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Jefferies Financial Group Inc. JEF R3KFINANCIAL

Financial Services · Capital Markets · United States
https://www.jefferies.com
Company Profile ↓
$55.72
-8.93% 1Y
Mkt Cap$10.82B
P/E15.56
P/B0.92
Div. Yield3.34%
52W High$68.30
52W Low$35.48
Book Value$51.95
EPS (TTM)$3.58

Company Overview

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It 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, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, 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. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. 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.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 14.1% CAGR over the past five years.

Reasonable Valuation

Trades at an undemanding P/E of 15.6.

Healthy Margins

Operating margin of 16.9% supports profitability.

Dividend Income

Offers a dividend yield of 3.34%.

Recent Developments

  • Nov 2025 Revenue of $10.82B (+2.9% YoY); net profit $710.48M.
  • Trailing 12 Months Year-on-year growth — revenue +35.0%, earnings +159.8%.
  • 5-Year Trend Long-term compounding — revenue CAGR 14.1%, profit CAGR 2.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:14.07%
1 Year:35.00%

Compounded Profit Growth

5 Years:2.15%
1 Year:159.80%

Stock Price Performance

1 Year:-8.93%
6 Months:+48.23%
3 Months:-3.05%
1 Month:-0.86%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 62% of range
$35.48 $68.30
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)59.79 · Neutral
Price Performance
1M-0.86%
3M-3.05%
6M+48.23%
1Y-8.93%
Valuation vs Sector

P/E of 15.56 is above the sector median of 12.89 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 14.1% over 5 years.
  • Attractive dividend yield of 3.34%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
15.56
Industry PE
12.89
Forward P/E
12.51
PEG Ratio
1.05
Book Value
$51.95
Price to Book
0.92
P/S
1.17
EV/EBITDA
-2.84
Dividend Yield
3.34%

Growth (CAGR)

Revenue 5Y
14.07%
Profit 5Y
2.15%
Revenue (YoY)
35.00%
Earnings (YoY)
159.80%

Profitability & Returns

ROCE
6.20%
ROE
8.27%
ROA
1.18%
Profit Margin
10.77%
Op Margin
16.94%
Gross Margin
82.67%
EPS (Latest Qtr)
$0.70
EPS (TTM)
$3.58

Balance Sheet & Liquidity

Debt/Equity
3.65
Quick Ratio
1.93
Current Ratio
1.94
Debt
$38.69B
Total Assets
$79.54B
Current Assets
$42.04B
Working Capital
$23.29B

Ownership

Promoter Holding
25.28%
Chg in Prom Hold
0.05%
FII / Inst Holding
68.77%
Chg in FII Hold
-0.17%

Financial Snapshot

Enterprise Value
$10.82B
Total Revenue (TTM)
$8.34B
EBITDA
$4.55B
Free Cash Flow
$-1.93B
Operating Cash Flow
$2.01B
Shares Outstanding
194.15M
Gross Margin
82.67%
Payout Ratio
44.69%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 JEF Jefferies Financial Group Inc. R3KFINANCIAL 55.72 15.56 $10.82B 3.34% 6.20% 8.27% 14.07% 2.15%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Nov 2018Feb 2019May 2019Aug 2019Nov 2019Feb 2020May 2020Aug 2020Nov 2020Feb 2021May 2021Aug 2021Feb 2022May 2022Aug 2022Feb 2023May 2023Aug 2023Feb 2024May 2024Aug 2024Feb 2025May 2025Aug 2025Feb 2026May 2026
Revenue -----------728.42M834.55M780.08M-570.00M750.01M734.43M-912.82M749.92M974.74M-1.43B1.49B1.63B1.41B1.13B1.18B775.01M753.40M844.96M1.03B1.09B1.28B1.14B1.23B1.50B1.46B1.67B
Net Income 16.41M-173.17M55.59M-222.88M57.29M154.36M137.17M281.41M58.19M99.35M-271.60M124.53M725.53M192.63M-20.37M44.81M670.76M48.48M195.54M113.01M44.92M304.41M307.27M-----195.46M--57.72M--------
Diluted EPS 0.04-0.470.15-0.600.150.410.370.750.160.27-0.740.342.030.55-0.060.142.140.150.620.370.161.071.112.131.301.501.230.450.780.540.050.220.660.640.750.570.401.010.70-

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Nov 2017Dec 2017Nov 2018Nov 2019Nov 2020Nov 2021Nov 2022Nov 2023Nov 2024Nov 2025
Revenue 1.15B490.54M575.21M1.20B642.63M9.40B11.00B12.33B11.68B10.88B-5.05B3.12B2.79B3.92B-7.15B7.44B10.52B10.82B
Cost of Revenue ----------------3.38B2.93B4.30B4.54B
Gross Profit ----------------3.77B4.51B6.22B6.28B
Operating Expenses ----------------1.16B1.20B1.50B1.65B
Operating Income -61.24M-367.95M-250.97M-------------2.61B3.31B4.71B4.63B
EBITDA ----------------2.42B3.21B4.68B4.55B
Interest Expense ----------------1.17B2.74B3.48B3.48B
Pretax Income ----------------1.06B354.27M1.01B870.99M
Tax Provision ----------------273.85M91.88M293.19M184.57M
Net Income 484.29M-2.54B550.28M1.94B25.23M854.47M369.24M204.31M279.59M125.94M610.28M167.35M1.02B959.59M769.61M-785.45M277.69M743.38M710.48M
Diluted EPS 2.10-11.002.257.850.103.441.060.540.740.341.630.452.903.032.65-3.061.102.992.83
R&D Expense -14.00M3.52M5.48M22.15M17.58M--------------

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Nov 2018Nov 2019Nov 2020Nov 2021Nov 2022Nov 2023Nov 2024Nov 2025
Total Assets --5.20B6.76B9.35B9.26B9.35B47.87B52.61B46.33B45.07B47.17B47.13B49.46B53.12B56.11B51.06B57.91B64.36B76.01B
Total Equity 3.91B5.59B2.68B4.36B6.96B6.17B6.77B10.10B10.30B10.40B10.13B10.11B10.06B9.58B9.40B10.55B10.23B9.71B10.16B10.57B
Cash & Equivalents 287.20M456.97M237.50M130.47M441.34M168.49M145.96M3.91B4.28B3.64B3.81B5.28B5.26B7.68B9.06B10.76B9.70B8.53B12.15B14.04B
Long Term Debt --1.83B1.66B1.55B1.87B918.13M8.18B8.53B7.40B7.38B7.89B7.62B8.34B8.35B9.13B8.77B9.70B13.53B15.90B
Total Liabilities --2.50B2.39B2.39B2.85B2.34B37.33B41.94B35.55B34.31B36.48B36.91B39.71B43.53B45.38B40.63B48.10B54.13B65.37B
Current Liabilities --562.92M624.98M747.84M877.13M1.28B-------------

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Nov 2018Nov 2019Nov 2020Nov 2021Nov 2022Nov 2023Nov 2024Nov 2025
Operating Cash Flow -18.37M8.75M-133.40M431.27M-556.77M645.44M702.34M-987.16M-761.75M608.85M788.29M691.10M-827.84M2.06B1.58B1.80B-1.93B--
Investing Cash Flow -957.36M-403.03M71.97M-208.72M390.67M-16.62M3.32B449.08M781.16M-639.66M-54.63M142.44M1.71B-165.68M-409.87M-60.54M-12.20M210.31M-298.81M
Financing Cash Flow 1.15B174.82M-21.95M64.66M-106.64M-651.71M-270.51M917.78M-651.98M230.91M434.80M-575.84M1.59B-723.52M994.29M-2.84B1.06B--
Capital Expenditure -37.70M-76.07M-23.57M-44.34M-38.59M-71.33M-137.13M-------176.96M-165.60M-224.30M-1.16M-250.58M-207.47M
Free Cash Flow -56.07M-67.32M-156.96M386.92M-595.36M574.11M565.21M------1.88B1.42B1.58B-1.93B--
Share Buybacks 163.00K122.00K018.00K155.00K-40.02M75.73M125.75M95.02M100.48M1.13B509.91M816.87M269.40M859.59M169.40M44.31M58.52M

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Nov 2017Dec 2017Nov 2018Nov 2019Nov 2020Nov 2021Nov 2022Nov 2023Nov 2024Nov 2025
Gross Margin % ----------------52.8%60.6%59.1%58.1%
Operating Margin % -5.3%-75.0%-43.6%-------------36.6%44.5%44.8%42.8%
Net Margin % 41.9%-516.9%95.7%161.1%3.9%9.1%3.4%1.7%2.4%1.2%-3.3%32.8%34.4%19.6%-11.0%3.7%7.1%6.6%
ROE % 8.7%-94.7%12.6%27.9%0.4%12.6%3.7%2.0%2.7%1.2%-1.7%10.2%10.0%8.2%-7.7%2.9%7.3%6.7%
ROCE % --7.9%-4.1%-----------------

Shareholding Pattern

Insiders
25.28%
Institutions
68.77%
Public Float
92.03%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.62% 16.71M $800.20M
2 AQR Capital Management, LLC 4.35% 8.43M $403.65M
3 Vanguard Portfolio Management LLC 3.67% 7.11M $340.53M
4 Vanguard Capital Management LLC 3.45% 6.69M $320.59M
5 Sumitomo Mitsui Financial Group, Inc. 3.32% 6.43M $307.97M
6 State Street Corporation 2.56% 4.96M $237.80M
7 Massachusetts Mutual Life Insurance Co. 2.40% 4.65M $222.94M
8 Alliancebernstein L.P. 1.73% 3.35M $160.36M
9 Two Sigma Investments, LP 1.65% 3.21M $153.52M
10 Geode Capital Management, LLC 1.54% 2.98M $142.61M

Analyst View

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Latest News

Recent headlines for JEF

Yahoo Finance hu, 03 Sep 2026

Jefferies launches nuclear coverage on $55tn capex outlook to 2100

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging …

Yahoo Finance Wed, 02 Sep 2026

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Investing.com -- In a note Wednesday, Jefferies initiated coverage of several companies tied to advanced materials and energy-efficiency solutions, arguing that electrification, AI and rising defense and space investment are creating durabl…

Yahoo Finance Wed, 26 Aug 2026

Jefferies cuts TJX to Hold as Marmaxx stumbles and Ross pulls ahead

Investing.com -- On Wednesday, Jefferies downgraded TJX Companies (NYSE:TJX) to Hold from Buy with a $145 price target, arguing the slowdown at its Marmaxx division looks more serious than a routine merchandising miss.…

Yahoo Finance ue, 25 Aug 2026

SaaSmageddon Survivors: 5 Top Software Stocks to Buy

These five software stocks turned the "AI kills SaaS" panic into their biggest tailwinds — and Wall Street thinks there's more growth ahead.

Yahoo Finance Mon, 24 Aug 2026

INTU Stock In Focus: Jefferies Sees Recovery Opportunity Despite AI Fears Ahead Of Earnings

Intuit stock is in focus as Jefferies cuts its price target to $500 from $550.

Yahoo Finance hu, 20 Aug 2026

Jefferies sets strong price target on upstart cancer stock

Jefferies just initiated coverage on a small cancer-screening stock, and the target price points to serious gains.

JEF — Frequently Asked Questions

What is the current share price of Jefferies Financial Group Inc. (JEF)?

As of 2026-09-19 21:16 PDT, Jefferies Financial Group Inc. (JEF) trades at $55.72 on NYSE. Its 52-week range is $35.48 to $68.30.

What is the market capitalisation of JEF?

Jefferies Financial Group Inc. (JEF) has a market capitalisation of $10.82B on NYSE.

What is the P/E ratio of JEF?

JEF trades at a trailing price-to-earnings (P/E) ratio of 15.56. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.92.

Does JEF pay a dividend?

Jefferies Financial Group Inc. (JEF) currently offers a dividend yield of 3.34%.

What is the return on equity (ROE) of JEF?

JEF has a return on equity (ROE) of 8.27%. Its return on capital employed (ROCE) is 6.20%.

Is JEF a good stock to buy?

This page provides a data-driven analysis of Jefferies Financial Group Inc. (JEF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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