ducovest

JEF:NYE-Jefferies Financial Group Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 65.62

Change

-1.13 (-1.69)%

Market Cap

USD 15.38B

Volume

2.07M

Analyst Target

USD 21.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. The company operates in two segments, Investment Banking and Capital Markets, and Asset Management. It provides investment banking, advisory services with respect to mergers or acquisitions, debt financing, restructurings or recapitalizations, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal bonds, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. The company also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, it provides investment grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, and interest rate and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Company Website : https://www.jefferies.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for Capital Markets

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

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GS-PA The Goldman Sachs Group Inc

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GS-PD The Goldman Sachs Group Inc

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MS-PK Morgan Stanley

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MS-PI Morgan Stanley

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MS-PF Morgan Stanley

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MS-PE Morgan Stanley

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SCHW-PD The Charles Schwab Corporation

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NMR Nomura Holdings Inc ADR

-0.14 (-2.11%)

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ETFs Containing JEF

UDI USCF ETF Trust 4.27 % 0.00 %

-0.12 (-1.05%)

 N/A
DGSM:AU Dimensional Global Small .. 0.24 % 0.00 %

-0.37 (-1.05%)

 N/A
SCAP Series Portfolios Trust 0.00 % 0.90 %

-0.73 (-1.05%)

 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 -16.30% 3% F 5% F
Dividend Return 0.51% 25% F 28% F
Total Return -15.79% 3% F 5% F
Trailing 12 Months  
Capital Gain 55.94% 88% B+ 94% A
Dividend Return 3.33% 31% F 51% F
Total Return 59.27% 91% A- 95% A
Trailing 5 Years  
Capital Gain 191.33% 85% B 94% A
Dividend Return 31.69% 91% A- 84% B
Total Return 223.03% 88% B+ 95% A
Average Annual (5 Year Horizon)  
Capital Gain 40.28% 91% A- 91% A-
Dividend Return 43.97% 91% A- 92% A
Total Return 3.69% 47% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 48.33% 27% F 20% F
Risk Adjusted Return 90.98% 85% B 91% A-
Market Capitalization 15.38B 52% F 89% A-

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.

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 cash flow

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

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 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 capital utilization

The company management has delivered below median return on invested capital 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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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 Earnings Growth

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

Low Dividend Growth

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