RJF vs SCHW
RJF: Raymond James is a diversified financial services holding company providing wealth management, investment banking, and asset management services through a broad network of financial advisors. SCHW: A leading diversified financial services firm offering a "no trade-offs" model that combines large-scale brokerage, banking, and wealth management services for both individual investors and independent financial advisors.
Side-by-side fundamentals
| Metric | RJF | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $168.01 | $100.80 | |
| Market cap as of 2026-07-23 | $32.8B | $173.2B | |
| P/E as of 2026-07-23 | 15.27 | 17.16 | RJF lower |
| PEG as of 2026-07-23 | 0.79 | 0.96 | RJF lower |
| Net margin as of 2026-07-23 | +13.0% | +34.0% | SCHW higher |
| Gross margin as of 2026-07-23 | +87.0% | +87.8% | SCHW higher |
| Operating margin as of 2026-07-23 | +16.7% | +44.0% | SCHW higher |
| ROE as of 2026-07-23 | +17.2% | +19.1% | SCHW higher |
| ROA as of 2026-07-23 | +2.4% | +2.0% | RJF higher |
| Debt / equity as of 2026-07-23 | 5.39 | 5.81 | RJF lower |
| Revenue growth (YoY) as of 2026-07-23 | +5.3% | +11.2% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +12.1% | +4.8% | RJF higher |
| Dividend yield as of 2026-07-23 | +1.3% | +1.3% | RJF higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.93 | 0.77 | |
| 1-year return as of 2026-07-22 close | +4.6% | +5.7% | SCHW higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.