Free Trial

Raymond James Financial (RJF) Competitors

Raymond James Financial logo
$145.91 -0.84 (-0.57%)
As of 01:03 PM Eastern

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

Should you buy Raymond James Financial stock or one of its competitors? MarketBeat compares Raymond James Financial with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Raymond James Financial include LPL Financial (LPLA), Principal Financial Group (PFG), Ameriprise Financial (AMP), Equitable (EQH), and Evercore (EVR). These companies are all part of the "finance" sector.

How does Raymond James Financial compare to LPL Financial?

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

In the previous week, Raymond James Financial and Raymond James Financial both had 18 articles in the media. LPL Financial's average media sentiment score of 1.19 beat Raymond James Financial's score of 1.11 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Raymond James Financial
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
14 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 presently has a consensus price target of $172.92, indicating a potential upside of 18.51%. LPL Financial has a consensus price target of $398.86, indicating a potential upside of 44.39%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts plainly believe LPL Financial 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)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Raymond James Financial pays out 20.4% of its earnings in the form of a dividend. LPL Financial pays out 10.7% 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 13.04% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.04% 17.93% 2.52%
LPL Financial 4.93%31.26%9.08%

Raymond James Financial has a beta of 0.94, meaning that its share price is 6% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market.

Raymond James Financial has higher earnings, but lower revenue 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
Raymond James Financial$15.91B1.79$2.14B$10.5813.79
LPL Financial$18.26B1.21$863.02M$11.2024.66

83.8% of Raymond James Financial shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 0.6% of Raymond James Financial shares are held by insiders. Comparatively, 0.6% of LPL Financial shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

LPL Financial beats Raymond James Financial on 13 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 better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, earnings, risk and institutional ownership.

Raymond James Financial has a beta of 0.94, meaning that its share price is 6% less volatile than the broader market. Comparatively, Principal Financial Group has a beta of 0.88, meaning that its share price is 12% less volatile than the broader market.

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 company insiders. Comparatively, 1.1% of Principal Financial Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Raymond James Financial currently has a consensus price target of $172.92, suggesting a potential upside of 18.51%. Principal Financial Group has a consensus price target of $98.10, suggesting a potential downside of 4.11%. Given Raymond James Financial's stronger consensus rating and higher probable upside, equities research 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)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31
Principal Financial Group
1 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.18

Raymond James Financial has a net margin of 13.04% compared to Principal Financial Group's net margin of 10.10%. Raymond James Financial's return on equity of 17.93% beat Principal Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.04% 17.93% 2.52%
Principal Financial Group 10.10%16.25%0.57%

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$15.91B1.79$2.14B$10.5813.79
Principal Financial Group$15.46B1.43$1.19B$6.9914.64

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. Principal Financial Group pays an annual dividend of $3.28 per share and has a dividend yield of 3.2%. Raymond James Financial pays out 20.4% of its earnings in the form of a dividend. Principal Financial Group pays out 46.9% 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.

In the previous week, Raymond James Financial and Raymond James Financial both had 18 articles in the media. Principal Financial Group's average media sentiment score of 1.27 beat Raymond James Financial's score of 1.11 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
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Principal Financial Group
11 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Raymond James Financial beats Principal Financial Group on 14 of the 18 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 business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, risk, earnings, media sentiment, dividends and valuation.

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$15.91B1.79$2.14B$10.5813.79
Ameriprise Financial$18.48B2.14$3.56B$40.2110.95

Raymond James Financial currently has a consensus target price of $172.92, indicating a potential upside of 18.51%. Ameriprise Financial has a consensus target price of $543.22, indicating a potential upside of 23.34%. Given Ameriprise Financial's stronger consensus rating and higher probable upside, analysts plainly believe Ameriprise Financial 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)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31
Ameriprise Financial
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.36

Ameriprise Financial has a net margin of 20.57% compared to Raymond James Financial's net margin of 13.04%. Ameriprise Financial's return on equity of 62.88% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.04% 17.93% 2.52%
Ameriprise Financial 20.57%62.88%2.12%

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

In the previous week, Raymond James Financial had 7 more articles in the media than Ameriprise Financial. MarketBeat recorded 18 mentions for Raymond James Financial and 11 mentions for Ameriprise Financial. Ameriprise Financial's average media sentiment score of 1.52 beat Raymond James Financial's score of 1.11 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
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
8 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Raymond James Financial has a beta of 0.94, meaning that its stock price is 6% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.16, meaning that its stock price is 16% more volatile than the broader market.

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.5%. Raymond James Financial pays out 20.4% of its earnings in the form of a dividend. Ameriprise Financial pays out 16.9% 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. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Ameriprise Financial beats Raymond James Financial on 16 of the 20 factors compared between the two stocks.

How does Raymond James Financial compare to Equitable?

