(JEF) Jefferies Financial - Overview
Sector: Financial ServicesIndustry: Capital Markets | Exchange NYSE (USA) | Currency USD | Market Cap: 8.188m | Total Return -31.2% in 12m
Stock: Investment Banking, Capital Markets, Asset Management, Lending, Trading
Total Rating 16
Risk 33
Buy Signal -0.95
| Risk 5d forecast | |
|---|---|
| Volatility | 52.0% |
| Relative Tail Risk | -1.53% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.60 |
| Alpha | -53.87 |
| Character TTM | |
|---|---|
| Beta | 1.841 |
| Beta Downside | 1.643 |
| Drawdowns 3y | |
|---|---|
| Max DD | 54.39% |
| CAGR/Max DD | 0.23 |
EPS (Earnings per Share)
Revenue
Risks
Technicals:
choppy
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) 4.5
| Net Income: 722.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: -22.95 > 0.02 and ΔFCF/TA -2.29k > 1.0 |
| NWC/Revenue: -158.3% < 20% (prev 297.8%; Δ -456.1% < -1%) |
| CFO/TA -20.16 > 3% & CFO -1.50b > Net Income 722.3m |
| Net Debt (-12.0m) to EBITDA (1.12b): -0.01 < 3 |
| Current Ratio: 0.00 > 1.5 & < 3 |
| Outstanding Shares: last fiscal year (222.7m) vs prev -0.42% < -2% |
| Gross Margin: 59.32% > 18% (prev 0.60%; Δ 5.87k% > 0.5%) |
| Asset Turnover: 31.93% > 50% (prev 14.86%; Δ 17.07% > 0%) |
| Interest Coverage Ratio: 0.26 > 6 (EBITDA TTM 1.12b / Interest Expense TTM 3.45b) |
Altman Z'' -15.00
| A: -238.8 (Total Current Assets 12.0m - Total Current Liabilities 17.78b) / Total Assets 74.4m |
| B: 115.3 (Retained Earnings 8.57b / Total Assets 74.4m) |
| C: 0.03 (EBIT TTM 902.8m / Avg Total Assets 35.15b) |
| D: 131.8 (Book Value of Equity 8.40b / Total Liabilities 63.7m) |
| Altman-Z'' Score: -1.05k = D |
Beneish M 1.00
| DSRI: 0.95 (Receivables 10.05b/9.84b, Revenue 11.22b/10.44b) |
| GMI: 1.00 (GM 59.32% / 59.57%) |
| AQI: -42.82 (AQ_t -15.92 / AQ_t-1 0.37) |
| SGI: 1.08 (Revenue 11.22b / 10.44b) |
| TATA: 29.87 (NI 722.3m - CFO -1.50b) / TA 74.4m) |
| Beneish M-Score: 1.74 (Cap -4..+1) = D |
What is the price of JEF shares?
As of March 27, 2026, the stock is trading at USD 40.28 with a total of 4,290,980 shares traded.
Over the past week, the price has changed by +5.42%, over one month by -17.73%, over three months by -36.50% and over the past year by -31.22%.
Over the past week, the price has changed by +5.42%, over one month by -17.73%, over three months by -36.50% and over the past year by -31.22%.
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 | 55 | 36.5% |
| Analysts Target Price | 55 | 36.5% |
JEF Fundamental Data Overview March 27, 2026
P/E Trailing = 13.302
P/E Forward = 9.9206
P/S = 1.1149
P/B = 0.7743
P/EG = 1.1955
Revenue TTM = 11.22b USD
EBIT TTM = 902.8m USD
EBITDA TTM = 1.12b USD
Long Term Debt = 21.40b USD (from longTermDebt, last fiscal year)
Short Term Debt = 1.77b USD (from shortTermDebt, last fiscal year)
Debt = 23.76b USD (from shortLongTermDebtTotal, last fiscal year)
Net Debt = -12.0m USD (from netDebt column, last quarter)
Enterprise Value = 31.93b USD (8.19b + Debt 23.76b - CCE 12.0m)
Interest Coverage Ratio = 0.26 (Ebit TTM 902.8m / Interest Expense TTM 3.45b)
EV/FCF = -18.71x (Enterprise Value 31.93b / FCF TTM -1.71b)
FCF Yield = -5.35% (FCF TTM -1.71b / Enterprise Value 31.93b)
FCF Margin = -15.21% (FCF TTM -1.71b / Revenue TTM 11.22b)
Net Margin = 6.44% (Net Income TTM 722.3m / Revenue TTM 11.22b)
Gross Margin = 59.32% ((Revenue TTM 11.22b - Cost of Revenue TTM 4.57b) / Revenue TTM)
Gross Margin QoQ = 58.46% (prev 59.61%)
Tobins Q-Ratio = 429.3 (set to none) (Enterprise Value 31.93b / Total Assets 74.4m)
Interest Expense / Debt = 3.60% (Interest Expense 854.1m / Debt 23.76b)
Taxrate = 24.91% (52.9m / 212.2m)
NOPAT = 677.9m (EBIT 902.8m * (1 - 24.91%))
Current Ratio = 0.00 (Total Current Assets 12.0m / Total Current Liabilities 17.78b)
Debt / Equity = 2.23k (out of range, set to none) (Debt 23.76b / totalStockholderEquity, last quarter 10.7m)
Debt / EBITDA = -0.01 (Net Debt -12.0m / EBITDA 1.12b)
Debt / FCF = 0.01 (negative FCF - burning cash) (Net Debt -12.0m / FCF TTM -1.71b)
Total Stockholder Equity = 7.83b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.06% (Net Income 722.3m / Total Assets 74.4m)
RoE = 9.22% (Net Income TTM 722.3m / Total Stockholder Equity 7.83b)
RoCE = 3.09% (EBIT 902.8m / Capital Employed (Equity 7.83b + L.T.Debt 21.40b))
RoIC = 2.04% (NOPAT 677.9m / Invested Capital 33.30b)
WACC = 5.20% (E(8.19b)/V(31.95b) * Re(12.46%) + D(23.76b)/V(31.95b) * Rd(3.60%) * (1-Tc(0.25)))
Discount Rate = 12.46% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
[DCF] Fair Price = unknown (Cash Flow -1.71b)
EPS Correlation: 12.03 | EPS CAGR: -44.17% | SUE: -4.0 | # QB: 0
Revenue Correlation: 92.12 | Revenue CAGR: 16.94% | SUE: 0.72 | # QB: 0
EPS next Quarter (2026-05-31): EPS=0.95 | Chg7d=+0.038 | Chg30d=-0.038 | Revisions Net=-3 | Analysts=4
EPS current Year (2026-11-30): EPS=4.04 | Chg7d=+0.015 | Chg30d=-0.213 | Revisions Net=-4 | Growth EPS=+42.9% | Growth Revenue=+12.7%
EPS next Year (2027-11-30): EPS=5.46 | Chg7d=+0.112 | Chg30d=-0.135 | Revisions Net=-4 | Growth EPS=+35.1% | Growth Revenue=+8.8%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.9% (Discount Rate 12.5% - Earnings Yield 7.5%)
[Growth] Growth Spread = +16.6% (Analyst 21.6% - Implied 4.9%)
P/E Forward = 9.9206
P/S = 1.1149
P/B = 0.7743
P/EG = 1.1955
Revenue TTM = 11.22b USD
EBIT TTM = 902.8m USD
EBITDA TTM = 1.12b USD
Long Term Debt = 21.40b USD (from longTermDebt, last fiscal year)
Short Term Debt = 1.77b USD (from shortTermDebt, last fiscal year)
Debt = 23.76b USD (from shortLongTermDebtTotal, last fiscal year)
Net Debt = -12.0m USD (from netDebt column, last quarter)
Enterprise Value = 31.93b USD (8.19b + Debt 23.76b - CCE 12.0m)
Interest Coverage Ratio = 0.26 (Ebit TTM 902.8m / Interest Expense TTM 3.45b)
EV/FCF = -18.71x (Enterprise Value 31.93b / FCF TTM -1.71b)
FCF Yield = -5.35% (FCF TTM -1.71b / Enterprise Value 31.93b)
FCF Margin = -15.21% (FCF TTM -1.71b / Revenue TTM 11.22b)
Net Margin = 6.44% (Net Income TTM 722.3m / Revenue TTM 11.22b)
Gross Margin = 59.32% ((Revenue TTM 11.22b - Cost of Revenue TTM 4.57b) / Revenue TTM)
Gross Margin QoQ = 58.46% (prev 59.61%)
Tobins Q-Ratio = 429.3 (set to none) (Enterprise Value 31.93b / Total Assets 74.4m)
Interest Expense / Debt = 3.60% (Interest Expense 854.1m / Debt 23.76b)
Taxrate = 24.91% (52.9m / 212.2m)
NOPAT = 677.9m (EBIT 902.8m * (1 - 24.91%))
Current Ratio = 0.00 (Total Current Assets 12.0m / Total Current Liabilities 17.78b)
Debt / Equity = 2.23k (out of range, set to none) (Debt 23.76b / totalStockholderEquity, last quarter 10.7m)
Debt / EBITDA = -0.01 (Net Debt -12.0m / EBITDA 1.12b)
Debt / FCF = 0.01 (negative FCF - burning cash) (Net Debt -12.0m / FCF TTM -1.71b)
Total Stockholder Equity = 7.83b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.06% (Net Income 722.3m / Total Assets 74.4m)
RoE = 9.22% (Net Income TTM 722.3m / Total Stockholder Equity 7.83b)
RoCE = 3.09% (EBIT 902.8m / Capital Employed (Equity 7.83b + L.T.Debt 21.40b))
RoIC = 2.04% (NOPAT 677.9m / Invested Capital 33.30b)
WACC = 5.20% (E(8.19b)/V(31.95b) * Re(12.46%) + D(23.76b)/V(31.95b) * Rd(3.60%) * (1-Tc(0.25)))
Discount Rate = 12.46% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
[DCF] Fair Price = unknown (Cash Flow -1.71b)
EPS Correlation: 12.03 | EPS CAGR: -44.17% | SUE: -4.0 | # QB: 0
Revenue Correlation: 92.12 | Revenue CAGR: 16.94% | SUE: 0.72 | # QB: 0
EPS next Quarter (2026-05-31): EPS=0.95 | Chg7d=+0.038 | Chg30d=-0.038 | Revisions Net=-3 | Analysts=4
EPS current Year (2026-11-30): EPS=4.04 | Chg7d=+0.015 | Chg30d=-0.213 | Revisions Net=-4 | Growth EPS=+42.9% | Growth Revenue=+12.7%
EPS next Year (2027-11-30): EPS=5.46 | Chg7d=+0.112 | Chg30d=-0.135 | Revisions Net=-4 | Growth EPS=+35.1% | Growth Revenue=+8.8%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.9% (Discount Rate 12.5% - Earnings Yield 7.5%)
[Growth] Growth Spread = +16.6% (Analyst 21.6% - Implied 4.9%)