JEF:NYE-Jefferies Financial Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 58.54

Change

0.00 (0.00)%

Market Cap

USD 11.53B

Volume

0.92M

Analyst Target

USD 21.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-14 )

Largest Industry Peers for Capital Markets

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

+0.15 (+0.24%)

USD 115.07B
GS-PA The Goldman Sachs Group Inc

+0.13 (+0.53%)

USD 86.08B
GS-PD The Goldman Sachs Group Inc

+0.19 (+0.83%)

USD 81.18B
MS-PA Morgan Stanley

+0.04 (+0.17%)

USD 81.16B
MS-PK Morgan Stanley

-0.13 (-0.50%)

USD 70.19B
MS-PI Morgan Stanley

+0.01 (+0.04%)

USD 67.98B
MS-PF Morgan Stanley

+0.06 (+0.24%)

USD 65.97B
MS-PE Morgan Stanley

+0.06 (+0.23%)

USD 64.92B
SCHW-PD The Charles Schwab Corporation

-0.09 (-0.35%)

USD 51.63B
NMR Nomura Holdings Inc ADR

-0.13 (-2.38%)

USD 16.06B

ETFs Containing JEF

UDI USCF ETF Trust 4.27 % 0.00 %

+0.01 (+0.02%)

N/A
LSAT Two Roads Shared Trust - .. 3.66 % 0.00 %

+0.25 (+0.02%)

USD 0.12B
DDIV First Trust RBA Quality I.. 2.94 % 0.69 %

+0.15 (+0.02%)

USD 0.06B
FXO First Trust Financials Al.. 1.81 % 0.63 %

+0.27 (+0.02%)

USD 0.88B
PAMC Pacer Lunt MidCap Multi-F.. 1.79 % 0.00 %

+0.22 (+0.02%)

USD 0.06B
JPME JPMorgan Diversified Retu.. 0.48 % 0.24 %

+0.09 (+0.02%)

USD 0.40B
SCAP Series Portfolios Trust 0.00 % 0.90 %

+0.28 (+0.02%)

N/A
SYLD 0.00 % 0.59 %

N/A

N/A
CEM2:F 0.00 % 0.00 %

N/A

N/A
CEM2:XETRA 0.00 % 0.00 %

N/A

N/A

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 44.87% 97% N/A 96% N/A
Dividend Return 2.35% 31% F 50% F
Total Return 47.22% 97% N/A 96% N/A
Trailing 12 Months  
Capital Gain 51.38% 91% A- 93% A
Dividend Return 3.23% 31% F 46% F
Total Return 54.62% 91% A- 93% A
Trailing 5 Years  
Capital Gain 189.66% 92% A 94% A
Dividend Return 26.10% 80% B- 80% B-
Total Return 215.76% 96% N/A 95% A
Average Annual (5 Year Horizon)  
Capital Gain 31.48% 91% A- 90% A-
Dividend Return 35.22% 91% A- 91% A-
Total Return 3.74% 48% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 45.19% 23% F 20% F
Risk Adjusted Return 77.93% 86% B+ 89% A-
Market Capitalization 11.53B 50% 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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.