(JEF) Jefferies Financial - Ratings and Ratios
Investment Banking, Capital Markets, Asset Management
JEF EPS (Earnings per Share)
JEF Revenue
Description: JEF Jefferies Financial
Jefferies Financial Group Inc (NYSE:JEF) is a diversified financial services firm operating globally, with a presence in investment banking, capital markets, and asset management. The companys investment banking segment provides advisory services for mergers and acquisitions, debt financing, and restructurings, while its capital markets segment offers underwriting, placement, and trading services for various securities. Additionally, the asset management segment manages alternative investment platforms across multiple asset classes.
From a performance perspective, key metrics to consider include Return on Equity (RoE) of 6.24%, indicating a relatively modest return on shareholder equity. The companys Price-to-Earnings (P/E) ratio is 21.56, slightly lower than its forward P/E of 22.52, suggesting a potential increase in earnings growth. With a market capitalization of $11.52 billion, Jefferies Financial Group is a mid-to-large-cap stock. Other key performance indicators (KPIs) to monitor include revenue growth, net income margin, and assets under management (AUM) growth, which can provide insights into the companys operational efficiency and competitiveness.
Jefferies Financial Groups diversified business model and global presence provide a solid foundation for growth. The companys ability to provide a range of financial services to public and private companies, institutional investors, and government entities positions it well for opportunities in various market conditions. As a trading analyst, its essential to monitor the companys financial performance, industry trends, and macroeconomic factors to identify potential trading opportunities.
JEF Stock Overview
| Market Cap in USD | 13,509m |
| Sub-Industry | Multi-Sector Holdings |
| IPO / Inception | 1987-11-05 |
JEF Stock Ratings
| Growth Rating | 44.4% |
| Fundamental | 51.6% |
| Dividend Rating | 64.3% |
| Return 12m vs S&P 500 | -3.86% |
| Analyst Rating | 3.33 of 5 |
JEF Dividends
| Dividend Yield 12m | 2.49% |
| Yield on Cost 5y | 11.16% |
| Annual Growth 5y | 20.11% |
| Payout Consistency | 35.1% |
| Payout Ratio | 58.9% |
JEF Growth Ratios
| Growth Correlation 3m | 94.9% |
| Growth Correlation 12m | -49.1% |
| Growth Correlation 5y | 90% |
| CAGR 5y | 36.26% |
| CAGR/Max DD 5y | 0.73 |
| Sharpe Ratio 12m | 1.54 |
| Alpha | -10.22 |
| Beta | 1.586 |
| Volatility | 27.39% |
| Current Volume | 1450.7k |
| Average Volume 20d | 1267.7k |
| Stop Loss | 62.7 (-3.3%) |
| Signal | -0.12 |
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (646.9m TTM) > 0 and > 6% of Revenue (6% = 624.8m TTM) |
| FCFTA -0.01 (>2.0%) and ΔFCFTA 2.39pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 95.50% (prev 332.5%; Δ -237.0pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA -0.04 (>3.0%) and CFO -2.58b <= Net Income 646.9m (YES >=105%, WARN >=100%) |
| Net Debt (-11.26b) to EBITDA (3.70b) ratio: -3.04 <= 3.0 (WARN <= 3.5) |
| Current Ratio 8.56 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (221.9m) change vs 12m ago -1.88% (target <= -2.0% for YES) |
| Gross Margin 52.19% (prev 43.45%; Δ 8.75pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 15.99% (prev 12.71%; Δ 3.28pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 0.99 (EBITDA TTM 3.70b / Interest Expense TTM 3.55b) >= 6 (WARN >= 3) |
Altman Z'' 1.89
| (A) 0.15 = (Total Current Assets 11.26b - Total Current Liabilities 1.32b) / Total Assets 67.28b |
| (B) 0.12 = Retained Earnings (Balance) 8.31b / Total Assets 67.28b |
| (C) 0.05 = EBIT TTM 3.51b / Avg Total Assets 65.14b |
| (D) 0.15 = Book Value of Equity 8.52b / Total Liabilities 56.90b |
| Total Rating: 1.89 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 51.61
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield -1.18% = -0.59 |
| 3. FCF Margin -4.42% = -1.66 |
| 4. Debt/Equity 3.52 = -1.50 |
| 5. Debt/Ebitda 9.89 = -2.50 |
| 6. ROIC - WACC 3.45% = 4.31 |
| 7. RoE 6.34% = 0.53 |
| 8. Rev. Trend 80.36% = 4.02 |
| 9. Rev. CAGR 19.60% = 2.45 |
| 10. EPS Trend 21.88% = 0.55 |
| 11. EPS CAGR -21.56% = -2.50 |
What is the price of JEF shares?
