(JEF) Jefferies Financial - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US47233W1099
Stock: Investment Banking, Capital Markets, Asset Management, Lending, Trading
Total Rating 21
Risk 75
Buy Signal -1.82
| Risk 5d forecast | |
|---|---|
| Volatility | 87.4% |
| Relative Tail Risk | -0.97% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.61 |
| Alpha | -63.54 |
| Character TTM | |
|---|---|
| Beta | 1.925 |
| Beta Downside | 1.651 |
| Drawdowns 3y | |
|---|---|
| Max DD | 51.51% |
| CAGR/Max DD | 0.16 |
EPS (Earnings per Share)
Revenue
Description: JEF Jefferies Financial March 05, 2026
Jefferies Financial Group Inc. (JEF) operates as an investment banking and capital markets firm globally. Its primary business model involves providing financial advisory services and facilitating capital transactions for corporate and institutional clients. The firm also engages in asset management.
JEFs Investment Banking and Capital Markets segment offers M&A advisory, debt and equity underwriting, and corporate lending. The capital markets sector is characterized by intense competition and reliance on market volatility. Its Asset Management segment provides services across various investment strategies and asset classes, catering to diverse institutional investors. Asset management firms typically earn revenue through management fees and performance fees.
JEF serves a broad client base including public and private companies, institutional investors, and government entities. The company was established in 1962 and is headquartered in New York. Further research on ValueRay can provide more detailed financial metrics and performance trends.
Headlines to watch out for
- Global M&A activity directly impacts investment banking revenue
- Capital markets volatility affects trading and underwriting income
- Interest rate changes influence fixed income and lending profitability
- Regulatory scrutiny on financial services increases compliance costs
- Economic downturns reduce client demand for advisory and capital raising
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income: 710.5m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.02 > 0.02 and ΔFCF/TA -1.53 > 1.0 |
| NWC/Revenue: 235.5% < 20% (prev 265.2%; Δ -29.79% < -1%) |
| CFO/TA -0.02 > 3% & CFO -1.50b > Net Income 710.5m |
| Net Debt (9.71b) to EBITDA (1.06b): 9.14 < 3 |
| Current Ratio: 2.43 > 1.5 & < 3 |
| Outstanding Shares: last quarter (222.7m) vs 12m ago -0.42% < -2% |
| Gross Margin: 59.67% > 18% (prev 0.59%; Δ 5908 % > 0.5%) |
| Asset Turnover: 15.42% > 50% (prev 16.34%; Δ -0.92% > 0%) |
| Interest Coverage Ratio: 0.25 > 6 (EBITDA TTM 1.06b / Interest Expense TTM 3.48b) |
Altman Z'' 2.79
| A: 0.34 (Total Current Assets 43.26b - Total Current Liabilities 17.78b) / Total Assets 76.01b |
| B: 0.11 (Retained Earnings 8.57b / Total Assets 76.01b) |
| C: 0.01 (EBIT TTM 871.0m / Avg Total Assets 70.19b) |
| D: 0.13 (Book Value of Equity 8.40b / Total Liabilities 65.37b) |
| Altman-Z'' Score: 2.79 = A |
Beneish M -2.61
| DSRI: 1.35 (Receivables 10.05b/7.21b, Revenue 10.82b/10.52b) |
| GMI: 0.99 (GM 59.67% / 59.12%) |
| AQI: 1.13 (AQ_t 0.41 / AQ_t-1 0.37) |
| SGI: 1.03 (Revenue 10.82b / 10.52b) |
| TATA: 0.03 (NI 710.5m - CFO -1.50b) / TA 76.01b) |
| Beneish M-Score: -2.61 (Cap -4..+1) = A |
What is the price of JEF shares?
As of March 09, 2026, the stock is trading at USD 38.29 with a total of 7,449,438 shares traded.
Over the past week, the price has changed by -15.98%, over one month by -35.72%, over three months by -34.66% and over the past year by -26.46%.
Over the past week, the price has changed by -15.98%, over one month by -35.72%, over three months by -34.66% and over the past year by -26.46%.
