Raymond James Financial vs Schwab Charles
RJF and SCHW side by side, both in security brokers, dealers, and flotation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How RJF and SCHW compare
Schwab Charles is the larger company, worth 5.0 times as much as Raymond James Financial ($152B against $30.2B).
On earnings, Raymond James Financial is cheaper: it trades at 13.7× trailing earnings, against 16.0× for Schwab Charles.
Schwab Charles grew revenue faster over the last twelve months (20.3% versus 8.0% for Raymond James Financial).
Schwab Charles keeps more of each dollar of sales as profit, with a net margin of 38.8% compared with 13.6% at Raymond James Financial.
Both pay dividends: Raymond James Financial yields 1.4% and Schwab Charles 1.4%.
Raymond James Financial scores higher on the StockData Score (16 against 12 for Schwab Charles), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | RJF | SCHW |
|---|---|---|
| Size and price | ||
| Market cap | $30.2B | $152B |
| Share price | $157.22 | $88.05 |
| Change, 1 year | −0.65% | −6.9% |
| Change, 5 years | 57.2% | 8.5% |
| Beta (5Y) | 1.09 | 1.06 |
| Employees | 20K | 10K |
| StockData Score | ||
| Total score | 16 (better) | 12 |
| Valuation score | 4 (better) | 2 |
| Growth score | 2 (better) | 1 |
| Performance score | 4 | 4 |
| Health score | 4 (better) | 1 |
| Dividend score | 2 | 4 (better) |
| Valuation | ||
| P/E | 13.7× (better) | 16.0× |
| P/S | 1.8× (better) | 5.9× |
| P/B | 2.4× (better) | 3.0× |
| P/FCF | 21.0× | 14.1× (better) |
| PEG | 0.99 (better) | 1.61 |
| FCF yield | 4.8% | 7.1% (better) |
| Fair value | $177.00 | $95.08 |
| Margin of safety | 11.2% (better) | 7.4% |
| Growth | ||
| Revenue growth (TTM) | 8.0% | 20.3% (better) |
| Revenue growth, 5Y average | 14.3% | 15.4% (better) |
| Net income growth (TTM) | 8.1% | 38.6% (better) |
| EPS growth (TTM) | 12.5% | 48.2% (better) |
| EPS growth, 5Y average | 21.6% (better) | 17.0% |
| Profitability | ||
| Net margin | 13.6% | 38.8% (better) |
| FCF margin | 8.5% | 41.5% (better) |
| Return on equity | 18.5% | 20.3% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.45 (better) |
| Altman Z-score | 0.63 (better) | 0.38 |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.4% | 1.4% (better) |
| Payout ratio | – | 23.8% |
| Years of dividend growth | 15 (better) | 1 |
| Dividend growth, 5Y average | 15.0% (better) | 8.4% |
| Shareholder yield | 1.4% | 1.4% (better) |
| Ownership | ||
| Held by institutions | 78.9% | 83.4% |
| Held by insiders | 17.6% | 5.8% |
| Insider net buying, 12 months | −$30.4M (better) | −$322M |
| Superinvestors holding | 1 | 9 (better) |
| Short interest, % of float | 4.1% | 1.2% |
Go deeper
- RJF stock overview
- RJF income statement
- RJF valuation and score
- SCHW stock overview
- SCHW income statement
- SCHW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.