RJF vs IR

Comparison between Raymond James Financial Inc (RJF, Company) and Ingersoll-Rand Inc (IR, Company).

RJF is from the Financial Services sector, while IR is from the Industrials sector.

5-Year PerformanceRJF has outperformed IR, delivering a return of +15.8% compared to +11.8%

RJF vs IR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RJF(COMPANY)	IR(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	69.99%	50.27%
Sharpe Ratio	0.17	0.03
5Y Beta	0.95	1.22
Industry	Asset Management	Specialty Industrial Machinery
P/E Ratio	15.44	65.16
Forward P/E	12.69	23.36
PEG Ratio	10.52	0.77
Dividend Yield	1.24%	0.10%
5Y Dividends CAGR	20.61%	N/A
5Y EPS CAGR	16.38%	2.91%
Debt to Equity	0.00%	0.01%
Free Cash Flow Yield	7.29%	3.97%
P/S Ratio	2.22	4.14
P/B Ratio	2.60	3.11

Market Cap

Winner

RJF

$33B

Max Drawdown

RJF

69.99%

Winner

50.27%

Sharpe Ratio

Winner

RJF

0.17

0.03

5Y Beta

Winner

RJF

0.95

1.22

Industry

RJF

Asset Management

Specialty Industrial Machinery

P/E Ratio

Winner

RJF

15.44

65.16

Forward P/E

Winner

RJF

12.69

23.36

PEG Ratio

RJF

10.52

Winner

0.77

Dividend Yield

Winner

RJF

1.24%

0.10%

5Y Dividends CAGR

RJF

20.61%

N/A

5Y EPS CAGR

Winner

RJF

16.38%

2.91%

Debt to Equity

Winner

RJF

0.00%

0.01%

Free Cash Flow Yield

Winner

RJF

7.29%

3.97%

P/S Ratio

Winner

RJF

2.22

4.14

P/B Ratio

Winner

RJF

2.60

3.11

RJF vs IR - Historical Returns

Returns include dividend reinvestment.

Period	RJF	IR
1 month	+5.91%	+10.01%
3 months	+8.69%	-0.73%
6 months	-0.98%	-3.28%
1 year	+4.70%	-2.80%
5 years(CAGR)	+15.82%	+11.77%
10 years(CAGR)	+18.27%	+17.21%
Max(CAGR)	+14.90%	+17.21%

RJF

+5.91%

Winner

+10.01%

Winner

RJF

+8.69%

-0.73%

Winner

RJF

-0.98%

-3.28%

Winner

RJF

+4.70%

-2.80%

5Y(CAGR)

Winner

RJF

+15.82%

+11.77%

10Y(CAGR)

Winner

RJF

+18.27%

+17.21%

Max(CAGR)

RJF

+14.90%

Winner

+17.21%

RJF vs IR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RJF	IR
2026	+2.31%	+5.76%
2025	+4.63%	-12.40%
2024	+39.82%	+17.99%
2023	+6.85%	+46.11%
2022	+5.37%	-12.23%
2021	+61.61%	+39.68%
2020	+7.12%	+23.54%
2019	+22.83%	+87.32%
2018	-15.47%	-39.34%
2017	+29.22%	+60.81%
2016	+24.81%	N/A
2015	+2.79%	N/A
2014	+12.50%	N/A
2013	+32.21%	N/A
2012	+22.00%	N/A
2011	-4.67%	N/A
2010	+37.00%	N/A
2009	+34.87%	N/A
2008	-45.35%	N/A
2007	+7.34%	N/A
2006	+19.45%	N/A
2005	+24.72%	N/A
2004	+26.57%	N/A
2003	+26.41%	N/A
2002	-13.96%	N/A
2001	+1.54%	N/A
2000	+100.41%	N/A
1999	-6.74%	N/A

RJF vs IR Drawdown Comparison

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

The maximum drawdown for IR was -50.27%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

The current RJF drawdown is -4.53%. The current IR drawdown is -19.85%.

Rank	RJF	IR
#1	-69.67% Sep 19, 2008 - Jan 24, 2011	-50.27% Feb 20, 2020 - Nov 3, 2020
#2	-45.59% Feb 19, 2020 - Jan 6, 2021	-48.43% Jan 23, 2018 - Dec 11, 2019
#3	-44.37% Oct 31, 2007 - Sep 19, 2008	-36.62% Nov 25, 2024 - Apr 8, 2025
#4	-40.65% Jan 4, 2001 - Oct 6, 2003	-35.53% Dec 31, 2021 - Jun 7, 2023
#5	-38.15% Feb 18, 2011 - Sep 14, 2012	-15.28% Sep 6, 2023 - Nov 16, 2023
#6	-33.45% Jul 16, 2015 - Oct 27, 2016	-14.42% Jun 16, 2017 - Aug 4, 2017
#7	-32.11% Nov 10, 2022 - Mar 5, 2024	-13.49% Jul 31, 2024 - Oct 4, 2024
#8	-31.02% May 22, 2018 - Feb 18, 2020	-13.28% Jan 12, 2021 - Feb 24, 2021
#9	-28.12% Jan 24, 2025 - Sep 18, 2025	-12.40% Apr 28, 2021 - Aug 12, 2021
#10	-25.75% Feb 9, 2022 - Oct 28, 2022	-9.47% Oct 27, 2017 - Nov 20, 2017
#11	-22.11% Mar 24, 2000 - Jun 16, 2000	-9.26% Sep 15, 2021 - Nov 2, 2021
#12	-21.27% Nov 16, 1999 - Mar 24, 2000	-8.96% Mar 27, 2024 - May 22, 2024
#13	-19.64% Sep 29, 2025 - Mar 30, 2026	-8.95% Aug 8, 2017 - Sep 12, 2017
#14	-19.45% Nov 3, 2003 - Nov 3, 2004	-8.64% May 22, 2024 - Jul 12, 2024
#15	-19.02% Mar 18, 2005 - Oct 4, 2005	-8.27% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between RJF and IR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

RJF vs IR dividend yield comparison.

Year	RJF	IR
2026	0.97%	0.05%
2025	1.25%	0.10%
2024	0.87%	0.09%
2023	1.53%	0.10%
2022	1.67%	0.15%
2021	1.04%	0.03%
2020	1.16%	0.00%
2019	1.93%	5.78%
2018	1.48%	0.00%
2017	0.74%	0.00%
2016	1.18%	0.00%
2015	1.28%	0.00%
2014	1.15%	0.00%
2013	1.11%	0.00%
2012	1.38%	0.00%
2011	1.68%	0.00%
2010	1.41%	0.00%
2009	1.85%	0.00%
2008	3.21%	0.00%
2007	0.92%	0.00%
2006	1.12%	0.00%
2005	0.96%	0.00%
2004	0.94%	0.00%
2003	0.96%	0.00%
2002	1.22%	0.00%
2001	1.27%	0.00%
2000	0.90%	0.00%
1999	0.40%	0.00%