JEFFERIES FINANCIAL GROUP IN (JEF) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:JEF - US47233W1099 - Common Stock
61 USD
-0.55 (-0.89%)
Overall JEF gets a fundamental rating of 3 out of 10. We evaluated JEF against 237 industry peers in the Capital Markets industry. JEF may be in some trouble as it scores bad on both profitability and health. JEF is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year JEF was profitable.
JEF had a negative operating cash flow in the past year.
JEF had positive earnings in each of the past 5 years.
In multiple years JEF reported negative operating cash flow during the last 5 years.
1.2 Ratios
With a Return On Assets value of 0.93%, JEF is not doing good in the industry: 66.67% of the companies in the same industry are doing better.
JEF has a Return On Equity of 6.19%. This is comparable to the rest of the industry: JEF outperforms 43.46% of its industry peers.
JEF has a Return On Invested Capital of 1.16%. This is in the lower half of the industry: JEF underperforms 64.56% of its industry peers.
The Average Return On Invested Capital over the past 3 years for JEF is significantly below the industry average of 7.00%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.93% | ||
| ROE | 6.19% | ||
| ROIC | 1.16% |
ROA(3y)1%
ROA(5y)1.44%
ROE(3y)5.61%
ROE(5y)8.14%
ROIC(3y)1.3%
ROIC(5y)1.93%
1.3 Margins
The Profit Margin of JEF (6.03%) is worse than 66.67% of its industry peers.
JEF's Profit Margin has declined in the last couple of years.
JEF has a worse Operating Margin (8.60%) than 67.51% of its industry peers.
In the last couple of years the Operating Margin of JEF has grown nicely.
JEF has a Gross Margin of 61.01%. This is in the better half of the industry: JEF outperforms 71.73% of its industry peers.
JEF's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 8.6% | ||
| PM (TTM) | 6.03% | ||
| GM | 61.01% |
OM growth 3Y-28.34%
OM growth 5Y41.39%
PM growth 3Y-29.98%
PM growth 5Y-19.45%
GM growth 3Y-9.4%
GM growth 5Y0.11%
2. Health
2.1 Basic Checks
Compared to 1 year ago, JEF has less shares outstanding
Compared to 5 years ago, JEF has less shares outstanding
JEF has a worse debt/assets ratio than last year.
2.2 Solvency
Based on the Altman-Z score of 0.35, we must say that JEF is in the distress zone and has some risk of bankruptcy.
JEF's Altman-Z score of 0.35 is on the low side compared to the rest of the industry. JEF is outperformed by 68.78% of its industry peers.
JEF has a Debt/Equity ratio of 3.31. This is a high value indicating a heavy dependency on external financing.
Looking at the Debt to Equity ratio, with a value of 3.31, JEF is doing worse than 83.97% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 3.31 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.35 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.69 indicates that JEF may have some problems paying its short term obligations.
JEF has a Current ratio of 0.69. This is in the lower half of the industry: JEF underperforms 68.35% of its industry peers.
A Quick Ratio of 0.69 indicates that JEF may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.69, JEF is doing worse than 67.93% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.69 | ||
| Quick Ratio | 0.69 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 22.78% over the past year.
Measured over the past years, JEF shows a quite strong growth in Earnings Per Share. The EPS has been growing by 17.92% on average per year.
The Revenue for JEF has decreased by -11.97% in the past year. This is quite bad
The Revenue has been growing by 15.66% on average over the past years. This is quite good.
EPS 1Y (TTM)22.78%
EPS 3Y-21.11%
EPS 5Y17.92%
EPS Q2Q%34.67%
Revenue 1Y (TTM)-11.97%
Revenue growth 3Y5.57%
Revenue growth 5Y15.66%
Sales Q2Q%21.61%
3.2 Future
Based on estimates for the next years, JEF will show a small growth in Earnings Per Share. The EPS will grow by 7.00% on average per year.
The Revenue is expected to grow by 3.14% on average over the next years.
EPS Next Y0.73%
EPS Next 2Y15.13%
EPS Next 3Y19.75%
EPS Next 5Y7%
Revenue Next Year6.88%
Revenue Next 2Y8.42%
Revenue Next 3Y10.14%
Revenue Next 5Y3.14%
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 decreasing.
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.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 20.96, JEF is valued on the expensive side.
JEF's Price/Earnings is on the same level as the industry average.
The average S&P500 Price/Earnings ratio is at 26.55. JEF is valued slightly cheaper when compared to this.
With a Price/Forward Earnings ratio of 15.29, JEF is valued correctly.
The rest of the industry has a similar Price/Forward Earnings ratio as JEF.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.78, JEF is valued a bit cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.96 | ||
| Fwd PE | 15.29 |
4.2 Price Multiples
JEF's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. JEF is cheaper than 75.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | 17.75 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
JEF's earnings are expected to grow with 19.75% in the coming years. This may justify a more expensive valuation.
PEG (NY)28.65
PEG (5Y)1.17
EPS Next 2Y15.13%
EPS Next 3Y19.75%
5. Dividend
5.1 Amount
JEF has a Yearly Dividend Yield of 2.53%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 6.12, JEF has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.87, JEF pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.53% |
5.2 History
On average, the dividend of JEF grows each year by 23.90%, which is quite nice.
JEF has been paying a dividend for at least 10 years, so it has a reliable track record.
JEF has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)23.9%
Div Incr Years1
Div Non Decr Years4
5.3 Sustainability
56.03% of the earnings are spent on dividend by JEF. 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.
