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How Did Raymond James Perform in a Competitive Market?

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Nov. 20 2020, Updated 12:02 p.m. ET

Raymond James Financial and its peers

In this article, we’ll compare Raymond James Financial against its peers.

  • The PE (price-to-earnings) ratios of Raymond James Financial (RJF), Charles Schwab (SCHW), TD Ameritrade Holding (AMTD), E*TRADE Financial (ETFC), and LPL Financial Holdings (LPLA) are 14.72x, 29.15x, 21.95x, 16.85x, and 21.29x, respectively.
  • The PBV (price-to-book value) ratios of Raymond James Financial, Charles Schwab, TD Ameritrade, E*TRADE Financial, and LPL Financial are 1.64x, 3.32x, 3.51x, 1.33x, and 4.00x, respectively.

Thus, its peers have outperformed Raymond James Financial based on PE and PBV.

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ETFs that invest in Raymond James Financial

The iShares US Broker-Dealers ETF (IAI) invests 4.4% of its holdings in Raymond James. The ETF tracks a market-cap-weighted index of investment service providers as well commodities and securities exchanges.

The PowerShares KBW Capital Markets Portfolio (KBWC) invests 4.0% of its holdings in Raymond James. The ETF tracks an index of large-cap capital markets companies weighted in tiers.

The SPDR S&P Capital Markets ETF (KCE) invests 2.7% of its holdings in Raymond James. The ETF tracks an equal-weighted index of capital markets companies.

Comparing Raymond James Financial and its ETFs

Now let’s look at a comparison of Raymond James Financial and ETFs that invest in it:

  • The year-to-date price movement of Raymond James Financial, IAI, KBWC, and KCE are -9.7%, -6.5%, -5.8%, and -14.5%, respectively.
  • The PE (price-to-earnings) ratios of Raymond James Financial, IAI, KBWC, and KCE are 14.72x, 15.48x, 15.55x, and 15.04x, respectively.
  • The PBV (price-to-book value) ratios of Raymond James Financial, IAI, KBWC, and KCE are 1.64x, 1.64x, 1.77x, and 1.94x, respectively.

Thus, these ETFs have outperformed Raymond James Financial based on price movement, PE, and PBV.

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