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MC vs RJF
Which Stock Would AI Choose? Moelis & Company (MC) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- MC is a pure-play investment banking advisory firm, while RJF is a diversified financial services company spanning wealth management, capital markets, asset management, and banking.
- RJF carries a far larger scale, with roughly $15 billion in trailing revenue versus approximately $1.6 billion for MC, but MC generates a higher return on equity (ROE).
- MC shows higher volatility (a beta near 1.9) and a larger dividend yield, while RJF trades at a lower valuation multiple and has a beta near 0.95.
- Analyst consensus is a "Hold" for MC and a "Buy" for RJF, reflecting differing views on growth durability and risk.
- Recent MC results have been mixed, with revenue growth offset by rising expenses, while RJF has posted steady organic growth across segments.
Introduction
Investors comparing financial-sector names often weigh the appeal of a focused, high-upside advisory franchise against that of a diversified, steadier financial conglomerate. That is precisely the contrast between MC (Moelis & Company) and RJF (Raymond James Financial). This stock comparison is relevant to traders evaluating relative performance, market positioning, and risk-adjusted momentum, as well as to longer-term investors assessing business-model resilience. While both companies generate revenue from capital-markets activity, their structures, growth drivers, and volatility profiles differ sharply. Understanding these distinctions helps clarify where each name may fit within a diversified portfolio under current market conditions.
MC Overview and Recent Performance
MC, Moelis & Company, is an independent investment banking advisory firm founded in 2007 and headquartered in New York. It provides strategic and financial advisory services, including mergers and acquisitions (M&A), restructuring, and capital-raising, to corporations, governments, and financial sponsors across the Americas, Europe, the Middle East, and Asia.
In recent market activity, MC shares have traded in the low-to-mid $50s, well below their 52-week high of roughly $78, and have exhibited notable volatility, with a five-year monthly beta near 1.9. Recent quarterly results have been mixed: revenue has grown year over year, but rising operating expenses and softer other income have pressured the bottom line. Adjusted earnings in the first quarter missed consensus estimates, even as the firm reported a solid cash position and continued share repurchases. In the most recent quarter, revenue rose approximately 12% year over year, and net income increased, though earnings per share again came in slightly below expectations. Broader investor sentiment reflects both optimism about a rebounding M&A pipeline and caution over expense growth and earnings consistency.
RJF Overview and Recent Performance
RJF, Raymond James Financial, is a diversified financial services holding company headquartered in St. Petersburg, Florida. Its businesses include the Private Client Group (wealth management), capital markets, asset management, and banking, supported by a large network of financial advisors.
In recent market activity, RJF shares have traded in the mid-$150s, below their 52-week high near $183, with a beta of approximately 0.95, indicating volatility broadly in line with the broader market. The company has delivered steady organic growth, with trailing revenue around $15 billion and net income near $2.3 billion. Quarterly revenue has grown at a double-digit year-over-year pace, and earnings growth has been solid, supported by advisor recruitment, client asset flows, and resilient capital-markets activity. The firm continues to return capital through dividends and share repurchases. Relative to MC, RJF's performance has been less volatile, though its share price has also pulled back from recent highs amid a generally cautious tone in financial markets.
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Head-to-Head Comparison
The most fundamental difference between these two companies is scope. MC concentrates almost entirely on advisory fees, making its results highly sensitive to M&A and capital-markets activity. This creates leverage to deal-making cycles but also sharp swings in revenue and sentiment. RJF, by contrast, spreads its earnings across wealth management, trading, asset management, and banking, producing a steadier, more diversified revenue base.
On valuation, RJF trades at a lower price-to-earnings multiple and a lower price-to-book ratio, while MC commands a premium on profitability metrics, with ROE well above RJF's. Growth profiles also diverge: MC's growth is driven by a recovering advisory pipeline and international expansion, whereas RJF relies on advisor headcount growth, client asset inflows, and net interest income from its banking segment. Risk factors differ accordingly—MC faces concentration and cyclicality risk, while RJF is exposed to interest-rate dynamics and market-driven asset values. Recent momentum has been mixed for both, with MC showing stronger year-to-date gains but higher volatility, and RJF offering lower beta and more stable positioning.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, valuation, and diversification of catalysts, Tickeron's AI would likely lean toward RJF in the current environment. RJF's lower beta, more diversified revenue streams, steadier earnings trajectory, and comparatively attractive valuation suggest a more consistent risk-adjusted setup. MC's higher volatility and concentration in advisory activity create greater sensitivity to deal-flow cycles, which can favor momentum-oriented strategies when M&A activity accelerates but introduces more uncertainty otherwise. These are probabilistic assessments grounded in relative positioning rather than definitive predictions, and the balance could shift if capital-markets activity strengthens meaningfully.
