JEFFERIES FINANCIAL GROUP IN (JEF) Fundamental Analysis & Valuation

NYSE:JEF • US47233W1099

Current stock price

36.36 USD
+0.34 (+0.94%)
At close:
36.75 USD
+0.39 (+1.07%)
After Hours:

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.
  • In the past year JEF has reported a negative cash flow from operations.
  • 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.
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

  • With a Return On Assets value of 0.83%, JEF is not doing good in the industry: 66.94% of the companies in the same industry are doing better.
  • JEF has a Return On Equity (5.96%) which is in line with its industry peers.
  • Looking at the Return On Invested Capital, with a value of 1.10%, JEF is doing worse than 66.12% of the companies in the same industry.
  • JEF had an Average Return On Invested Capital over the past 3 years of 1.06%. This is significantly below the industry average of 7.06%.
  • 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's Profit Margin of 5.83% is on the low side compared to the rest of the industry. JEF is outperformed by 65.70% of its industry peers.
  • In the last couple of years the Profit Margin of JEF has declined.
  • Looking at the Operating Margin, with a value of 8.05%, JEF is doing worse than 68.59% of the companies in the same industry.
  • In the last couple of years the Operating Margin of JEF has declined.
  • With a decent Gross Margin value of 61.57%, JEF is doing good in the industry, outperforming 69.42% of the companies in the same industry.
  • JEF's Gross Margin has declined in the last couple of years.
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

  • The number of shares outstanding for JEF has been increased compared to 1 year ago.
  • JEF has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for JEF has been reduced compared to a year ago.
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 0.25, we must say that JEF is in the distress zone and has some risk of bankruptcy.
  • JEF's Altman-Z score of 0.25 is on the low side compared to the rest of the industry. JEF is outperformed by 68.59% 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.
  • With a Debt to Equity ratio value of 3.35, JEF is not doing good in the industry: 82.64% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 3.35
Debt/FCF N/A
Altman-Z 0.25
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

  • JEF has a Current Ratio of 0.71. This is a bad value and indicates that JEF is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 0.71, JEF is doing worse than 64.88% of the companies in the same industry.
  • JEF has a Quick Ratio of 0.71. This is a bad value and indicates that JEF is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.71, JEF is doing worse than 64.46% of the companies in the same industry.
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 for JEF have decreased by -2.33% in the last year.
  • The Earnings Per Share has been growing slightly by 1.64% on average over the past years.
  • Looking at the last year, JEF shows a very negative growth in Revenue. The Revenue has decreased by -17.17% in the last year.
  • The Revenue has been growing by 9.25% on average over the past years. This is quite good.
EPS 1Y (TTM)-2.33%
EPS 3Y-4.35%
EPS 5Y1.64%
EPS Q2Q%3.23%
Revenue 1Y (TTM)-17.17%
Revenue growth 3Y14.68%
Revenue growth 5Y9.25%
Sales Q2Q%5.74%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.43% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 4.70% on average over the next years.
EPS Next Y46.18%
EPS Next 2Y33.68%
EPS Next 3Y22.97%
EPS Next 5Y12.43%
Revenue Next Year14.8%
Revenue Next 2Y11.73%
Revenue Next 3Y8.35%
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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
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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6

4. JEF Valuation Analysis

4.1 Price/Earnings Ratio

  • JEF is valuated correctly with a Price/Earnings ratio of 12.37.
  • JEF's Price/Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 25.70, JEF is valued rather cheaply.
  • The Price/Forward Earnings ratio is 8.46, which indicates a very decent valuation of JEF.
  • Based on the Price/Forward Earnings ratio, JEF is valued a bit cheaper than 76.03% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of JEF to the average of the S&P500 Index (23.84), we can say JEF is valued rather cheaply.
Industry RankSector Rank
PE 12.37
Fwd PE 8.46
JEF Price Earnings VS Forward Price EarningsJEF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, JEF is valued cheaply inside the industry as 81.82% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.35
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 22.97% in the coming years.
PEG (NY)0.27
PEG (5Y)7.53
EPS Next 2Y33.68%
EPS Next 3Y22.97%

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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 4.44%, which is a nice return.
  • The stock price of JEF dropped by -41.35% 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.
  • JEF's Dividend Yield is comparable with the industry average which is at 6.83.
  • JEF's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 4.44%

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.
  • JEF has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)25.07%
Div Incr Years1
Div Non Decr Years4
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 2Y33.68%
EPS Next 3Y22.97%
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 (3/13/2026, 8:04:00 PM)

After market: 36.75 +0.39 (+1.07%)

36.36

+0.34 (+0.94%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-07
Earnings (Next)03-25
Inst Owners68.72%
Inst Owner Change1.34%
Ins Owners21.17%
Ins Owner Change-1.46%
Market Cap7.51B
Revenue(TTM)10.82B
Net Income(TTM)630.67M
Analysts80
Price Target79.56 (118.81%)
Short Float %3.27%
Short Ratio2.09
Dividend
Industry RankSector Rank
Dividend Yield 4.44%
Yearly Dividend1.82
Dividend Growth(5Y)25.07%
DP59.32%
Div Incr Years1
Div Non Decr Years4
Ex-Date02-17
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)-1.52%
PT rev (3m)10.8%
EPS NQ rev (1m)-0.19%
EPS NQ rev (3m)4.49%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)7.72%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.07%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.87%
Valuation
Industry RankSector Rank
PE 12.37
Fwd PE 8.46
P/S 0.69
P/FCF N/A
P/OCF N/A
P/B 0.71
P/tB 0.88
EV/EBITDA 11.35
EPS(TTM)2.94
EY8.09%
EPS(NY)4.3
Fwd EY11.82%
FCF(TTM)-8.26
FCFYN/A
OCF(TTM)-7.26
OCFYN/A
SpS52.4
BVpS51.2
TBVpS41.32
PEG (NY)0.27
PEG (5Y)7.53
Graham Number58.2
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 0.25
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)-2.33%
EPS 3Y-4.35%
EPS 5Y1.64%
EPS Q2Q%3.23%
EPS Next Y46.18%
EPS Next 2Y33.68%
EPS Next 3Y22.97%
EPS Next 5Y12.43%
Revenue 1Y (TTM)-17.17%
Revenue growth 3Y14.68%
Revenue growth 5Y9.25%
Sales Q2Q%5.74%
Revenue Next Year14.8%
Revenue Next 2Y11.73%
Revenue Next 3Y8.35%
Revenue Next 5Y4.7%
EBIT growth 1Y-28.94%
EBIT growth 3Y-7%
EBIT growth 5Y-6.64%
EBIT Next Year61.51%
EBIT Next 3Y21.7%
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 6 / 10 to JEFFERIES FINANCIAL GROUP IN (JEF). This can be considered as Fairly Valued.


How profitable is JEFFERIES FINANCIAL GROUP IN (JEF) stock?

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


What are the PE and PB ratios of JEFFERIES FINANCIAL GROUP IN (JEF) stock?

The Price/Earnings (PE) ratio for JEFFERIES FINANCIAL GROUP IN (JEF) is 12.37 and the Price/Book (PB) ratio is 0.71.


How financially healthy is JEFFERIES FINANCIAL GROUP IN?

The financial health rating of JEFFERIES FINANCIAL GROUP IN (JEF) is 1 / 10.