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Raymond James Financial (RJF) Competitors

Raymond James Financial logo
$155.90 +1.94 (+1.26%)
As of 12:29 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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?

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

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are owned by institutional investors. 0.6% of LPL Financial shares are owned by company insiders. Comparatively, 0.6% of Raymond James Financial shares are owned 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.

In the previous week, Raymond James Financial had 1 more articles in the media than LPL Financial. MarketBeat recorded 12 mentions for Raymond James Financial and 11 mentions for LPL Financial. Raymond James Financial's average media sentiment score of 1.07 beat LPL Financial's score of 0.98 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
4 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
6 Very Positive mention(s)
1 Positive mention(s)
4 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 0.4%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. LPL Financial pays out 10.7% 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. 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.

LPL Financial has a beta of 0.57, suggesting that its share price is 43% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market.

LPL Financial currently has a consensus price target of $398.86, indicating a potential upside of 32.24%. Raymond James Financial has a consensus price target of $173.25, indicating a potential upside of 11.13%. Given LPL Financial's stronger consensus rating and higher probable upside, research analysts plainly 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)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31

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
LPL Financial4.93% 31.26% 9.08%
Raymond James Financial 13.04%17.93%2.52%

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$16.99B1.42$863.02M$11.2026.93
Raymond James Financial$15.91B1.91$2.14B$10.5814.74

Summary

LPL Financial beats Raymond James Financial on 12 of the 20 factors compared between the two stocks.

How does Raymond James Financial compare to Principal Financial Group?

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

75.1% of Principal Financial Group shares are owned by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are owned by institutional investors. 1.1% of Principal Financial Group shares are owned by insiders. Comparatively, 0.6% of Raymond James Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Raymond James Financial had 6 more articles in the media than Principal Financial Group. MarketBeat recorded 12 mentions for Raymond James Financial and 6 mentions for Principal Financial Group. Raymond James Financial's average media sentiment score of 1.07 beat Principal Financial Group's score of 1.04 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
Principal Financial Group
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Principal Financial Group pays an annual dividend of $3.20 per share and has a dividend yield of 3.2%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. Principal Financial Group pays out 45.8% 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. Principal Financial Group has raised its dividend for 2 consecutive years and Raymond James Financial has raised its dividend for 3 consecutive years.

Principal Financial Group has a beta of 0.89, meaning that its share price is 11% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market.

Principal Financial Group currently has a consensus price target of $95.33, indicating a potential downside of 5.59%. Raymond James Financial has a consensus price target of $173.25, indicating a potential upside of 11.13%. Given Raymond James Financial's stronger consensus rating and higher possible upside, 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
Principal Financial Group
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10
Raymond James Financial
0 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.31

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
Principal Financial Group10.10% 16.25% 0.57%
Raymond James Financial 13.04%17.93%2.52%

Raymond James Financial has higher revenue and earnings than Principal Financial Group. Principal Financial Group 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
Principal Financial Group$15.63B1.40$1.19B$6.9914.45
Raymond James Financial$15.91B1.91$2.14B$10.5814.74

Summary

Raymond James Financial beats Principal Financial Group on 17 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 superior investment? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, media sentiment, institutional ownership, valuation, profitability and risk.

In the previous week, Raymond James Financial and Raymond James Financial both had 12 articles in the media. Raymond James Financial's average media sentiment score of 1.07 beat Ameriprise Financial's score of 0.70 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
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
6 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James Financial has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market. Comparatively, Ameriprise Financial has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market.

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%

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$15.91B1.91$2.14B$10.5814.74
Ameriprise Financial$18.48B2.31$3.56B$40.2111.79

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 stock is poised for long-term growth.

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.4%. 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 raised its dividend for 3 consecutive years and Ameriprise Financial has raised 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.

