Company Analysis Raymond James Financial
1. Summary
Advantages
- The stock's return over the last year (26.09%) is higher than the sector average (20.24%).
- Current debt level 3.72% is below 100% and has decreased over 5 years from 6.28%.
- The company's current efficiency (ROE=18.9%) is higher than the sector average (ROE=10.99%)
Disadvantages
- Price (150.94 $) is higher than fair price (135.15 $)
- Dividends (1.35%) are below the sector average (2.73%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Raymond James Financial | Financials | Index | |
|---|---|---|---|
| 7 days | -5.4% | 3.2% | -4.1% |
| 90 days | -11.3% | 2.9% | -8.3% |
| 1 year | 26.1% | 20.2% | 8.1% |
RJF vs Sector: Raymond James Financial has outperformed the "Financials" sector by 5.85% over the past year.
RJF vs Market: Raymond James Financial has outperformed the market by 17.98% over the past year.
Stable price: RJF is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: RJF with weekly volatility of 0.5017% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (150.94 $) is higher than the fair price (135.15 $).
Price is higher than fair: The current price (150.94 $) is 10.5% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (12.57) is lower than that of the sector as a whole (63.4).
P/E vs Market: The company's P/E (12.57) is lower than that of the market as a whole (73.51).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (2.23) is higher than that of the sector as a whole (1.51).
P/BV vs Market: The company's P/BV (2.23) is lower than that of the market as a whole (22.32).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.74) is lower than that of the sector as a whole (3.65).
P/S vs Market: The company's P/S indicator (1.74) is lower than that of the market as a whole (15.92).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (3.81) is higher than that of the sector as a whole (-77.81).
EV/Ebitda vs Market: The company's EV/Ebitda (3.81) is lower than that of the market as a whole (22.62).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 30.56% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (30.56%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (18.9%) is higher than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (18.9%) is lower than that of the market as a whole (25.01%).
5.5. ROA
ROA vs Sector: The company's ROA (2.56%) is lower than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (2.56%) is lower than that of the market as a whole (6.62%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.35% is below the average for the sector '2.73%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.35% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 1.35% has been growing over the last 5 years. Growth over 14 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (18.52%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 31.01.2025 | Santelli Jonathan N Officer |
Purchase | 168.24 | 699 878 | 4 160 |
| 13.12.2024 | Elwyn Tashtego S Officer |
Purchase | 159.46 | 1 594 600 | 10 000 |
| 05.12.2024 | Santelli Jonathan N EVP, Gen Counsel, Secy |
Sale | 165.59 | 513 329 | 3 100 |
| 05.12.2024 | Santelli Jonathan N Officer |
Purchase | 165.57 | 513 267 | 3 100 |
| 02.12.2024 | REILLY PAUL C Officer |
Purchase | 167.29 | 8 364 500 | 50 000 |
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