Raymond James vs WTW

Raymond James and WTW are shown side by side to help you compare their business models, financial performance, and market context. This page provides neutral, accessible analysis of each company’s approach and strategic focus in the financial services sector. Use this content to inform your questions and guide further research. Educational content, not financial advice.

Raymond James and WTW are shown side by side to help you compare their business models, financial performance, and market context. This page provides neutral, accessible analysis of each company’s app...

Comparison Snapshot

Key Financial Metrics

RJF

Metric

WTW

$33.10B

Market Cap

$30.81B

5.90%

Potential Profit

15.60%

Hold

Analyst Rating

Buy

Why It's Moving

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

Acquisition targets Clark Capital's $46B AUM, enhancing Raymond James' scale in asset management.
TD Cowen lifted its price target to $187 from $180 on January 14, signaling analyst optimism for growth.
Recent stock momentum shows gains in 7 of last 10 days, reflecting positive market reception to strategic developments.

Sentiment:

🐃Bullish

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

Acquisition targets Clark Capital's $46B AUM, enhancing Raymond James' scale in asset management.
TD Cowen lifted its price target to $187 from $180 on January 14, signaling analyst optimism for growth.
Recent stock momentum shows gains in 7 of last 10 days, reflecting positive market reception to strategic developments.

Sentiment:

🐃Bullish

Investment Analysis

Raymond James

RJF

Pros

Raymond James Financial reported strong revenue growth of approximately 9.6% year over year, reaching around $14 billion in 2025.
The company demonstrates solid profitability with a net profit margin of about 13.9% and a strong return on equity of 18.6%, indicating effective management.
Raymond James operates diversified financial services including private client advisory, asset management, capital markets, and banking, supporting growth and revenue stability.

Considerations

Analyst consensus is mixed to neutral, with many rating the stock as hold and few as buy, reflecting uncertainty about near-term growth.
Stock price forecasts indicate potential downside pressure with projections suggesting a decrease to approximately $140 over the next year.
Operating in a highly competitive and regulated financial sector, Raymond James faces ongoing risks from economic cycles and regulatory changes affecting revenue streams.

WTW

Pros

Willis Towers Watson (WTW) benefits from a strong market position in insurance brokerage, risk management, and consultancy services globally.
The company has received positive recent analyst outlooks with upward price targets and maintained 'Outperform' ratings from major firms indicating expected growth.
WTW's diversified business across consulting and technology solutions positions it well to capitalise on rising demand for integrated risk management and human capital advisory services.

Considerations

WTW faces cyclicality risks inherent in the insurance and consulting industries, which may be affected by economic downturns or reduced client spending.
The company’s growth is sensitive to regulatory environments across multiple jurisdictions, which can increase compliance costs and operational complexity.
Integration and execution risks persist due to the company's ongoing strategic acquisitions and restructuring initiatives that could impact short-term financial performance.

About The Companies

Raymond James (RJF)

Raymond James Financial, Inc. (RJF) is a diversified US financial services firm best known for its wealth management and investment banking operations. The company combines a large network of financial advisers with capital markets, institutional services and asset management offerings, creating a mix of fee-based and transactional revenue. Investors often watch RJF for its relatively stable recurring revenue from advisory and asset-based fees, which can help smooth volatility from trading and underwriting cycles. That said, results remain sensitive to market conditions, interest rates and investor sentiment, and earnings can fluctuate with market activity. The firm has a history of reinvesting in its advice network and technology to expand client relationships, but faces regulatory oversight and competitive pressures. This summary is educational only, not personalised advice; potential investors should consider risk tolerance, time horizon and seek independent advice when evaluating RJF.

WTW (WTW)

Willis Towers Watson (WTW) is a leading global advisory, broking, and solutions company. It helps organisations manage risk, cultivate talent, and optimise benefits through data-driven insights. The firm operates through two main segments. The Health, Wealth & Career (HWC) division offers advice and technology for employee benefit plans, compensation programmes, and institutional investments. The Risk & Broking (R&B) arm provides a wide range of risk advice and insurance brokerage services to clients, from small businesses to large multinational corporations. This diverse business model allows WTW to address interconnected challenges across human resources, risk management, and finance for a global client base. As with any investment, it's important to remember that the value can go down as well as up, and past performance is not a guide to the future.

Raymond James (RJF) Next Earnings Date

Raymond James Financial (RJF) is expected to report its next earnings on January 28, 2026. This release will cover Q1 2026 results, following the Q4 2025 report issued on October 22, 2025. Note that the date remains an estimate, as the company has not yet officially confirmed it.

Raymond James (RJF) Next Earnings Date

Raymond James Financial (RJF) is expected to report its next earnings on January 28, 2026. This release will cover Q1 2026 results, following the Q4 2025 report issued on October 22, 2025. Note that the date remains an estimate, as the company has not yet officially confirmed it.

Which Baskets Do They Appear In?

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push