FI vs RJF

Comparison between Fiserv, Inc. (FI, Company) and Raymond James Financial Inc (RJF, Company).

FI is from the Technology sector, while RJF is from the Financial Services sector.

5-Year PerformanceRJF has outperformed FI, delivering a return of +15.8% compared to -14.6%

FI vs RJF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FI(COMPANY)	RJF(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	80.16%	69.99%
Sharpe Ratio	-1.78	0.29
5Y Beta	N/A	0.94
Industry	Information Technology Services	Asset Management
P/E Ratio	9.50	15.65
Forward P/E	N/A	12.63
PEG Ratio	0.41	10.67
Dividend Yield	N/A	1.25%
5Y Dividends CAGR	N/A	20.61%
5Y EPS CAGR	N/A	16.38%
Debt to Equity	120.10%	0.00%
Free Cash Flow Yield	13.87%	7.19%
P/S Ratio	1.57	N/A
P/B Ratio	1.32	N/A

Market Cap

Winner

$33B

RJF

$33B

Max Drawdown

80.16%

Winner

RJF

69.99%

Sharpe Ratio

-1.78

Winner

RJF

0.29

5Y Beta

N/A

RJF

0.94

Industry

Information Technology Services

RJF

Asset Management

P/E Ratio

Winner

9.50

RJF

15.65

Forward P/E

N/A

RJF

12.63

PEG Ratio

Winner

0.41

RJF

10.67

Dividend Yield

N/A

RJF

1.25%

5Y Dividends CAGR

N/A

RJF

20.61%

5Y EPS CAGR

N/A

RJF

16.38%

Debt to Equity

120.10%

Winner

RJF

0.00%

Free Cash Flow Yield

Winner

13.87%

RJF

7.19%

P/S Ratio

1.57

RJF

N/A

P/B Ratio

1.32

RJF

N/A

FI vs RJF - Historical Returns

Returns include dividend reinvestment.

Period	FI	RJF
1 month	+5.11%	+10.45%
3 months	-17.83%	+9.70%
6 months	-24.59%	-0.01%
1 year	-69.37%	+10.46%
5 years(CAGR)	-14.59%	+15.79%
10 years(CAGR)	-0.91%	+18.80%
Max(CAGR)	+8.91%	+15.02%

+5.11%

Winner

RJF

+10.45%

-17.83%

Winner

RJF

+9.70%

-24.59%

Winner

RJF

-0.01%

-69.37%

Winner

RJF

+10.46%

5Y(CAGR)

-14.59%

Winner

RJF

+15.79%

10Y(CAGR)

-0.91%

Winner

RJF

+18.80%

Max(CAGR)

+8.91%

Winner

RJF

+15.02%

FI vs RJF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FI	RJF
2026	-23.22%	+4.84%
2025	-67.39%	+4.63%
2024	+54.36%	+39.82%
2023	+31.25%	+6.85%
2022	-6.09%	+5.37%
2021	-7.26%	+61.61%
2020	-1.44%	+7.12%
2019	+60.13%	+22.83%
2018	+12.76%	-15.47%
2017	+22.16%	+29.22%
2016	+18.75%	+24.81%
2015	+29.51%	+2.79%
2014	+21.94%	+12.50%
2013	+45.30%	+32.21%
2012	+34.96%	+22.00%
2011	-1.28%	-4.67%
2010	+18.47%	+37.00%
2009	+26.94%	+34.87%
2008	-34.18%	-45.35%
2007	+7.60%	+7.34%
2006	+19.98%	+19.45%
2005	+8.12%	+24.72%
2004	+2.89%	+26.57%
2003	+10.94%	+26.41%
2002	-20.84%	-13.96%
2001	+43.04%	+1.54%
2000	+24.55%	+100.41%
1999	+23.82%	-6.74%

FI vs RJF Drawdown Comparison

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.

The current FI drawdown is -78.82%. The current RJF drawdown is -2.17%.

Rank	FI	RJF
#1	-80.16% Mar 3, 2025 - Jun 22, 2026	-69.67% Sep 19, 2008 - Jan 24, 2011
#2	-51.50% Mar 19, 2002 - Aug 15, 2005	-45.59% Feb 19, 2020 - Jan 6, 2021
#3	-51.14% May 31, 2007 - Dec 14, 2010	-44.37% Oct 31, 2007 - Sep 19, 2008
#4	-37.85% Feb 4, 2020 - Mar 11, 2021	-40.65% Jan 4, 2001 - Oct 6, 2003
#5	-32.23% Dec 23, 1999 - Apr 25, 2000	-38.15% Feb 18, 2011 - Sep 14, 2012
#6	-30.16% Apr 26, 2021 - Jul 10, 2023	-33.45% Jul 16, 2015 - Oct 27, 2016
#7	-29.99% Sep 28, 2000 - Jun 26, 2001	-32.11% Nov 10, 2022 - Mar 5, 2024
#8	-25.14% Jun 29, 2001 - Dec 17, 2001	-31.02% May 22, 2018 - Feb 18, 2020
#9	-24.10% Jul 7, 2011 - Feb 3, 2012	-28.12% Jan 24, 2025 - Sep 18, 2025
#10	-16.24% Sep 28, 2018 - Jan 24, 2019	-25.75% Feb 9, 2022 - Oct 28, 2022
#11	-15.72% Jul 25, 2023 - Nov 30, 2023	-22.11% Mar 24, 2000 - Jun 16, 2000
#12	-14.85% May 1, 2000 - May 31, 2000	-21.27% Nov 16, 1999 - Mar 24, 2000
#13	-13.43% Jun 19, 2000 - Jul 25, 2000	-19.64% Sep 29, 2025 - Mar 30, 2026
#14	-13.14% Aug 15, 2005 - Sep 13, 2006	-19.45% Nov 3, 2003 - Nov 3, 2004
#15	-12.77% Jul 26, 2016 - Feb 15, 2017	-19.02% Mar 18, 2005 - Oct 4, 2005