Raymond James Financial Inc. Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis

November 2024 | 50 pages | ID: RE21B793C95BEN
BAC Reports

Abstracts

Raymond James Financial Inc. Fundamental Company Report provides a complete overview of the company’s affairs. All available data is presented in a comprehensive and easily accessed format. The report includes financial and SWOT information, industry analysis, opinions, estimates, plus annual and quarterly forecasts made by stock market experts. The report also enables direct comparison to be made between Raymond James Financial Inc. and its competitors. This provides our Clients with a clear understanding of Raymond James Financial Inc. position in the Industry.

• The report contains detailed information about Raymond James Financial Inc. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
• Another part of the report is a SWOT-analysis carried out for Raymond James Financial Inc.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
• The Raymond James Financial Inc. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
• In the part that describes Raymond James Financial Inc. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
• Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Raymond James Financial Inc. business.

About Raymond James Financial Inc.

Raymond James Financial, Inc., through its subsidiaries, engages in various financial services businesses, including the underwriting, distribution, trading, and brokerage of equity and debt securities, and the sale of mutual funds and other investment products in the United States of America and Canada. Its subsidiaries also provide investment management services for retail and institutional clients and banking and trust services.

The company’s primary subsidiaries include Raymond James & Associates, Inc. (RJ&A); Raymond James Financial Services, Inc. (RJFS); Raymond James Financial Services Advisors, Inc. (RJFSA); Raymond James Ltd. (RJ Ltd.); Eagle Asset Management, Inc. (Eagle); and Raymond James Bank, FSB (RJ Bank).

Segments

The company’s primary business segments include Private Client Group; Capital Markets; Asset Management; RJ Bank; Emerging Markets; Stock Loan/Borrow; and Proprietary Capital.

PRIVATE CLIENT GROUP

The company provides securities transaction and financial planning services to approximately 1.9 million client accounts through the branch office systems of RJ&A, RJFS, RJFSA, RJ Ltd., and Raymond James Investment Services Limited (RJIS), a joint venture in the United Kingdom. The company’s financial advisors offer a range of investments and services, including both third-party and proprietary products, and various financial planning services. The majority of its U.S. financial advisors are also licensed to sell insurance and annuity products through its general insurance agency, Planning Corporation of America (PCA), a wholly owned subsidiary of RJ&A. Through the financial advisors of its broker-dealer subsidiaries, PCA provides product and marketing support for a range of insurance products, principally fixed and variable annuities, life insurance, disability insurance, and long-term care coverage.

The company’s financial advisors offer various professionally managed load mutual funds, as well as a selection of no-load funds. RJ&A and RJFS maintain dealer sales agreements with major distributors of mutual fund shares sold through broker-dealers. The majority of mutual fund client purchases includes a front-end sales charge or occurs at net asset value (NAV) in fee-based accounts.

Raymond James & Associates: RJ&A is a full service broker-dealer that employs financial advisors in the southeast, midwest, southwest, and mid-Atlantic regions of the U.S.

Raymond James Financial Services: RJFS is a broker-dealer that supports independent contractor financial advisors in providing products and services to their Private Client Group clients throughout all 50 states. Independent contractors conduct other approved businesses unrelated to their RJFS activities, such as offering insurance products, independent registered investment advisory services, and accounting and tax services. The Financial Institutions Division (FID) is a subdivision of RJFS. Through FID, RJFS services financial institutions, such as banks, thrifts, and credit unions with whom RJFS has agreements. RJFS also provides custodial, trading, and other services (including access to clients' account information and the services of the asset management segment) to unaffiliated independent registered investment advisors through its Investment Advisor Division (IAD).

Raymond James Financial Services Advisors: RJFSA is a registered investment advisor that supports the investment advisory activities of the RJFS financial advisors.

Raymond James Ltd.: RJ Ltd. is a wholly owned self-clearing broker-dealer subsidiary in Canada with its own operations and information processing personnel.

Raymond James Investment Services Limited: The company is a 75% shareholder of RJIS. This entity operates an independent contractor network in the United Kingdom. RJIS also provides custodian and execution services to independent investment advisory firms.

CAPITAL MARKETS

Capital Markets activities consist primarily of equity and fixed income products and services.

Institutional Sales

The company’s institutional clients are serviced by the RJ&A and RJ Ltd. Institutional Equity Departments, the RJ&A Fixed Income Department, RJ&A

The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.

