RJF vs. SPGI: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at RJF and SPGI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
SPGI’s market capitalization of 161.65 billion USD is significantly greater than RJF’s 31.96 billion USD, highlighting its more substantial market valuation.
With betas of 1.04 for RJF and 1.20 for SPGI, both stocks show similar sensitivity to overall market movements.
| Symbol | RJF | SPGI |
|---|---|---|
| Company Name | Raymond James Financial, Inc. | S&P Global Inc. |
| Country | US | US |
| Sector | Financial Services | Financial Services |
| Industry | Financial - Capital Markets | Financial - Data & Stock Exchanges |
| CEO | Paul Marone Shoukry | Martina L. Cheung |
| Price | 158.4 USD | 527.07 USD |
| Market Cap | 31.96 billion USD | 161.65 billion USD |
| Beta | 1.04 | 1.20 |
| Exchange | NYSE | NYSE |
| IPO Date | July 1, 1983 | April 28, 2016 |
| ADR | No | No |
Historical Performance
This chart compares the performance of RJF and SPGI by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
RJF
18.63%
Financial - Capital Markets Industry
- Max
- 42.02%
- Q3
- 20.69%
- Median
- 13.73%
- Q1
- 3.33%
- Min
- -21.32%
RJF’s Return on Equity of 18.63% is on par with the norm for the Financial - Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.
SPGI
11.67%
Financial - Data & Stock Exchanges Industry
- Max
- 26.26%
- Q3
- 23.14%
- Median
- 14.33%
- Q1
- 11.12%
- Min
- -0.64%
SPGI’s Return on Equity of 11.67% is on par with the norm for the Financial - Data & Stock Exchanges industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
RJF
11.01%
Financial - Capital Markets Industry
- Max
- 30.24%
- Q3
- 13.34%
- Median
- 6.20%
- Q1
- -1.71%
- Min
- -16.91%
Return on Invested Capital is often not a primary measure of capital efficiency in the Financial - Capital Markets industry.
SPGI
8.44%
Financial - Data & Stock Exchanges Industry
- Max
- 18.31%
- Q3
- 14.86%
- Median
- 11.07%
- Q1
- 6.75%
- Min
- 4.04%
SPGI’s Return on Invested Capital of 8.44% is in line with the norm for the Financial - Data & Stock Exchanges industry, reflecting a standard level of efficiency in generating profits from its capital base.
Net Profit Margin
RJF
14.18%
Financial - Capital Markets Industry
- Max
- 28.67%
- Q3
- 13.52%
- Median
- 10.47%
- Q1
- 0.24%
- Min
- -9.55%
A Net Profit Margin of 14.18% places RJF in the upper quartile for the Financial - Capital Markets industry, signifying strong profitability and more effective cost management than most of its peers.
SPGI
27.27%
Financial - Data & Stock Exchanges Industry
- Max
- 39.08%
- Q3
- 31.63%
- Median
- 23.20%
- Q1
- 18.09%
- Min
- -0.88%
SPGI’s Net Profit Margin of 27.27% is aligned with the median group of its peers in the Financial - Data & Stock Exchanges industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin
RJF
18.30%
Financial - Capital Markets Industry
- Max
- 56.86%
- Q3
- 25.29%
- Median
- 15.90%
- Q1
- 0.51%
- Min
- -19.18%
RJF’s Operating Profit Margin of 18.30% is around the midpoint for the Financial - Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.
SPGI
40.39%
Financial - Data & Stock Exchanges Industry
- Max
- 53.68%
- Q3
- 40.45%
- Median
- 31.81%
- Q1
- 24.66%
- Min
- 9.71%
SPGI’s Operating Profit Margin of 40.39% is around the midpoint for the Financial - Data & Stock Exchanges industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | RJF | SPGI |
|---|---|---|
| Return on Equity (TTM) | 18.63% | 11.67% |
| Return on Assets (TTM) | 2.63% | 6.60% |
| Return on Invested Capital (TTM) | 11.01% | 8.44% |
| Net Profit Margin (TTM) | 14.18% | 27.27% |
| Operating Profit Margin (TTM) | 18.30% | 40.39% |
| Gross Profit Margin (TTM) | 86.77% | 67.47% |
Financial Strength
Current Ratio
RJF
0.35
Financial - Capital Markets Industry
- Max
- 4.60
- Q3
- 3.24
- Median
- 1.32
- Q1
- 0.96
- Min
- 0.05
For the Financial - Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SPGI
0.90
Financial - Data & Stock Exchanges Industry
- Max
- 1.60
- Q3
- 1.57
- Median
- 1.06
- Q1
- 0.96
- Min
- 0.62
SPGI’s Current Ratio of 0.90 falls into the lower quartile for the Financial - Data & Stock Exchanges industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio
RJF
0.30
Financial - Capital Markets Industry
- Max
- 3.63
- Q3
- 1.68
- Median
- 0.37
- Q1
- 0.09
- Min
- 0.00
RJF’s Debt-to-Equity Ratio of 0.30 is typical for the Financial - Capital Markets industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SPGI
0.36
Financial - Data & Stock Exchanges Industry
- Max
- 1.09
- Q3
- 0.80
- Median
- 0.62
- Q1
- 0.36
- Min
- 0.04
Falling into the lower quartile for the Financial - Data & Stock Exchanges industry, SPGI’s Debt-to-Equity Ratio of 0.36 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
Interest Coverage Ratio
RJF
1.40
Financial - Capital Markets Industry
- Max
- 12.71
- Q3
- 7.94
- Median
- 1.92
- Q1
- 0.24
- Min
- -7.71
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial - Capital Markets industry.
