Raymond James Financial, Inc. boasts a Return on Invested Capital (ROIC) of 16.80%, significantly outperforming its peers in capital efficiency.
RJF’s ROIC to WACC ratio of 1.31 indicates its effective use of capital to generate returns above its cost of capital, highlighting its financial health and operational efficiency.
Competitors like W. R. Berkley Corporation, Northern Trust Corporation, Regency Centers Corporation, and Arthur J. Gallagher & Co. show lower ROIC to WACC ratios, underscoring RJF’s superior performance in generating returns over its cost of capital.

Raymond James Financial, Inc. is a diversified financial services company providing a wide range of investment banking, asset management, and financial planning services. The company competes with other financial institutions like W. R. Berkley Corporation, Northern Trust Corporation, Regency Centers Corporation, and Arthur J. Gallagher & Co. in terms of capital efficiency and return generation.
RJF’s Return on Invested Capital (ROIC) is 16.80%, which is significantly higher than its Weighted Average Cost of Capital (WACC) of 12.78%. This results in a ROIC to WACC ratio of 1.31, indicating that RJF is effectively using its capital to generate returns that exceed its cost of capital. This is a positive indicator of the company’s financial health and operational efficiency.
In comparison, W. R. Berkley Corporation has a ROIC of 0% and a WACC of 6.65%, resulting in a ROIC to WACC ratio of 0. This suggests that WRB is not generating returns above its cost of capital, which could be a concern for investors looking for efficient capital use.
Northern Trust Corporation shows a ROIC of 0.82% against a high WACC of 29.78%, leading to a ROIC to WACC ratio of 0.03. This indicates that NTRS is struggling to generate returns that cover its cost of capital, which may impact its long-term profitability.
Regency Centers Corporation and Arthur J. Gallagher & Co. have ROIC to WACC ratios of 0.30 and 0.51, respectively. While AJG has the highest ratio among RJF’s peers, it still falls short of RJF’s 1.31 ratio. This highlights RJF’s superior performance in generating returns over its cost of capital, making it a standout in its industry.