RJF vs. STRA
RJF (Raymond James Financial, Inc.) and STRA (Strategic Education, Inc.) are both stocks. RJF operates in Capital Markets (Financial Services), while STRA operates in Education & Training Services (Consumer Defensive). Over the past 10 years, RJF returned 17.98%/yr vs 7.26%/yr for STRA. At a 0.29 correlation, their price movements are largely independent.
Performance
RJF vs. STRA - Performance Comparison
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Returns By Period
In the year-to-date period, RJF achieves a -3.17% return, which is significantly lower than STRA's -2.03% return. Over the past 10 years, RJF has outperformed STRA with an annualized return of 17.98%, while STRA has yielded a comparatively lower 7.26% annualized return.
RJF
- 1D
- 2.65%
- 1M
- 0.19%
- YTD
- -3.17%
- 6M
- -5.10%
- 1Y
- 7.45%
- 3Y*
- 18.32%
- 5Y*
- 13.66%
- 10Y*
- 17.98%
STRA
- 1D
- -3.06%
- 1M
- -1.30%
- YTD
- -2.03%
- 6M
- -2.72%
- 1Y
- -4.99%
- 3Y*
- 3.48%
- 5Y*
- 2.52%
- 10Y*
- 7.26%
RJF vs. STRA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | -3.17% | 4.74% | 40.83% | 6.12% | 8.32% | 59.48% | 8.70% | 22.80% | -15.65% | 29.99% |
STRA Strategic Education, Inc. | -2.03% | -11.62% | 3.53% | 21.43% | 40.39% | -37.26% | -38.80% | 42.05% | 28.16% | 12.41% |
Correlation
The correlation between RJF and STRA is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 1996 | 0.29 |
Fundamentals
RJF:
$30.93B
STRA:
$1.72B
RJF:
$10.55
STRA:
$5.64
RJF:
14.63
STRA:
13.73
RJF:
1.25
STRA:
0.48
RJF:
1.92
STRA:
1.40
RJF:
$16.35B
STRA:
$1.27B
RJF:
$6.99B
STRA:
$475.81M
RJF:
$1.40B
STRA:
$216.79M
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Return for Risk
RJF vs. STRA — Risk / Return Rank
RJF
STRA
RJF vs. STRA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) and Strategic Education, Inc. (STRA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RJF | STRA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.00 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | -0.35 | +0.62 |
| Martin ratioReturn relative to average drawdown | 0.57 | -0.75 | +1.31 |
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Drawdowns
RJF vs. STRA - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, smaller than the maximum STRA drawdown of -85.50%. Use the drawdown chart below to compare losses from any high point for RJF and STRA.
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Drawdown Indicators
| RJF | STRA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.68% | -85.50% | +15.82% |
Max Drawdown (1Y)Largest decline over 1 year | -19.64% | -15.75% | -3.89% |
Max Drawdown (3Y)Largest decline over 3 years | -28.12% | -38.05% | +9.93% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -38.05% | +5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -45.59% | -71.86% | +26.27% |
Current DrawdownCurrent decline from peak | -11.61% | -58.27% | +46.66% |
Average DrawdownAverage peak-to-trough decline | -14.62% | -39.04% | +24.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.34% | 7.38% | +1.96% |
Volatility
RJF vs. STRA - Volatility Comparison
Raymond James Financial, Inc. (RJF) has a higher volatility of 7.64% compared to Strategic Education, Inc. (STRA) at 6.97%. This indicates that RJF's price experiences larger fluctuations and is considered to be riskier than STRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RJF | STRA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.97% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 19.52% | 26.38% | -6.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 31.96% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 33.83% | -5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 37.00% | -6.05% |
Dividends
RJF vs. STRA - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.35%, less than STRA's 3.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.35% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
STRA Strategic Education, Inc. | 3.10% | 2.99% | 2.57% | 2.60% | 3.06% | 4.15% | 2.52% | 1.32% | 1.32% | 1.12% | 0.00% | 0.00% |
Financials
RJF vs. STRA - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, Inc. and Strategic Education, 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. STRA - Profitability Comparison
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a gross profit of -3.74B and revenue of 4.26B. Therefore, the gross margin over that period was -87.6%.
STRA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported a gross profit of 0.00 and revenue of 305.93M. Therefore, the gross margin over that period was 0.0%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported an operating income of -728.00M and revenue of 4.26B, resulting in an operating margin of -17.1%.
STRA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported an operating income of 41.09M and revenue of 305.93M, resulting in an operating margin of 13.4%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a net income of 544.00M and revenue of 4.26B, resulting in a net margin of 12.8%.
STRA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Strategic Education, Inc. reported a net income of 32.81M and revenue of 305.93M, resulting in a net margin of 10.7%.
Frequently Asked Questions
RJF and STRA have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RJF has higher volatility (7.64%) compared to STRA (6.97%). In terms of maximum drawdown, RJF dropped -69.68% vs STRA's -85.50%.
RJF currently has the higher Sharpe Ratio (0.22 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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