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Raymond James Financial Inc (RJF)

Unterbewertet
Financial ServicesAsset ManagementUnited States

Fundamental

68

Kurs

$158.40

Marktkapitalisierung

$31.00B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory; and fixed income and equity brokerage services. This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Bank segment offers various types of loans, including securities-based, corporate, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; Federal Deposit Insurance Corporation-insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising investments in third-party funds. The company offers corporate, retail banking and trust services. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.

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Bilanz & Liquidität

Umsatz

$15.25B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$2.31B

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$2.25B

Gesamtes Eigenkapital

$12.50B

Gesamtverbindlichkeiten

$75.73B

Current Ratio

0.28

Zinsdeckungsgrad

1.21

Schulden/EBITDA

-

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Allgemeiner FallUnterbewertet

Innerer Wert

$291.33

Aktueller Kurs

$158.40

Sicherheitsmarge

+45.6%

Innerer-Wert-Spanne

$189.36 - $393.29

Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.

Bewertungsmethoden

Kursziel der Analysten:$186.00
Diskontierter Cashflow (DCF):$824.67
Gewinnmultiplikator (P/E):$128.18
Graham-Wachstumsformel:$330.55
Ertragskraftwert (EPV):$121.47
Gerechtfertigtes P/B:$158.24
Dividendendiskontierung (Gordon):$37.75
P/FFO, Funds from Operations:$193.80
Gewinn im Zyklusmittel:$152.82
Umsatzmultiplikator:$225.44
Analystenkonsens:Kaufen (9B / 10H / 0S)
Letzte Gewinnüberraschung:+6.71%

Bewertungskennzahlen

P/E-Verhältnis

13.76

ROE

17.1%

P/B-Verhältnis

2.39

P/FCF

21.08

Bruttomarge

-

ROIC

-

Rentabilitäts-Radar

Wertschöpfung (Wettbewerbsvorteil)

ROIC

-

WACC

10.0%

ROIC − WACC

-

Fundamentalanalyse-Kriterien

Bestanden (15)

  • EPS shows upward trend
  • EPS CAGR 10.35%
  • Price CAGR 14.15%
  • P/FCF 21.08
  • P/B Ratio 2.39
  • Operating Margin 18.5%
  • Positive Free Cash Flow
  • CapEx intensity
  • Low reliance on intangibles
  • ROE 18.3%
  • Revenue Growth 5Y 14.3%
  • Earnings Surprise avg 3.8%
  • PEG Ratio 1.10
  • Share Dilution -2.8%
  • Piotroski F-Score 6/9

Nicht bestanden (8)

  • Debt/Equity ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Analyst Consensus 47% Buy
  • Earnings Quality (OCF/NI) 0.71
  • Net Margin Trend 15.1% vs 17.4%

Nicht verfügbar (5)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Current Ratio
  • Debt/EBITDA

Piotroski F-Score

6/9

Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit

score
criteria

Gewinnqualität

0.71

Mittel: Gewisse Differenz zwischen Gewinn und Cashflow

Aktienverwässerung

-2.8%

Aktienrückkäufe. Aktionärsfreundlich

Institutionelle Beteiligungen

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Paul Christopher Reilly C.P.A.Executive Chair70
Mr. Paul Marone ShoukryCEO & Director42
Mr. Jonathan W. Oorlog Jr.Senior VP, CFO & Controller61
Mr. Scott Alan CurtisChief Operating Officer62
Mr. Tashtego Spring ElwynPresident of Private Client Group53
Mr. James E. BunnPresident of Capital Markets & Advisory52
Ms. Katherine H. LarsonChief Accounting Officer44
Mr. Andy ZolperChief information officer-
Ms. Bella Loykhter AllaireChief Administrative Officer72
Ms. Kristina WaughSenior Vice President of Investor Relations and FP&A-

Prüfungsrisiko

9

Vorstandsrisiko

8

Vergütungsrisiko

3

Aktionärsrechterisiko

5

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Dokumente

  • Jahresbericht (10-K)

    Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.

    Eingereicht am 2025-11-25

    Dokument ansehen
  • Quartalsbericht (10-Q)

    Ein Update zur finanziellen Entwicklung der letzten drei Monate.

    Eingereicht am 2026-08-05

    Dokument ansehen
  • Ad-hoc-Meldung (8-K)

    Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.

    Eingereicht am 2026-09-23

    Dokument ansehen

via SEC EDGAR

Ertragshistorie

via SEC EDGAR

Latest News

Recent headlines for RJF, sourced from Markets Gazette.

  • 2/26/2026NEUTRAL
    Here's How Much $100 Invested In Raymond James Finl 10 Years Ago Would Be Worth Today

    Markets Gazette examines the significance of evaluating historical investment performance. An article calculating the current value of $100 invested in Raymond James Financial ten years ago, while not providing specific figures, highlights the importance of long-term analysis for investors. This type of study helps understand a stock's potential growth and resilience over time, offering insights into investment strategy and portfolio diversification. For current and potential shareholders of Raymond James Financial, a detailed analysis of such past returns can confirm or challenge future expectations, although past performance is no guarantee of future results. It serves as an invitation to look beyond daily fluctuations and consider the power of compounding.

via Markets Gazette