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Raymond James Financial (RJF) Competitors

Raymond James Financial logo
$167.07 -1.05 (-0.63%)
Closing price 03:59 PM Eastern
Extended Trading
$167.03 -0.04 (-0.02%)
As of 06:18 PM Eastern
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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 superior investment? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, valuation, risk, analyst recommendations, earnings, dividends and profitability.

LPL Financial currently has a consensus target price of $397.92, indicating a potential upside of 23.94%. Raymond James Financial has a consensus target price of $176.64, indicating a potential upside of 5.73%. Given LPL Financial's stronger consensus rating and higher possible 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)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

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 1.3%. 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.

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$16.99B1.51$863.02M$11.2028.67
Raymond James Financial$15.91B2.05$2.14B$10.5815.79

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 company is poised for long-term growth.

In the previous week, LPL Financial had 15 more articles in the media than Raymond James Financial. MarketBeat recorded 33 mentions for LPL Financial and 18 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 0.97 beat LPL Financial'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
LPL Financial
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

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%

LPL Financial has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

Summary

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

In the previous week, Raymond James Financial had 3 more articles in the media than Principal Financial Group. MarketBeat recorded 18 mentions for Raymond James Financial and 15 mentions for Principal Financial Group. Principal Financial Group's average media sentiment score of 1.09 beat Raymond James Financial's score of 0.97 indicating that Principal Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Principal Financial Group
6 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Principal Financial Group presently has a consensus price target of $105.82, suggesting a potential downside of 6.86%. Raymond James Financial has a consensus price target of $176.64, suggesting a potential upside of 5.73%. Given Raymond James Financial's stronger consensus rating and higher probable 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
3 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Principal Financial Group pays an annual dividend of $3.28 per share and has a dividend yield of 2.9%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.3%. Principal Financial Group pays out 46.9% 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.

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. 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
Principal Financial Group$15.63B1.57$1.19B$6.9916.25
Raymond James Financial$15.91B2.05$2.14B$10.5815.79

75.1% of Principal Financial Group shares are held by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are held by institutional investors. 1.1% of Principal Financial Group shares are held by insiders. Comparatively, 0.6% of Raymond James Financial shares are held 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.

Principal Financial Group has a beta of 0.88, meaning that its stock price is 12% less volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.93, meaning that its stock price is 7% less volatile than the broader market.

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?

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

Ameriprise Financial presently has a consensus price target of $553.67, suggesting a potential upside of 6.66%. Raymond James Financial has a consensus price target of $176.64, suggesting a potential upside of 5.73%. 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
Ameriprise Financial
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.36
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Raymond James Financial had 1 more articles in the media than Ameriprise Financial. MarketBeat recorded 18 mentions for Raymond James Financial and 17 mentions for Ameriprise Financial. Raymond James Financial's average media sentiment score of 0.97 beat Ameriprise Financial's score of 0.92 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
Ameriprise Financial
7 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Ameriprise Financial has a beta of 1.16, suggesting that its share price is 16% more volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.93, suggesting that its share price is 7% less 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
Ameriprise Financial20.57% 62.88% 2.12%
Raymond James Financial 13.04%17.93%2.52%

84.0% of Ameriprise Financial shares are owned by institutional investors. Comparatively, 83.8% of Raymond James Financial shares are owned by institutional investors. 0.6% of Ameriprise 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Ameriprise Financial pays an annual dividend of $6.80 per share and has a dividend yield of 1.3%. Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.3%. Ameriprise Financial pays out 16.9% 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. Ameriprise Financial has increased its dividend for 21 consecutive years and Raymond James Financial has increased its dividend for 3 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Ameriprise Financial$18.48B2.53$3.56B$40.2112.91
Raymond James Financial$15.91B2.05$2.14B$10.5815.79

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 Equitable?

Equitable (NYSE:EQH) 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 valuation, earnings, dividends, risk, media sentiment, profitability, analyst recommendations and institutional ownership.