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

92.7% of Equitable shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 1.1% of Equitable 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Equitable pays an annual dividend of $1.20 per share and has a dividend yield of 3.0%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. Equitable pays out -42.3% of its earnings in the form of a dividend. Raymond James Financial pays out 20.4% 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. Equitable has increased its dividend for 2 consecutive years and Raymond James Financial has increased its dividend for 3 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

Equitable has a beta of 1.1, indicating that its stock price is 10% more volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.94, indicating that its stock price is 6% less volatile than the broader market.

Raymond James Financial has a net margin of 13.04% compared to Equitable's net margin of -7.26%. Equitable's return on equity of 232.29% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Equitable-7.26% 232.29% 0.58%
Raymond James Financial 13.04%17.93%2.52%

In the previous week, Raymond James Financial had 8 more articles in the media than Equitable. MarketBeat recorded 18 mentions for Raymond James Financial and 10 mentions for Equitable. Equitable's average media sentiment score of 1.58 beat Raymond James Financial's score of 1.11 indicating that Equitable is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Equitable
7 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
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 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
Equitable$11.67B0.97-$1.38B-$2.84N/A
Raymond James Financial$15.91B1.79$2.14B$10.5813.79

Equitable currently has a consensus price target of $58.18, indicating a potential upside of 45.38%. Raymond James Financial has a consensus price target of $172.92, indicating a potential upside of 18.51%. Given Equitable's stronger consensus rating and higher probable upside, analysts plainly believe Equitable is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
2 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.85
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31

Summary

Equitable beats Raymond James Financial on 11 of the 20 factors compared between the two stocks.

How does Raymond James Financial compare to Evercore?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Raymond James Financial$15.91B1.79$2.14B$10.5813.79
Evercore$3.86B3.43$591.92M$17.7319.27

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.5%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.0%. Raymond James Financial pays out 20.4% of its earnings in the form of a dividend. Evercore pays out 20.1% 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 Evercore has raised its dividend for 18 consecutive years.

83.8% of Raymond James Financial shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 0.6% of Raymond James Financial shares are held by insiders. Comparatively, 3.5% of Evercore shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Evercore has a net margin of 16.33% compared to Raymond James Financial's net margin of 13.04%. Evercore's return on equity of 39.29% beat Raymond James Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Raymond James Financial13.04% 17.93% 2.52%
Evercore 16.33%39.29%18.58%

In the previous week, Raymond James Financial had 16 more articles in the media than Evercore. MarketBeat recorded 18 mentions for Raymond James Financial and 2 mentions for Evercore. Raymond James Financial's average media sentiment score of 1.11 beat Evercore's score of 0.50 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
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James Financial currently has a consensus target price of $172.92, suggesting a potential upside of 18.51%. Evercore has a consensus target price of $366.45, suggesting a potential upside of 7.24%. Given Raymond James Financial's higher probable upside, research analysts clearly believe Raymond James Financial is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31
Evercore
1 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.36

Raymond James Financial has a beta of 0.94, meaning that its share price is 6% less volatile than the broader market. Comparatively, Evercore has a beta of 1.49, meaning that its share price is 49% more volatile than the broader market.

Summary

Evercore beats Raymond James Financial on 13 of the 19 factors compared between the two stocks.

Get Raymond James Financial News Delivered to You Automatically

Sign up to receive the latest news and ratings for RJF and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

RJF vs. The Competition

MetricRaymond James FinancialFIN IndustryFinance SectorNYSE Exchange
Market Cap$28.43B$110.91B$13.40B$23.11B
Dividend Yield1.48%1.76%5.78%4.09%
P/E Ratio13.7914.5119.7231.03
Price / Sales1.794.07139.1314.71
Price / Cash12.2118.9519.9324.78
Price / Book2.343.062.174.68
Net Income$2.14B$7.51B$1.13B$1.07B
7 Day Performance0.36%0.93%-0.78%-0.50%
1 Month Performance-6.66%-1.81%-0.55%0.39%
1 Year Performance-0.20%7.20%11.01%25.64%

Raymond James Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RJF
Raymond James Financial
4.6107 of 5 stars
$145.91
-0.6%
$172.92
+18.5%
+1.2%$28.43B$15.91B13.7919,500
LPLA
LPL Financial
4.9741 of 5 stars
$285.78
flat
$398.86
+39.6%
-28.9%$22.86B$16.99B25.5210,000
PFG
Principal Financial Group
3.689 of 5 stars
$103.85
flat
$98.10
-5.5%
+34.2%$22.43B$15.63B14.8611,600
AMP
Ameriprise Financial
4.9029 of 5 stars
$453.23
+0.2%
$543.22
+19.9%
-12.8%$40.66B$18.48B11.2713,600
EQH
Equitable
4.9076 of 5 stars
$42.60
+0.0%
$58.18
+36.6%
-21.0%$11.99B$11.67BN/A8,000

Related Companies and Tools


This page (NYSE:RJF) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners