Raymond James Financial Stock Buy Hold or Sell Recommendation
| RJF Stock | USD 121.96 0.02 0.02% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Raymond James Financial is 'Strong Buy'. Macroaxis provides Raymond James buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding RJF positions. The advice algorithm takes into account all of Raymond James' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Raymond James' buy or sell advice are summarized below:
Real Value 128.76 | Target Price 117.33 | Hype Value 121.67 | Market Value 121.96 | Naive Value 115.15 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Raymond James Financial given historical horizon and risk tolerance towards Raymond James. When Macroaxis issues a 'buy' or 'sell' recommendation for Raymond James Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
Raymond |
Execute Raymond James Buy or Sell Advice
The Raymond recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Raymond James Financial. Macroaxis does not own or have any residual interests in Raymond James Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Raymond James' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Raymond James Trading Alerts and Improvement Suggestions
| Raymond James Financial has about 6.18 B in cash with (3.51 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 108.93. | |
| Raymond James has a frail financial position based on the latest SEC disclosures | |
| Over 76.0% of the company shares are owned by institutional investors | |
| On 15th of April 2024 Raymond James paid $ 0.45 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 179 shares by Reid Shannon B of Raymond James subject to Rule 16b-3 |
Raymond James Returns Distribution Density
The distribution of Raymond James' historical returns is an attempt to chart the uncertainty of Raymond James' future price movements. The chart of the probability distribution of Raymond James daily returns describes the distribution of returns around its average expected value. We use Raymond James Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Raymond James returns is essential to provide solid investment advice for Raymond James.
| Mean Return | 0.18 | Value At Risk | -1.72 | Potential Upside | 1.79 | Standard Deviation | 1.10 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Raymond James historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Raymond Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Raymond James is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Raymond James Financial backward and forwards among themselves. Raymond James' institutional investor refers to the entity that pools money to purchase Raymond James' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Earnest Partners Llc | 2023-12-31 | 2.3 M | Massachusetts Financial Services Company | 2023-12-31 | 2.2 M | Agf Management Ltd | 2023-12-31 | 2.1 M | Norges Bank | 2023-12-31 | 2.1 M | Brave Warrior Advisors Llc | 2023-09-30 | 2.1 M | Northern Trust Corp | 2023-12-31 | 2 M | Marshall Wace Asset Management Ltd | 2023-12-31 | 1.9 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 1.8 M | Bank Of America Corp | 2023-12-31 | 1.7 M | Vanguard Group Inc | 2023-12-31 | 22.3 M | Blackrock Inc | 2023-12-31 | 16.4 M |
Raymond James Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 3.7B | 6.8B | (1.8B) | (2.1B) | (2.4B) | (2.3B) | |
| Free Cash Flow | 3.9B | 6.6B | (19M) | (3.7B) | (4.2B) | (4.0B) | |
| Depreciation | 119M | 134M | 145M | 165M | 189.8M | 199.2M | |
| Other Non Cash Items | 371M | 4M | 390M | 206M | 236.9M | 248.7M | |
| Dividends Paid | 205M | 218M | 277M | (355M) | (408.3M) | (387.8M) | |
| Capital Expenditures | 124M | 74M | 91M | 173M | 199.0M | 208.9M | |
| Net Income | 818M | 1.4B | 1.5B | 1.7B | 2.0B | 2.1B | |
| End Period Cash Flow | 9.6B | 16.4B | 14.7B | 12.5B | 14.4B | 15.2B | |
| Change To Inventory | (47M) | (6.8B) | 4.5B | 5.8B | 6.7B | 7.0B | |
| Change To Netincome | 441M | 234M | 566M | 355M | 408.3M | 428.7M | |
| Investments | (4.8B) | (4.8B) | (1.3B) | 576M | 518.4M | 544.3M |
Raymond James Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Raymond James or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Raymond James' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Raymond stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.11 | |
β | Beta against NYSE Composite | 0.97 | |
σ | Overall volatility | 1.09 | |
Ir | Information ratio | 0.1 |
Raymond James Volatility Alert
Raymond James Financial has relatively low volatility with skewness of -0.23 and kurtosis of 0.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Raymond James' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Raymond James' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Raymond James Fundamentals Vs Peers
Comparing Raymond James' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Raymond James' direct or indirect competition across all of the common fundamentals between Raymond James and the related equities. This way, we can detect undervalued stocks with similar characteristics as Raymond James or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Raymond James' fundamental indicators could also be used in its relative valuation, which is a method of valuing Raymond James by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Raymond James to competition |
| Fundamentals | Raymond James | Peer Average |
| Return On Equity | 0.17 | -0.31 |
| Return On Asset | 0.022 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.22 % | (5.51) % |
| Current Valuation | 14.39 B | 16.62 B |
| Shares Outstanding | 209.03 M | 571.82 M |
| Shares Owned By Insiders | 9.79 % | 10.09 % |
| Shares Owned By Institutions | 75.60 % | 39.21 % |
| Number Of Shares Shorted | 4.26 M | 4.71 M |
| Price To Earning | 16.08 X | 28.72 X |
| Price To Book | 2.39 X | 9.51 X |
| Price To Sales | 2.18 X | 11.42 X |
| Revenue | 11.47 B | 9.43 B |
| Gross Profit | 10.76 B | 27.38 B |
| EBITDA | 7.38 B | 3.9 B |
| Net Income | 1.74 B | 570.98 M |
| Cash And Equivalents | 6.18 B | 2.7 B |
| Cash Per Share | 108.93 X | 5.01 X |
| Total Debt | 3.14 B | 5.32 B |
| Debt To Equity | 0.49 % | 48.70 % |
| Current Ratio | 3.05 X | 2.16 X |
| Book Value Per Share | 51.33 X | 1.93 K |
| Cash Flow From Operations | (3.51 B) | 971.22 M |
| Short Ratio | 4.48 X | 4.00 X |
| Earnings Per Share | 7.99 X | 3.12 X |
| Price To Earnings To Growth | 1.34 X | 4.89 X |
| Target Price | 133.8 | |
| Number Of Employees | 18 K | 18.84 K |
| Beta | 1.04 | -0.15 |
| Market Capitalization | 25.49 B | 19.03 B |
| Total Asset | 78.36 B | 29.47 B |
| Retained Earnings | 10.21 B | 9.33 B |
| Working Capital | (12.63 B) | 1.48 B |
Note: Disposition of 179 shares by Reid Shannon B of Raymond James subject to Rule 16b-3 [view details]
Raymond James Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Raymond . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Raymond James Buy or Sell Advice
When is the right time to buy or sell Raymond James Financial? Buying financial instruments such as Raymond Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 3.3B | 3.1B | 3.6B | 3.8B | Total Assets | 81.0B | 78.4B | 90.1B | 94.6B |
Use Investing Ideas to Build Portfolios
In addition to having Raymond James in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Consumer Funds Thematic Idea Now
Consumer Funds
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Funds Theme or any other thematic opportunities.
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Check out Raymond James Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Complementary Tools for Raymond Stock analysis
When running Raymond James' price analysis, check to measure Raymond James' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Raymond James is operating at the current time. Most of Raymond James' value examination focuses on studying past and present price action to predict the probability of Raymond James' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Raymond James' price. Additionally, you may evaluate how the addition of Raymond James to your portfolios can decrease your overall portfolio volatility.
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Is Raymond James' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Raymond James. If investors know Raymond will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Raymond James listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.009 | Dividend Share 1.71 | Earnings Share 7.99 | Revenue Per Share 55.841 | Quarterly Revenue Growth 0.083 |
The market value of Raymond James Financial is measured differently than its book value, which is the value of Raymond that is recorded on the company's balance sheet. Investors also form their own opinion of Raymond James' value that differs from its market value or its book value, called intrinsic value, which is Raymond James' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Raymond James' market value can be influenced by many factors that don't directly affect Raymond James' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Raymond James' value and its price as these two are different measures arrived at by different means. Investors typically determine if Raymond James is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Raymond James' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.