JEFFERIES FINANCIAL GROUP IN (JEF) Fundamental Analysis & Valuation

NYSE:JEF • US47233W1099

Current stock price

46.85 USD
-0.21 (-0.45%)
Last:

This JEF fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. JEF Profitability Analysis

1.1 Basic Checks

  • JEF had positive earnings in the past year.
  • JEF had a negative operating cash flow in the past year.
  • Each year in the past 5 years JEF has been profitable.
  • The reported operating cash flow has been mixed in the past 5 years: JEF reported negative operating cash flow in multiple years.
JEF Yearly Net Income VS EBIT VS OCF VS FCFJEF Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B 2B

1.2 Ratios

  • JEF has a Return On Assets of 0.83%. This is in the lower half of the industry: JEF underperforms 63.75% of its industry peers.
  • With a Return On Equity value of 5.96%, JEF perfoms like the industry average, outperforming 45.83% of the companies in the same industry.
  • The Return On Invested Capital of JEF (1.10%) is worse than 66.67% of its industry peers.
  • JEF had an Average Return On Invested Capital over the past 3 years of 1.06%. This is significantly below the industry average of 7.19%.
  • The last Return On Invested Capital (1.10%) for JEF is above the 3 year average (1.06%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 0.83%
ROE 5.96%
ROIC 1.1%
ROA(3y)0.77%
ROA(5y)1.32%
ROE(3y)5.08%
ROE(5y)7.7%
ROIC(3y)1.06%
ROIC(5y)1.78%
JEF Yearly ROA, ROE, ROICJEF Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15

1.3 Margins

  • JEF has a Profit Margin of 5.83%. This is in the lower half of the industry: JEF underperforms 63.33% of its industry peers.
  • In the last couple of years the Profit Margin of JEF has declined.
  • JEF's Operating Margin of 8.05% is on the low side compared to the rest of the industry. JEF is outperformed by 68.75% of its industry peers.
  • In the last couple of years the Operating Margin of JEF has declined.
  • JEF has a better Gross Margin (61.57%) than 70.00% of its industry peers.
  • In the last couple of years the Gross Margin of JEF has declined.
Industry RankSector Rank
OM 8.05%
PM (TTM) 5.83%
GM 61.57%
OM growth 3Y-18.91%
OM growth 5Y-14.54%
PM growth 3Y-18.55%
PM growth 5Y-11.93%
GM growth 3Y-5.39%
GM growth 5Y-4.55%
JEF Yearly Profit, Operating, Gross MarginsJEF Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80

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1

2. JEF Health Analysis

2.1 Basic Checks

  • JEF has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, JEF has less shares outstanding
  • JEF has a better debt/assets ratio than last year.
JEF Yearly Shares OutstandingJEF Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
JEF Yearly Total Debt VS Total AssetsJEF Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B

2.2 Solvency

  • Based on the Altman-Z score of 0.27, we must say that JEF is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of JEF (0.27) is worse than 67.92% of its industry peers.
  • JEF has a Debt/Equity ratio of 3.35. This is a high value indicating a heavy dependency on external financing.
  • JEF has a worse Debt to Equity ratio (3.35) than 82.50% of its industry peers.
Industry RankSector Rank
Debt/Equity 3.35
Debt/FCF N/A
Altman-Z 0.27
ROIC/WACCN/A
WACCN/A
JEF Yearly LT Debt VS Equity VS FCFJEF Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 0.71 indicates that JEF may have some problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 0.71, JEF is doing worse than 69.58% of the companies in the same industry.
  • A Quick Ratio of 0.71 indicates that JEF may have some problems paying its short term obligations.
  • JEF's Quick ratio of 0.71 is on the low side compared to the rest of the industry. JEF is outperformed by 69.17% of its industry peers.
Industry RankSector Rank
Current Ratio 0.71
Quick Ratio 0.71
JEF Yearly Current Assets VS Current LiabilitesJEF Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. JEF Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 6.23% over the past year.
  • Measured over the past 5 years, JEF shows a small growth in Earnings Per Share. The EPS has been growing by 1.64% on average per year.
  • The Revenue for JEF has decreased by -13.60% in the past year. This is quite bad
  • JEF shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 9.25% yearly.
EPS 1Y (TTM)6.23%
EPS 3Y-4.35%
EPS 5Y1.64%
EPS Q2Q%22.81%
Revenue 1Y (TTM)-13.6%
Revenue growth 3Y14.68%
Revenue growth 5Y9.25%
Sales Q2Q%26.62%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.43% on average over the next years. This is quite good.
  • Based on estimates for the next years, JEF will show a small growth in Revenue. The Revenue will grow by 4.70% on average per year.
EPS Next Y29.06%
EPS Next 2Y28.01%
EPS Next 3Y17.04%
EPS Next 5Y12.43%
Revenue Next Year12.61%
Revenue Next 2Y11.42%
Revenue Next 3Y8.73%
Revenue Next 5Y4.7%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
JEF Yearly Revenue VS EstimatesJEF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B 10B
JEF Yearly EPS VS EstimatesJEF Yearly EPS VS EstimatesYearly EPS VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2 4 6

