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Raymond James Financial (RJF) Competitors

Raymond James Financial logo
$175.37 +3.02 (+1.75%)
As of 08/21/2026 03:58 PM Eastern

RJF vs. LPLA, PFG, AMP, BAC, and EQH

Should you buy Raymond James Financial stock or one of its competitors? Raymond James Financial's main competitors and comparable companies include LPL Financial (LPLA), Principal Financial Group (PFG), Ameriprise Financial (AMP), Bank of America (BAC), and Equitable (EQH). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does Raymond James Financial compare to LPL Financial?

LPL Financial (NASDAQ:LPLA) and Raymond James Financial (NYSE:RJF) are both large-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, media sentiment, dividends, risk, profitability, valuation and earnings.

95.7% of LPL Financial shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 0.6% of LPL Financial shares are held by insiders. Comparatively, 0.6% of Raymond James Financial shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, LPL Financial had 5 more articles in the media than Raymond James Financial. MarketBeat recorded 25 mentions for LPL Financial and 20 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 1.36 beat LPL Financial's score of 1.34 indicating that Raymond James Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
21 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.2%. LPL Financial pays out 9.6% of its earnings in the form of a dividend. Raymond James Financial pays out 18.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James Financial has increased its dividend for 3 consecutive years. Raymond James Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Raymond James Financial has a net margin of 13.57% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial5.13% 32.20% 9.35%
Raymond James Financial 13.57%19.07%2.64%

Raymond James Financial has lower revenue, but higher earnings than LPL Financial. Raymond James Financial is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$16.99B1.67$863.02M$12.5428.82
Raymond James Financial$15.91B2.12$2.14B$11.4715.29

LPL Financial has a beta of 0.48, meaning that its share price is 52% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.92, meaning that its share price is 8% less volatile than the broader market.

LPL Financial presently has a consensus price target of $406.69, indicating a potential upside of 12.55%. Raymond James Financial has a consensus price target of $181.00, indicating a potential upside of 3.21%. Given LPL Financial's stronger consensus rating and higher probable upside, equities analysts clearly believe LPL Financial is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38

Summary

LPL Financial beats Raymond James Financial on 12 of the 19 factors compared between the two stocks.

How does Raymond James Financial compare to Principal Financial Group?

Raymond James Financial (NYSE:RJF) and Principal Financial Group (NASDAQ:PFG) are both large-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, risk, dividends, analyst recommendations, institutional ownership, media sentiment, profitability and earnings.

83.8% of Raymond James Financial shares are held by institutional investors. Comparatively, 75.1% of Principal Financial Group shares are held by institutional investors. 0.6% of Raymond James Financial shares are held by insiders. Comparatively, 1.1% of Principal Financial Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Raymond James Financial has a net margin of 13.57% compared to Principal Financial Group's net margin of 9.93%. Raymond James Financial's return on equity of 19.07% beat Principal Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.57% 19.07% 2.64%
Principal Financial Group 9.93%16.49%0.58%

Raymond James Financial has higher revenue and earnings than Principal Financial Group. Raymond James Financial is trading at a lower price-to-earnings ratio than Principal Financial Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James Financial$15.91B2.12$2.14B$11.4715.29
Principal Financial Group$15.63B1.52$1.19B$7.0415.73

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.2%. Principal Financial Group pays an annual dividend of $3.28 per share and has a dividend yield of 3.0%. Raymond James Financial pays out 18.8% of its earnings in the form of a dividend. Principal Financial Group pays out 46.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James Financial has increased its dividend for 3 consecutive years and Principal Financial Group has increased its dividend for 2 consecutive years.

Raymond James Financial has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market. Comparatively, Principal Financial Group has a beta of 0.88, suggesting that its share price is 12% less volatile than the broader market.

