LPLA vs. RJF: LPL Financial vs. Raymond James Financial Stock Comparison

Company Profile

LPL Financial (LPLA) and Raymond James Financial (RJF) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

LPL Financial (LPLA) at 25.66% sits in the top ROE quartile, while Raymond James Financial (RJF) at 18.73% is closer to the peer norm — stronger capital efficiency for LPLA.

Both LPL Financial (LPLA) at 6.97% and Raymond James Financial (RJF) at 14.97% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Raymond James Financial (RJF) at 20.88% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

Only one side can be read here: LPL Financial (LPLA) reports revenue growth of 37.18%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.

Both LPL Financial (LPLA) at -22.17% and Raymond James Financial (RJF) at 15.63% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: LPL Financial (LPLA) in Financial Services and Raymond James Financial (RJF) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: LPL Financial (LPLA) in Financial Services and Raymond James Financial (RJF) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile LPL Financial (LPLA) reports a yield of 0.40%, ranking against industry peers normally.

Both LPL Financial (LPLA) at 6.88% and Raymond James Financial (RJF) at 18.48% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Both LPL Financial (LPLA) at 16.93 and Raymond James Financial (RJF) at 13.67 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

LPL Financial (LPLA) at 1.15 sits in the cheaper P/S ratio quartile while Raymond James Financial (RJF) at 1.98 prices around its industry’s middle — LPLA costs less per dollar of sales, though read it alongside growth and margins.

Raymond James Financial (RJF) at 2.46 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

Valuation Metrics