Raymond James Financial Inc (RJF)
SubavaliadaFundamental
68
Preço
$158.40
Capitalização de Mercado
$31.00B
Parte 1 · Quanto vale a empresa
Visão Geral
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.
Balanço & Liquidez
Receita
$15.25B
Últimos 12 meses (até 30/06/2026)
Resultado Líquido
$2.31B
Últimos 12 meses (até 30/06/2026)
Fluxo de Caixa Livre
$2.25B
Capital Próprio Total
$12.50B
Passivo Total
$75.73B
Rácio de Liquidez
0.28
Cobertura de Juros
1.21
Dívida/EBITDA
-
Resultados Por Ação
Receita & Resultado Líquido
Fluxo de Caixa Livre
Decomposição dos Resultados
Demonstração histórica
Margens ao longo do tempo
A dívida ao longo do tempo
Grelha do crescimento
Crescimento — Receitas
Estimativa de Valor Justo
Valor Justo
$291.33
Preço Atual
$158.40
Margem de Segurança
+45.6%
Intervalo de Valor Justo
$189.36 - $393.29
Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.
Métodos de Estimativa
Métricas de Avaliação
Rácio P/E
13.76
ROE
17.1%
Rácio P/B
2.39
P/FCF
21.08
Margem Bruta
-
ROIC
-
Radar de Rentabilidade
Criação de Valor (Vantagem Competitiva)
ROIC
-
WACC
10.0%
ROIC − WACC
-
Critérios de Análise Fundamental
Aprovado (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
Reprovado (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%
Indisponível (5)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Current Ratio
- Debt/EBITDA
Piotroski F-Score
Sinais mistos: algumas áreas requerem atenção
Qualidade dos Resultados
Moderada: alguma diferença entre lucros e caixa
Diluição de Ações
A recomprar ações. Favorável ao acionista
Participações institucionais
Governação
Equipa Executiva
| Nome | Cargo | Idade |
|---|---|---|
| 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 | - |
Risco de Auditoria
9
Risco do Conselho
8
Risco de Remuneração
3
Risco dos Direitos dos Acionistas
5
Parte 2 · O preço e o momento de entrar
Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.
Documentos
- Ver documento
Relatório anual (10-K)
Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.
Arquivado em 2025-11-25
- Ver documento
Relatório trimestral (10-Q)
Uma atualização sobre o desempenho financeiro dos últimos três meses.
Arquivado em 2026-08-05
- Ver documento
Relatório de fato relevante (8-K)
Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.
Arquivado em 2026-09-23
via SEC EDGAR
Histórico 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