RJF vs MSTR

Comparison between Raymond James Financial Inc (RJF, Company) and Strategy Inc - Class A (MSTR, Company).

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

5-Year PerformanceRJF has outperformed MSTR, delivering a return of +16.6% compared to +5.3%

RJF vs MSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RJF(COMPANY)	MSTR(COMPANY)
Market Cap	$35B	$35B
Max Drawdown	69.99%	99.86%
Sharpe Ratio	0.32	-1.50
5Y Beta	0.95	2.45
Industry	Asset Management	Software - Application
P/E Ratio	15.30	-6.70
Forward P/E	12.71	1.39
PEG Ratio	1.25	2.85
Dividend Yield	0.28%	N/A
5Y Dividends CAGR	20.61%	N/A
5Y EPS CAGR	15.44%	N/A
Debt to Equity	0.00%	21.72%
Free Cash Flow Yield	4.16%	-0.08%
P/S Ratio	2.27	72.11
P/B Ratio	2.70	1.22

Market Cap

Winner

RJF

$35B

MSTR

$35B

Max Drawdown

Winner

RJF

69.99%

MSTR

99.86%

Sharpe Ratio

Winner

RJF

0.32

MSTR

-1.50

5Y Beta

Winner

RJF

0.95

MSTR

2.45

Industry

RJF

Asset Management

MSTR

Software - Application

P/E Ratio

RJF

15.30

Winner

MSTR

-6.70

Forward P/E

RJF

12.71

Winner

MSTR

1.39

PEG Ratio

Winner

RJF

1.25

MSTR

2.85

Dividend Yield

RJF

0.28%

MSTR

N/A

5Y Dividends CAGR

RJF

20.61%

MSTR

N/A

5Y EPS CAGR

RJF

15.44%

MSTR

N/A

Debt to Equity

Winner

RJF

0.00%

MSTR

21.72%

Free Cash Flow Yield

Winner

RJF

4.16%

MSTR

-0.08%

P/S Ratio

Winner

RJF

2.27

MSTR

72.11

P/B Ratio

RJF

2.70

Winner

MSTR

1.22

RJF vs MSTR - Historical Returns

Returns include dividend reinvestment.

Period	RJF	MSTR
1 month	+7.76%	-3.89%
3 months	+12.91%	-48.16%
6 months	+4.93%	-28.22%
1 year	+9.00%	-74.74%
5 years(CAGR)	+16.63%	+5.28%
10 years(CAGR)	+18.78%	+19.26%
Max(CAGR)	+15.21%	+2.58%

Winner

RJF

+7.76%

MSTR

-3.89%

Winner

RJF

+12.91%

MSTR

-48.16%

Winner

RJF

+4.93%

MSTR

-28.22%

Winner

RJF

+9.00%

MSTR

-74.74%

5Y(CAGR)

Winner

RJF

+16.63%

MSTR

+5.28%

10Y(CAGR)

RJF

+18.78%

Winner

MSTR

+19.26%

Max(CAGR)

Winner

RJF

+15.21%

MSTR

+2.58%

RJF vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RJF	MSTR
2026	+10.40%	-38.37%
2025	+4.63%	-49.35%
2024	+39.82%	+322.71%
2023	+6.85%	+335.54%
2022	+5.37%	-74.64%
2021	+61.61%	+28.05%
2020	+7.12%	+169.25%
2019	+22.83%	+10.94%
2018	-15.47%	-3.07%
2017	+29.22%	-33.63%
2016	+24.81%	+15.35%
2015	+2.79%	+9.91%
2014	+12.50%	+31.47%
2013	+32.21%	+30.11%
2012	+22.00%	-16.09%
2011	-4.67%	+22.58%
2010	+37.00%	-11.12%
2009	+34.87%	+152.20%
2008	-45.35%	-58.78%
2007	+7.34%	-17.58%
2006	+19.45%	+31.03%
2005	+24.72%	+41.44%
2004	+26.57%	+16.43%
2003	+26.41%	+230.27%
2002	-13.96%	-61.18%
2001	+1.54%	-59.47%
2000	+100.41%	-90.89%
1999	-6.74%	+114.55%

RJF vs MSTR Drawdown Comparison

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

The maximum drawdown for MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 6207 trading sessions.

The current RJF drawdown is -0.68%. The current MSTR drawdown is -79.56%.

Rank	RJF	MSTR
#1	-69.67% Sep 19, 2008 - Jan 24, 2011	-99.86% Mar 10, 2000 - Nov 11, 2024
#2	-45.59% Feb 19, 2020 - Jan 6, 2021	-82.63% Nov 20, 2024 - Jun 26, 2026
#3	-44.37% Oct 31, 2007 - Sep 19, 2008	-29.10% Dec 10, 1999 - Jan 10, 2000
#4	-40.65% Jan 4, 2001 - Oct 6, 2003	-20.42% Feb 16, 2000 - Mar 1, 2000
#5	-38.15% Feb 18, 2011 - Sep 14, 2012	-17.27% Nov 3, 1999 - Nov 22, 1999
#6	-33.45% Jul 16, 2015 - Oct 27, 2016	-14.35% Jan 28, 2000 - Feb 8, 2000
#7	-32.11% Nov 10, 2022 - Mar 5, 2024	-9.76% Nov 29, 1999 - Dec 3, 1999
#8	-31.02% May 22, 2018 - Feb 18, 2020	-9.65% Jan 10, 2000 - Jan 19, 2000
#9	-28.12% Jan 24, 2025 - Sep 18, 2025	-8.11% Nov 12, 2024 - Nov 18, 2024
#10	-25.75% Feb 9, 2022 - Oct 28, 2022	-7.59% Dec 6, 1999 - Dec 8, 1999
#11	-22.11% Mar 24, 2000 - Jun 16, 2000	-2.15% Nov 22, 1999 - Nov 24, 1999
#12	-21.27% Nov 16, 1999 - Mar 24, 2000	-2.12% Jan 21, 2000 - Jan 26, 2000
#13	-19.64% Sep 29, 2025 - Jul 28, 2026	-0.86% Mar 7, 2000 - Mar 9, 2000
#14	-19.45% Nov 3, 2003 - Nov 3, 2004	-0.71% Feb 8, 2000 - Feb 10, 2000
#15	-19.02% Mar 18, 2005 - Oct 4, 2005	N/A