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Screener Weekly Summary Pricing

Principal Financial Group, Inc. (PFG) vs Raymond James Financial, Inc. (RJF)

Principal Financial Group, Inc. and Raymond James Financial, Inc. are both Asset Management companies. Raymond James Financial, Inc. is the larger, with a market value of $30.5B against $24.4B — 1.2× the size. Raymond James Financial, Inc. trades at the lower P/E: 13.7× against 16.1×. Raymond James Financial, Inc. grew revenue faster over the last twelve months: 8.04% against 3.72%. Raymond James Financial, Inc. has the higher net margin (13.5% vs 9.93%) and the higher return on invested capital (75.2% vs 10.3%). Both pay a dividend; Principal Financial Group, Inc. yields more (3.35% vs 1.62%). Across the 22 metrics below, Raymond James Financial, Inc. leads on 17 and Principal Financial Group, Inc. on 5.

Valuation

Metric PFG RJF Asset Management median
P/E 16.07 13.66 14.62
P/S 1.58 1.83 2.97
P/B 2.03 2.43 0.94
Price to free cash flow n/m 21.51 8.93
EV/EBITDA 12.81 4.55 10.32
EV/Sales 1.52 1.30 5.72
Earnings yield 6.22% 7.32% 4.53%
Free cash flow yield (20.37%) 4.65% 4.65%

Profitability

Metric PFG RJF Asset Management median
Gross margin 47.67% 100.00% 100.00%
Operating margin 11.87% 27.47% 33.03%
Net margin 9.93% 13.53% 13.53%
Free cash flow margin 30.92% 8.49% 12.44%
Return on equity 13.18% 18.41% 4.83%
Return on assets 0.46% 2.57% 1.57%
Return on invested capital 10.34% 75.18% 3.04%

Growth

Metric PFG RJF Asset Management median
Revenue growth (TTM) 3.72% 8.04% 6.97%
EPS growth (last fiscal year) (21.41%) 6.19% —
Revenue growth, 5-year CAGR 1.17% 14.27% 12.13%
Net income growth, 5-year CAGR (3.22%) 21.06% 0.00%

Health

Metric PFG RJF Asset Management median
Debt to equity 0.36 0.43 0.42
Current ratio 0.24 1.06 1.28
Net debt to EBITDA (0.28) (2.09) 1.06

Dividend

Metric PFG RJF Asset Management median
Dividend yield 3.35% 1.62% 6.92%
Payout ratio 0.39 0.20 0.77

Size

Metric PFG RJF Asset Management median
Market cap 24.44b 30.54b 721.34m

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