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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 has delivered stronger year-to-date (YTD) returns of approximately 22.8%, outperforming RJF's 4.5% amid robust investment banking activity.
- RJF boasts a larger market capitalization of around $30 billion compared to JEF's $9.8 billion, reflecting its scale in wealth management.
- Both stocks trade at similar forward price-to-earnings (P/E) ratios near 15, indicating comparable valuations relative to earnings.
- Recent quarterly results show JEF achieving record investment banking revenues up 45% year-over-year, while RJF posted earnings per share (EPS) beats with steady revenue growth.
- RJF benefits from assets under management (AUM) exceeding $280 billion, supporting recurring fee income.
- Analyst price targets suggest upside potential for both, with JEF at $54 and RJF at around $171.
Introduction
JEF and RJF represent distinct approaches within the financial services sector: Jefferies Financial Group focuses on global investment banking and capital markets, while Raymond James Financial emphasizes wealth management and brokerage services. This stock comparison is particularly relevant for investors seeking exposure to financials amid varying market conditions, such as fluctuating interest rates and dealmaking activity. Traders analyzing relative performance may find insights into momentum, stability, and growth drivers valuable for portfolio positioning in today's environment.
JEF Overview and Recent Performance
Jefferies Financial Group (JEF) operates as a leading independent full-service investment bank, providing advisory, capital markets, and asset management services globally. In recent market activity, JEF shares have exhibited strong upward momentum, with YTD gains near 23% and trading around $47.50. This performance follows robust first-quarter 2026 results announced in late March, featuring record investment banking net revenues of over $1 billion, up 45% year-over-year, driven by heightened mergers and acquisitions (M&A) and equity underwriting. Trading and net interest income also contributed positively, bolstering sentiment despite broader sector volatility. Analysts maintain buy ratings with targets implying further appreciation.
RJF Overview and Recent Performance
Raymond James Financial (RJF) is a diversified holding company centered on private client services, capital markets, and asset management, with client AUM surpassing $280 billion. Shares trade near $152, reflecting modest YTD gains of about 4.5% amid steady but less explosive moves. Recent weeks have seen positive anticipation ahead of second-quarter fiscal 2026 earnings, expected to show EPS growth of 14% and revenue up 10%. First-quarter results exceeded estimates with EPS at $2.86 and revenue growth of 5.6%, supported by strong private client trends and controlled net charge-offs (NCO, losses on loans). This has sustained investor confidence in its resilient model.
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Head-to-Head Comparison
JEF and RJF diverge in business models: JEF's emphasis on investment banking exposes it to cyclical deal flow and trading volatility, yielding higher recent momentum but elevated risk. In contrast, RJF's wealth management focus generates stable fee-based revenues from AUM growth, offering lower beta and dividend appeal. Growth drivers differ—JEF benefits from M&A resurgence, while RJF leverages client assets and net interest income (NII, earnings from interest spreads). Sector exposure overlaps in capital markets but RJF has broader retail reach. Market sentiment favors JEF's outperformance, though RJF trades at a slight valuation discount with superior scale.
Tickeron AI Verdict
Tickeron’s AI currently leans toward JEF based on superior trend consistency, YTD relative strength, and catalysts from investment banking tailwinds. While RJF offers stability and upcoming earnings potential, JEF's positioning suggests higher probability of near-term outperformance in a risk-on environment.
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 Limitations
To 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 Hold and RJF is a StrongBuy.
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 0 FA rating(s) are green whileRJF’s FA Score has 2 green FA rating(s).
- JEF’s FA Score: 0 green, 5 red.
- RJF’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- JEF’s TA Score: 4 bullish, 4 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а +1.39% price change this week, while RJF (@Investment Managers) price change was +1.25% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.13%. For the same industry, the average monthly price growth was -0.92%, and the average quarterly price growth was -5.37%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.29%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was -8.27%.
Reported Earning Dates
JEF is expected to report earnings on Jun 24, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-1.13% 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 (-2.29% 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 | 12.8B | 30.5B | 42% |
| EBITDA | 4.61B | N/A | - |
| Gain YTD | 2.904 | -1.758 | -165% |
| P/E Ratio | 21.08 | 14.79 | 142% |
| Revenue | 11.2B | 14.5B | 77% |
| Total Cash | 5.15B | 2.61B | 197% |
| Total Debt | 25.9B | 4.22B | 614% |
JEF | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 45 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 54 | 32 | |
SMR RATING 1..100 | 83 | 15 | |
PRICE GROWTH RATING 1..100 | 40 | 52 | |
P/E GROWTH RATING 1..100 | 40 | 50 | |
SEASONALITY SCORE 1..100 | 48 | 45 |
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.
RJF's Valuation (69) in the Investment Banks Or Brokers industry is in the same range as JEF (72). This means that RJF’s stock grew similarly to JEF’s over the last 12 months.
RJF's Profit vs Risk Rating (32) in the Investment Banks Or Brokers industry is in the same range as JEF (54). This means that RJF’s stock grew similarly to JEF’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is significantly better than the same rating for JEF (83). This means that RJF’s stock grew significantly faster than JEF’s over the last 12 months.
JEF's Price Growth Rating (40) in the Investment Banks Or Brokers industry is in the same range as RJF (52). This means that JEF’s stock grew similarly to RJF’s over the last 12 months.
JEF's P/E Growth Rating (40) in the Investment Banks Or Brokers industry is in the same range as RJF (50). This means that JEF’s stock grew similarly to RJF’s over the last 12 months.
| JEF | RJF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 66% | 1 day ago 45% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 60% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 73% | 1 day ago 64% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 76% | 1 day ago 59% |
| Advances ODDS (%) | 1 day ago 77% | 8 days ago 59% |
| Declines ODDS (%) | 29 days ago 65% | 13 days ago 58% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 61% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 59% |
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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.
RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.