JEF Jefferies Financial Group Inc
$44.67
▼ 0.5%Updated Oct 16, 2:25 PM ET
Report Card
JEF at a glance — five pillars scored 0–100 from real filed financials.
How the 0–100 rating is calculatedOverall: 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% in the year to Jul 6, 2026
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
Jefferies Financial Group Inc (JEF) is a large-cap NYSE-listed company in the Financial Services industry, within the Financials sector, 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.
Economic Moat
Evidence of durable competitive advantage in the filed financials (10 years of history).
Profit margins and economic moats, explainedThe numbers don't show a durable competitive advantage — margins, growth, or returns on capital have been unstable or thin. Great returns are still possible; they just aren't protected.
grew in 6 of the last 9 year-over-year periods
positive in 4 of 8 years
-1.0% latest fiscal year
A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.
Technical Analysis (Educational)
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 $44.67, below its 50-day average ($53.52) and 200-day average ($54.32). Price below both averages is a downtrend — momentum is against buyers for now.
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 (~5.8% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. In the month to Jul 6, 2026, JEF found buyers near $46.61 (support) and sellers near $63.98 (resistance); its 52-week range then was $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. The indicators were last computed on Jul 6, 2026; the price is current.
Revenue Growth
4Y CAGR
4.9%
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
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
Total Debt
$18.04B
Net Debt
$3.73B
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 $18.04B of total debt against $14.31B of cash.
Cash Flow Analysis
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.
Dividend Safety
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
What to look for in a dividend stockCoverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.
Dividend yield
3.0%
Per share (latest FY)
$1.60
Total paid (latest FY)
$374.13M
History on record
10 years
free cash flow was negative in the latest year — the dividend is being financed
total dividends increased 2 years in a row
no cuts in the last 10 years on record
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
Valuation Analysis
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 the Financials companies we cover.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in our coverage that have fundamentals data — 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.
Among the 141 rated Financials companies we cover, JEF ranks #129 by our overall rating. It trades at roughly in line versus the sector on earnings (14.5x P/E vs. 14.9x median) with a lower return on equity (7.1% vs. 13.6%) and slower revenue growth (7.5% vs. 15.9%).
P/E vs sector
14.5x
median 14.9x
ROE vs sector
7.1%
median 13.6%
Growth vs sector
7.5%
median 15.9%
Sector rank
#129
of 141 rated
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size, preferring ones with full data. Sector medians and rank use the 141 rated companies among the 289 Financials stocks we cover. Educational, not a recommendation.
5-Year Projection Model
Project revenue → earnings → price. Edit the assumptions to build your own case.
What drives this projection, and its limits2030 scenario price range (Base Case)
$41.61 – $69.34
vs. $44.67 today · implied CAGR -1% – 9%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $11.69B | $12.62B | $13.63B | $14.73B | $15.90B |
| Net income | $818.27M | $883.73M | $954.43M | $1.03B | $1.11B |
| EPS | $3.40 | $3.67 | $3.96 | $4.28 | $4.62 |
| Share price (low) | $30.58 | $33.03 | $35.67 | $38.52 | $41.61 |
| Share price (high) | $50.97 | $55.05 | $59.45 | $64.21 | $69.34 |
| CAGR (low–high) | -32% / 14% | -14% / 11% | -7% / 10% | -4% / 9% | -1% / 9% |
Educational scenario model, not a forecast or investment advice. It starts from the latest annual revenue in SEC filings. By default, growth is trailing revenue growth (held between 3% and 45% a year), the net margin is the latest one (held between 3% and 50%, so a loss-making company is modeled with a small profit), and the Base case P/E runs from 60% to 100% of today's. Carrying recent growth forward five years can miss badly in either direction. Outputs are only as good as the assumptions.
Bull Case
The case for JEF:
- Pays a 3.0% dividend on top of any price gains.
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
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
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.
Latest SEC Filings
JEF's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen. How to read a 10-K
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 starts from the latest annual revenue and net margin in SEC filings, grows revenue at an assumed rate (trailing revenue growth by default), and applies a P/E range built around today's multiple to show the resulting share-price range. When a stock has no growth or P/E data, the starting values are placeholders. 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.