Raymond James Financial Inc (RJF)
InfravaloradaFundamental
68
Precio
$158.40
Capitalización Bursátil
$31.00B
Parte 1 · Cuánto vale la empresa
Resumen
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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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance y Liquidez
Ingresos
$15.25B
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$2.31B
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
$2.25B
Patrimonio Neto Total
$12.50B
Pasivo Total
$75.73B
Ratio de Liquidez
0.28
Cobertura de Intereses
1.21
Deuda/EBITDA
-
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$291.33
Precio Actual
$158.40
Margen de Seguridad
+45.6%
Rango de Valor Justo
$189.36 - $393.29
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
13.76
ROE
17.1%
Ratio P/B
2.39
P/FCF
21.08
Margen Bruto
-
ROIC
-
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
-
WACC
10.0%
ROIC − WACC
-
Criterios de Análisis Fundamental
Superado (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
Fallido (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%
No disponible (5)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Current Ratio
- Debt/EBITDA
Piotroski F-Score
Señales mixtas: algunas áreas requieren atención
Calidad de los Beneficios
Moderada: cierta brecha entre beneficios y efectivo
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Paul Christopher Reilly C.P.A. | Executive Chair | 70 |
| Mr. Paul Marone Shoukry | CEO & Director | 42 |
| Mr. Jonathan W. Oorlog Jr. | Senior VP, CFO & Controller | 61 |
| Mr. Scott Alan Curtis | Chief Operating Officer | 62 |
| Mr. Tashtego Spring Elwyn | President of Private Client Group | 53 |
| Mr. James E. Bunn | President of Capital Markets & Advisory | 52 |
| Ms. Katherine H. Larson | Chief Accounting Officer | 44 |
| Mr. Andy Zolper | Chief information officer | - |
| Ms. Bella Loykhter Allaire | Chief Administrative Officer | 72 |
| Ms. Kristina Waugh | Senior Vice President of Investor Relations and FP&A | - |
Riesgo de Auditoría
9
Riesgo del Consejo
8
Riesgo de Compensación
3
Riesgo de Derechos del Accionista
5
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2025-11-25
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-08-05
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-23
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for RJF, sourced from Markets Gazette.
- 2/26/2026NEUTRALHere'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