Is JEF a buy, sell or hold?
Jefferies Financial has received a consensus analysts rating of 3.33.
Therefor, it is recommend to hold JEF.
- StrongBuy: 0
- Buy: 1
- Hold: 2
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the JEF price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 73.7 | 92.4% |
| Analysts Target Price | 73.7 | 92.4% |
JEF Fundamental Data Overview March 06, 2026
P/E Trailing = 15.6456
P/E Forward = 10.7991
P/S = 1.2541
P/B = 0.8731
P/EG = 1.3016
Revenue TTM = 10.82b USD
EBIT TTM = 871.0m USD
EBITDA TTM = 1.06b USD
Long Term Debt = 21.40b USD (from longTermDebt, last quarter)
Short Term Debt = 1.77b USD (from shortTermDebt, last quarter)
Debt = 23.76b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 9.71b USD (from netDebt column, last quarter)
Enterprise Value = 22.83b USD (9.21b + Debt 23.76b - CCE 10.14b)
Interest Coverage Ratio = 0.25 (Ebit TTM 871.0m / Interest Expense TTM 3.48b)
EV/FCF = -13.37x (Enterprise Value 22.83b / FCF TTM -1.71b)
FCF Yield = -7.48% (FCF TTM -1.71b / Enterprise Value 22.83b)
FCF Margin = -15.77% (FCF TTM -1.71b / Revenue TTM 10.82b)
Net Margin = 6.56% (Net Income TTM 710.5m / Revenue TTM 10.82b)
Gross Margin = 59.67% ((Revenue TTM 10.82b - Cost of Revenue TTM 4.37b) / Revenue TTM)
Gross Margin QoQ = 59.61% (prev 60.30%)
Tobins Q-Ratio = 0.30 (Enterprise Value 22.83b / Total Assets 76.01b)
Interest Expense / Debt = 3.70% (Interest Expense 880.0m / Debt 23.76b)
Taxrate = 14.82% (37.5m / 253.2m)
NOPAT = 741.9m (EBIT 871.0m * (1 - 14.82%))
Current Ratio = 2.43 (Total Current Assets 43.26b / Total Current Liabilities 17.78b)
Debt / Equity = 2.25 (Debt 23.76b / totalStockholderEquity, last quarter 10.57b)
Debt / EBITDA = 9.14 (Net Debt 9.71b / EBITDA 1.06b)
Debt / FCF = -5.69 (negative FCF - burning cash) (Net Debt 9.71b / FCF TTM -1.71b)
Total Stockholder Equity = 10.38b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.01% (Net Income 710.5m / Total Assets 76.01b)
RoE = 6.84% (Net Income TTM 710.5m / Total Stockholder Equity 10.38b)
RoCE = 2.74% (EBIT 871.0m / Capital Employed (Equity 10.38b + L.T.Debt 21.40b))
RoIC = 2.23% (NOPAT 741.9m / Invested Capital 33.27b)
WACC = 5.91% (E(9.21b)/V(32.97b) * Re(13.01%) + D(23.76b)/V(32.97b) * Rd(3.70%) * (1-Tc(0.15)))
Discount Rate = 13.01% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
[DCF] Fair Price = unknown (Cash Flow -1.71b)
EPS Correlation: 11.30 | EPS CAGR: -44.17% | SUE: -4.0 | # QB: 0
Revenue Correlation: 89.41 | Revenue CAGR: 12.23% | SUE: 3.24 | # QB: 2
EPS next Quarter (2026-05-31): EPS=0.99 | Chg7d=+0.000 | Chg30d=-0.002 | Revisions Net=+2 | Analysts=5
EPS current Year (2026-11-30): EPS=4.26 | Chg7d=+0.000 | Chg30d=-0.003 | Revisions Net=-2 | Growth EPS=+50.4% | Growth Revenue=+14.3%
EPS next Year (2027-11-30): EPS=5.60 | Chg7d=+0.000 | Chg30d=+0.000 | Revisions Net=-1 | Growth EPS=+31.5% | Growth Revenue=+8.7%
