COMP <GO>
RJF vs BAC // EV/EBITDA & P/E VALUATION
Raymond James Financial Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: RJF 7
— BAC 6
▲ EV/EBITDA & P/E VALUATION LEADER: RJF
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
valuation
19.2x
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
valuation
30.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 2.50% | +3.40 | RJF | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 19.2x | 30.2x | -11.00 | RJF | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | 2.10% | +5.14 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 32.90% | -16.50 | BAC | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 27.00% | -13.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 6.80% | -0.20 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.87 | 0.45 | +0.42 | RJF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 27.7 | +17.06 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.90 | +0.04 | RJF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 10.9x | +2.60 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $357.61B | -$326.58B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | BAC REV | RJF GROSS % | BAC GROSS % | RJF FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $113.10B | 44.0% | 44.0% | $2.25B | $7.52B |
| FY 2024 | $14.92B | $105.86B | 44.0% | 44.0% | $1.95B | -$13.57B |
| FY 2023 | $12.99B | $102.77B | 44.0% | 44.0% | -$4.10B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
BAC // BETA 0.90