Bernstein Private Wealth Management advises high net worth clients on planning for and managing the complexities of wealth. The firm provides a range of personalized resources aligned with clients’ values and needs, emphasizing transparency and accountability in its services.

Bernstein Private Wealth Management

Viva Shots is a health and wellness company that specializes in providing vitamin injections and IV therapy to promote overall well-being and vitality.

Jerome Cordova

Viva Shots

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 product partners, including sales and marketing support, as well as distribution and accounting, and administrative services; margin loans; and securities borrowing and lending services. The Capital Markets segment provides investment banking services, including equity underwriting, debt underwriting, and merger and acquisition advisory services; and fixed income and equity brokerage services. The Asset Management segment offers asset management, portfolio management, and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The Raymond James Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication services. The Other segment engages in the private equity investments, including various direct and third-party private equity investments; and legacy private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.

Bob James

Raymond James Financial, Inc.

Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third-party financial institutions and institutional sales force. This segment products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products to individual clients, as well as life and DI insurance products to retail clients. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.

Metric
Company Name	Bernstein Private Wealth Management	Viva Shots	Raymond James Financial, Inc.	Ameriprise Financial, Inc.
Symbol			RJF	AMP
MSH ID	COM:BERNSTEIN	COM:LBCHAMBER	COM:RAYMONDJAMES	COM:AMERIPRISE
Market	PRIVATE	PRIVATE	STOCKS	STOCKS
Sector	Financial Services & Finance	Healthcare & Health Services	Financial Services	Financial Services
Industry	Investment Management	Health and Wellness	Financial - Capital Markets	Asset Management
Country	US		US	US
Stage
Employee Count			18K	13.80K
Website	bernstein.com	lbchamber.com	raymondjames.com	ameriprise.com
LinkedIn			raymond-james-financial-inc-
Founders

Metric
Market Cap		24.83B	43.76B
Enterprise Value
Monthly Web Traffic	63.67K	709.27K
Web Traffic Growth	0.07	-0.15
Valuation
Raised Capital

Metric
Revenue	2.14B	15.54B
Revenue (LTM)
Revenue (NTM)
Gross Profit	1.85B	16.10B
EBITDA	-4.50B	-154M
Operating Income	-4.50B	7.15B
Net Income	2.07B	2.56B
EPS	9.99	24.18
Diluted EPS	9.74	23.71
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.98	0.53
Operating Profit Margin	0.57	0.28
EBITDA Margin	-2.10	-0.01
Net Profit Margin	0.15	0.19
Return on Equity	0.24	0.71
Return on Assets	0.03	0.02
Return on Capital Employed	0.11	0.03

COM:BERNSTEIN

Bernstein Private Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	13.51	17.65
P/B Ratio		10.16
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	2.26	3.69
EV Multiple	6.82	15.09

Metric
Days Sales Outstanding		374.05
Days Payables Outstanding
Days Inventory Outstanding	25.63K
Operating Cycle	25.74K	350.94
Cash Conversion Cycle	17.38K	350.94
Asset Turnover	0.22	0.09

Metric
Operating Cash Flow		4.68B
Free Cash Flow		4.50B
Cash Flow to Debt	0.43	1.43
Operating Cash Flow/Sales	0.14	0.37
Free Cash Flow Yield	-0.17	0.10

Metric
Cash & Equivalents	11.00B	7.56B
Accounts Receivable		276M
Inventory
Goodwill		1.41B
Debt to Capitalization	0.28	0.55
Debt to Assets		0.04
Current Ratio		112.28
Quick Ratio	17.70	31.36

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.02	0.01
R&D to Revenue
SG&A to Revenue	0.64	0.26