RJF vs. LPLA
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) and LPL Financial Holdings Inc. (LPLA).
Performance
RJF vs. LPLA - Performance Comparison
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RJF vs. LPLA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | -9.53% | 4.74% | 40.83% | 6.12% | 8.32% | 59.48% | 8.70% | 22.80% | -15.65% | 29.99% |
LPLA LPL Financial Holdings Inc. | -15.69% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
Fundamentals
RJF:
$29.16B
LPLA:
$24.19B
RJF:
$10.26
LPLA:
$10.85
RJF:
14.11
LPLA:
27.71
RJF:
1.20
LPLA:
1.17
RJF:
1.84
LPLA:
1.41
RJF:
$16.11B
LPLA:
$16.99B
RJF:
$10.54B
LPLA:
$7.34B
RJF:
$3.96B
LPLA:
$2.10B
Returns By Period
In the year-to-date period, RJF achieves a -9.53% return, which is significantly higher than LPLA's -15.69% return. Over the past 10 years, RJF has underperformed LPLA with an annualized return of 18.03%, while LPLA has yielded a comparatively higher 29.76% annualized return.
RJF
- 1D
- 2.77%
- 1M
- -5.42%
- YTD
- -9.53%
- 6M
- -15.58%
- 1Y
- 5.61%
- 3Y*
- 17.32%
- 5Y*
- 12.93%
- 10Y*
- 18.03%
LPLA
- 1D
- 0.22%
- 1M
- 0.25%
- YTD
- -15.69%
- 6M
- -9.42%
- 1Y
- -7.73%
- 3Y*
- 14.63%
- 5Y*
- 16.53%
- 10Y*
- 29.76%
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Return for Risk
RJF vs. LPLA — Risk / Return Rank
RJF
LPLA
RJF vs. LPLA - Risk-Adjusted Trends 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.
| RJF | LPLA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | -0.20 | +0.40 |
Sortino ratioReturn per unit of downside risk | 0.46 | -0.02 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.00 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | -0.36 | +0.65 |
Martin ratioReturn relative to average drawdown | 0.75 | -0.85 | +1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RJF | LPLA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | -0.20 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.49 | +0.01 |
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.
Dividends
RJF vs. LPLA - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.41%, more than LPLA's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.41% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
LPLA LPL Financial Holdings Inc. | 0.40% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
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.
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Drawdown Indicators
| RJF | LPLA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.68% | -69.32% | -0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -19.64% | -28.62% | +8.98% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -33.18% | +1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -45.59% | -60.34% | +14.75% |
Current DrawdownCurrent decline from peak | -17.42% | -24.41% | +6.99% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -13.79% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 12.25% | -4.84% |
Volatility
RJF vs. LPLA - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 6.35%, while LPL Financial Holdings Inc. (LPLA) has a volatility of 8.69%. 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.
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Volatility by Period
| RJF | LPLA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 8.69% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 18.71% | 27.00% | -8.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.67% | 38.90% | -11.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.87% | 35.56% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.15% | 38.27% | -7.12% |
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 Apr 2026, Raymond James Financial, Inc. reported a gross profit of 0.00 and revenue of 4.18B. Therefore, the gross margin over that period was 0.0%.
LPLA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a gross profit of 4.49B and revenue of 4.93B. Therefore, the gross margin over that period was 91.0%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Raymond James Financial, Inc. reported an operating income of 0.00 and revenue of 4.18B, resulting in an operating margin of 0.0%.
LPLA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported an operating income of 0.00 and revenue of 4.93B, 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 Apr 2026, Raymond James Financial, Inc. reported a net income of 563.00M and revenue of 4.18B, resulting in a net margin of 13.5%.
LPLA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LPL Financial Holdings Inc. reported a net income of 300.72M and revenue of 4.93B, resulting in a net margin of 6.1%.