RJF vs SCHW
RJF: Raymond James is a diversified financial services firm offering wealth management, capital markets, and banking solutions for individuals, institutions, and corporations. SCHW: A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors.
Side-by-side fundamentals
| Metric | RJF | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $158.60 | $96.87 | |
| Market cap | $30.5B | $167.5B | |
| P/E as of 2026-10-08 | 13.78 | 16.96 | RJF lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 0.99 | 1.71 | RJF lower |
| Net margin FY2025, SEC XBRL | +13.4% | +37.0% | SCHW higher |
| ROE FY2025, SEC XBRL | +17.1% | +17.9% | SCHW higher |
| ROA FY2025, SEC XBRL | +2.4% | +1.8% | RJF higher |
| Debt / equity as of 2026-09-02 | 5.40 | 5.81 | RJF lower |
| Revenue growth (YoY) as of 2026-09-02 | +8.0% | +11.2% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +12.1% | +4.8% | RJF higher |
| Dividend yield as of 2026-09-02 | +1.3% | +1.2% | RJF higher |
| Dividend streak (yrs) SEC XBRL | 7 | 15 | SCHW higher |
| Beta as of 2026-09-02 | 0.98 | 0.74 | |
| 1-year return as of 2026-10-08 close | -4.0% | +3.3% | SCHW higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.