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 MC is a StrongBuy and RJF is a Buy.
MC in upward trend: price may jump up because it broke its lower Bollinger Band on October 19, 2026
MC may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 28 of 36 cases where MC's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where MC's RSI Oscillator exited the oversold zone, 20 of 33 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 61%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The Moving Average Convergence Divergence (MACD) for MC just turned positive on October 22, 2026. Looking at past instances where MC's MACD turned positive, the stock continued to rise in 31 of 48 cases over the following month. The odds of a continued upward trend are 65%.
Following a +2.35% 3-day Advance, the price is estimated to grow further. Considering data from situations where MC advanced for three days, in 228 of 329 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 70%.
The Aroon Indicator for MC entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 23 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 73 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.064) is normal, around the industry mean (3.532). P/E Ratio (18.172) is within average values for comparable stocks, (8.846). Projected Growth (PEG Ratio) (0.060) is also within normal values, averaging (0.809). Dividend Yield (0.047) settles around the average of (7.708) among similar stocks. P/S Ratio (2.982) is also within normal values, averaging (16.763).
The Tickeron Price Growth Rating for this company is 76 (best 1 - 100 worst), indicating slightly worse than average price growth. MC’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 81 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 85 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. MC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
RJF's RSI Oscillator climbs out of oversold territory
The RSI Oscillator for RJF moved out of oversold territory on October 20, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 37 of 55 cases where RJF's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on RJF as a result. In 49 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for RJF just turned positive on October 06, 2026. Looking at past instances where RJF's MACD turned positive, the stock continued to rise in 25 of 46 cases over the following month. The odds of a continued upward trend are 54%.
Following a +2.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where RJF advanced for three days, in 210 of 354 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
RJF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RJF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for RJF entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 9 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating steady price growth. RJF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 63 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.411) is normal, around the industry mean (2.404). P/E Ratio (13.618) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.791) is also within normal values, averaging (1.319). Dividend Yield (0.014) settles around the average of (0.272) among similar stocks. P/S Ratio (2.197) is also within normal values, averaging (15.798).
MC | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 10 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 85 | 29 | |
SMR RATING 1..100 | 23 | 9 | |
PRICE GROWTH RATING 1..100 | 76 | 58 | |
P/E GROWTH RATING 1..100 | 81 | 63 | |
SEASONALITY SCORE 1..100 | 90 | 75 |
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.
MC's Valuation (73) in the Investment Banks Or Brokers industry is in the same range as RJF (84). This means that MC’s stock grew similarly to RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (29) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MC (85). This means that RJF’s stock grew somewhat faster than MC’s over the last 12 months.
RJF's SMR Rating (9) in the Investment Banks Or Brokers industry is in the same range as MC (23). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
RJF's Price Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as MC (76). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
RJF's P/E Growth Rating (63) in the Investment Banks Or Brokers industry is in the same range as MC (81). This means that RJF’s stock grew similarly to MC’s over the last 12 months.
| MC | RJF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 83% |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 67% |
| Momentum ODDS (%) | N/A | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 65% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 60% |
| Advances ODDS (%) | 11 days ago 69% | 1 day ago 59% |
| Declines ODDS (%) | 4 days ago 70% | 4 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 78% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 68% | 1 day ago 59% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MC’s FA Score shows that 1 FA rating(s) are green while RJF’s FA Score has 2 green FA rating(s).
- MC’s FA Score: 1 green, 4 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.
MC’s TA Score shows that 5 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- MC’s TA Score: 5 bullish, 2 bearish.
- RJF’s TA Score: 6 bullish, 2 bearish.
Price Growth
MC (@Investment Banks/Brokers) experienced а -0.47% price change this week, while RJF (@Investment Managers) price change was +1.16% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.38%. For the same industry, the average monthly price growth was -17.06%, and the average quarterly price growth was -13.36%.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
MC is expected to report earnings on Nov 05, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.38% 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 (-1.39% 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.
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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.