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XP (XP) Competitors

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XP vs. RJF, NMR, FUTU, JEF, SF, SEIC, FRHC, MKTX, VIRT, and PIPR

Should you be buying XP stock or one of its competitors? The main competitors of XP include Raymond James (RJF), Nomura (NMR), Futu (FUTU), Jefferies Financial Group (JEF), Stifel Financial (SF), SEI Investments (SEIC), Freedom (FRHC), MarketAxess (MKTX), Virtu Financial (VIRT), and Piper Sandler Companies (PIPR). These companies are all part of the "security brokers & dealers" industry.

XP vs.

XP (NASDAQ:XP) and Raymond James (NYSE:RJF) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, dividends, community ranking, earnings, risk, valuation and profitability.

XP has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500. Comparatively, Raymond James has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500.

In the previous week, Raymond James had 37 more articles in the media than XP. MarketBeat recorded 40 mentions for Raymond James and 3 mentions for XP. Raymond James' average media sentiment score of 0.52 beat XP's score of 0.00 indicating that Raymond James is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
XP
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Raymond James
13 Very Positive mention(s)
4 Positive mention(s)
19 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Raymond James received 723 more outperform votes than XP when rated by MarketBeat users. Likewise, 57.95% of users gave Raymond James an outperform vote while only 42.11% of users gave XP an outperform vote.

CompanyUnderperformOutperform
XPOutperform Votes
24
42.11%
Underperform Votes
33
57.89%
Raymond JamesOutperform Votes
747
57.95%
Underperform Votes
542
42.05%

59.2% of XP shares are owned by institutional investors. Comparatively, 83.8% of Raymond James shares are owned by institutional investors. 0.5% of Raymond James shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

XP pays an annual dividend of $0.65 per share and has a dividend yield of 4.6%. Raymond James pays an annual dividend of $2.00 per share and has a dividend yield of 1.4%. XP pays out 42.8% of its earnings in the form of a dividend. Raymond James pays out 19.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

XP currently has a consensus target price of $20.33, suggesting a potential upside of 42.57%. Raymond James has a consensus target price of $167.55, suggesting a potential upside of 14.95%. Given XP's stronger consensus rating and higher probable upside, equities analysts clearly believe XP is more favorable than Raymond James.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
XP
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Raymond James
0 Sell rating(s)
8 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.42

XP has a net margin of 26.41% compared to Raymond James' net margin of 14.06%. XP's return on equity of 21.74% beat Raymond James' return on equity.

Company Net Margins Return on Equity Return on Assets
XP26.41% 21.74% 1.44%
Raymond James 14.06%19.71%2.74%

Raymond James has higher revenue and earnings than XP. XP is trading at a lower price-to-earnings ratio than Raymond James, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
XP$3.17B2.47$780.91M$1.529.38
Raymond James$13.15B2.27$2.07B$10.2514.22

Summary

Raymond James beats XP on 13 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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XP vs. The Competition

MetricXPSecurity brokers & dealers IndustryFinance SectorNASDAQ Exchange
Market Cap$8.27B$30.02B$11.21B$8.44B
Dividend Yield4.32%2.37%5.64%3.97%
P/E Ratio9.3414.7524.3719.32
Price / Sales2.473.5625.27118.19
Price / Cash9.3322.5217.7034.62
Price / Book2.112.692.544.30
Net Income$780.91M$1.45B$1.03B$246.62M

XP Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
XP
XP
4.5969 of 5 stars
$14.36
+25.8%
$20.33
+41.6%
-40.5%$8.27B$3.17B9.346,192Short Interest ↓
News Coverage
RJF
Raymond James
4.9113 of 5 stars
$150.37
-2.8%
$166.09
+10.5%
+19.1%$30.81B$13.15B14.6719,000Analyst Forecast
NMR
Nomura
3.6981 of 5 stars
$6.51
+1.1%
N/A+9.1%$19.34B$1.67T9.3026,850Short Interest ↑
Gap Up
FUTU
Futu
2.5007 of 5 stars
$103.74
-5.0%
$91.40
-11.9%
+94.0%$14.29B$11.53B25.433,213Positive News
JEF
Jefferies Financial Group
4.9567 of 5 stars
$63.78
-3.7%
$81.67
+28.0%
+42.1%$13.15B$10.52B21.407,822Short Interest ↓
SF
Stifel Financial
4.6627 of 5 stars
$103.37
-2.7%
$117.71
+13.9%
+31.0%$10.58B$4.91B16.579,000Positive News
SEIC
SEI Investments
4.9217 of 5 stars
$79.05
-1.2%
$90.00
+13.9%
+11.8%$10.04B$2.13B17.885,089Insider Trade
FRHC
Freedom
1.0344 of 5 stars
$145.86
-0.8%
N/A+84.7%$8.84B$2.08B27.376,197Positive News
MKTX
MarketAxess
4.861 of 5 stars
$194.04
+0.6%
$254.78
+31.3%
-7.9%$7.31B$817.10M26.69740Positive News
VIRT
Virtu Financial
4.46 of 5 stars
$36.47
-0.2%
$31.36
-14.0%
+90.3%$5.64B$2.88B12.28990Dividend Announcement
Short Interest ↓
PIPR
Piper Sandler Companies
1.7002 of 5 stars
$283.07
-4.9%
$330.00
+16.6%
+37.0%$5.04B$1.48B27.701,725Positive News
Gap Down

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This page (NASDAQ:XP) was last updated on 3/5/2025 by MarketBeat.com Staff
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