Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Raymond James Financial's 3-Year RORE % for the quarter that ended in Mar. 2026 was 12.00%.
The industry rank for Raymond James Financial's 3-Year RORE % or its related term are showing as below:
MEX:RJF's 3-Year RORE % is ranked worse than 52.38% of 1533
companies
in the Asset Management industry
Industry Median: 12.5
vs MEX:RJF: 12.00
Raymond James Financial (MEX:RJF) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Raymond James Financial 3-Year RORE % Related Terms
Raymond James Financial 3-Year RORE % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MEX:RJF vs NTRS, ARES, TROW: 3-Year RORE % Comparison
For the Asset Management subindustry, Raymond James Financial's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Raymond James Financial 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Raymond James Financial's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Raymond James Financial's 3-Year RORE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.
Raymond James Financial (MEX:RJF) has a 3-Year RORE % of 12.00 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Raymond James Financial and its competitors. According to the industry distribution chart, Raymond James Financial ranks #803 out of 1533 companies in the Asset Management industry, placing it in the top 52.4%.
Is Raymond James Financial's 3-Year RORE % too high?
Raymond James Financial's current 3-Year RORE % is 12.00. The Asset Management industry median 3-Year RORE % is 12.50. Raymond James Financial's value of 12.00 is 4% below this industry median. Based on the distribution chart, Raymond James Financial ranks #803 out of 1533 companies in the Asset Management industry, which is below the industry midpoint. Overall, Raymond James Financial has a GF Score™ of 81/100, reflecting its overall financial health beyond just this single metric.
How does Raymond James Financial's 3-Year RORE % compare to NTRS and ARES?
According to the Asset Management industry distribution chart, Raymond James Financial ranks #803 out of 1533 companies for 3-Year RORE %. This places Raymond James Financial in the lower half of its industry. The industry median 3-Year RORE % is 12.50. Raymond James Financial's value of 12.00 is 4% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,533 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Raymond James Financial's current 3-Year RORE % of 12.00 is 4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Raymond James Financial and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Raymond James Financial's current 3-Year RORE % is 12.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Raymond James Financial stock overvalued right now?
Raymond James Financial (MEX:RJF) has a current 3-Year RORE % of 12.00. The stock's GF Value™ is MXN3,203.08, compared to a current price of MXN3,173.26 — trading 0.9% below its estimated fair value. The current 3-Year RORE % is 12.00 and 4% below the Asset Management industry median of 12.50. Raymond James Financial's overall GF Score™ is 81/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Raymond James Financial (MEX:RJF), the current 3-Year RORE % is 12.00 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Raymond James Financial (MEX:RJF) Overvalued in 2026?
Based on GuruFocus' analysis, Raymond James Financial stock appears to be undervalued.
The current stock price of MXN3,173.26 is trading 0.9% below its estimated GF Value™ of MXN3,203.08.
Key valuation signals for MEX:RJF:
3-Year RORE %: 12.00
GF Value™: MXN3,203.08 vs. price of MXN3,173.26 (0.9% below fair value)
Industry Position: 4% below the Asset Management median (#803 of 1533)
No single metric tells the full story. See the MEX:RJF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalogue of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenues and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.7 trillion in client assets as of fiscal year-end 2025. While Raymond James maintains a global footprint, the company derives over 90% of its revenue and an even larger percentage of its operating income, from the United States.
81GF Score
Get the complete analysis for MEX:RJF
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:RJF has been successfully added to your 
