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RJF vs STT
Which Stock Would AI Choose? Raymond James Financial (RJF) vs. State Street Corporation (STT) Stock Comparison
Key Takeaways
- STT has significantly outperformed RJF in recent market activity, with year-to-date gains around 12-18% compared to RJF's approximately 4-5%.
- STT recently reported strong Q1 earnings with EPS (earnings per share) of $2.84, beating estimates by $0.24, driving a monthly surge of over 20%.
- RJF approaches its Q2 earnings on April 22, with expected EPS growth of 14.1% and revenue up 10.2%, but trades with modest recent momentum.
- Both stocks offer solid dividends—STT at 2.37% yield, RJF at 1.42%—appealing to income-focused investors in the financial sector.
- STT's higher beta (1.38) indicates greater volatility than RJF's (1.01), reflecting differing risk profiles.
- Tickeron's AI analysis leans toward STT for its trend consistency and catalysts.
Introduction
Raymond James Financial (RJF) and State Street Corporation (STT) represent key players in the financial services sector, with RJF focusing on wealth management and brokerage, and STT specializing in asset servicing and custody. This comparison is particularly relevant for investors and traders navigating volatile markets, seeking exposure to firms benefiting from rising interest rates, asset growth, and trading activity. By examining recent performance, business drivers, and market positioning, readers can assess relative strengths amid evolving economic conditions, aiding decisions on sector allocation or direct holdings.
RJF Overview and Recent Performance
Raymond James Financial (RJF) is a diversified financial services firm providing wealth management, capital markets, and institutional services through its broker-dealer network and asset management arms. In recent weeks, RJF shares have shown steady but modest gains, up around 5-6% over the past month, trading near $152 with a market cap of about $30 billion. Year-to-date performance stands at roughly 4.5%, lagging broader indices in shorter terms but solid over five years. Sentiment has been influenced by anticipation for Q2 fiscal earnings, projecting EPS growth and revenue expansion, alongside robust trading and investment banking activity. The stock's PE ratio (price-to-earnings ratio) of 14.88 and low beta of 1.01 reflect stability, though peers' mixed results have tempered enthusiasm.
STT Overview and Recent Performance
State Street Corporation (STT) operates as a leading asset servicer, custodian, and manager, overseeing trillions in AUM (assets under management) for institutional clients worldwide. Recent market activity has propelled STT shares higher, with a monthly advance exceeding 20% to around $142 and a $40 billion market cap. Year-to-date returns range from 12-18%, with one-year gains near 90%, outperforming the S&P 500 across periods. Strong Q1 results, featuring 19% profit growth and EPS beats, alongside ETF servicing expansions, have boosted sentiment. Trading at a PE of 15.13 with a 2.37% dividend yield, STT's higher beta of 1.38 signals increased sensitivity to market swings.
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Head-to-Head Comparison
RJF emphasizes retail wealth management and advisory services, driving growth via advisor recruitment and client assets, while STT leverages institutional custody and investment management, benefiting from AUM (assets under management) fees amid market rallies. Recent momentum favors STT's explosive gains versus RJF's steadier climb. Valuation multiples are comparable—PE ratios in the mid-teens—but STT's superior profit margins (21%) outpace RJF's (15%). Risk factors include RJF's exposure to NII (net interest income) volatility and STT's reliance on fee-based revenue amid regulatory scrutiny. Sector-wise, both tap financials, but STT's ETF catalysts provide nearer-term uplift. Market sentiment tilts positive for STT post-earnings, contrasting RJF's pre-earnings caution.
Tickeron AI Verdict
Tickeron's AI currently favors STT due to its consistent outperformance, recent earnings catalysts, and stronger relative positioning against the S&P 500. While RJF offers stability, STT's momentum and growth trajectory suggest higher probability of near-term upside in the prevailing environment.
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 RJF is a StrongBuy and STT 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 whileSTT’s FA Score has 4 green FA rating(s).
- RJF’s FA Score: 2 green, 3 red.
- STT’s FA Score: 4 green, 1 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 6 TA indicator(s) are bullish while STT’s TA Score has 3 bullish TA indicator(s).
- RJF’s TA Score: 6 bullish, 4 bearish.
- STT’s TA Score: 3 bullish, 3 bearish.
Price Growth
RJF (@Investment Managers) experienced а -0.55% price change this week, while STT (@Investment Managers) price change was +1.42% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.37%. For the same industry, the average monthly price growth was -2.55%, and the average quarterly price growth was -8.16%.
Reported Earning Dates
RJF is expected to report earnings on Jul 22, 2026.
STT is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Investment Managers (-2.37% 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.
| RJF | STT | RJF / STT | |
| Capitalization | 30.7B | 48.1B | 64% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -1.262 | 36.452 | -3% |
| P/E Ratio | 14.79 | 17.64 | 84% |
| Revenue | 14.5B | 14.5B | 100% |
| Total Cash | 2.61B | 4.43B | 59% |
| Total Debt | 4.22B | 29.2B | 14% |
RJF | STT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 23 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 32 | 15 | |
SMR RATING 1..100 | 15 | 13 | |
PRICE GROWTH RATING 1..100 | 52 | 10 | |
P/E GROWTH RATING 1..100 | 50 | 18 | |
SEASONALITY SCORE 1..100 | 45 | 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.
STT's Valuation (68) in the Regional Banks industry is in the same range as RJF (69) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to RJF’s over the last 12 months.
STT's Profit vs Risk Rating (15) in the Regional Banks industry is in the same range as RJF (32) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to RJF’s over the last 12 months.
STT's SMR Rating (13) in the Regional Banks industry is in the same range as RJF (15) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to RJF’s over the last 12 months.
STT's Price Growth Rating (10) in the Regional Banks industry is somewhat better than the same rating for RJF (52) in the Investment Banks Or Brokers industry. This means that STT’s stock grew somewhat faster than RJF’s over the last 12 months.
STT's P/E Growth Rating (18) in the Regional Banks industry is in the same range as RJF (50) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to RJF’s over the last 12 months.
| RJF | STT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 45% | 2 days ago 55% |
| Stochastic ODDS (%) | 2 days ago 60% | N/A |
| Momentum ODDS (%) | 2 days ago 64% | N/A |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 65% |
| Advances ODDS (%) | 8 days ago 59% | 12 days ago 65% |
| Declines ODDS (%) | 13 days ago 58% | 6 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 61% |
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