JEFFERIES FINANCIAL GROUP IN (JEF) Fundamental Analysis & Valuation

NYSE:JEF • US47233W1099

Current stock price

38.525 USD
+0.45 (+1.17%)
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.
  • In the past year JEF has reported a negative cash flow from operations.
  • In the past 5 years JEF has always 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

  • With a Return On Assets value of 0.83%, JEF is not doing good in the industry: 65.70% 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.
  • With a Return On Invested Capital value of 1.10%, JEF is not doing good in the industry: 66.12% of the companies in the same industry are doing better.
  • Measured over the past 3 years, the Average Return On Invested Capital for JEF is significantly below the industry average of 7.15%.
  • The 3 year average ROIC (1.06%) for JEF is below the current ROIC(1.10%), indicating increased profibility in the last year.
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

  • Looking at the Profit Margin, with a value of 5.83%, JEF is doing worse than 64.88% of the companies in the same industry.
  • JEF's Profit Margin has declined in the last couple of years.
  • JEF has a Operating Margin of 8.05%. This is in the lower half of the industry: JEF underperforms 68.59% of its industry peers.
  • JEF's Operating Margin has declined in the last couple of years.
  • JEF has a Gross Margin of 61.57%. This is in the better half of the industry: JEF outperforms 69.01% 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.
  • JEF has less shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, JEF has an improved debt to assets ratio.
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

  • JEF has an Altman-Z score of 0.26. This is a bad value and indicates that JEF is not financially healthy and even has some risk of bankruptcy.
  • JEF's Altman-Z score of 0.26 is on the low side compared to the rest of the industry. JEF is outperformed by 69.01% of its industry peers.
  • A Debt/Equity ratio of 3.35 is on the high side and indicates that JEF has dependencies on debt financing.
  • JEF's Debt to Equity ratio of 3.35 is on the low side compared to the rest of the industry. JEF is outperformed by 82.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 3.35
Debt/FCF N/A
Altman-Z 0.26
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.
  • JEF has a worse Current ratio (0.71) than 67.36% of its industry peers.
  • A Quick Ratio of 0.71 indicates that JEF may have some problems paying its short term obligations.
  • The Quick ratio of JEF (0.71) is worse than 66.94% 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 for JEF have decreased by -2.33% in the last 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.
  • Looking at the last year, JEF shows a very negative growth in Revenue. The Revenue has decreased by -17.17% in the last year.
  • Measured over the past years, JEF shows a quite strong growth in Revenue. The Revenue has been growing by 9.25% on average per year.
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

  • JEF is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.43% yearly.
  • 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 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

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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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5

4. JEF Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 13.10 indicates a correct valuation of JEF.
  • JEF's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of JEF to the average of the S&P500 Index (26.11), we can say JEF is valued slightly cheaper.
  • The Price/Forward Earnings ratio is 8.96, which indicates a very decent valuation of JEF.
  • Based on the Price/Forward Earnings ratio, JEF is valued a bit cheaper than the industry average as 74.79% of the companies are valued more expensively.
  • JEF is valuated cheaply when we compare the Price/Forward Earnings ratio to 24.12, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 13.1
Fwd PE 8.96
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

  • 81.82% of the companies in the same industry are more expensive than JEF, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 11.75
JEF Per share dataJEF EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40

4.3 Compensation for Growth

  • The 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)0.28
PEG (5Y)7.98
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

  • With a Yearly Dividend Yield of 4.44%, JEF is a good candidate for dividend investing.
  • In the last 3 months the price of JEF has falen by -38.53%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • JEF's Dividend Yield is comparable with the industry average which is at 6.96.
  • Compared to an average S&P500 Dividend Yield of 1.91, JEF pays a better dividend.
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 paid a dividend for at least 10 years, which is 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.
  • JEF's earnings are growing slower than its dividend. 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 (3/18/2026, 11:19:04 AM)

38.525

+0.45 (+1.17%)

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 Cap7.96B
Revenue(TTM)10.82B
Net Income(TTM)630.67M
Analysts80
Price Target79.56 (106.52%)
Short Float %3.18%
Short Ratio1.6
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)-6.43%
EPS NQ rev (3m)-2.04%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)7.72%
Revenue NQ rev (1m)-0.89%
Revenue NQ rev (3m)-1.96%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.87%
Valuation
Industry RankSector Rank
PE 13.1
Fwd PE 8.96
P/S 0.74
P/FCF N/A
P/OCF N/A
P/B 0.75
P/tB 0.93
EV/EBITDA 11.75
EPS(TTM)2.94
EY7.63%
EPS(NY)4.3
Fwd EY11.16%
FCF(TTM)-8.26
FCFYN/A
OCF(TTM)-7.26
OCFYN/A
SpS52.4
BVpS51.2
TBVpS41.32
PEG (NY)0.28
PEG (5Y)7.98
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 0.26
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 13.1 and the Price/Book (PB) ratio is 0.75.


How financially healthy is JEFFERIES FINANCIAL GROUP IN?

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