(JEF) Jefferies Financial - Ratings and Ratios
Investment Banking, Capital Markets, Advisory, Underwriting, Asset Management
JEF EPS (Earnings per Share)
JEF Revenue
| Risk via 10d forecast | |
|---|---|
| Volatility | 44.8% |
| Value at Risk 5%th | 71.5% |
| Relative Tail Risk | -3.09% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.44 |
| Alpha | -44.93 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.494 |
| Beta | 1.772 |
| Beta Downside | 1.945 |
| Drawdowns 3y | |
|---|---|
| Max DD | 49.49% |
| Mean DD | 12.71% |
| Median DD | 7.94% |
Description: JEF Jefferies Financial October 31, 2025
Jefferies Financial Group Inc. (NYSE:JEF) is a diversified investment banking and capital-markets firm operating across the Americas, Europe, the Middle East, and Asia-Pacific. It delivers advisory services for M&A, debt financing, restructurings, and private-capital transactions, while also underwriting corporate, municipal, mortgage-backed, asset-backed, equity-linked, and loan securities.
The business is organized into two primary segments: Investment Banking & Capital Markets, and Asset Management. The former generates fee-based revenue from underwriting, loan syndication, prime brokerage, securities lending, and equity research, whereas the Asset Management arm oversees a suite of alternative-asset platforms spanning credit, real-estate, and equity strategies.
Key quantitative highlights (FY 2023) include approximately $2.1 billion in total revenue, a net income of $250 million, and an ROE near 12 %. The firm’s asset-under-management base sits around $30 billion, providing a stable fee stream that is relatively insulated from short-term market volatility.
Jefferies’ performance is sensitive to macro-economic drivers such as interest-rate cycles, corporate credit spreads, and M&A activity levels. A rising rate environment can boost underwriting fees on debt issuance but may compress credit-spread-related earnings in the asset-management segment.
Founded in 1962 and headquartered in New York, the company rebranded from Leucadia National Corporation to Jefferies Financial Group in May 2018, reflecting its strategic focus on the Jefferies investment-banking brand.
For a deeper dive into JEF’s valuation metrics and peer comparisons, you might find ValueRay’s analytics platform useful.
JEF Stock Overview
| Market Cap in USD | 11,513m |
| Sub-Industry | Multi-Sector Holdings |
| IPO / Inception | 1987-11-05 |
| Return 12m vs S&P 500 | -32.5% |
| Analyst Rating | 3.33 of 5 |
JEF Dividends
| Dividend Yield | 3.51% |
| Yield on Cost 5y | 10.46% |
| Yield CAGR 5y | 121.51% |
| Payout Consistency | 32.8% |
| Payout Ratio | 55.0% |
JEF Growth Ratios
| CAGR 3y | 20.72% |
| CAGR/Max DD Calmar Ratio | 0.42 |
| CAGR/Mean DD Pain Ratio | 1.63 |
| Current Volume | 1867.1k |
| Average Volume | 1807k |
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income (711.6m TTM) > 0 and > 6% of Revenue (6% = 643.6m TTM) |
| FCFTA -16.31 (>2.0%) and ΔFCFTA -1628 pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -11.37% (prev 255.4%; Δ -266.8pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA -13.12 (>3.0%) and CFO -909.3m <= Net Income 711.6m (YES >=105%, WARN >=100%) |
| Net Debt (-11.5m) to EBITDA (2.89b) ratio: -0.00 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.01 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (222.7m) change vs 12m ago 0.46% (target <= -2.0% for YES) |
| Gross Margin 52.40% (prev 48.81%; Δ 3.59pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 33.87% (prev 14.73%; Δ 19.14pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 0.77 (EBITDA TTM 2.89b / Interest Expense TTM 3.49b) >= 6 (WARN >= 3) |
ValueRay F-Score (Strict, 0-100) 57.62
| 1. Piotroski 4.0pt = -1.0 |
| 2. FCF Yield -2.43% = -1.21 |
| 3. FCF Margin -10.54% = -3.95 |
| 4. Debt/Equity data missing |
| 5. Debt/Ebitda -0.00 = 2.50 |
| 6. ROIC - WACC (= 1.74)% = 2.17 |
| 7. RoE 9.26% = 0.77 |
| 8. Rev. Trend 80.67% = 6.05 |
| 9. EPS Trend 45.81% = 2.29 |
What is the price of JEF shares?
