Advertisement
RJF vs VALU
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 VALU is a Buy.
RJF's RSI Oscillator recovers from 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 25 of the 29 cases the stock moved higher. This puts the odds of a move higher at 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.
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 +1.47% 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
The Momentum Indicator moved below the 0 level on October 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on RJF as a result. In 47 of 76 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 62%.
The 10-day moving average for RJF crossed bearishly below the 50-day moving average on September 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 57%.
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 21, 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 31 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 83, 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 62 (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 (2.358) is normal, around the industry mean (2.389). P/E Ratio (13.318) is within average values for comparable stocks, (-4.339). 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).
Aroon Indicator for VALU shows an upward move is likely
VALU's Aroon Indicator triggered a bullish signal on October 21, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 183 similar instances where the Aroon Indicator showed a similar pattern. In 143 of the 183 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +9.46% 3-day Advance, the price is estimated to grow further. Considering data from situations where VALU advanced for three days, in 185 of 253 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
Bearish Trend Analysis
The 10-day RSI Indicator for VALU moved out of overbought territory on October 08, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 26 similar instances where the indicator moved out of overbought territory. In 20 of the 26 cases, the stock moved lower in the following days. This puts the odds of a move lower at 77%.
The Momentum Indicator moved below the 0 level on October 21, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on VALU as a result. In 74 of 128 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 58%.
The Moving Average Convergence Divergence Histogram (MACD) for VALU turned negative on October 19, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 60 similar instances when the indicator turned negative. In 35 of the 60 cases the stock turned lower in the days that followed. This puts the odds of success at 58%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where VALU 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 63%.
VALU broke above its upper Bollinger Band on October 07, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 26 (best 1 - 100 worst), pointing to outstanding 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 Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating fairly steady price growth. VALU’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating 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 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 Profit vs. Risk Rating rating for this company is 86 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. VALU’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 77, placing this stock worse than average.
The Tickeron Valuation Rating of 91 (best 1 - 100 worst) indicates that the company is significantly 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 (3.535) is normal, around the industry mean (3.954). P/E Ratio (19.493) is within average values for comparable stocks, (17.124). VALU's Projected Growth (PEG Ratio) (0.250) is slightly lower than the industry average of (1.780). Dividend Yield (0.034) settles around the average of (0.019) among similar stocks. P/S Ratio (11.013) is also within normal values, averaging (7.166).
RJF | VALU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 61 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 31 | 86 | |
SMR RATING 1..100 | 9 | 48 | |
PRICE GROWTH RATING 1..100 | 58 | 43 | |
P/E GROWTH RATING 1..100 | 62 | 26 | |
SEASONALITY SCORE 1..100 | 75 | 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.
RJF's Valuation (84) in the Investment Banks Or Brokers industry is in the same range as VALU (91) in the Financial Publishing Or Services industry. This means that RJF’s stock grew similarly to VALU’s over the last 12 months.
RJF's Profit vs Risk Rating (31) in the Investment Banks Or Brokers industry is somewhat better than the same rating for VALU (86) in the Financial Publishing Or Services industry. This means that RJF’s stock grew somewhat faster than VALU’s over the last 12 months.
RJF's SMR Rating (9) in the Investment Banks Or Brokers industry is somewhat better than the same rating for VALU (48) in the Financial Publishing Or Services industry. This means that RJF’s stock grew somewhat faster than VALU’s over the last 12 months.
VALU's Price Growth Rating (43) in the Financial Publishing Or Services industry is in the same range as RJF (58) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew similarly to RJF’s over the last 12 months.
VALU's P/E Growth Rating (26) in the Financial Publishing Or Services industry is somewhat better than the same rating for RJF (62) in the Investment Banks Or Brokers industry. This means that VALU’s stock grew somewhat faster than RJF’s over the last 12 months.
| RJF | VALU | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 86% | 2 days ago 77% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 62% | 2 days ago 58% |
| MACD ODDS (%) | 2 days ago 54% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 62% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 59% | 16 days ago 73% |
| Declines ODDS (%) | 4 days ago 59% | 2 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 78% |
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).
RJF’s FA Score shows that 2 FA rating(s) are green while VALU’s FA Score has 1 green FA rating(s).
- RJF’s FA Score: 2 green, 3 red.
- VALU’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 VALU’s TA Score has 3 bullish TA indicator(s).
- RJF’s TA Score: 5 bullish, 4 bearish.
- VALU’s TA Score: 3 bullish, 5 bearish.
Price Growth
RJF (@Investment Managers) experienced а -0.99% price change this week, while VALU (@Financial Publishing/Services) price change was -4.99% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.40%. For the same industry, the average monthly price growth was -5.36%, and the average quarterly price growth was -0.89%.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +2.74%. For the same industry, the average monthly price growth was +6.15%, and the average quarterly price growth was +8.53%.
Reported Earning Dates
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Managers (-1.40% 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.
@Financial Publishing/Services (+2.74% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
Advertisement
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.
VALU and
Correlation & Price change
A.I.dvisor indicates that over the last year, VALU has been loosely correlated with RJF. These tickers have moved in lockstep 34% of the time. This A.I.-generated data suggests there is some statistical probability that if VALU jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To VALU | 1D Price Change % | ||
|---|---|---|---|---|
| VALU | 100% | -0.77% | ||
| RJF - VALU | 34% Loosely correlated | +0.27% | ||
| EVR - VALU | 33% Poorly correlated | -0.04% | ||
| PIPR - VALU | 33% Poorly correlated | +0.39% | ||
| SF - VALU | 31% Poorly correlated | -0.63% | ||
| MC - VALU | 31% Poorly correlated | -1.47% | ||
More | ||||