of 14.34%. This indicates that RJF experiences smaller price fluctuations and is considered to be less risky than LPLA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.88%
14.34%
RJF
LPLA

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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

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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