Over the past week, the price has changed by +1.80%, over one month by +3.10%, over three months by -9.46% and over the past year by -22.62%.
Is Jefferies Financial a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JEF is around 58.90 USD . This means that JEF is currently overvalued and has a potential downside of 6.15%.
Is JEF a buy, sell or hold?
- Strong Buy: 0
- Buy: 1
- Hold: 2
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the JEF price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 65.8 | 18.6% |
| Analysts Target Price | 65.8 | 18.6% |
| ValueRay Target Price | 63.3 | 14.1% |
JEF Fundamental Data Overview November 11, 2025
P/E Trailing = 19.3785
P/E Forward = 17.1233
P/S = 1.592
P/B = 1.2625
P/EG = 2.0872
Beta = 1.505
Revenue TTM = 10.73b USD
EBIT TTM = 2.70b USD
EBITDA TTM = 2.89b USD
Long Term Debt = 19.29b USD (from longTermDebt, last fiscal year)
Short Term Debt = 18.50b USD (from shortTermDebt, last quarter)
Debt = 35.12b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -11.5m USD (from netDebt column, last quarter)
Enterprise Value = 46.62b USD (11.51b + Debt 35.12b - CCE 11.5m)
Interest Coverage Ratio = 0.77 (Ebit TTM 2.70b / Interest Expense TTM 3.49b)
FCF Yield = -2.43% (FCF TTM -1.13b / Enterprise Value 46.62b)
FCF Margin = -10.54% (FCF TTM -1.13b / Revenue TTM 10.73b)
Net Margin = 6.63% (Net Income TTM 711.6m / Revenue TTM 10.73b)
Gross Margin = 52.40% ((Revenue TTM 10.73b - Cost of Revenue TTM 5.11b) / Revenue TTM)
Gross Margin QoQ = 60.30% (prev 60.89%)
Tobins Q-Ratio = 672.6 (set to none) (Enterprise Value 46.62b / Total Assets 69.3m)
Interest Expense / Debt = 2.45% (Interest Expense 860.2m / Debt 35.12b)
Taxrate = 26.92% (89.3m / 331.8m)
NOPAT = 1.97b (EBIT 2.70b * (1 - 26.92%))
Current Ratio = 0.01 (Total Current Assets 11.5m / Total Current Liabilities 1.23b)
Debt / Equity = 3344 (out of range, set to none) (Debt 35.12b / totalStockholderEquity, last quarter 10.5m)
Debt / EBITDA = -0.00 (Net Debt -11.5m / EBITDA 2.89b)
Debt / FCF = 0.01 (negative FCF - burning cash) (Net Debt -11.5m / FCF TTM -1.13b)
Total Stockholder Equity = 7.69b (last 4 quarters mean from totalStockholderEquity)
RoA = 1026 % (out of range, set to none)
RoE = 9.26% (Net Income TTM 711.6m / Total Stockholder Equity 7.69b)
RoCE = 10.00% (EBIT 2.70b / Capital Employed (Equity 7.69b + L.T.Debt 19.29b))
RoIC = 6.18% (NOPAT 1.97b / Invested Capital 31.90b)
WACC = 4.44% (E(11.51b)/V(46.63b) * Re(12.54%) + D(35.12b)/V(46.63b) * Rd(2.45%) * (1-Tc(0.27)))
Discount Rate = 12.54% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
Fair Price DCF = unknown (Cash Flow -1.13b)
EPS Correlation: 45.81 | EPS CAGR: 23.12% | SUE: 1.44 | # QB: 1
Revenue Correlation: 80.67 | Revenue CAGR: 20.24% | SUE: 0.84 | # QB: 0
Additional Sources for JEF Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle