RJFNEUTRAL

RJF Return on Equity (ROE) Analysis

18.4%

Higher than 71% of Financial Services sector peers

Updated 199h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) of 18.4% means Raymond James earned 18.4 cents of profit for each dollar of shareholders' equity.

Sector Performance

71th percentile

RJF

18.4%

Sector Median

13.3%

Sector Avg

19.5%

Prior Period

17.3%(Jul 2026)

↑ Improving

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Deep Analysis

Return on Equity (ROE) of 18.4% means Raymond James earned 18.4 cents of profit for each dollar of shareholders' equity.

That is above the Financial Services sector median of 13.8%, placing the company in the 69th percentile among peers. The year-over-year change is not available, but the quarter-over-quarter change is +6.4%, with the most recent historical values being 18.4% versus 17.3%. The above-median level combined with a positive quarterly trend points to improving profitability, which reduces equity risk relative to peers. This metric supports the overall NEUTRAL verdict: strong ROE is a positive factor but does not by itself justify a more bullish rating.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about RJF?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does RJF's Return on Equity (ROE) compare to its sector?

RJF's Return on Equity (ROE) of 18.4% compares to a Financial Services sector median of 13.3%, placing it in the 71th percentile.

Who are RJF's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (12.9%), HDB (13.8%), AFL (12.4%), ARES (12.3%), RF (11.9%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.