SPGI
19.71
Financial - Data & Stock Exchanges Industry
- Max
- 27.44
- Q3
- 22.05
- Median
- 10.08
- Q1
- 6.79
- Min
- 1.01
SPGI’s Interest Coverage Ratio of 19.71 is positioned comfortably within the norm for the Financial - Data & Stock Exchanges industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | RJF | SPGI |
|---|---|---|
| Current Ratio (TTM) | 0.35 | 0.90 |
| Quick Ratio (TTM) | 0.35 | 0.90 |
| Debt-to-Equity Ratio (TTM) | 0.30 | 0.36 |
| Debt-to-Asset Ratio (TTM) | 0.04 | 0.20 |
| Net Debt-to-EBITDA Ratio (TTM) | -1.99 | 1.50 |
| Interest Coverage Ratio (TTM) | 1.40 | 19.71 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for RJF and SPGI. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
RJF
1.52%
Financial - Capital Markets Industry
- Max
- 5.86%
- Q3
- 1.74%
- Median
- 0.79%
- Q1
- 0.00%
- Min
- 0.00%
RJF’s Dividend Yield of 1.52% is consistent with its peers in the Financial - Capital Markets industry, providing a dividend return that is standard for its sector.
SPGI
0.88%
Financial - Data & Stock Exchanges Industry
- Max
- 3.86%
- Q3
- 1.44%
- Median
- 1.06%
- Q1
- 0.73%
- Min
- 0.00%
SPGI’s Dividend Yield of 0.88% is consistent with its peers in the Financial - Data & Stock Exchanges industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
RJF
18.32%
Financial - Capital Markets Industry
- Max
- 128.06%
- Q3
- 43.11%
- Median
- 12.56%
- Q1
- 0.00%
- Min
- 0.00%
RJF’s Dividend Payout Ratio of 18.32% is within the typical range for the Financial - Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SPGI
28.92%
Financial - Data & Stock Exchanges Industry
- Max
- 106.40%
- Q3
- 44.44%
- Median
- 31.97%
- Q1
- 29.26%
- Min
- 0.00%
SPGI’s Dividend Payout Ratio of 28.92% is in the lower quartile for the Financial - Data & Stock Exchanges industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
Dividend at a Glance
| Symbol | RJF | SPGI |
|---|---|---|
| Dividend Yield (TTM) | 1.52% | 0.88% |
| Dividend Payout Ratio (TTM) | 18.32% | 28.92% |
Valuation
Price-to-Earnings Ratio
RJF
14.78
Financial - Capital Markets Industry
- Max
- 42.65
- Q3
- 29.09
- Median
- 20.52
- Q1
- 14.58
- Min
- 8.28
RJF’s P/E Ratio of 14.78 is within the middle range for the Financial - Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SPGI
40.98
Financial - Data & Stock Exchanges Industry
- Max
- 41.71
- Q3
- 40.17
- Median
- 37.47
- Q1
- 30.61
- Min
- 16.74
A P/E Ratio of 40.98 places SPGI in the upper quartile for the Financial - Data & Stock Exchanges industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Forward P/E to Growth Ratio
RJF
1.52
Financial - Capital Markets Industry
- Max
- 4.05
- Q3
- 2.46
- Median
- 1.52
- Q1
- 0.78
- Min
- 0.02
RJF’s Forward PEG Ratio of 1.52 is within the middle range of its peers in the Financial - Capital Markets industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
SPGI
4.18
Financial - Data & Stock Exchanges Industry
- Max
- 4.54
- Q3
- 4.09
- Median
- 4.06
- Q1
- 3.33
- Min
- 2.36
A Forward PEG Ratio of 4.18 places SPGI in the upper quartile for the Financial - Data & Stock Exchanges industry. This suggests the stock is potentially expensive compared to its peers relative to its growth forecast, which may warrant caution.
Price-to-Sales Ratio
RJF
2.07
Financial - Capital Markets Industry
- Max
- 14.34
- Q3
- 7.63
- Median
- 2.98
- Q1
- 1.50
- Min
- 0.04
The P/S Ratio is often not a primary valuation tool in the Financial - Capital Markets industry.
SPGI
11.15
Financial - Data & Stock Exchanges Industry
- Max
- 15.75
- Q3
- 12.42
- Median
- 9.37
- Q1
- 6.34
- Min
- 1.69
SPGI’s P/S Ratio of 11.15 aligns with the market consensus for the Financial - Data & Stock Exchanges industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio
RJF
2.65
Financial - Capital Markets Industry
- Max
- 9.60
- Q3
- 6.00
- Median
- 2.91
- Q1
- 1.84
- Min
- 0.53
RJF’s P/B Ratio of 2.65 is within the conventional range for the Financial - Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SPGI
4.85
Financial - Data & Stock Exchanges Industry
- Max
- 8.57
- Q3
- 8.05
- Median
- 4.77
- Q1
- 3.69
- Min
- 1.19
SPGI’s P/B Ratio of 4.85 is within the conventional range for the Financial - Data & Stock Exchanges industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | RJF | SPGI |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 14.78 | 40.98 |
| Forward PEG Ratio (TTM) | 1.52 | 4.18 |
| Price-to-Sales Ratio (P/S, TTM) | 2.07 | 11.15 |
| Price-to-Book Ratio (P/B, TTM) | 2.65 | 4.85 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 16.18 | 29.12 |
| EV-to-EBITDA (TTM) | 8.63 | 24.72 |
| EV-to-Sales (TTM) | 1.68 | 11.87 |