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JEF vs RJF
Which Stock Would AI Choose? Jefferies Financial Group (JEF) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- JEF and RJF are both financial services firms with significant exposure to investment banking, capital markets, and wealth management activities.
- Recent earnings for JEF highlighted record advisory and equities revenues in Q2 2026, while RJF delivered an EPS beat and faces expectations for strong year-over-year growth in its upcoming report.
- Market capitalization differs substantially, with RJF at approximately $32 billion compared to JEF near $12.6 billion, reflecting scale variations in client assets and operations.
- Analyst sentiment has been constructive for RJF with multiple price target increases, whereas JEF activity centers on capital allocation and debt issuance.
- Relative performance in recent weeks shows RJF benefiting from pre-earnings positioning, while JEF contends with post-earnings volatility amid broader sector dynamics.
Introduction
Jefferies Financial Group (JEF) and Raymond James Financial (RJF) operate in overlapping segments of the financial services industry, including investment banking, trading, and advisory services. This comparison examines their business models, recent operational results, and market positioning to assist investors evaluating exposure to capital markets activity and wealth management trends. Professional traders monitoring sector rotation and institutional allocators assessing relative value within mid- and large-cap financial names may find the analysis relevant for portfolio construction decisions.
JEF Overview and Recent Performance
Jefferies Financial Group provides investment banking, capital markets, and asset management services with a focus on advisory, underwriting, and trading across equities and fixed income. In recent market activity, the company reported Q2 2026 net revenues of $2.21 billion, driven by record investment banking revenues of $1.21 billion and equities net revenues of $601 million. Earnings per share came in at $1.02, with the firm executing share repurchases and declaring a quarterly dividend. Stock price behavior in recent weeks has reflected volatility following the earnings release, influenced by capital markets momentum and broader deal flow trends.
RJF Overview and Recent Performance
Raymond James Financial delivers wealth management, investment banking, and capital markets services with a substantial retail brokerage and advisory platform. Recent market activity featured a Q2 2026 EPS beat at $2.83 versus estimates of $2.76, alongside revenue growth of 13.4% year over year. The company maintains a market capitalization near $32 billion and faces expectations for continued EPS expansion ahead of its July 22, 2026 earnings release. Price performance in recent weeks has incorporated analyst upgrades and raised price targets, supported by client asset growth and sector positioning.
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Head-to-Head Comparison
Business models diverge in emphasis: JEF maintains a larger concentration in institutional investment banking and trading, while RJF derives significant revenue from wealth management and retail client assets under administration. Growth drivers contrast accordingly, with JEF tied closely to merger-and-acquisition (M&A) and capital markets activity, versus RJF’s linkage to advisory fees and net interest income (NII). Recent momentum favors RJF following earnings outperformance and analyst revisions, while JEF exhibits stability from diversified revenue streams offset by higher sensitivity to deal pipelines. Risk factors include market volatility for both, with JEF carrying greater leverage exposure and RJF facing interest rate and client retention considerations. Sector exposure remains similar within financials, though market sentiment has tilted more positively toward RJF in recent weeks based on forward estimates.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, analyst revisions, and relative positioning ahead of near-term catalysts, Tickeron’s AI would currently assign a modestly higher probability of favorable near-term performance to RJF over JEF. This assessment reflects stronger recent momentum indicators and a broader base of upward target adjustments, though outcomes remain subject to market conditions and execution variability.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEF is a Buy and RJF is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JEF’s FA Score shows that 1 FA rating(s) are green whileRJF’s FA Score has 3 green FA rating(s).
- JEF’s FA Score: 1 green, 4 red.
- RJF’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JEF’s TA Score shows that 5 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- JEF’s TA Score: 5 bullish, 6 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а -2.26% price change this week, while RJF (@Investment Managers) price change was +3.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.01%. For the same industry, the average monthly price growth was -6.73%, and the average quarterly price growth was -16.94%.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was -2.05%, and the average quarterly price growth was -9.92%.
Reported Earning Dates
JEF is expected to report earnings on Sep 30, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.01% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Investment Managers (+0.71% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| JEF | RJF | JEF / RJF | |
| Capitalization | 12.6B | 33.8B | 37% |
| EBITDA | 4.83B | N/A | - |
| Gain YTD | -10.547 | 10.758 | -98% |
| P/E Ratio | 15.25 | 15.34 | 99% |
| Revenue | 11.8B | 14.5B | 81% |
| Total Cash | 14.3B | 2.61B | 547% |
| Total Debt | 26.5B | 4.22B | 628% |
JEF | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 63 | 23 | |
SMR RATING 1..100 | 79 | 16 | |
PRICE GROWTH RATING 1..100 | 49 | 26 | |
P/E GROWTH RATING 1..100 | 83 | 58 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JEF's Valuation (13) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (71). This means that JEF’s stock grew somewhat faster than RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (23) in the Investment Banks Or Brokers industry is somewhat better than the same rating for JEF (63). This means that RJF’s stock grew somewhat faster than JEF’s over the last 12 months.
RJF's SMR Rating (16) in the Investment Banks Or Brokers industry is somewhat better than the same rating for JEF (79). This means that RJF’s stock grew somewhat faster than JEF’s over the last 12 months.
RJF's Price Growth Rating (26) in the Investment Banks Or Brokers industry is in the same range as JEF (49). This means that RJF’s stock grew similarly to JEF’s over the last 12 months.
RJF's P/E Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as JEF (83). This means that RJF’s stock grew similarly to JEF’s over the last 12 months.
| JEF | RJF | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 50% |
| Stochastic ODDS (%) | 3 days ago 54% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 62% | 3 days ago 63% |
| MACD ODDS (%) | 3 days ago 66% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 59% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 60% |
| Advances ODDS (%) | 6 days ago 76% | 3 days ago 60% |
| Declines ODDS (%) | 3 days ago 65% | 13 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 48% |
| Aroon ODDS (%) | 6 days ago 74% | 3 days ago 53% |
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JEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEF has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then RJF could also see price increases.