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Raymond James Financial key statistics and ratios

In fiscal 2025, Raymond James Financial had return on equity of 17.7% and a net margin of 13.4%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2009Sept 20092010Sept 20102011Sept 20112012Sept 20122013Sept 20132014Sept 20142015Sept 20152016Sept 20162017Sept 20172018Sept 20182019Sept 20192020Sept 20202021Sept 20212022Sept 20222023Sept 20232024Sept 20242025Sept 2025LTMJun 2026
Net margin5.9%7.7%8.2%7.6%8.0%9.7%9.5%9.6%9.7%11.5%12.9%10.0%14.2%13.3%13.4%13.9%13.4%13.6%
Return on equity7.5%10.5%11.4%10.1%10.6%12.3%11.6%11.2%12.1%14.3%16.0%11.9%18.3%17.0%17.7%18.9%17.7%18.3%
Return on assets0.8%1.3%1.6%1.5%1.7%2.1%2.0%1.8%1.9%2.4%2.7%1.9%2.6%2.1%2.2%2.6%2.5%2.5%
Effective tax rate40.6%37.5%40.6%37.5%34.9%35.8%37.1%33.9%31.2%34.6%24.8%22.2%21.7%25.4%23.7%———
Dividends ÷ net income35.4%24.5%22.7%23.2%20.9%18.3%20.5%21.4%20.0%17.6%18.5%25.1%15.5%18.4%20.4%18.5%19.5%18.6%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

83 /100

Strong moat

How hard Raymond James Financial's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 2.2% of total assets over 10 years.

  • Durability 13 / 20

    Net margin has been a median 13.1%; its worst year was 9.8%.

  • Discipline 20 / 20

    The diluted share count fell 8.5% over five years; stock-based pay has been a median 1.5% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (88 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

Head to head: LPLA vs RJFETOR vs RJFJEF vs RJFRJF vs SCHW

More: Investment Banking & Brokerage stocks compared, Financials sector, rankings of US companies

Figures from Raymond James Financial's SEC filings (10-K and 10-Q), retrieved October 20, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Raymond James Financial.