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Raymond James Financial, Inc. (RJF) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Raymond James Financial, Inc.

RJFMarket cap $31BPrice $158.6

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs one of the largest independent wealth management and investment banking networks in the country, guiding financial advisors and institutions through markets. Nearly 9,000 advisors trust its platform to manage client assets, betting on relationships over flashy trading desks.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%6

Revenue Forecast

Rev CAGR (1y)+12%7

Rev CAGR (3y)+11%7

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+21%8

EPS Growth Y+2+12%7

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin0%8

Net Income Margin15%7

Free Cash Flow Margin9%6

Debt

Net Debt/EBITDAna–

Efficiency

ROE18%8

ROA3%4

Earnings Stability1010

GEAR+STRONG83

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)107

P/BV2.46

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%8

Dividend Yield1.4%4

Momentum

Short term

1 month return-9%2

3 month return-6%5

YTD return+0%5

Mid term

Price vs 52wHigh87%7

1 year return-2%4

Long term

3 year return+66%6

5 year return+77%7

Risk Shield

Price Risk

Beta1.13

Volatility25%8

Free Cash Flow

Free Cash Flow Margin9%6

Free Cash Flow Yield0.0%8

Quality

ROCE5%4

Earnings Stability1010

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

RJFRaymond James Financial

Revenue FY25$13.8B

GROWTH RATING↗

AVERAGE64 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 11%/yr.

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 64% of companies worldwide.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%2

3-month return-6%5

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-2%4

3-year return+66%6

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +66% over three years and +77% over five, ahead of 60% of the market.

WATCH

It's down 2% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-6%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Raymond James Financial, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

RJFRaymond James Financial

Revenue FY25$13.8B

GROWTH RATING↗

AVERAGE64 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+21%8

EPS growth, FY27E+12%7

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 11%/yr.

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 64% of companies worldwide.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE43 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-9%2

3-month return-6%5

YTD return+0%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return-2%4

3-year return+66%6

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +66% over three years and +77% over five, ahead of 60% of the market.

WATCH

It's down 2% over the past year, now 13% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-6%) and so far this year (+0%).

WEAKNESSES

The stock is underperforming over the past month (-9%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Raymond James Financial, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community