Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Raymond James Financial Inc

RJF · NYSE · Financial

Fundamental quality

ATTRACTIVE

75

out of 100

Breakdown by area

I.GrowthEPS growth: 12.7% · Revenue growth: 11.3%
66
II.ProfitabilityNet margin: 13% · ROE: 17.1%
75
III.Financial healthFCF: 14.5%
85

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Strengths

  • Growing revenue (11.3% annualized).
  • Growing earnings per share (12.7% annualized).
  • Strong free-cash-flow generation (FCF margin of 14.5%).

Risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Historical evolution

YearRevenueNet incomeFree cash flowNet debt
20219,9101,4036,573-7,193
202211,3081,509-19-6,177
202312,9921,739-3,687-9,313
202414,9232,0681,950-10,998
202515,9122,1352,246-11,389

Between 2021 and 2025, revenue went from $9,910M to $15,912M (+61%) and net income went from $1,403M to $2,135M (+52%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Frequently asked questions

Is Raymond James Financial Inc a profitable company?

Yes. Raymond James Financial Inc shows a net margin of 13% and an ROE of 17.1%, a sign of a profitable business.

Is Raymond James Financial Inc growing?

Its revenue has grown 11.3% annualized in recent years and its earnings per share 12.7%.

Does Raymond James Financial Inc generate cash?

Yes. It converts about 14.5% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Is Raymond James Financial Inc cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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