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RJF vs SCHW
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 RJF is a Buy and SCHW 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).
RJF’s FA Score shows that 3 FA rating(s) are green whileSCHW’s FA Score has 3 green FA rating(s).
- RJF’s FA Score: 3 green, 2 red.
- SCHW’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.
RJF’s TA Score shows that 3 TA indicator(s) are bullish while SCHW’s TA Score has 4 bullish TA indicator(s).
- RJF’s TA Score: 3 bullish, 6 bearish.
- SCHW’s TA Score: 4 bullish, 5 bearish.
Price Growth
RJF (@Investment Managers) experienced а -3.75% price change this week, while SCHW (@Investment Banks/Brokers) price change was -1.53% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.24%. For the same industry, the average monthly price growth was +2.21%, and the average quarterly price growth was +41.14%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +6.34%. For the same industry, the average monthly price growth was +20.77%, and the average quarterly price growth was +100.57%.
Reported Earning Dates
RJF is expected to report earnings on Oct 28, 2025.
SCHW is expected to report earnings on Oct 16, 2025.
Industries' Descriptions
@Investment Managers (+1.24% 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.
@Investment Banks/Brokers (+6.34% 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.
| RJF | SCHW | RJF / SCHW | |
| Capitalization | 33B | 171B | 19% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 8.032 | 28.215 | 28% |
| P/E Ratio | 16.24 | 25.27 | 64% |
| Revenue | 13.6B | 21.6B | 63% |
| Total Cash | 2.61B | N/A | - |
| Total Debt | 2.89B | 37.7B | 8% |
RJF | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 81 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 34 Fair valued | 31 Undervalued | |
PROFIT vs RISK RATING 1..100 | 15 | 34 | |
SMR RATING 1..100 | 10 | 5 | |
PRICE GROWTH RATING 1..100 | 28 | 26 | |
P/E GROWTH RATING 1..100 | 43 | 58 | |
SEASONALITY SCORE 1..100 | 37 | 90 |
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.
SCHW's Valuation (31) in the Investment Banks Or Brokers industry is in the same range as RJF (34). This means that SCHW’s stock grew similarly to RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (15) in the Investment Banks Or Brokers industry is in the same range as SCHW (34). This means that RJF’s stock grew similarly to SCHW’s over the last 12 months.
SCHW's SMR Rating (5) in the Investment Banks Or Brokers industry is in the same range as RJF (10). This means that SCHW’s stock grew similarly to RJF’s over the last 12 months.
SCHW's Price Growth Rating (26) in the Investment Banks Or Brokers industry is in the same range as RJF (28). This means that SCHW’s stock grew similarly to RJF’s over the last 12 months.
RJF's P/E Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as SCHW (58). This means that RJF’s stock grew similarly to SCHW’s over the last 12 months.
| RJF | SCHW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 49% | N/A |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 51% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 46% | 2 days ago 75% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 65% |
| Advances ODDS (%) | 3 days ago 64% | 6 days ago 63% |
| Declines ODDS (%) | 8 days ago 57% | 8 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 56% |
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | +0.01% | ||
| RJF - SCHW | 72% Closely correlated | -1.19% | ||
| MS - SCHW | 69% Closely correlated | -1.34% | ||
| LPLA - SCHW | 68% Closely correlated | +1.65% | ||
| GS - SCHW | 68% Closely correlated | -0.89% | ||
| SF - SCHW | 67% Closely correlated | -2.00% | ||
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