RJF vs UI

Comparison between Raymond James Financial Inc (RJF, Company) and Ubiquiti Inc (UI, Company).

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

5-Year PerformanceRJF has outperformed UI, delivering a return of +16.6% compared to +13.6%

RJF vs UI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RJF(COMPANY)	UI(COMPANY)
Market Cap	$35B	$34B
Max Drawdown	69.99%	77.49%
Sharpe Ratio	0.32	0.67
5Y Beta	0.95	1.48
Industry	Asset Management	Communication Equipment
P/E Ratio	15.30	36.55
Forward P/E	12.71	30.77
PEG Ratio	1.25	0.51
Dividend Yield	0.28%	0.57%
5Y Dividends CAGR	20.61%	18.89%
5Y EPS CAGR	15.44%	12.08%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	4.16%	2.15%
P/S Ratio	2.27	11.13
P/B Ratio	2.70	28.02

Market Cap

Winner

RJF

$35B

$34B

Max Drawdown

Winner

RJF

69.99%

77.49%

Sharpe Ratio

RJF

0.32

Winner

0.67

5Y Beta

Winner

RJF

0.95

1.48

Industry

RJF

Asset Management

Communication Equipment

P/E Ratio

Winner

RJF

15.30

36.55

Forward P/E

Winner

RJF

12.71

30.77

PEG Ratio

RJF

1.25

Winner

0.51

Dividend Yield

RJF

0.28%

Winner

0.57%

5Y Dividends CAGR

Winner

RJF

20.61%

18.89%

5Y EPS CAGR

Winner

RJF

15.44%

12.08%

Debt to Equity

RJF

0.00%

Free Cash Flow Yield

Winner

RJF

4.16%

2.15%

P/S Ratio

Winner

RJF

2.27

11.13

P/B Ratio

Winner

RJF

2.70

28.02

RJF vs UI - Historical Returns

Returns include dividend reinvestment.

Period	RJF	UI
1 month	+7.76%	+5.55%
3 months	+12.91%	-44.77%
6 months	+4.93%	-8.63%
1 year	+9.00%	+24.19%
5 years(CAGR)	+16.63%	+13.58%
10 years(CAGR)	+18.78%	+28.52%
Max(CAGR)	+15.21%	+27.26%

Winner

RJF

+7.76%

+5.55%

Winner

RJF

+12.91%

-44.77%

Winner

RJF

+4.93%

-8.63%

RJF

+9.00%

Winner

+24.19%

5Y(CAGR)

Winner

RJF

+16.63%

+13.58%

10Y(CAGR)

RJF

+18.78%

Winner

+28.52%

Max(CAGR)

RJF

+15.21%

Winner

+27.26%

RJF vs UI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RJF	UI
2026	+10.40%	+0.41%
2025	+4.63%	+65.18%
2024	+39.82%	+145.37%
2023	+6.85%	-47.63%
2022	+5.37%	-9.20%
2021	+61.61%	+13.99%
2020	+7.12%	+47.60%
2019	+22.83%	+91.84%
2018	-15.47%	+42.67%
2017	+29.22%	+22.74%
2016	+24.81%	+86.63%
2015	+2.79%	+6.70%
2014	+12.50%	-34.81%
2013	+32.21%	+261.32%
2012	+22.00%	-33.38%
2011	-4.67%	+4.17%
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 UI Drawdown Comparison

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

The maximum drawdown for UI was -77.49%, occurring on Aug 14, 2012. Recovery took 333 trading sessions.

The current RJF drawdown is -0.68%. The current UI drawdown is -47.63%.

Rank	RJF	UI
#1	-69.67% Sep 19, 2008 - Jan 24, 2011	-77.49% May 1, 2012 - Aug 28, 2013
#2	-45.59% Feb 19, 2020 - Jan 6, 2021	-72.22% Mar 26, 2021 - Jan 14, 2025
#3	-44.37% Oct 31, 2007 - Sep 19, 2008	-53.09% Mar 20, 2014 - Nov 16, 2016
#4	-40.65% Jan 4, 2001 - Oct 6, 2003	-51.72% Apr 17, 2026 - Jul 29, 2026
#5	-38.15% Feb 18, 2011 - Sep 14, 2012	-42.67% Nov 27, 2019 - Oct 16, 2020
#6	-33.45% Jul 16, 2015 - Oct 27, 2016	-36.54% May 3, 2019 - Nov 8, 2019
#7	-32.11% Nov 10, 2022 - Mar 5, 2024	-36.46% Jan 23, 2025 - May 12, 2025
#8	-31.02% May 22, 2018 - Feb 18, 2020	-34.42% Oct 31, 2025 - Mar 2, 2026
#9	-28.12% Jan 24, 2025 - Sep 18, 2025	-32.37% Jan 29, 2018 - May 30, 2018
#10	-25.75% Feb 9, 2022 - Oct 28, 2022	-27.68% Feb 9, 2017 - Aug 4, 2017
#11	-22.11% Mar 24, 2000 - Jun 16, 2000	-23.82% Aug 8, 2017 - Nov 20, 2017
#12	-21.27% Nov 16, 1999 - Mar 24, 2000	-22.00% Nov 18, 2011 - Jan 13, 2012
#13	-19.64% Sep 29, 2025 - Jul 28, 2026	-19.74% Aug 13, 2025 - Aug 22, 2025
#14	-19.45% Nov 3, 2003 - Nov 3, 2004	-18.74% May 13, 2025 - Jul 18, 2025
#15	-19.02% Mar 18, 2005 - Oct 4, 2005	-17.63% Dec 12, 2018 - Feb 8, 2019

Correlation

Correlation between RJF and UI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

RJF vs UI dividend yield comparison.

Year	RJF	UI
2026	0.90%	0.28%
2025	1.25%	0.51%
2024	0.87%	0.72%
2023	1.53%	1.72%
2022	1.67%	0.88%
2021	1.04%	0.65%
2020	1.16%	0.50%
2019	1.93%	0.58%
2018	1.48%	0.50%
2017	0.74%	0.00%
2016	1.18%	0.00%
2015	1.28%	0.00%
2014	1.15%	0.57%
2013	1.11%	0.00%
2012	1.38%	1.48%
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%