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5

4. JEF Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 15.26 indicates a correct valuation of JEF.
  • The rest of the industry has a similar Price/Earnings ratio as JEF.
  • JEF's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.33.
  • The Price/Forward Earnings ratio is 9.72, which indicates a very decent valuation of JEF.
  • JEF's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. JEF is cheaper than 70.83% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of JEF to the average of the S&P500 Index (38.16), we can say JEF is valued rather cheaply.
Industry RankSector Rank
PE 15.26
Fwd PE 9.72
JEF Price Earnings VS Forward Price EarningsJEF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of JEF indicates a rather cheap valuation: JEF is cheaper than 81.67% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 13.38
JEF Per share dataJEF EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • JEF's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as JEF's earnings are expected to grow with 17.04% in the coming years.
PEG (NY)0.53
PEG (5Y)9.29
EPS Next 2Y28.01%
EPS Next 3Y17.04%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. JEF Dividend Analysis

5.1 Amount

  • JEF has a Yearly Dividend Yield of 3.55%. Purely for dividend investing, there may be better candidates out there.
  • The stock price of JEF dropped by -25.83% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 6.64, JEF has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, JEF pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.55%

5.2 History

  • The dividend of JEF is nicely growing with an annual growth rate of 25.07%!
  • JEF has been paying a dividend for at least 10 years, so it has a reliable track record.
  • As JEF did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)25.07%
Div Incr Years2
Div Non Decr Years5
JEF Yearly Dividends per shareJEF Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • JEF pays out 59.32% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of JEF is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP59.32%
EPS Next 2Y28.01%
EPS Next 3Y17.04%
JEF Yearly Income VS Free CF VS DividendJEF Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B
JEF Dividend Payout.JEF Dividend Payout, showing the Payout Ratio.JEF Dividend Payout.PayoutRetained Earnings

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JEF Fundamentals: All Metrics, Ratios and Statistics

JEFFERIES FINANCIAL GROUP IN

NYSE:JEF (4/15/2026, 12:07:02 PM)