Raymond James Financial presently has a consensus price target of $173.25, suggesting a potential upside of 11.13%. Ameriprise Financial has a consensus price target of $543.22, suggesting a potential upside of 14.60%. Given Ameriprise Financial's stronger consensus rating and higher possible upside, analysts clearly 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)
5 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.45

Summary

Ameriprise Financial beats Raymond James Financial on 15 of the 18 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 business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, media sentiment, earnings, dividends and risk.

Equitable pays an annual dividend of $1.08 per share and has a dividend yield of 2.5%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. Equitable pays out -38.0% 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 1.13, meaning that its stock price is 13% more volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market.

Equitable currently has a consensus price target of $58.18, indicating a potential upside of 35.88%. Raymond James Financial has a consensus price target of $173.25, indicating a potential upside of 11.13%. Given Equitable's stronger consensus rating and higher probable upside, equities analysts clearly 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

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$11.32B1.06-$1.38B-$2.84N/A
Raymond James Financial$15.91B1.91$2.14B$10.5814.74

92.7% of Equitable shares are owned by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are owned by institutional investors. 1.1% of Equitable shares are owned by company insiders. Comparatively, 0.6% of Raymond James Financial shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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 4 more articles in the media than Equitable. MarketBeat recorded 12 mentions for Raymond James Financial and 8 mentions for Equitable. Raymond James Financial's average media sentiment score of 1.07 beat Equitable's score of 0.78 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
Equitable
4 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Equitable and Raymond James Financial tied by winning 10 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 superior stock? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, valuation, media sentiment, risk, earnings and profitability.

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 company insiders. Comparatively, 3.5% of Evercore shares are held 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.

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$15.91B1.91$2.14B$10.5814.74
Evercore$4.55B2.92$591.92M$17.7319.37

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.4%. 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 increased its dividend for 3 consecutive years and Evercore has increased its dividend for 18 consecutive years.

Raymond James Financial has a beta of 0.99, meaning that its share price is 1% 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.

Raymond James Financial presently has a consensus price target of $173.25, indicating a potential upside of 11.13%. Evercore has a consensus price target of $366.45, indicating a potential upside of 6.73%. Given Raymond James Financial's higher possible upside, analysts plainly 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

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 8 more articles in the media than Evercore. MarketBeat recorded 12 mentions for Raymond James Financial and 4 mentions for Evercore. Raymond James Financial's average media sentiment score of 1.07 beat Evercore's score of 0.05 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
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Evercore beats Raymond James Financial on 13 of the 19 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 FinancialFIN IndustryFinance SectorNYSE Exchange
Market Cap$30.44B$108.46B$13.49B$23.05B
Dividend Yield1.41%1.78%5.82%4.07%
P/E Ratio14.7614.2823.1928.52
Price / Sales1.914.17172.4724.16
Price / Cash12.8518.5620.5025.11
Price / Book2.413.092.164.77
Net Income$2.14B$7.52B$1.11B$1.06B
7 Day Performance1.60%0.27%-0.43%-0.43%
1 Month Performance1.71%-4.24%0.81%2.06%
1 Year Performance2.35%8.19%11.46%25.21%

Raymond James Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RJF
Raymond James Financial
4.3349 of 5 stars
$155.90
+1.3%
$173.25
+11.1%
+0.6%$30.44B$15.91B14.7619,500
LPLA
LPL Financial
4.8954 of 5 stars
$320.85
+0.7%
$398.86
+24.3%
-21.4%$25.55B$16.99B28.6510,000
PFG
Principal Financial Group
3.9907 of 5 stars
$99.46
-1.6%
$95.33
-4.1%
N/A$21.84B$15.63B14.2311,600
AMP
Ameriprise Financial
4.5588 of 5 stars
$468.54
+0.3%
$543.22
+15.9%
-9.9%$42.60B$18.48B11.6513,600
EQH
Equitable
4.8817 of 5 stars
$41.50
-1.6%
$56.82
+36.9%
-24.3%$11.87B$11.67BN/A8,000

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This page (NYSE:RJF) was last updated on 5/14/2026 by MarketBeat.com Staff.
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