In the previous week, Raymond James Financial had 8 more articles in the media than Principal Financial Group. MarketBeat recorded 20 mentions for Raymond James Financial and 12 mentions for Principal Financial Group. Principal Financial Group's average media sentiment score of 1.74 beat Raymond James Financial's score of 1.36 indicating that Principal Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James Financial
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Principal Financial Group
12 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Raymond James Financial currently has a consensus price target of $181.00, indicating a potential upside of 3.21%. Principal Financial Group has a consensus price target of $106.67, indicating a potential downside of 3.69%. Given Raymond James Financial's stronger consensus rating and higher probable upside, equities analysts plainly believe Raymond James Financial is more favorable than Principal Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38
Principal Financial Group
3 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Raymond James Financial beats Principal Financial Group on 15 of the 19 factors compared between the two stocks.

How does Raymond James Financial compare to Ameriprise Financial?

Raymond James Financial (NYSE:RJF) and Ameriprise Financial (NYSE:AMP) are both large-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, media sentiment, earnings and profitability.

Raymond James Financial has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.14, indicating that its stock price is 14% more volatile than the broader market.

Ameriprise Financial has higher revenue and earnings than Raymond James Financial. Ameriprise Financial is trading at a lower price-to-earnings ratio than Raymond James Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James Financial$15.91B2.12$2.14B$11.4715.29
Ameriprise Financial$18.48B2.71$3.56B$41.4613.42

In the previous week, Ameriprise Financial had 17 more articles in the media than Raymond James Financial. MarketBeat recorded 37 mentions for Ameriprise Financial and 20 mentions for Raymond James Financial. Ameriprise Financial's average media sentiment score of 1.61 beat Raymond James Financial's score of 1.36 indicating that Ameriprise Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James Financial
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
35 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

83.8% of Raymond James Financial shares are owned by institutional investors. Comparatively, 84.0% of Ameriprise Financial shares are owned by institutional investors. 0.6% of Raymond James Financial shares are owned by company insiders. Comparatively, 0.6% of Ameriprise Financial shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Ameriprise Financial has a net margin of 20.24% compared to Raymond James Financial's net margin of 13.57%. Ameriprise Financial's return on equity of 64.19% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.57% 19.07% 2.64%
Ameriprise Financial 20.24%64.19%2.15%

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.2%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.2%. Raymond James Financial pays out 18.8% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James Financial has increased its dividend for 3 consecutive years and Ameriprise Financial has increased its dividend for 21 consecutive years.

Raymond James Financial currently has a consensus target price of $181.00, indicating a potential upside of 3.21%. Ameriprise Financial has a consensus target price of $555.33, indicating a potential downside of 0.22%. Given Raymond James Financial's higher possible upside, equities research analysts plainly believe Raymond James Financial is more favorable than Ameriprise Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38
Ameriprise Financial
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.64

Summary

Ameriprise Financial beats Raymond James Financial on 15 of the 20 factors compared between the two stocks.

How does Raymond James Financial compare to Bank of America?

Bank of America (NYSE:BAC) and Raymond James Financial (NYSE:RJF) are both large-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, profitability, analyst recommendations, dividends, media sentiment, risk, valuation and institutional ownership.

Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 1.8%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.2%. Bank of America pays out 25.7% of its earnings in the form of a dividend. Raymond James Financial pays out 18.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Bank of America has increased its dividend for 11 consecutive years and Raymond James Financial has increased its dividend for 3 consecutive years. Bank of America is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Bank of America has a beta of 1.17, suggesting that its stock price is 17% more volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.92, suggesting that its stock price is 8% less volatile than the broader market.

70.7% of Bank of America shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 0.3% of Bank of America shares are held by company insiders. Comparatively, 0.6% of Raymond James Financial shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Bank of America has a net margin of 17.56% compared to Raymond James Financial's net margin of 13.57%. Raymond James Financial's return on equity of 19.07% beat Bank of America's return on equity.