46.85

-0.21 (-0.45%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)03-25
Earnings (Next)06-23
Inst Owners69.12%
Inst Owner Change0.02%
Ins Owners21.29%
Ins Owner Change-1.24%
Market Cap9.58B
Revenue(TTM)11.22B
Net Income(TTM)630.67M
Analysts78
Price Target54.26 (15.82%)
Short Float %3.13%
Short Ratio1.39
Dividend
Industry RankSector Rank
Dividend Yield 3.55%
Yearly Dividend1.82
Dividend Growth(5Y)25.07%
DP59.32%
Div Incr Years2
Div Non Decr Years5
Ex-Date05-18
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)12.97%
Min EPS beat(2)0.94%
Max EPS beat(2)25%
EPS beat(4)2
Avg EPS beat(4)-6%
Min EPS beat(4)-39.96%
Max EPS beat(4)25%
EPS beat(8)4
Avg EPS beat(8)-4.45%
EPS beat(12)6
Avg EPS beat(12)-5.05%
EPS beat(16)8
Avg EPS beat(16)0.88%
Revenue beat(2)2
Avg Revenue beat(2)4.75%
Min Revenue beat(2)4.07%
Max Revenue beat(2)5.43%
Revenue beat(4)3
Avg Revenue beat(4)-0.57%
Min Revenue beat(4)-15.35%
Max Revenue beat(4)5.43%
Revenue beat(8)6
Avg Revenue beat(8)2.62%
Revenue beat(12)7
Avg Revenue beat(12)6.08%
Revenue beat(16)11
Avg Revenue beat(16)12.26%
PT rev (1m)-31.79%
PT rev (3m)-29.44%
EPS NQ rev (1m)-0.42%
EPS NQ rev (3m)-2.85%
EPS NY rev (1m)-11.71%
EPS NY rev (3m)-7.05%
Revenue NQ rev (1m)-0.67%
Revenue NQ rev (3m)1.46%
Revenue NY rev (1m)-1.91%
Revenue NY rev (3m)1.34%
Valuation
Industry RankSector Rank
PE 15.26
Fwd PE 9.72
P/S 0.88
P/FCF N/A
P/OCF N/A
P/B 0.91
P/tB 1.12
EV/EBITDA 13.38
EPS(TTM)3.07
EY6.55%
EPS(NY)4.82
Fwd EY10.28%
FCF(TTM)-8.35
FCFYN/A
OCF(TTM)-7.34
OCFYN/A
SpS52.95
BVpS51.73
TBVpS41.75
PEG (NY)0.53
PEG (5Y)9.29
Graham Number59.7768 (27.59%)
Profitability
Industry RankSector Rank
ROA 0.83%
ROE 5.96%
ROCE 2.04%
ROIC 1.1%
ROICexc 1.44%
ROICexgc 1.63%
OM 8.05%
PM (TTM) 5.83%
GM 61.57%
FCFM N/A
ROA(3y)0.77%
ROA(5y)1.32%
ROE(3y)5.08%
ROE(5y)7.7%
ROIC(3y)1.06%
ROIC(5y)1.78%
ROICexc(3y)1.31%
ROICexc(5y)2.27%
ROICexgc(3y)1.48%
ROICexgc(5y)2.61%
ROCE(3y)2%
ROCE(5y)3.16%
ROICexgc growth 3Y-18.83%
ROICexgc growth 5Y-12.48%
ROICexc growth 3Y-17.18%
ROICexc growth 5Y-12.35%
OM growth 3Y-18.91%
OM growth 5Y-14.54%
PM growth 3Y-18.55%
PM growth 5Y-11.93%
GM growth 3Y-5.39%
GM growth 5Y-4.55%
F-Score4
Asset Turnover0.14
Health
Industry RankSector Rank
Debt/Equity 3.35
Debt/FCF N/A
Debt/EBITDA 33.04
Cap/Depr 102.75%
Cap/Sales 1.92%
Interest Coverage 0.25
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.71
Quick Ratio 0.71
Altman-Z 0.27
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)76.81%
Cap/Depr(5y)91.69%
Cap/Sales(3y)1.44%
Cap/Sales(5y)1.86%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)6.23%
EPS 3Y-4.35%
EPS 5Y1.64%
EPS Q2Q%22.81%
EPS Next Y29.06%
EPS Next 2Y28.01%
EPS Next 3Y17.04%
EPS Next 5Y12.43%
Revenue 1Y (TTM)-13.6%
Revenue growth 3Y14.68%
Revenue growth 5Y9.25%
Sales Q2Q%26.62%
Revenue Next Year12.61%
Revenue Next 2Y11.42%
Revenue Next 3Y8.73%
Revenue Next 5Y4.7%
EBIT growth 1Y-28.94%
EBIT growth 3Y-7%
EBIT growth 5Y-6.64%
EBIT Next Year33.93%
EBIT Next 3Y14.25%
EBIT Next 5Y14.29%
FCF growth 1Y-260.84%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-574%
OCF growth 3YN/A
OCF growth 5YN/A

JEFFERIES FINANCIAL GROUP IN / JEF Fundamental Analysis FAQ

What is the ChartMill fundamental rating of JEFFERIES FINANCIAL GROUP IN (JEF) stock?

ChartMill assigns a fundamental rating of 3 / 10 to JEF.


What is the valuation status of JEFFERIES FINANCIAL GROUP IN (JEF) stock?

ChartMill assigns a valuation rating of 5 / 10 to JEFFERIES FINANCIAL GROUP IN (JEF). This can be considered as Fairly Valued.


Can you provide the profitability details for JEFFERIES FINANCIAL GROUP IN?

JEFFERIES FINANCIAL GROUP IN (JEF) has a profitability rating of 3 / 10.


Can you provide the expected EPS growth for JEF stock?

The Earnings per Share (EPS) of JEFFERIES FINANCIAL GROUP IN (JEF) is expected to grow by 29.06% in the next year.


Can you provide the dividend sustainability for JEF stock?

The dividend rating of JEFFERIES FINANCIAL GROUP IN (JEF) is 6 / 10 and the dividend payout ratio is 59.32%.