Raymond James Financial vs XP
RJF and XP 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 XP compare
Raymond James Financial grew revenue faster over the last twelve months (8.0% versus 7.3% for XP).
XP keeps more of each dollar of sales as profit, with a net margin of 64.9% compared with 13.6% at Raymond James Financial.
Raymond James Financial pays a dividend yielding 1.4%; XP does not pay one.
Raymond James Financial scores higher on the StockData Score (16 against 11 for XP), 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 | XP |
|---|---|---|
| Size and price | ||
| Market cap | $30.2B | – |
| Share price | $157.22 | $14.29 |
| Change, 1 year | −0.65% | −21.5% |
| Change, 5 years | 57.2% | −59.1% |
| Beta (5Y) | 1.09 | 1.04 |
| Employees | 20K | 36K |
| StockData Score | ||
| Total score | 16 (better) | 11 |
| Valuation score | 4 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 4 | 5 (better) |
| Health score | 4 | 4 |
| Dividend score | 2 (better) | 0 |
| Valuation | ||
| P/E | 13.7× | – |
| P/S | 1.8× | – |
| P/B | 2.4× | – |
| P/FCF | 21.0× | – |
| PEG | 0.99 | – |
| FCF yield | 4.8% | – |
| Fair value | $177.00 | – |
| Margin of safety | 11.2% | – |
| Growth | ||
| Revenue growth (TTM) | 8.0% (better) | 7.3% |
| Revenue growth, 5Y average | 14.3% (better) | 9.7% |
| Net income growth (TTM) | 8.1% | 14.5% (better) |
| EPS growth (TTM) | 12.5% | 18.1% (better) |
| EPS growth, 5Y average | 21.6% (better) | 21.2% |
| Profitability | ||
| Net margin | 13.6% | 64.9% (better) |
| FCF margin | 8.5% | 149% (better) |
| Return on equity | 18.5% | 23.7% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Altman Z-score | 0.63 | – |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.4% | – |
| Payout ratio | – | 9.6% |
| Years of dividend growth | 15 | – |
| Dividend growth, 5Y average | 15.0% | – |
| Shareholder yield | 1.4% | – |
| Ownership | ||
| Held by institutions | 78.9% | 64.4% |
| Held by insiders | 17.6% | 23.7% |
| Insider net buying, 12 months | −$30.4M | −$2.4M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 4.1% | – |
Go deeper
- RJF stock overview
- RJF income statement
- RJF valuation and score
- XP stock overview
- XP income statement
- XP valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.