COMP <GO>
RJF vs IBKR // EV/EBITDA & P/E VALUATION
Raymond James Financial Inc. (NYSE) VS. Interactive Brokers Group Inc. (NASDAQ) • 15-METRIC TALLY: RJF 8
— IBKR 4
▲ EV/EBITDA & P/E VALUATION LEADER: RJF
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
valuation
19.2x
LAST: $76.90 (-5.96%) • MKT CAP: $37.05B
valuation
95.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. IBKR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | IBKR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 0.30% | +5.60 | RJF | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 19.2x | 95.0x | -75.80 | RJF | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | 22.00% | -14.76 | IBKR | /fcf-yield <GO> |
| Operating Margin | 16.40% | 13.90% | +2.50 | RJF | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 10.90% | +2.50 | RJF | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 23.40% | -16.80 | IBKR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.36% | -0.36 | IBKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 45.2 | +8.00 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.92 | +0.02 | RJF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 117.3x | -103.80 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $37.05B | -$6.02B | IBKR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | IBKR REV | RJF GROSS % | IBKR GROSS % | RJF FCF | IBKR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $2.44B | — | — | $2.25B | $15.70B |
| FY 2024 | $14.92B | $1.98B | — | — | $1.95B | $8.64B |
| FY 2023 | $12.99B | $1.56B | — | — | -$4.10B | $4.47B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
IBKR // BETA 0.92