AIEQ0.410%
as of Sep 4
RJF
GrowthRAYMOND JAMES FINANCIAL INC
Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers financial planning, investment advisory, securities transaction, investment services, portfolio management services, insurance and annuity products, and mutual funds; support to third-party mutual fund and annuity companies, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; securities borrowing and lending services; and custodial, trade execution, research, and other support and services. The Capital Markets segment provides investment banking services, such as equity and debt underwriting, and merger and acquisition advisory; and fixed income and equity brokerage services.
Close · 3M
+18.04%
Held by 2 AI ETFs
PQUS0.030%
as of Sep 1
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals8
Win rate100% (8/8)
Avg buy return+10.10%
AIEQ · Sudden change · 1d
weight 0.050% → 0.410% (+0.360 pp)·stock down 2.4% in the 30 days before
Sep 1·entry $173.50·now $181.10
+4.38%
since Sep 1
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 11.2% in the 30 days before
Aug 2·entry $177.68·now $181.10Fresh
+1.92%
since Aug 2
AIEQ · Exit · 1d
weight 0.340% → 0 (exited)·stock up 8.5% in the 30 days before
Jul 1·entry $158.19·now $181.10
+14.48%
since Jul 1
AIEQ · Weight decrease · 2d
weight 0.370% → 0.350% (-0.020 pp)·stock up 3.1% in the 30 days before
Jun 26·entry $149.94·now $181.10
+20.78%
since Jun 26
AIEQ · Weight increase · 2d
weight 0.350% → 0.370% (+0.020 pp)·stock up 3.2% in the 30 days before
Jun 18·entry $155.86·now $181.10Chased
+16.19%
since Jun 18
AIEQ · Weight increase · 2d
weight 0.330% → 0.350% (+0.020 pp)·stock down 5.0% in the 30 days before
Jun 7·entry $150.19·now $181.10Chased
+20.58%
since Jun 7
AIEQ · New entry · 1d
weight 0 → 0.320% (new)·stock down 7.8% in the 30 days before
May 30·entry $145.82·now $181.10Chased
+24.19%
since May 30
PQUS · New entry · 1d
weight 0 → 0.030% (new)·stock up 2.5% in the 30 days before
Aug 28·entry $179.36·now $181.10Fresh
+0.97%
since Aug 28
LQAI · Exit · 1d
weight 0.360% → 0 (exited)·stock up 8.5% in the 30 days before
Aug 6·entry $179.33·now $181.10
+0.99%
since Aug 6
LQAI · Weight increase · 2d
weight 0.340% → 0.370% (+0.030 pp)·stock up 18.2% in the 30 days before
Jul 28·entry $177.18·now $181.10Drifting
+2.21%
since Jul 28
LQAI · Weight increase · 2d
weight 0.330% → 0.350% (+0.020 pp)·stock up 9.7% in the 30 days before
Jul 16·entry $169.70·now $181.10Drifting
+6.72%
since Jul 16
LQAI · New entry · 1d
weight 0 → 0.340% (new)·stock up 11.4% in the 30 days before
Jul 7·entry $167.60·now $181.10Drifting
+8.05%
since Jul 7
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AI ETFs like AIEQ are initiating a new position in Raymond James Financial, indicating a positive outlook and accumulation of shares. This contrasts with a Buffett-style framework verdict of 'Fail,' primarily due to the inability to thoroughly assess the company's long-term financial health with available data.
- Circle of CompetenceThe diversified financial services model, particularly with a significant wealth management component, provides unit economics stable enough for reasonable ten-year cash flow projections.
- Economic MoatRaymond James benefits from strong client switching costs and a trusted brand reputation in its Private Client Group, creating a durable competitive advantage.
- ManagementInformation on management's candor, capital allocation discipline, and skin in the game is not provided, preventing a conclusive assessment.
- Financial HealthDespite a strong current ROE, comprehensive assessment of financial health is not possible due to insufficient data on 10-year average ROE, margin stability, debt profile, and consistent owner earnings.
- Margin of SafetyA Price-to-Earnings Ratio of 13.02 and Price-to-Book Ratio of 2.73, alongside a strong current ROE, suggest a fair valuation or potential margin of safety for a quality business.
Raymond James Financial appears to operate within a predictable industry and possesses a defensible economic moat. However, a definitive value assessment is hindered by insufficient data to confirm robust long-term financial health, despite a seemingly fair current valuation. The framework therefore concludes the company fails to meet all criteria for a sound investment.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.