Raymond James Financial, Inc. RJF
Financial Services · Asset Management · United States · S&P 500
Based on the available data, Raymond James Financial, Inc. gets an algorithmic score of 69/100. It trades at 159.85 $, with a sideways/transition technical trend (RSI 33.8) and 25.2% annual volatility.
Updated: 2026-09-30
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Strengths
- Attractive free-cash-flow yield (7.3%).
- Low valuation (P/E 11.3).
Weaknesses
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Fundamentals
| P/E | 14.05 |
| Forward P/E | 11.26 |
| PEG | 0.78 |
| P/B | 2.42 |
| P/S | 2.02 |
| ROE % | 18.42 |
| ROA % | 2.58 |
| Gross margin % | 93.16 |
| Operating margin % | 19.30 |
| Net margin % | 15.13 |
| Revenue growth % (y/y) | 15.10 |
| Earnings growth % (y/y) | 42.00 |
| Revenue CAGR % | 8.45 |
| Earnings CAGR % | 12.26 |
| Debt/Equity % | 47.59 |
| Current ratio | 2.11 |
| FCF yield % | 7.30 |
| Dividend yield % | 1.35 |
| Payout % | 18.48 |
Returns
| 1 month | -10.9 % |
| 3 months | +5.5 % |
| 6 months | +14.3 % |
| YTD | -1.6 % |
| 1 year | -7.8 % |
| 3 years | +64.8 % |
| 5 years | +99.9 % |
Risk
| 1-year volatility | 25.2 % |
| Beta | 0.94 |
| 5-year max drawdown | -32.1 % |
| Sharpe 1A | -0.35 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.