Raymond James Financial (RJF) ROIC: History & Chart

Raymond James Financial, Inc. (RJF)RJFRaymond James Financial, Inc.

About Raymond James Financial, Inc.

Raymond James Financial, Inc. operates as a comprehensive financial services firm, extending a wide array of services to individuals, businesses, and governmental entities throughout the United States, Canada, and Europe. Its diverse operations are categorized into several key segments: Private Client Group, Capital Markets, Asset Management, Banking, and an "Other" category. The Private Client Group division equips clients with various investment solutions, personalized portfolio management, a selection of insurance and annuity products, and mutual funds. This segment also provides essential backing to third-party product partners, covering aspects like sales and marketing support, distribution, accounting, and general administrative assistance. Additionally, it facilitates margin loans and offers securities borrowing and lending services. Within the Capital Markets segment, the company engages in investment banking activities, which include orchestrating equity and debt offerings, along with offering expert advisory services for mergers and acquisitions. It further provides robust brokerage services for both fixed income and equity securities. The Asset Management segment specializes in delivering sophisticated asset and portfolio management services, complemented by administrative support functions such as detailed record-keeping, for both individual (retail) and institutional clients. Raymond James Bank maintains a portfolio of insured deposit accounts and a diverse range of lending products. These include commercial and industrial loans, financing for commercial real estate (CRE) and CRE construction, tax-exempt loans, residential mortgages, and securities-based loans. The bank also plays a role in loan syndication. Finally, the Other segment encompasses the firm's private equity activities, comprising direct investments and those made through third-party private equity funds, as well as the management of legacy private equity portfolios. Established in 1962, the company's corporate headquarters are situated in St. Petersburg, Florida.

Saint Petersburg, FL

24,565 employees

www.raymondjames.com

Financial Services / Financial - Capital Markets

Sector: Financial Services
Industry: Financial - Capital Markets
CEO: Paul Marone Shoukry

View full financials

RJF Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

15.88%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

13.07%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

11.13%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

9.95%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

8.44%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

6.76%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

6.01%

CURRENT VS TTM AVG

+21.55%

CURRENT VS 3Y AVG

+42.71%

CURRENT VS 5Y AVG

+59.57%

CURRENT VS 10Y AVG

+88.23%

CURRENT VS 15Y AVG

+134.89%

CURRENT VS 20Y AVG

+164.44%

SECTOR MEDIAN · FINANCIAL SERVICES

5.98%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

+165.55%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Raymond James Financial, Inc. (RJF)	$34.68B	15.88%	13.07%	11.13%	9.95%
Arch Capital Group Ltd. (ACGL)vs ›	$34.62B	7.12%	11.32%	10.95%	149.50%
Huntington Bancshares Incorporated (HBAN)vs ›	$35.56B	-2.03%	1.33%	3.56%	3.64%
Northern Trust Corporation (NTRS)vs ›	$33.73B	5.04%	5.60%	4.67%	4.96%
M&T Bank Corporation (MTB)vs ›	$36.51B	6.75%	6.13%	6.28%	6.72%
Willis Towers Watson Public Limited Company (WTW)vs ›	$31.40B	11.52%	4.01%	5.09%	5.32%
Citizens Financial Group, Inc. (CFG)vs ›	$31.12B	4.25%	3.89%	3.97%	4.27%
The Hartford Insurance Group, Inc. (HIG)vs ›	$39.37B	28.21%	26.01%	15.25%	13.97%
Coinbase Global, Inc. (COIN)vs ›	$39.55B	5.24%	9.40%	-1.24%	7.17%
Cboe Global Markets, Inc. (CBOE)vs ›	$29.80B	15.31%	13.70%	11.13%	10.57%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Raymond James Financial, Inc. (RJF)

