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LAZ vs RJF
Which Stock Would AI Choose? Lazard, Inc. (LAZ) vs. Raymond James Financial, Inc. (RJF) Stock Comparison
Key Takeaways
- RJF boasts a significantly larger market capitalization of approximately $30 billion compared to LAZ's $4.6 billion, reflecting greater scale in financial services.
- RJF has outperformed year-to-date with a 4.52% return, edging out LAZ's modest 0.35% gain amid recent market activity.
- Over the past year, LAZ delivered stronger returns at 41.63% versus RJF's 15.60%, driven by momentum in advisory fees.
- RJF trades at a lower price-to-earnings (P/E) ratio of 14.88 compared to LAZ's 22.26, suggesting relative value.
- Both stocks operate in financial services, but RJF benefits from diversified wealth management, while LAZ focuses on mergers and acquisitions (M&A) advisory.
- Recent sentiment for RJF is buoyed by anticipated Q2 earnings growth of 14.1% in EPS.
Introduction
LAZ and RJF are prominent players in the financial services sector, with LAZ specializing in global investment banking and asset management, and RJF emphasizing wealth management and capital markets. This stock comparison is relevant for traders seeking momentum plays versus stability, and investors evaluating relative performance in capital markets amid fluctuating interest rates and deal activity. By examining recent trends, financial metrics, and market positioning, readers can gauge which aligns better with current conditions in a dynamic financial landscape.
LAZ Overview and Recent Performance
Lazard, Inc. (LAZ) is a leading financial advisory and asset management firm, providing services in mergers and acquisitions (M&A), capital raising, restructuring, and managing approximately $250 billion in assets under management (AUM). In recent market activity, the stock has traded around $48, reflecting a year-to-date return of 0.35% and a robust one-year gain of 41.63%. Sentiment has been influenced by analyst adjustments, such as UBS lowering its price target to $48 while maintaining a neutral rating, alongside broader sector pressures from delayed deals. Key metrics include trailing twelve-month (TTM) revenue of $3.1 billion, EPS of $2.17, and a P/E ratio of 22.26. Performance reflects cyclical exposure to M&A volumes, which have shown resilience but faced headwinds in recent weeks.
RJF Overview and Recent Performance
Raymond James Financial, Inc. (RJF) operates as a diversified holding company offering wealth management, investment banking, and asset management services, with over $1.3 trillion in client assets. The stock has hovered near $152 in recent weeks, posting a year-to-date return of 4.52% and a one-year increase of 15.60%. Positive momentum stems from strong trading and investment banking (IB) performance ahead of Q2 earnings, expected to show 14.1% EPS growth and 10.2% revenue expansion year-over-year. Financials highlight TTM revenue of $14.22 billion, EPS of $10.23, and a P/E ratio of 14.88. Recent developments include executive appointments and analyst coverage initiations, bolstering sentiment despite some insider sales.
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Head-to-Head Comparison
Business models differ markedly: LAZ derives strength from fee-based advisory in M&A and restructuring, exposing it to deal flow cycles, while RJF leverages recurring wealth management revenues for stability. Growth drivers include LAZ's asset management expansion versus RJF's client asset growth. Recent momentum favors LAZ over one year but trails YTD; risk factors highlight LAZ's volatility from deal dependency against RJF's diversified exposure. Both share capital markets sensitivity, but RJF exhibits stronger market sentiment pre-earnings, trading at a discount on valuation metrics.
Tickeron AI Verdict
Tickeron’s AI models would likely favor RJF in the current environment, given its superior YTD stability, lower P/E valuation, larger scale, and near-term earnings catalysts signaling consistent trends and reduced relative risk compared to LAZ's cyclical positioning.
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 LAZ 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).
LAZ’s FA Score shows that 2 FA rating(s) are green whileRJF’s FA Score has 2 green FA rating(s).
- LAZ’s FA Score: 2 green, 3 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.
LAZ’s TA Score shows that 4 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- LAZ’s TA Score: 4 bullish, 5 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
LAZ (@Investment Banks/Brokers) experienced а -0.93% 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 -2.25%. For the same industry, the average monthly price growth was -2.75%, and the average quarterly price growth was -6.61%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
LAZ is expected to report earnings on Jul 23, 2026.
RJF is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-2.25% 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 (-2.28% 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 | 4.3B | 30.7B | 14% |
| EBITDA | 485M | N/A | - |
| Gain YTD | -8.360 | -1.758 | 476% |
| P/E Ratio | 17.32 | 14.79 | 117% |
| Revenue | 3.26B | 14.5B | 22% |
| Total Cash | 1.23B | 2.61B | 47% |
| Total Debt | 2.16B | 4.22B | 51% |
LAZ | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 82 | 32 | |
SMR RATING 1..100 | 27 | 15 | |
PRICE GROWTH RATING 1..100 | 54 | 52 | |
P/E GROWTH RATING 1..100 | 41 | 50 | |
SEASONALITY SCORE 1..100 | 90 | 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.
LAZ's Valuation (11) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (69). This means that LAZ’s stock grew somewhat faster than RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (32) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LAZ (82). This means that RJF’s stock grew somewhat faster than LAZ’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as LAZ (27). This means that RJF’s stock grew similarly to LAZ’s over the last 12 months.
RJF's Price Growth Rating (52) in the Investment Banks Or Brokers industry is in the same range as LAZ (54). This means that RJF’s stock grew similarly to LAZ’s over the last 12 months.
LAZ's P/E Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as RJF (50). This means that LAZ’s stock grew similarly to RJF’s over the last 12 months.
| LAZ | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 45% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 68% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 59% |
| Advances ODDS (%) | 8 days ago 70% | 8 days ago 59% |
| Declines ODDS (%) | 16 days ago 71% | 13 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 70% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 59% |
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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 78% 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.
| Ticker / NAME | Correlation To LAZ | 1D Price Change % | ||
|---|---|---|---|---|
| LAZ | 100% | -1.47% | ||
| EVR - LAZ | 78% Closely correlated | +0.62% | ||
| MC - LAZ | 75% Closely correlated | -0.36% | ||
| RJF - LAZ | 75% Closely correlated | +0.51% | ||
| PIPR - LAZ | 69% Closely correlated | -0.04% | ||
| IBKR - LAZ | 66% Loosely correlated | +0.85% | ||
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