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RJF vs SF
Which Stock Would AI Choose? Raymond James Financial (RJF) vs. Stifel Financial (SF) Stock Comparison
Key Takeaways
- Both RJF and SF are financial services firms focused on wealth management and investment banking, with RJF holding a larger scale through higher client assets under administration.
- Recent market activity shows comparable year-to-date performance, with SF slightly ahead at approximately 6.7% versus RJF near 6.0% as of mid-July 2026.
- RJF reported strong fiscal second-quarter 2026 results driven by record client assets exceeding $1.4 trillion and revenue growth, while both firms prepare for upcoming quarterly updates.
- Valuation metrics remain similar, with trailing price-to-earnings ratios around 15-16x for each, supported by solid return on equity in the mid-teens.
- Sector exposure to capital markets and wealth management exposes both to interest rate environments and equity market volatility, with RJF benefiting from broader geographic reach.
- Analyst sentiment reflects measured optimism, with price targets above recent closes for both stocks amid expectations for continued operational resilience.
Introduction
This comparison examines RJF (Raymond James Financial, Inc.) and SF (Stifel Financial Corp.), two established players in the financial services sector. Both companies operate in wealth management, capital markets, and investment banking, making them relevant for investors seeking exposure to brokerage and advisory businesses. Traders and portfolio managers focused on relative performance within the financials space may find this analysis useful for assessing positioning, momentum, and risk factors in the current market environment.
RJF Overview and Recent Performance
Raymond James Financial, Inc. provides diversified financial services including private client wealth management, capital markets, asset management, and banking. The company serves individuals, corporations, and municipalities primarily in the United States with additional international presence. In recent weeks, RJF has traded near the upper end of its 52-week range, closing around $168 as of July 17, 2026. Performance reflects steady client asset growth, highlighted by fiscal second-quarter results that featured record assets under administration above $1.4 trillion and revenue increases. Market sentiment has been supported by operational strength and upcoming third-quarter earnings scheduled for July 22, 2026. Broader equity market conditions and interest rate expectations have influenced trading activity alongside sector peers.
SF Overview and Recent Performance
Stifel Financial Corp. operates as a bank holding company offering retail and institutional wealth management, investment banking, and capital markets services across the United States and select international markets. Its segments include global wealth management and institutional activities. In recent market activity, SF has shown resilience, closing near $77 as of July 17, 2026, with year-to-date gains modestly outpacing broader benchmarks in some periods. Performance has been shaped by ongoing client engagement and capital markets activity, consistent with industry trends. The firm maintains a more concentrated domestic focus compared with larger peers, and recent trading reflects typical volatility tied to equity and fixed-income flows. Upcoming quarterly reporting will provide further insight into revenue and asset trends.
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Head-to-Head Comparison
RJF operates at greater scale with a market capitalization near $33 billion versus SF at approximately $12 billion, enabling broader diversification across segments and geographies. Both firms derive significant revenue from wealth management fees and investment banking activity, yet RJF reports higher assets under administration that support more stable recurring income. Recent momentum has been comparable, with both stocks delivering mid-single-digit year-to-date returns amid similar exposure to equity market sentiment and interest-rate dynamics. Risk factors include potential compression in net interest margins for banking activities and variability in deal flow for capital markets. RJF exhibits slightly lower beta historically, suggesting modestly lower volatility relative to SF. Market positioning favors RJF for investors prioritizing size and asset growth, while SF may appeal to those seeking a more focused institutional and wealth platform with comparable valuation multiples around 15x trailing earnings.
Tickeron AI Verdict
Based on observable factors such as trend consistency in client asset accumulation, earnings stability, and relative positioning within the financial services sector, Tickeron’s AI models would currently assign a modestly higher probability of favorable near-term performance to RJF. This assessment reflects its demonstrated scale advantages and recent quarterly results, though outcomes remain subject to broader market conditions and execution on upcoming reports. Investors should evaluate individual circumstances before making decisions.
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 RJF is a Buy and SF 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).
RJF’s FA Score shows that 2 FA rating(s) are green whileSF’s FA Score has 1 green FA rating(s).
- RJF’s FA Score: 2 green, 3 red.
- SF’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while SF’s TA Score has 6 bullish TA indicator(s).
- RJF’s TA Score: 5 bullish, 5 bearish.
- SF’s TA Score: 6 bullish, 3 bearish.
Price Growth
RJF (@Investment Managers) experienced а +0.56% price change this week, while SF (@Investment Banks/Brokers) price change was +4.74% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.16%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.08%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.63%. For the same industry, the average monthly price growth was -5.77%, and the average quarterly price growth was -18.58%.
Reported Earning Dates
RJF is expected to report earnings on Oct 28, 2026.
SF is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Investment Managers (-3.16% 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 (+0.63% 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 | SF | RJF / SF | |
| Capitalization | 32.5B | 12.3B | 264% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 6.554 | -2.416 | -271% |
| P/E Ratio | 14.76 | 14.46 | 102% |
| Revenue | 14.5B | 5.69B | 255% |
| Total Cash | 2.61B | N/A | - |
| Total Debt | 4.22B | 1.52B | 277% |
RJF | SF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 49 | |
SMR RATING 1..100 | 15 | 22 | |
PRICE GROWTH RATING 1..100 | 48 | 49 | |
P/E GROWTH RATING 1..100 | 60 | 83 | |
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.
SF's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as RJF (71). This means that SF’s stock grew similarly to RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (26) in the Investment Banks Or Brokers industry is in the same range as SF (49). This means that RJF’s stock grew similarly to SF’s over the last 12 months.
RJF's SMR Rating (15) in the Investment Banks Or Brokers industry is in the same range as SF (22). This means that RJF’s stock grew similarly to SF’s over the last 12 months.
RJF's Price Growth Rating (48) in the Investment Banks Or Brokers industry is in the same range as SF (49). This means that RJF’s stock grew similarly to SF’s over the last 12 months.
RJF's P/E Growth Rating (60) in the Investment Banks Or Brokers industry is in the same range as SF (83). This means that RJF’s stock grew similarly to SF’s over the last 12 months.
| RJF | SF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 54% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 60% |
| Advances ODDS (%) | 11 days ago 60% | 2 days ago 67% |
| Declines ODDS (%) | 5 days ago 58% | 9 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 48% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 55% | N/A |
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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.
SF and
Correlation & Price change
A.I.dvisor indicates that over the last year, SF has been closely correlated with RJF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if SF jumps, then RJF could also see price increases.