Contents

RESEARCH METHODOLOGY

DISCLAIMER

1. RAYMOND JAMES FINANCIAL INC. COMPANY PROFILE

1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History

2. RAYMOND JAMES FINANCIAL INC. BUSINESS OVERVIEW

2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units

3. RAYMOND JAMES FINANCIAL INC. SWOT ANALYSIS

3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats

4. RAYMOND JAMES FINANCIAL INC. FINANCIAL ANALYSIS

4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot

5. RAYMOND JAMES FINANCIAL INC. COMPETITORS AND INDUSTRY ANALYSIS

5.1. Raymond James Financial Inc. Direct Competitors
5.2. Comparison of Raymond James Financial Inc. and Direct Competitors Financial Ratios
5.3. Comparison of Raymond James Financial Inc. and Direct Competitors Stock Charts
5.4. Raymond James Financial Inc. Industry Analysis
5.4.1. Industry Snapshot
  5.4.2. Raymond James Financial Inc. Industry Position Analysis

6. RAYMOND JAMES FINANCIAL INC. NEWS & EVENTS

6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events

7. RAYMOND JAMES FINANCIAL INC. EXPERTS REVIEW¹

7.1. Experts Consensus
7.2. Experts Revisions

8. RAYMOND JAMES FINANCIAL INC. ENHANCED SWOT ANALYSIS²

9. UNITED STATES PESTEL ANALYSIS²

9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors

10. RAYMOND JAMES FINANCIAL INC. IFE, EFE, IE MATRICES²

10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix

11. RAYMOND JAMES FINANCIAL INC. PORTER FIVE FORCES ANALYSIS²

12. RAYMOND JAMES FINANCIAL INC. VRIO ANALYSIS²

APPENDIX: RATIO DEFINITIONS

LIST OF FIGURES

Raymond James Financial Inc. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Raymond James Financial Inc. 1-year Stock Charts
Raymond James Financial Inc. 5-year Stock Charts
Raymond James Financial Inc. vs. Main Indexes 1-year Stock Chart
Raymond James Financial Inc. vs. Direct Competitors 1-year Stock Charts
Raymond James Financial Inc. Article Density Chart

1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.

List Of Tables

LIST OF TABLES

Raymond James Financial Inc. Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Raymond James Financial Inc. Key Executives
Raymond James Financial Inc. Major Shareholders
Raymond James Financial Inc. History
Raymond James Financial Inc. Products
Revenues by Segment
Revenues by Region
Raymond James Financial Inc. Offices and Representations
Raymond James Financial Inc. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Raymond James Financial Inc. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Raymond James Financial Inc. Capital Market Snapshot
Raymond James Financial Inc. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Industry Statistics
Raymond James Financial Inc. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Raymond James Financial Inc. Consensus Recommendations¹
Analyst Recommendation Summary¹
Price Target Summary¹
Experts Recommendation Trends¹
Revenue Estimates Analysis¹
Earnings Estimates Analysis¹
Historical Surprises¹
Revenue Estimates Trend¹
Earnings Estimates Trend¹
Revenue Revisions¹

ANALYSIS FEATURES

SWOT Analysis

SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.

Enhanced SWOT Analysis

Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:

• How to use the strengths to take advantage of the opportunities?
• How to use the strengths to reduce likelihood and impact of the threats?
• How to overcome the weaknesses that obstruct taking advantage of the opportunities?
• How to overcome the weaknesses that can make the threats a reality?

Upon answering these questions a company can develop a project plan to improve its business performance.

PESTEL Analysis

PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.

Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.

Key Factors Examined by PESTEL Analysis:

• Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
• Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
• Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
• Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
• Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
• Legal – What laws and legislation will exert influence on the style the business is carried out?

IFE, EFE, IE Matrices

The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.

The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.

The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.

Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.

Porter Five Forces Analysis

The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:

1. What composes a threat of substitute products and services?
2. Is there a threat of new competitors entering the market?
3. What is the intensity of competitive rivalry?
4. How big is the bargaining power of buyers?
5. How significant is the bargaining power of suppliers?

VRIO Analysis

VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:

• Tangible resources
  • Financial
  • Physical
  • Technological
  • Organizational
• Intangible resources
  • Human
  • Innovation and Creativity
  • Reputation
• Organizational capabilities

The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:

• Valuable?
• Rare?
• Costly to imitate?
• Organized properly?