COMP <GO>
RJF vs LPLA // RSI-14 & 200D SMA MOMENTUM
Raymond James Financial Inc. (NYSE) VS. LPL Financial Holdings Inc. (NASDAQ) • 15-METRIC TALLY: RJF 7
— LPLA 5
▲ RSI-14 & 200D SMA MOMENTUM LEADER: RJF
LAST: $162.30 (+3.23%) • MKT CAP: $30.24B
rsi-technicals
45.2
LAST: $298.63 (+5.25%) • MKT CAP: $22.09B
rsi-technicals
35.0
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. LPLA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | LPLA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 8.50% | -2.60 | LPLA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 17.2x | +2.00 | LPLA | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | -4.46% | +11.70 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 6.20% | +10.20 | RJF | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 5.10% | +8.30 | RJF | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 37.20% | -30.60 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.43% | -0.43 | LPLA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 45.2 | 35.0 | +10.20 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.11 | -0.17 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 21.4x | -7.90 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $30.24B | $22.09B | $8.15B | RJF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | LPLA REV | RJF GROSS % | LPLA GROSS % | RJF FCF | LPLA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $16.99B | — | — | $2.25B | -$981.8M |
| FY 2024 | $14.92B | $12.39B | — | — | $1.95B | -$284.9M |
| FY 2023 | $12.99B | $10.05B | — | — | -$4.10B | $60.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
LPLA // BETA 1.11