RJF vs FI

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

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

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

RJF vs FI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

RJF

$33B

Winner

$33B

Max Drawdown

Winner

RJF

69.99%

80.16%

Sharpe Ratio

Winner

RJF

0.29

-1.78

5Y Beta

RJF

0.94

N/A

Industry

RJF

Asset Management

Information Technology Services

P/E Ratio

RJF

15.65

Winner

9.50

Forward P/E

RJF

12.63

N/A

PEG Ratio

RJF

10.67

Winner

0.41

Dividend Yield

RJF

1.25%

N/A

5Y Dividends CAGR

RJF

20.61%

N/A

5Y EPS CAGR

RJF

16.38%

N/A

Debt to Equity

Winner

RJF

0.00%

120.10%

Free Cash Flow Yield

RJF

7.19%

Winner

13.87%

P/S Ratio

RJF

N/A

1.57

P/B Ratio

RJF

N/A

1.32

RJF vs FI - Historical Returns

Returns include dividend reinvestment.

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

Winner

RJF

+10.45%

+5.11%

Winner

RJF

+9.70%

-17.83%

Winner

RJF

-0.01%

-24.59%

Winner

RJF

+10.46%

-69.37%

5Y(CAGR)

Winner

RJF

+15.79%

-14.59%

10Y(CAGR)

Winner

RJF

+18.80%

-0.91%

Max(CAGR)

Winner

RJF

+15.02%

+8.91%

RJF vs FI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

RJF vs FI Drawdown Comparison

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

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

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

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