Skip to content

JEF

NYSE
Weak · 38/100

Jefferies Financial Group Inc

Financials
Financial Services

$54.35

3.3%

Updated Today 12:11 PM ET

Report Card

JEF at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Weak · 38/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▼ Down 4.5% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$10.76B

P/E

14.5x

Forward P/E (est.)

14.18x

ROE

7.1%

Revenue Growth

7.5%

EPS Growth

2.2%

Profit Margin

6.6%

FCF Yield

3.6%

Debt / Equity

3.35x

ROIC

-1.0%

Interest Coverage

Current Ratio

1.97x

Dividend Yield

3.0%

Implied Growth (rev. DCF)

Rating Score

38/100

Business Overview
Research

Jefferies Financial Group Inc (JEF) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $10.76B.

In its latest reported year it generated about $10.82B in revenue.

Our model rates JEF Weak (38/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what JEF's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. JEF trades near $54.35, above its 50-day average ($53.52) and 200-day average ($54.32). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 33 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. JEF's is $2.60 (~4.8% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month JEF found buyers near $46.61 (support) and sellers near $63.98 (resistance); its 52-week range is $35.53–$71.04. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.2× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

4.9%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $10.88B in 2016 to $10.82B in 2025, a -0.1% compound annual growth rate. The most recent year grew a steady 7.5% year over year. Slower, mature growth is common for established businesses.

Profitability
Research
1/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

63.0%

Operating Margin

8.3%

Net Margin

6.6%

ROE

7.1%

Jefferies Financial Group Inc keeps about 6.6% of each sales dollar as net profit, with a 63.0% gross margin and 8.3% operating margin. Return on equity is 7.1% and return on invested capital about -1.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research
1/3 checks passedDebt under 1× equityDebt under 2× equityShort-term bills covered

Total Debt

$17.23B

Net Debt

$5.27B

Net Debt / EBITDA

Debt / Equity

3.35x

Leverage: debt-to-equity is 3.4x, with a current ratio of 2.0x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $17.23B of total debt against $11.96B of cash.

Cash Flow Analysis
Research
2/2 checks passedPositive free cash flowFCF yield above 2%

Operating CF

-$1.50B

Free Cash Flow

-$1.70B

FCF Margin

-15.7%

In the latest year Jefferies Financial Group Inc produced about -$1.50B of operating cash flow but negative free cash flow as it invested heavily. That is a free-cash-flow yield of about 3.6% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research
3/3 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)

P/E

14.5x

P/S

0.99x

P/B

1.11x

EV / EBITDA

JEF trades at 14.5x trailing earnings (about 14.2x on estimated forward earnings), 1.0x sales, and 1.1x book value. That is an undemanding multiple — potentially cheap if the business is stable.

Metrics vs. Sector Range

Where JEF sits versus its Financials sector peers in the S&P 500.

TTM P/E
14.5xFair
Forward P/E
14.2xFair
P/S ratio
1.0xCheap
Revenue growth
7.5%Average
EPS growth
2.2%Average
Gross margin
63.0%Average
Net margin
6.6%Weak
ROE
7.1%Weak

Bands show the middle half (25th–75th percentile) of the 95 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How JEF stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (181 S&P 500 companies), JEF ranks #87 of 181 by our overall rating. It trades at roughly in line versus the sector on earnings (14.5x P/E vs. 15.3x median) with a lower return on equity (7.1% vs. 13.6%) and slower revenue growth (7.5% vs. 15.5%).

P/E vs sector

14.5x

median 15.3x

ROE vs sector

7.1%

median 13.6%

Growth vs sector

7.5%

median 15.5%

Sector rank

#87

of 181 by rating

CompanyP/ERev Gr.Rating
JEFThis stock14.5x7.5%Weak· 38
EQH-6.5%Weak· 0
EVR17.7x47.3%Strong· 81
CRBG54.1x17.0%Weak· 37
FUTU10.4x53.0%Strong· 93
ALLY10x37.4%Favorable· 69
KSPI7.4xStrong· 72
IX14.8x15.9%Favorable· 61
Financials median15.3x15.5%26/100

Valuation vs. quality map

sector medianEVRCRBGFUTUALLYKSPIIXJEFP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 181 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $54.35 today · expected CAGR -2%8%

Metric20262027202820292030
Revenue$11.69B$12.62B$13.63B$14.73B$15.90B
Net income$818.27M$883.73M$954.43M$1.03B$1.11B
EPS$4.00$4.32$4.67$5.04$5.45
Share price (low)$36.02$38.91$42.02$45.38$49.01
Share price (high)$60.04$64.84$70.03$75.63$81.68
CAGR (low–high)-34% / 10%-15% / 9%-8% / 9%-4% / 9%-2% / 8%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for JEF:

  • Pays a 3.0% dividend on top of any price gains.
  • As an established S&P 500 member in Financials, it brings scale and a long operating history.
Bear Case

The case against JEF:

  • Elevated leverage (debt/equity 3.4x) adds financial risk.
  • Our model's overall read is Weak (38/100).
Key Risks
Research

Balance-sheet risk — debt/equity of 3.4x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen weakly: Jefferies Financial Group Inc is a large-cap financials business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at 14.5x earnings, which our model scores Weak (38/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

JEF — frequently asked questions

Is JEF a good stock to buy?

We don't give buy or sell advice. Our model rates Jefferies Financial Group Inc Weak (38/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is JEF's rating on The Stocks School?

Jefferies Financial Group Inc currently scores 38/100 (Weak) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does JEF's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Jefferies Financial Group Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for JEF calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this JEF analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell JEF. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.