Equitable has a beta of 1.1, suggesting that its share price is 10% more volatile than the broader market. Comparatively, Raymond James Financial has a beta of 0.93, suggesting that its share price is 7% less volatile than the broader market.

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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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$11.67B1.12-$1.38B-$2.84N/A
Raymond James Financial$15.91B2.05$2.14B$10.5815.79

Equitable presently has a consensus price target of $60.08, suggesting a potential upside of 25.64%. Raymond James Financial has a consensus price target of $176.64, suggesting a potential upside of 5.73%. Given Equitable's stronger consensus rating and higher probable upside, equities research analysts plainly believe Equitable is more favorable than Raymond James Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Equitable
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79
Raymond James Financial
0 Sell rating(s)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

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, Equitable had 1 more articles in the media than Raymond James Financial. MarketBeat recorded 19 mentions for Equitable and 18 mentions for Raymond James Financial. Raymond James Financial's average media sentiment score of 0.97 beat Equitable's score of 0.57 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
5 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Raymond James Financial
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Equitable pays an annual dividend of $1.20 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 1.3%. 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 raised its dividend for 2 consecutive years and Raymond James Financial has raised its dividend for 3 consecutive years. Equitable is clearly the better dividend stock, given its higher yield and lower payout ratio.

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 superior investment? We will contrast the two businesses based on the strength of their profitability, risk, dividends, valuation, media sentiment, analyst recommendations, earnings and institutional ownership.

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$15.91B2.05$2.14B$10.5815.79
Evercore$3.86B3.36$591.92M$17.7318.89

In the previous week, Raymond James Financial had 14 more articles in the media than Evercore. MarketBeat recorded 18 mentions for Raymond James Financial and 4 mentions for Evercore. Raymond James Financial's average media sentiment score of 0.97 beat Evercore's score of 0.52 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
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Evercore
1 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 a beta of 0.93, suggesting that its stock price is 7% less volatile than the broader market. Comparatively, Evercore has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market.

Raymond James Financial pays an annual dividend of $2.16 per share and has a dividend yield of 1.3%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. 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.

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%

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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Raymond James Financial presently has a consensus price target of $176.64, suggesting a potential upside of 5.73%. Evercore has a consensus price target of $373.90, suggesting a potential upside of 11.62%. Given Evercore's stronger consensus rating and higher probable upside, analysts plainly believe Evercore 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)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Evercore
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.54

Summary

Evercore beats Raymond James Financial on 15 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 FinancialFIN IndustryFinance SectorNYSE Exchange
Market Cap$32.76B$122.94B$14.26B$23.46B
Dividend Yield1.28%1.63%5.70%4.02%
P/E Ratio15.7915.4620.4831.06
Price / Sales2.054.7144.4019.77
Price / Cash14.0820.2619.3418.64
Price / Book2.683.352.254.77
Net Income$2.14B$7.51B$1.13B$1.06B
7 Day Performance0.37%-1.20%-0.76%-0.56%
1 Month Performance8.31%4.83%0.61%-0.11%
1 Year Performance5.41%8.83%12.27%16.64%

Raymond James Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RJF
Raymond James Financial
4.4179 of 5 stars
$167.07
-0.6%
$176.64
+5.7%
+6.1%$32.76B$15.91B15.7919,500
LPLA
LPL Financial
4.8566 of 5 stars
$304.75
+3.2%
$398.86
+30.9%
-14.8%$23.61B$16.99B27.2110,000
PFG
Principal Financial Group
4.147 of 5 stars
$112.55
+1.5%
$101.40
-9.9%
+39.6%$23.95B$15.63B13.0111,600
AMP
Ameriprise Financial
4.9273 of 5 stars
$507.26
+3.7%
$543.22
+7.1%
-5.3%$43.97B$18.48B12.6213,600
EQH
Equitable
4.9723 of 5 stars
$47.48
+4.1%
$58.64
+23.5%
-11.0%$12.45B$11.67BN/A8,000

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This page (NYSE:RJF) was last updated on 7/13/2026 by MarketBeat.com Staff.
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