Raymond James Financial, Inc. vs JPMorgan Chase & Co.
RJF wins the Tale of the Tape 6–2.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Moderately correlated — some diversification benefit from holding both.
Fundamentals
| Metric | RJF | JPM |
|---|---|---|
| Market Cap | $27.9B | $802.0B |
| P/E Ratio | 13.6x | 14.3x |
| Forward P/E | 10.7x | 12.7x |
| P/B | 2.22x | 2.33x |
| Dividend Yield | 1.51% | 2.00% |
| Beta | 0.99 | 1.02 |
Quantitative Metrics
| Metric | RJF | JPM |
|---|---|---|
| DCF Fair Value | $241.75 | — |
| DCF Upside | +60.8% | — |
| Piotroski F | 4/9 | 3/9 |
| Altman Z | 0.60 | 0.30 |
| Beneish M | — | — |
| FCF Yield | 10.35% | — |
| Net Debt/EBITDA | — | — |
| ROIC | — | — |
| WACC | 10.2% | 8.8% |
| ROIC – WACC | — | — |
| Gross Margin | — | — |
| Net Margin | 15.4% | 31.4% |
| Rev Growth YoY | 9.5% | 7.3% |
| Sharpe (1Y) | 0.37 | 1.29 |
| Max Drawdown 3Y | — | -24.4% |
| FCF Payout Ratio | 19% | — |
RJF Price
JPM Price
ETF Exposure
RJF found in:
JPM found in:
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
RJF vs JPM: Head-to-Head Analysis
Raymond James Financial, Inc. (RJF) and JPMorgan Chase & Co. (JPM) represent two companies in the Financial Services sector. In our quantitative Tale of the Tape scoring, RJF leads 6–2 across nine fundamental and risk metrics including profitability, valuation, capital efficiency, and financial health.
The 252-day rolling correlation between RJF and JPM is 0.601, indicating moderate co-movement, with some diversification value from holding both in a portfolio context.
RJF appears in 29 ETFs tracked by SecuritiesDB, while JPM appears in 37 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, RJF or JPM?
Our quantitative analysis compares RJF and JPM across nine fundamental dimensions. RJF wins the Tale of the Tape 6–2. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are RJF and JPM correlated?
The 252-day correlation between RJF and JPM is 0.601. They show moderate correlation — partially diversifying.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.