$34.68B

15.88%

13.07%

11.13%

9.95%

Arch Capital Group Ltd. (ACGL)vs ›

$34.62B

7.12%

11.32%

10.95%

149.50%

Huntington Bancshares Incorporated (HBAN)vs ›

$35.56B

-2.03%

1.33%

3.56%

3.64%

Northern Trust Corporation (NTRS)vs ›

$33.73B

5.04%

5.60%

4.67%

4.96%

M&T Bank Corporation (MTB)vs ›

$36.51B

6.75%

6.13%

6.28%

6.72%

Willis Towers Watson Public Limited Company (WTW)vs ›

$31.40B

11.52%

4.01%

5.09%

5.32%

Citizens Financial Group, Inc. (CFG)vs ›

$31.12B

4.25%

3.89%

3.97%

4.27%

The Hartford Insurance Group, Inc. (HIG)vs ›

$39.37B

28.21%

26.01%

15.25%

13.97%

Coinbase Global, Inc. (COIN)vs ›

$39.55B

5.24%

9.40%

-1.24%

7.17%

Cboe Global Markets, Inc. (CBOE)vs ›

$29.80B

15.31%

13.70%

11.13%

10.57%

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The return on invested capital (ROIC) for RJF stock is 15.88%.

Is Raymond James Financial, Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 15.88% is 60% above its 5-year average of 9.95%, near the high end of its 5-year range (5.99%–15.88%).

What is the TTM average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The TTM average return on invested capital (ROIC) for RJF stock is 13.07%.

What is the 3Y average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The 3Y average return on invested capital (ROIC) for RJF stock is 11.13%.

What is the 5Y average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The 5Y average return on invested capital (ROIC) for RJF stock is 9.95%.

What is the 10Y average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The 10Y average return on invested capital (ROIC) for RJF stock is 8.44%.

What is the 15Y average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The 15Y average return on invested capital (ROIC) for RJF stock is 6.76%.

What is the 20Y average return on invested capital (ROIC) for Raymond James Financial, Inc. (RJF)?

The 20Y average return on invested capital (ROIC) for RJF stock is 6.01%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2025-09-30	15.88%
2024-09-30	10.25%
2023-09-30	9.66%
2022-09-30	8.72%
2021-09-30	9.21%
2020-09-30	5.99%
2019-09-30	8.69%
2018-09-30	7.51%
2017-09-30	5.61%
2016-09-30	5.32%
2015-09-30	5.96%
2014-09-30	5.52%
2013-09-30	5.68%
2012-09-30	5.13%
2011-09-30	6.89%
2010-09-30	1.27%
2009-09-30	0.78%
2008-09-30	2.03%
2007-09-30	2.35%
2006-09-30	1.86%
2005-09-30	1.80%
2004-09-30	1.67%
2003-09-30	1.25%
2002-09-30	1.31%
2001-09-30	1.51%
2000-09-30	1.98%
1999-09-30	1.69%
1998-09-30	2.41%
1997-09-30	3.02%
1996-09-30	2.57%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2025-09-30

15.88%

2024-09-30

10.25%

2023-09-30

9.66%

2022-09-30

8.72%

2021-09-30

9.21%

2020-09-30

5.99%

2019-09-30

8.69%

2018-09-30

7.51%

2017-09-30

5.61%

2016-09-30

5.32%

2015-09-30

5.96%

2014-09-30

5.52%

2013-09-30

5.68%

2012-09-30

5.13%

2011-09-30

6.89%

2010-09-30

1.27%

2009-09-30

0.78%

2008-09-30

2.03%

2007-09-30

2.35%

2006-09-30

1.86%

2005-09-30

1.80%

2004-09-30

1.67%

2003-09-30

1.25%

2002-09-30

1.31%

2001-09-30

1.51%

2000-09-30

1.98%

1999-09-30

1.69%

1998-09-30

2.41%

1997-09-30

3.02%

1996-09-30

2.57%

Return on Invested Capital (ROIC): 15.88%

RJF Return on Invested Capital (ROIC) Chart

RJF Average Return on Invested Capital (ROIC) Chart

RJF Current vs Average Return on Invested Capital (ROIC) Chart

RJF Return on Invested Capital (ROIC) Metrics

RJF Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

RJF Return on Invested Capital (ROIC) History

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