DP56.03%
EPS Next 2Y15.13%
EPS Next 3Y19.75%
NYSE:JEF (12/16/2025, 2:36:44 PM)
61
-0.55 (-0.89%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners68.97%
Inst Owner Change2.25%
Ins Owners21.48%
Ins Owner Change3.64%
Market Cap12.58B
Revenue(TTM)10.73B
Net Income(TTM)646.35M
Analysts78
Price Target71.81 (17.72%)
Short Float %2.85%
Short Ratio1.66
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.53% |
Yearly Dividend1.46
Dividend Growth(5Y)23.9%
DP56.03%
Div Incr Years1
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)7.5%
Min EPS beat(2)-9.99%
Max EPS beat(2)25%
EPS beat(4)2
Avg EPS beat(4)-5.87%
Min EPS beat(4)-39.96%
Max EPS beat(4)25%
EPS beat(8)3
Avg EPS beat(8)-6.61%
EPS beat(12)5
Avg EPS beat(12)-5.25%
EPS beat(16)7
Avg EPS beat(16)0.12%
Revenue beat(2)2
Avg Revenue beat(2)4.5%
Min Revenue beat(2)3.58%
Max Revenue beat(2)5.43%
Revenue beat(4)3
Avg Revenue beat(4)0.71%
Min Revenue beat(4)-15.35%
Max Revenue beat(4)9.19%
Revenue beat(8)5
Avg Revenue beat(8)1.59%
Revenue beat(12)7
Avg Revenue beat(12)8.94%
Revenue beat(16)11
Avg Revenue beat(16)12.38%
PT rev (1m)-0.56%
PT rev (3m)-3.56%
EPS NQ rev (1m)1.25%
EPS NQ rev (3m)31.03%
EPS NY rev (1m)0.47%
EPS NY rev (3m)33.42%
Revenue NQ rev (1m)1.36%
Revenue NQ rev (3m)7.69%
Revenue NY rev (1m)0.2%
Revenue NY rev (3m)6.32%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.96 | ||
| Fwd PE | 15.29 | ||
| P/S | 1.17 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | 1.21 | ||
| P/tB | 1.5 | ||
| EV/EBITDA | 17.75 |
EPS(TTM)2.91
EY4.77%
EPS(NY)3.99
Fwd EY6.54%
FCF(TTM)-9.56
FCFYN/A
OCF(TTM)-8.48
OCFYN/A
SpS52
BVpS50.6
TBVpS40.65
PEG (NY)28.65
PEG (5Y)1.17
Graham Number57.56
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 0.93% | ||
| ROE | 6.19% | ||
| ROCE | 2.22% | ||
| ROIC | 1.16% | ||
| ROICexc | 1.45% | ||
| ROICexgc | 1.64% | ||
| OM | 8.6% | ||
| PM (TTM) | 6.03% | ||
| GM | 61.01% | ||
| FCFM | N/A |
ROA(3y)1%
ROA(5y)1.44%
ROE(3y)5.61%
ROE(5y)8.14%
ROIC(3y)1.3%
ROIC(5y)1.93%
ROICexc(3y)1.62%
ROICexc(5y)2.46%
ROICexgc(3y)1.89%
ROICexgc(5y)2.82%
ROCE(3y)2.44%
ROCE(5y)3.91%
ROICexgc growth 3Y-29.79%
ROICexgc growth 5Y54.76%
ROICexc growth 3Y-29.71%
ROICexc growth 5Y54.78%
OM growth 3Y-28.34%
OM growth 5Y41.39%
PM growth 3Y-29.98%
PM growth 5Y-19.45%
GM growth 3Y-9.4%
GM growth 5Y0.11%
F-Score4
Asset Turnover0.15
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 3.31 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | 30.78 | ||
| Cap/Depr | 110.29% | ||
| Cap/Sales | 2.06% | ||
| Interest Coverage | 0.26 | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.69 | ||
| Quick Ratio | 0.69 | ||
| Altman-Z | 0.35 |
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)82.05%
Cap/Depr(5y)95.35%
Cap/Sales(3y)1.84%
Cap/Sales(5y)1.98%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)22.78%
EPS 3Y-21.11%
EPS 5Y17.92%
EPS Q2Q%34.67%
EPS Next Y0.73%
EPS Next 2Y15.13%
EPS Next 3Y19.75%
EPS Next 5Y7%
Revenue 1Y (TTM)-11.97%
Revenue growth 3Y5.57%
Revenue growth 5Y15.66%
Sales Q2Q%21.61%
Revenue Next Year6.88%
Revenue Next 2Y8.42%
Revenue Next 3Y10.14%
Revenue Next 5Y3.14%
EBIT growth 1Y-8.49%
EBIT growth 3Y-24.35%
EBIT growth 5Y63.52%
EBIT Next Year13.62%
EBIT Next 3Y19.52%
EBIT Next 5Y8.66%
FCF growth 1Y-15.61%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-14.18%
OCF growth 3YN/A
OCF growth 5YN/A
JEFFERIES FINANCIAL GROUP IN / JEF 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 for JEF stock?
ChartMill assigns a valuation rating of 3 / 10 to JEFFERIES FINANCIAL GROUP IN (JEF). This can be considered as Overvalued.
How profitable is JEFFERIES FINANCIAL GROUP IN (JEF) stock?
JEFFERIES FINANCIAL GROUP IN (JEF) has a profitability rating of 3 / 10.
How financially healthy is JEFFERIES FINANCIAL GROUP IN?
The financial health rating of JEFFERIES FINANCIAL GROUP IN (JEF) is 1 / 10.
How sustainable is the dividend of JEFFERIES FINANCIAL GROUP IN (JEF) stock?
The dividend rating of JEFFERIES FINANCIAL GROUP IN (JEF) is 5 / 10 and the dividend payout ratio is 56.03%.