RJF PEER ANALYSIS

Raymond James Financial Inc. — metric-by-metric comparison with peers and the industry median

RJFRaymond James Financial Inc.

🇺🇸 USA · US · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

RJFIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	RJF	INDU-C	BAM	CVC	BN	IGM	Ind. Median
P/E	15.13	5.80●	29.82	12.28	82.61	16.32	18.84
P/B	2.58	1.14●	9.91	8.98	2.13	2.09	2.08
EV/EBITDA	6.19	5.95●	23.10	10.68	10.31	15.08	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	RJF	INDU-C	BAM	CVC	BN	IGM	Ind. Median
Current Ratio	0.37	1.94	1.68	12.44●	0.82	1.36	3.81
Debt/Equity	42.7%	3.6%●	38.6%	110.2%	571.7%	81.9%	18.1%
NetDebt/EBITDA	-4.77●	0.17	0.55	0.73	7.35	3.74	0.18

Profitability
Metric	RJF	INDU-C	BAM	CVC	BN	IGM	Ind. Median
Net Margin	13.1%	99.3%●	50.8%	63.6%	1.8%	30.0%	16.7%
ROE	17.3%	21.6%	31.4%	90.9%●	2.9%	13.7%	9.4%
ROA	2.5%	20.7%	15.3%	22.6%●	0.3%	5.5%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	RJF	INDU-C	BAM	CVC	BN	IGM	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-1.9%	930.1%●	81.3%	425.1%	120.2%	21.9%	14.6%
Div. Yield	1.3%	1.7%	2.8%	3.6%●	0.4%	2.9%	1.4%
Payout	19.8%	8.9%	116.2%	40.1%	55.3%	46.2%	11.6%

Valuation
Metric	RJF	NTRS	TROW	ARES	PFG	AMP	Ind. Median
P/E	15.13	17.60	12.88	36.83	15.76	11.87●	18.84
P/B	2.58	2.54	2.46	6.51	2.07●	7.44	2.08
EV/EBITDA	6.19	-3.20●	8.02	15.43	-1.72	7.74	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	RJF	NTRS	TROW	ARES	PFG	AMP	Ind. Median
Current Ratio	0.37	4.26	7.43	49.67●	0.23	0.70	3.81
Debt/Equity	42.7%	126.1%	4.1%●	351.5%	33.4%	52.8%	18.1%
NetDebt/EBITDA	-4.77	-12.88	-1.14	5.04	-14.51●	-0.95	0.18

Profitability
Metric	RJF	NTRS	TROW	ARES	PFG	AMP	Ind. Median
Net Margin	13.1%	12.8%	28.3%●	11.7%	10.0%	20.3%	16.7%
ROE	17.3%	14.5%	19.8%	16.8%	13.5%	66.9%●	9.4%
ROA	2.5%	1.1%	14.8%●	2.6%	0.5%	2.1%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	RJF	NTRS	TROW	ARES	PFG	AMP	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-1.9%	-15.3%	3.9%	62.4%●	42.6%	30.1%	14.6%
Div. Yield	1.3%	1.8%	4.4%●	4.2%	2.9%	1.3%	1.4%
Payout	19.8%	34.0%	54.5%	258.0%	44.4%	77.8%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

Go deeper on RJF

Run a DCF valuation

Full DCF model with editable assumptions

Start a head-to-head duel

Compare two stocks metric by metric

Filter in the stock screener

Build your own universe with 400+ metrics

Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.