ScoreComparison
Why is Raymond James Financial, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 16.67%
- Healthy long term growth as Operating profit has grown by an annual rate of 14.98%
2
With ROE of 17.89%, it has a attractive valuation with a 2.82 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 1.49%, its profits have risen by 23.2% ; the PEG ratio of the company is 0.6
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Raymond James Financial, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Raymond James Financial, Inc. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Raymond James Financial, Inc.
3.11%
1.37
27.04%
S&P 500
16.12%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
13.88%
EBIT Growth (5y)
14.08%
EBIT to Interest (avg)
19.15
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
22.49%
Dividend Payout Ratio
19.43%
Pledged Shares
0
Institutional Holding
81.54%
ROCE (avg)
0
ROE (avg)
16.67%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
16
Industry P/E
Price to Book Value
2.64
EV to EBIT
6.61
EV to EBITDA
6.19
EV to Capital Employed
-13.39
EV to Sales
1.19
PEG Ratio
11.72
Dividend Yield
1.25%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
16.83%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend3What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 2.74
RAW MATERIAL COST(Y)
Fallen by -2.55% (YoY
-6What is not working for the Company
INTEREST COVERAGE RATIO(Q)
Lowest at 1,727.08
DEBT-EQUITY RATIO
(HY)
Highest at -66.53 %
INTEREST(Q)
Highest at USD 48 MM
Here's what is working for Raymond James Financial, Inc.
Dividend per share
Highest at USD 2.74 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -2.55% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Raymond James Financial, Inc.
Interest
At USD 48 MM has Grown at 41.18%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Interest Coverage Ratio
Lowest at 1,727.08
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Interest
Highest at USD 48 MM
in the last five periods and Increased by 41.18% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Debt-Equity Ratio
Highest at -66.53 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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