Skip to main content

RJF Raymond James Financial, Inc.

Financial Services

162.30 +5.08 +3.23% Close 11/2
Since 2024-12-02 -3.3%
Open
158.88
High
162.34
Low
158.06
Prev close
157.22
Volume
1.2M
Amplitude
2.72%
P/E
13.2
P/B
2.4
Revenue YoY (TTM)
+8.8%
52W 138.82 182.73

Is Raymond James Financial, Inc. a buy? Fundamentals and valuation first

As of 2026-10-30

Valuation: Fair, Quality: Good, Growth: Good, Risk / liquidity: Strong.

Valuation Fair Free-cash-flow yield is Good, but Price / book is Pricey.
TTM P/E 13.19 36th percentile Fair
Price / book 2.38 65th percentile Pricey
Free-cash-flow yield (%) 7.51 75th percentile Good
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Good ROE, TTM is Top; FCF margin, TTM is Good.
ROE, TTM (%) 18.65 81th percentile Top
Operating margin, TTM (%) 18.02 69th percentile Good
FCF margin, TTM (%) 13.31 67th percentile Good
Quality Factor Investing: A US Quality Value Backtest
Growth Good All 2 indicators are Good.
Revenue growth, TTM YoY (%) 8.8 58th percentile Good
Diluted EPS growth, TTM YoY (%) 15.73 64th percentile Good
Momentum Neutral 240-day return is Good, but 60-day return is Average.
60-day return (%) -12.03 38th percentile Average
240-day return (%) 0.43 51th percentile Good
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Strong 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 196,393,975 92th percentile Top
60-day annualized volatility (%) 21.48 23th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

Raymond James Financial, Inc. (RJF) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From Raymond James Financial, Inc. to every stock like it

AI finds several complementary traits of Raymond James Financial, Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Raymond James Financial, Inc.

Raymond James Financial, Inc. (RJF) peers and tracking

Watchlist

This page refreshes daily after the close. Add Raymond James Financial, Inc. to your watchlist to track signal changes on your next visit.

Raymond James Financial, Inc. (RJF) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

EPS surprise beat

Active · now 10.12%

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest
20 historical occurrences (since 2016-04-20)

Average forward return after EPS surprise beat

20-day: Win 68.4%, Sample 19, Median +5.16%, Excess +4.18%, Beat mkt rate 57.9%

60-day: Win 63.2%, Sample 19, Median +8.32%, Excess +4.6%, Beat mkt rate 63.2%

120-day: Win 66.7%, Sample 18, Median +11.81%, Excess +7.77%, Beat mkt rate 66.7%

120 days after: historical avg +13.84%

20-day +5.66%
60-day +7.98%
120-day +13.84%
20-day
60-day
120-day
Win
68.4%
63.2%
66.7%
Sample
19
19
18
Median
+5.16%
+8.32%
+11.81%
Excess
+4.18%
+4.6%
+7.77%
Beat mkt rate
57.9%
63.2%
66.7%

Over 18 occurrences, 120-day forward avg gained 13.84%, beat the market by 7.77 pts; win rate 66.7%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 You are here808+29.4% +17.6% 88.4% +12.5%
20-40 354+15.9% +6.3% 77.4% 0%
40-60 278+20.2% +8.7% 83.8% +9.9%
60-80 36+36% +38.1% 100% +23.4%
80-100 26Insufficient data

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 13.19, placing it in the 8.6 own-history percentile, inside the 0-20 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+5.9%
Win rate 58.8% Excess +1.1%
665d
+11.2%
Win rate 62.7% Excess +4.1%
365d
+13.5%
Win rate 100% Excess +3.1%
50d
60-day momentum down
Now
+19%
Win rate 88.2% Excess +7.6%
474d
+2%
Win rate 33.8% Excess -4.2%
68d
Insufficient data
(0d)

Currently in “Cheap (own-history bottom third) × 60-day momentum down”: across 474 historical days, 120-day forward avg gained 19%, win rate 88.2%, beat the market by 7.6%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

21 times historically; 60-day forward avg -2.22%, win rate 57.1%, beating the market by -1.75 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

15 times historically; 60-day forward avg +2.27%, win rate 66.7%, beating the market by +1.36 pts on average.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

7 times historically; 60-day forward avg +6.89%, win rate 71.4%, beating the market by +6.46 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.