ducovest

JEF:NYE-Jefferies Financial Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 58.47

Change

+0.78 (+1.35)%

Market Cap

USD 11.22B

Volume

1.56M

Analyst Target

USD 21.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-31 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

N/A

 USD 119.09B
GS-PA The Goldman Sachs Group Inc

N/A

 USD 84.51B
GS-PD The Goldman Sachs Group Inc

N/A

 USD 80.87B
MS-PA Morgan Stanley

N/A

 USD 78.21B
MS-PK Morgan Stanley

N/A

 USD 67.36B
MS-PI Morgan Stanley

N/A

 USD 67.04B
MS-PF Morgan Stanley

N/A

 USD 65.45B
MS-PE Morgan Stanley

N/A

 USD 64.23B
SCHW-PD The Charles Schwab Corporation

N/A

 USD 50.76B
NMR Nomura Holdings Inc ADR

N/A

 USD 17.30B

ETFs Containing JEF

UDI USCF ETF Trust 4.27 % 0.00 %

N/A

 N/A
DDIV First Trust RBA Quality I.. 2.90 % 0.69 %

N/A

 USD 0.05B
SYLD 1.33 % 0.59 %

N/A

 N/A
JPME JPMorgan Diversified Retu.. 0.50 % 0.24 %

N/A

 USD 0.41B
DFVE DoubleLine ETF Trust 0.26 % 0.00 %

N/A

 USD 0.01B
FXO First Trust Financials Al.. 0.00 % 0.63 %

N/A

 USD 0.91B
USVM VictoryShares US Small Mi.. 0.00 % 0.25 %

N/A

 USD 0.26B
SCAP Series Portfolios Trust 0.00 % 0.90 %

N/A

 N/A
CEM2:F 0.00 % 0.00 %

N/A

 N/A
CEM2:XETRA 0.00 % 0.00 %

N/A

 N/A
LSAT Two Roads Shared Trust - .. 0.00 % 0.00 %

N/A

 USD 0.13B
PAMC Pacer Lunt MidCap Multi-F.. 0.00 % 0.00 %

N/A

 USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 44.69% 94% A 96% N/A
Dividend Return 1.48% 33% F 38% F
Total Return 46.18% 91% A- 96% N/A
Trailing 12 Months  
Capital Gain 62.91% 88% B+ 96% N/A
Dividend Return 3.34% 33% F 50% F
Total Return 66.26% 91% A- 96% N/A
Trailing 5 Years  
Capital Gain 189.89% 88% B+ 94% A
Dividend Return 25.04% 79% B- 81% B-
Total Return 214.92% 88% B+ 94% A
Average Annual (5 Year Horizon)  
Capital Gain 29.25% 91% A- 89% A-
Dividend Return 33.02% 91% A- 90% A-
Total Return 3.77% 58% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 45.52% 21% F 20% F
Risk Adjusted Return 72.54% 85% B 88% B+
Market Capitalization 11.22B 48% F 87% B+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.