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LAZ vs RJF
Which Stock Would AI Choose? Lazard (LAZ) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- Lazard (LAZ) specializes in investment banking and advisory services with a focus on mergers and acquisitions (M&A) activity, while Raymond James Financial (RJF) emphasizes wealth management, brokerage, and capital markets.
- Both stocks operate in the financial services sector and have shown sensitivity to broader market sentiment around interest rates and economic growth in recent weeks.
- LAZ has experienced volatility tied to deal flow and advisory revenues, whereas RJF has demonstrated more stable performance supported by recurring wealth management fees and assets under management (AUM) growth.
- Relative momentum has favored firms with diversified revenue streams like RJF amid fluctuating trading and investment banking conditions.
- Market positioning highlights trade-offs between LAZ’s higher-beta exposure to M&A cycles and RJF’s more defensive client-asset base.
- Sentiment for both remains influenced by macroeconomic indicators, with no clear dominance in recent market activity.
Introduction
Investors and traders often compare financial services stocks to assess relative positioning within the sector. Lazard (LAZ) and Raymond James Financial (RJF) represent distinct business models—one centered on advisory and investment banking, the other on wealth management and brokerage. This comparison helps market participants evaluate differences in revenue stability, growth drivers, and risk profiles. Professionals seeking exposure to capital markets activity or recurring fee income may find the analysis relevant when constructing diversified portfolios or monitoring sector rotations.
LAZ Overview and Recent Performance
Lazard (LAZ) is a global investment bank and financial advisory firm primarily engaged in mergers and acquisitions (M&A), restructuring, and asset management. In recent weeks, the stock has reflected broader trends in deal-making activity and market volatility. Performance has been influenced by fluctuations in advisory revenues, which tend to correlate with economic confidence and corporate transaction volumes. Sentiment has remained mixed as investors monitor macroeconomic signals affecting capital markets, leading to measured trading ranges rather than sharp directional moves.
RJF Overview and Recent Performance
Raymond James Financial (RJF) provides wealth management, brokerage, and investment banking services through a network of advisors and institutional clients. Recent market activity has highlighted steady contributions from assets under management (AUM) and recurring fees, which have supported relative resilience. The stock has responded to interest rate expectations and client asset flows, with performance reflecting a more diversified revenue base compared to pure advisory models. Overall sentiment has tracked general financial sector movements without pronounced outliers in the latest period.
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Head-to-Head Comparison
In business model terms, Lazard (LAZ) derives a larger share of revenue from cyclical M&A and advisory fees, creating greater sensitivity to deal pipelines, while Raymond James Financial (RJF) benefits from more predictable wealth management and brokerage income. Growth drivers differ accordingly: LAZ responds to corporate transaction trends, whereas RJF tracks client asset accumulation and market returns. Recent momentum has shown RJF exhibiting steadier patterns amid variable investment banking conditions. Risk factors include LAZ’s higher exposure to economic cycles versus RJF’s dependence on advisor retention and market levels. Sector exposure overlaps in financial services but contrasts in emphasis on institutional advisory versus retail and institutional wealth platforms. Market sentiment has generally favored diversified models like RJF in periods of uncertain deal flow.
Tickeron AI Verdict
Based on observable factors such as trend consistency and revenue stability, Tickeron’s AI would currently assign a probabilistic edge to Raymond James Financial (RJF) due to its diversified fee-based model and relative resilience in recent market activity. Lazard (LAZ) remains competitive where M&A catalysts accelerate, but positioning favors the more defensive profile under prevailing conditions. This assessment reflects data patterns rather than guarantees of future outcomes.
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.
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 LAZ is a Hold 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).
LAZ’s FA Score shows that 2 FA rating(s) are green whileRJF’s FA Score has 3 green FA rating(s).
- LAZ’s FA Score: 2 green, 3 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.
LAZ’s TA Score shows that 2 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- LAZ’s TA Score: 2 bullish, 6 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
LAZ (@Investment Banks/Brokers) experienced а -4.44% 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
LAZ is expected to report earnings on Oct 22, 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.
| LAZ | RJF | LAZ / RJF | |
| Capitalization | 4.13B | 33.8B | 12% |
| EBITDA | 430M | N/A | - |
| Gain YTD | -11.026 | 10.758 | -102% |
| P/E Ratio | 20.88 | 15.34 | 136% |
| Revenue | 3.28B | 14.5B | 23% |
| Total Cash | 1.3B | 2.61B | 50% |
| Total Debt | 2.15B | 4.22B | 51% |
LAZ | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 84 | 23 | |
SMR RATING 1..100 | 37 | 16 | |
PRICE GROWTH RATING 1..100 | 60 | 26 | |
P/E GROWTH RATING 1..100 | 33 | 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.
LAZ's Valuation (10) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (71). This means that LAZ’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 LAZ (84). This means that RJF’s stock grew somewhat faster than LAZ’s over the last 12 months.
RJF's SMR Rating (16) in the Investment Banks Or Brokers industry is in the same range as LAZ (37). This means that RJF’s stock grew similarly to LAZ’s over the last 12 months.
RJF's Price Growth Rating (26) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LAZ (60). This means that RJF’s stock grew somewhat faster than LAZ’s over the last 12 months.
LAZ's P/E Growth Rating (33) in the Investment Banks Or Brokers industry is in the same range as RJF (58). This means that LAZ’s stock grew similarly to RJF’s over the last 12 months.
| LAZ | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 50% |
| Stochastic ODDS (%) | 4 days ago 62% | 4 days ago 56% |
| Momentum ODDS (%) | 4 days ago 66% | 4 days ago 63% |
| MACD ODDS (%) | 4 days ago 70% | 4 days ago 65% |
| TrendWeek ODDS (%) | 4 days ago 70% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 71% | 4 days ago 60% |
| Advances ODDS (%) | 4 days ago 69% | 4 days ago 60% |
| Declines ODDS (%) | 6 days ago 71% | 14 days ago 58% |
| BollingerBands ODDS (%) | 4 days ago 68% | 4 days ago 48% |
| Aroon ODDS (%) | 4 days ago 67% | 4 days ago 53% |
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LAZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, LAZ has been closely correlated with EVR. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if LAZ jumps, then EVR could also see price increases.