Over the past week, the price has changed by +3.69%, over one month by +11.86%, over three months by +32.13% and over the past year by +12.45%.
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 77.08 USD . This means that JEF is currently undervalued and has a potential upside of +18.86% (Margin of Safety).
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 | 57.7 | -11.1% |
| Analysts Target Price | 57.7 | -11.1% |
| ValueRay Target Price | 82.8 | 27.7% |
Last update: 2025-08-29 04:41
JEF Fundamental Data Overview
CCE Cash And Equivalents = 11.26b USD (last quarter)
P/E Trailing = 25.2857
P/E Forward = 19.3798
P/S = 1.9671
P/B = 1.2963
P/EG = 3.0296
Beta = 1.445
Revenue TTM = 10.41b USD
EBIT TTM = 3.51b USD
EBITDA TTM = 3.70b USD
Long Term Debt = 21.02b USD (from longTermDebt, last quarter)
Short Term Debt = 15.57b USD (from shortTermDebt, last quarter)
Debt = 36.58b USD (Calculated: Short Term 15.57b + Long Term 21.02b)
Net Debt = -11.26b USD (from netDebt column, last quarter)
Enterprise Value = 38.83b USD (13.51b + Debt 36.58b - CCE 11.26b)
Interest Coverage Ratio = 0.99 (Ebit TTM 3.51b / Interest Expense TTM 3.55b)
FCF Yield = -1.18% (FCF TTM -459.8m / Enterprise Value 38.83b)
FCF Margin = -4.42% (FCF TTM -459.8m / Revenue TTM 10.41b)
Net Margin = 6.21% (Net Income TTM 646.9m / Revenue TTM 10.41b)
Gross Margin = 52.19% ((Revenue TTM 10.41b - Cost of Revenue TTM 4.98b) / Revenue TTM)
Tobins Q-Ratio = 4.56 (Enterprise Value 38.83b / Book Value Of Equity 8.52b)
Interest Expense / Debt = 2.35% (Interest Expense 859.9m / Debt 36.58b)
Taxrate = 29.16% (from yearly Income Tax Expense: 293.2m / 1.01b)
NOPAT = 2.49b (EBIT 3.51b * (1 - 29.16%))
Current Ratio = 8.56 (Total Current Assets 11.26b / Total Current Liabilities 1.32b)
Debt / Equity = 3.52 (Debt 36.58b / last Quarter total Stockholder Equity 10.38b)
Debt / EBITDA = 9.89 (Net Debt -11.26b / EBITDA 3.70b)
Debt / FCF = -79.55 (Debt 36.58b / FCF TTM -459.8m)
Total Stockholder Equity = 10.20b (last 4 quarters mean)
RoA = 0.96% (Net Income 646.9m, Total Assets 67.28b )
RoE = 6.34% (Net Income TTM 646.9m / Total Stockholder Equity 10.20b)
RoCE = 11.25% (Ebit 3.51b / (Equity 10.20b + L.T.Debt 21.02b))
RoIC = 7.86% (NOPAT 2.49b / Invested Capital 31.64b)
WACC = 4.41% (E(13.51b)/V(50.09b) * Re(11.86%)) + (D(36.58b)/V(50.09b) * Rd(2.35%) * (1-Tc(0.29)))
Shares Correlation 5-Years: -100.0 | Cagr: -4.85%
Discount Rate = 11.86% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow -459.8m)
Revenue Correlation: 80.36 | Revenue CAGR: 19.60%
Rev Growth-of-Growth: 8.44
EPS Correlation: 21.88 | EPS CAGR: -21.56%
EPS Growth-of-Growth: 32.67
Additional Sources for JEF Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle