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RAYMOND JAMES FINANCIAL INC (RJF)$151.46

Market Cap: 28.87 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for RAYMOND JAMES FINANCIAL INC (RJF).

FINANCIAL
ASSET MANAGEMENT
DCF ready

Valuation

7.8x

EV/FCF, 12.9% FCF yield

Quality

17.1%

ROIC, 14.1% FCF margin

Growth

14.3%

5Y sales (revenue) CAGR

Balance sheet

0.0x

Debt/equity, N/A current ratio

Superinvestors

2

Top: Bill Nygren (0.7%)

Strengths to research

  • Revenue compounded at 14.3% over five years.
  • ROIC is strong at 17.1%.
  • Free cash flow margin is healthy at 14.1%.
  • Debt/equity looks manageable at 0.0x.

Watchouts

No major valuation, balance sheet, or growth watchouts were detected by the static screen.

Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for RJF.

Grade F
25
/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best
RJF
Target
RAYMOND JAMES FINANCIAL INC$28.9B14.7x7.8x17.1%14.3%14.1%N/AN/AN/A
STTState Street Corp.$25.8B16.4x2.0x10.6%3.6%77.8%N/AN/AN/A
TROWT. Rowe Price Group$20.2B11.2x11.4x19.2%3.3%20.2%N/A-1.5xN/A
NTRSNorthern Trust Corp.$18.9B19.2x2.4x13.4%4.7%108.8%N/AN/AN/A
AMPAMERIPRISE FINANCIAL, INC.$45.9B12.5x4.3x54.4%9.6%43.2%N/AN/AN/A
PFGPrincipal Financial Group$17.2B19.8x3.7x7.9%1.2%29.0%N/AN/AN/A
CRBGCorebridge Financial Inc.$16.9B-40.8x8.1x-2.8%4.2%10.9%N/AN/AN/A
ARESAres Management LP$52.5BN/A15.9x10.0%26.0%58.3%N/AN/AN/A
EQHEquitable Holdings Inc.$15.3B-8.8x4.0xN/A-1.2%6.1%N/AN/AN/A

Financial Charts

No financial data available for RJF (annual).

2 superinvestors own RJF

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership
FundSharesValue% PortfolioQoQ Change
Bill Nygren

Oakmark Select Fund

3,425,321$496M0.66%0.0%
First Eagle Investment Management

First Eagle Investment Management

2,471$358,0000.00%0.0%