Overall JEF gets a fundamental rating of 2 out of 10. We evaluated JEF against 237 industry peers in the Capital Markets industry. JEF has a bad profitability rating. Also its financial health evaluation is rather negative. JEF has a valuation in line with the averages, but on the other hand it scores bad on growth.

Quickly go to:

1. Profitability

2. Health

3. Growth

4. Valuation

5. Dividend

1. Profitability

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.
Of the past 5 years JEF 4 years were profitable.
The reported operating cash flow has been mixed in the past 5 years: JEF reported negative operating cash flow in multiple years.

1.2 Ratios

JEF has a Return On Assets of 0.93%. This is in the lower half of the industry: JEF underperforms 69.62% of its industry peers.
JEF's Return On Equity of 6.19% is in line compared to the rest of the industry. JEF outperforms 44.73% of its industry peers.
JEF's Return On Invested Capital of 1.16% is on the low side compared to the rest of the industry. JEF is outperformed by 65.40% of its industry peers.
The Average Return On Invested Capital over the past 3 years for JEF is significantly below the industry average of 7.27%.

		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

JEF's Profit Margin of 6.03% is on the low side compared to the rest of the industry. JEF is outperformed by 70.04% of its industry peers.
In the last couple of years the Profit Margin of JEF has declined.
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.
Looking at the Gross Margin, with a value of 61.01%, JEF is in the better half of the industry, outperforming 68.78% of the companies in the same industry.
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%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

There is no outstanding debt for JEF. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.

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 has a worse Altman-Z score (0.35) than 65.82% 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.
JEF has a worse Debt to Equity ratio (3.31) than 82.28% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	3.31
Debt/FCF	N/A
Altman-Z	0.35

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

JEF has a Current Ratio of 0.69. This is a bad value and indicates that JEF is not financially healthy enough and could expect problems in meeting its short term obligations.
The Current ratio of JEF (0.69) is worse than 66.67% of its industry peers.
JEF has a Quick Ratio of 0.69. This is a bad value and indicates that JEF is not financially healthy enough and could expect problems in meeting its short term obligations.
With a Quick ratio value of 0.69, JEF is not doing good in the industry: 66.24% of the companies in the same industry are doing better.

		Industry Rank	Sector Rank
Current Ratio	0.69
Quick Ratio	0.69

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

JEF shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -2.33%.
The Earnings Per Share has been growing slightly by 1.64% on average over the past years.

EPS 1Y (TTM)-2.33%

EPS 3Y-4.35%

EPS 5Y1.64%

EPS Q2Q%3.23%

Revenue 1Y (TTM)N/A

Revenue growth 3YN/A

Revenue growth 5YN/A

Sales Q2Q%5.74%

3.2 Future

The Earnings Per Share is expected to grow by 8.66% on average over the next years. This is quite good.
The Revenue is expected to grow by 2.15% on average over the next years.

EPS Next Y46.23%

EPS Next 2Y33.68%

EPS Next 3Y20.48%

EPS Next 5Y8.66%

Revenue Next Year14.8%

Revenue Next 2Y11.73%

Revenue Next 3Y7.55%

Revenue Next 5Y2.15%

3.3 Evolution

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

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 20.81, the valuation of JEF can be described as rather expensive.
JEF's Price/Earnings is on the same level as the industry average.
JEF is valuated rather cheaply when we compare the Price/Earnings ratio to 28.30, which is the current average of the S&P500 Index.
A Price/Forward Earnings ratio of 14.23 indicates a correct valuation of JEF.
JEF's Price/Forward Earnings ratio is in line with the industry average.
The average S&P500 Price/Forward Earnings ratio is at 25.57. JEF is valued slightly cheaper when compared to this.

		Industry Rank	Sector Rank
PE	20.81
Fwd PE	14.23

4.2 Price Multiples

Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of JEF indicates a somewhat cheap valuation: JEF is cheaper than 75.53% of the companies listed in the same industry.

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	17.68

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 20.48% in the coming years.

PEG (NY)0.45

PEG (5Y)12.67

EPS Next 2Y33.68%

EPS Next 3Y20.48%

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5. Dividend

5.1 Amount

JEF has a Yearly Dividend Yield of 2.53%.
Compared to an average industry Dividend Yield of 5.88, JEF has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.82, 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 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)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 2Y33.68%

EPS Next 3Y20.48%

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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 2 / 10 to JEF.

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

ChartMill assigns a valuation rating of 4 / 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 20.81 and the Price/Book (PB) ratio is 1.21.

How financially healthy is JEFFERIES FINANCIAL GROUP IN?

The financial health rating of JEFFERIES FINANCIAL GROUP IN (JEF) is 0 / 10.