Company Net Margins Return on Equity Return on Assets
Bank of America17.56% 12.20% 0.98%
Raymond James Financial 13.57%19.07%2.64%

Bank of America has higher revenue and earnings than Raymond James Financial. Bank of America is trading at a lower price-to-earnings ratio than Raymond James Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bank of America$191.57B2.25$30.51B$4.3614.16
Raymond James Financial$15.91B2.12$2.14B$11.4715.29

Bank of America currently has a consensus price target of $64.08, suggesting a potential upside of 3.81%. Raymond James Financial has a consensus price target of $181.00, suggesting a potential upside of 3.21%. Given Bank of America's stronger consensus rating and higher probable upside, research analysts plainly believe Bank of America is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bank of America
0 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.78
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38

In the previous week, Bank of America had 137 more articles in the media than Raymond James Financial. MarketBeat recorded 157 mentions for Bank of America and 20 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 1.36 beat Bank of America's score of 1.11 indicating that Raymond James Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bank of America
116 Very Positive mention(s)
15 Positive mention(s)
15 Neutral mention(s)
7 Negative mention(s)
4 Very Negative mention(s)
Positive
Raymond James Financial
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Bank of America beats Raymond James Financial on 11 of the 19 factors compared between the two stocks.

How does Raymond James Financial compare to Equitable?

Raymond James Financial (NYSE:RJF) and Equitable (NYSE:EQH) are both large-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk.

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.2%. Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 2.5%. Raymond James Financial pays out 18.8% of its earnings in the form of a dividend. Equitable pays out -36.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Raymond James Financial has raised its dividend for 3 consecutive years and Equitable has raised its dividend for 2 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

83.8% of Raymond James Financial shares are held by institutional investors. Comparatively, 92.7% of Equitable shares are held by institutional investors. 0.6% of Raymond James Financial shares are held by company insiders. Comparatively, 1.0% of Equitable shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Raymond James Financial had 4 more articles in the media than Equitable. MarketBeat recorded 20 mentions for Raymond James Financial and 16 mentions for Equitable. Raymond James Financial's average media sentiment score of 1.36 beat Equitable's score of 1.19 indicating that Raymond James Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James Financial
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Equitable
11 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James Financial has higher revenue and earnings than Equitable. Equitable is trading at a lower price-to-earnings ratio than Raymond James Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James Financial$15.91B2.12$2.14B$11.4715.29
Equitable$11.67B1.14-$1.38B-$3.31N/A

Raymond James Financial currently has a consensus price target of $181.00, indicating a potential upside of 3.21%. Equitable has a consensus price target of $61.75, indicating a potential upside of 26.43%. Given Equitable's stronger consensus rating and higher possible upside, analysts clearly believe Equitable is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.38
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79

Raymond James Financial has a net margin of 13.57% compared to Equitable's net margin of -8.72%. Equitable's return on equity of 511.35% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.57% 19.07% 2.64%
Equitable -8.72%511.35%0.61%

Raymond James Financial has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market. Comparatively, Equitable has a beta of 1.09, indicating that its share price is 9% more volatile than the broader market.

Summary

Raymond James Financial and Equitable tied by winning 10 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RJF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RJF vs. The Competition

MetricRaymond James FinancialCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$33.70B$5.66B$13.63B$24.31B
Dividend Yield1.23%7.38%5.89%3.70%
P/E Ratio15.2939.1029.6130.31
Price / Sales2.121,262.42521.6220.99
Price / Cash14.6748.3138.1932.49
Price / Book2.642.132.186.77
Net Income$2.14B$416.48M$1.31B$1.07B
7 Day Performance-3.03%-0.25%-0.30%-0.65%
1 Month Performance5.56%2.06%2.37%3.38%
1 Year Performance6.17%5.71%9.68%14.90%

Raymond James Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RJF
Raymond James Financial
4.098 of 5 stars
$175.37
+1.8%
$181.00
+3.2%
+6.2%$33.70B$15.91B15.2919,500
LPLA
LPL Financial
4.9425 of 5 stars
$372.11
+2.6%
$408.54
+9.8%
-0.3%$28.55B$16.99B29.6710,000
PFG
Principal Financial Group
3.7581 of 5 stars
$113.81
+0.4%
$105.83
-7.0%
+37.2%$24.28B$15.63B16.1711,600
AMP
Ameriprise Financial
4.7806 of 5 stars
$557.14
+0.9%
$555.33
-0.3%
+7.9%$49.62B$18.48B13.4413,600
BAC
Bank of America
4.5281 of 5 stars
$63.74
+0.9%
$64.08
+0.5%
+24.7%$441.73B$191.57B14.62213,000

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This page (NYSE:RJF) was last updated on 8/23/2026 by MarketBeat.com Staff.
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