RJF vs. MSFT
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RJF or MSFT.
Correlation
The correlation between RJF and MSFT is 0.57, 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. MSFT - Performance Comparison
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Key characteristics
RJF:
0.75
MSFT:
0.36
RJF:
1.26
MSFT:
0.76
RJF:
1.17
MSFT:
1.10
RJF:
0.80
MSFT:
0.43
RJF:
2.16
MSFT:
0.96
RJF:
10.44%
MSFT:
10.69%
RJF:
29.97%
MSFT:
25.78%
RJF:
-69.68%
MSFT:
-69.39%
RJF:
-11.88%
MSFT:
-3.35%
Fundamentals
RJF:
$30.58B
MSFT:
$3.34T
RJF:
$10.38
MSFT:
$12.94
RJF:
14.60
MSFT:
34.72
RJF:
1.79
MSFT:
2.06
RJF:
2.25
MSFT:
12.37
RJF:
2.42
MSFT:
10.13
RJF:
$15.06B
MSFT:
$270.01B
RJF:
$13.95B
MSFT:
$186.51B
RJF:
$3.13B
MSFT:
$150.06B
Returns By Period
In the year-to-date period, RJF achieves a -1.75% return, which is significantly lower than MSFT's 6.80% return. Over the past 10 years, RJF has underperformed MSFT with an annualized return of 16.42%, while MSFT has yielded a comparatively higher 26.93% annualized return.
RJF
-1.75%
12.01%
-6.20%
22.31%
32.95%
16.42%
MSFT
6.80%
15.65%
7.91%
9.15%
21.25%
26.93%
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Risk-Adjusted Performance
RJF vs. MSFT — Risk-Adjusted Performance Rank
RJF
MSFT
RJF vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and Microsoft Corporation (MSFT). 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. MSFT - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.25%, more than MSFT's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% |
MSFT Microsoft Corporation | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
RJF vs. MSFT - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, roughly equal to the maximum MSFT drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for RJF and MSFT. For additional features, visit the drawdowns tool.
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Volatility
RJF vs. MSFT - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 7.56%, while Microsoft Corporation (MSFT) has a volatility of 10.27%. This indicates that RJF experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
RJF vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, Inc. and Microsoft Corporation. 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. MSFT - 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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.
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%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.
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%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.