[Analyst] Revisions Ratio: +0.50 (3 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 6.6% (Discount Rate 13.0% - Earnings Yield 6.4%)
[Growth] Growth Spread = +18.5% (Analyst 25.1% - Implied 6.6%)
P/E Forward = 10.7991
P/S = 1.2541
P/B = 0.8731
P/EG = 1.3016
Revenue TTM = 10.82b USD
EBIT TTM = 871.0m USD
EBITDA TTM = 1.06b USD
Long Term Debt = 21.40b USD (from longTermDebt, last quarter)
Short Term Debt = 1.77b USD (from shortTermDebt, last quarter)
Debt = 23.76b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 9.71b USD (from netDebt column, last quarter)
Enterprise Value = 22.83b USD (9.21b + Debt 23.76b - CCE 10.14b)
Interest Coverage Ratio = 0.25 (Ebit TTM 871.0m / Interest Expense TTM 3.48b)
EV/FCF = -13.37x (Enterprise Value 22.83b / FCF TTM -1.71b)
FCF Yield = -7.48% (FCF TTM -1.71b / Enterprise Value 22.83b)
FCF Margin = -15.77% (FCF TTM -1.71b / Revenue TTM 10.82b)
Net Margin = 6.56% (Net Income TTM 710.5m / Revenue TTM 10.82b)
Gross Margin = 59.67% ((Revenue TTM 10.82b - Cost of Revenue TTM 4.37b) / Revenue TTM)
Gross Margin QoQ = 59.61% (prev 60.30%)
Tobins Q-Ratio = 0.30 (Enterprise Value 22.83b / Total Assets 76.01b)
Interest Expense / Debt = 3.70% (Interest Expense 880.0m / Debt 23.76b)
Taxrate = 14.82% (37.5m / 253.2m)
NOPAT = 741.9m (EBIT 871.0m * (1 - 14.82%))
Current Ratio = 2.43 (Total Current Assets 43.26b / Total Current Liabilities 17.78b)
Debt / Equity = 2.25 (Debt 23.76b / totalStockholderEquity, last quarter 10.57b)
Debt / EBITDA = 9.14 (Net Debt 9.71b / EBITDA 1.06b)
Debt / FCF = -5.69 (negative FCF - burning cash) (Net Debt 9.71b / FCF TTM -1.71b)
Total Stockholder Equity = 10.38b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.01% (Net Income 710.5m / Total Assets 76.01b)
RoE = 6.84% (Net Income TTM 710.5m / Total Stockholder Equity 10.38b)
RoCE = 2.74% (EBIT 871.0m / Capital Employed (Equity 10.38b + L.T.Debt 21.40b))
RoIC = 2.23% (NOPAT 741.9m / Invested Capital 33.27b)
WACC = 5.91% (E(9.21b)/V(32.97b) * Re(13.01%) + D(23.76b)/V(32.97b) * Rd(3.70%) * (1-Tc(0.15)))
Discount Rate = 13.01% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
[DCF] Fair Price = unknown (Cash Flow -1.71b)
EPS Correlation: 11.30 | EPS CAGR: -44.17% | SUE: -4.0 | # QB: 0
Revenue Correlation: 89.41 | Revenue CAGR: 12.23% | SUE: 3.24 | # QB: 2
EPS next Quarter (2026-05-31): EPS=0.99 | Chg7d=+0.000 | Chg30d=-0.002 | Revisions Net=+2 | Analysts=5
EPS current Year (2026-11-30): EPS=4.26 | Chg7d=+0.000 | Chg30d=-0.003 | Revisions Net=-2 | Growth EPS=+50.4% | Growth Revenue=+14.3%
EPS next Year (2027-11-30): EPS=5.60 | Chg7d=+0.000 | Chg30d=+0.000 | Revisions Net=-1 | Growth EPS=+31.5% | Growth Revenue=+8.7%
[Analyst] Revisions Ratio: +0.50 (3 Up / 1 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 6.6% (Discount Rate 13.0% - Earnings Yield 6.4%)
[Growth] Growth Spread = +18.5% (Analyst 25.1% - Implied 6.6%)