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Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Raymond James Financial, Inc. or XP Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.
Read on to learn how Raymond James Financial, Inc. and XP Inc. compare based on key financial metrics to determine which better meets your investment needs.
About Raymond James Financial, Inc. and XP 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 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; diversification strategies and alternative investment products; 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 services; and fixed income and equity brokerage services. This segment also offers institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. The Asset Management segment provides asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Bank segment offers various types of loans, including securities-based, commercial and industrial, commercial real estate and construction, real estate investment trust, residential mortgage, and tax-exempt loans; insured deposit accounts; retail and corporate deposit; and liquidity management products and services. The Other segment engages in the private equity investments comprising invests in third-party funds. Raymond James Financial, Inc. was founded in 1962 and is headquartered in Saint Petersburg, Florida.
XP Inc. provides financial products and services in Brazil. The company operates XP Platform, an open product platform that provides clients to access investment products in the market comprising brokerage securities, fixed income securities, mutual, hedge, and private equity funds; derivatives and synthetic instruments; credit cards; loan operations/collateralized credit products; pension and social security funds, and life and travel insurance products; and other investment products comprising real estate funds, and equity and debt capital markets solutions, as well as wealth management services. It offers brokerage and issuer services to institutional and corporate clients. The company also manages mutual funds focused on stocks and macro strategies distributed to retail and to institutional clients; funds and managed portfolios for high-net-worth retail clients, and proprietary treasury funds; and passive mutual funds that track market indexes, and mutual and investment funds focused on fixed income, credit, real estate, infrastructure, and other alternative strategies. In addition, it offers securities brokerage services for institutional and retail investors; interdealer brokerage services for institutional traders; and commercial and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits, as well as develops and sells financial education courses and events online and in person to retail clients. The company offers its sell products and services through its omni-channel distribution network and online portals. XP Inc. was founded in 2001 and is based in Grand Cayman, Cayman Islands.
Latest Capital Markets and Raymond James Financial, Inc., XP Inc. Stock News
As of May 14, 2025, Raymond James Financial, Inc. had a $30.7 billion market capitalization, compared to the Capital Markets median of $3.5 million. Raymond James Financial, Inc.’s stock is down 1.5% in 2025, up 5.1% in the previous five trading days and up 21.07% in the past year.
Currently, Raymond James Financial, Inc.’s price-earnings ratio is 14.7. Raymond James Financial, Inc.’s trailing 12-month revenue is $13.6 billion with a 16.1% net profit margin. Year-over-year quarterly sales growth most recently was 10.7%. Analysts expect adjusted earnings to reach $10.373 per share for the current fiscal year. Raymond James Financial, Inc. currently has a 1.3% dividend yield.
As of May 14, 2025, XP Inc. had a $10.1 billion market cap, putting it in the 80th percentile of all stocks. XP Inc.’s stock is up 56.9% in 2025, up 5.7% in the previous five trading days and down 12.37% in the past year.
Currently, XP Inc.’s price-earnings ratio is 14.2. XP Inc.’s trailing 12-month revenue is $2.6 billion with a 27.8% net profit margin. Year-over-year quarterly sales growth most recently was -14.1%. Analysts expect adjusted earnings to reach $1.649 per share for the current fiscal year. XP Inc. currently has a 7.3% dividend yield.
How We Compare Raymond James Financial, Inc. and XP Inc. Stock Grades
Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.
AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Raymond James Financial, Inc. and XP Inc.’s stock grades to see how they measure up against one another.
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