Raymond James Financial Inc (RJF)
SottovalutatoFondamentale
68
Prezzo
$157.19
Capitalizzazione
$31.00B
Parte 1 · Quanto vale l'azienda
Panoramica
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.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Per questa società non c'è ancora una scheda redazionale
Per questa società non c'è ancora un elenco di concorrenti.
Stato Patrimoniale e Liquidità
Ricavi
$15.25B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$2.31B
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$2.25B
Patrimonio Netto Totale
$12.50B
Passività Totali
$75.73B
Rapporto di Liquidità
0.28
Copertura Interessi
1.21
Debito/EBITDA
-
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$291.33
Prezzo Attuale
$157.19
Margine di Sicurezza
+46.0%
Range Fair Value
$189.36 - $393.29
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
13.76
ROE
17.1%
Rapporto P/B
2.39
P/FCF
21.08
Margine Lordo
-
ROIC
-
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-
WACC
10.0%
ROIC − WACC
-
Criteri di Analisi Fondamentale
Superati (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
Non superati (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%
Non disponibili (5)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Current Ratio
- Debt/EBITDA
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Moderata: qualche divario tra profitti e cash
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| 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 | - |
Rischio Audit
9
Rischio CdA
8
Rischio Compensi
3
Rischio Diritti Azionisti
5
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2025-11-25
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-08-05
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-09-23
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per RJF, da 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