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Market Cap

US$8.4b

Last Updated

2021/05/09 05:19 UTC

Data Sources

Company Financials +

Executive Summary

Jefferies Financial Group Inc. engages in the investment banking and capital markets, asset management, and direct investing businesses in the Americas, Europe, the Middle East, Africa, and Asia. More Details


Snowflake Analysis

Average dividend payer and fair value.


Similar Companies

Share Price & News

How has Jefferies Financial Group's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: JEF is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: JEF's weekly volatility (4%) has been stable over the past year.


Market Performance


7 Day Return

4.2%

JEF

2.0%

US Capital Markets

0.2%

US Market


1 Year Return

140.1%

JEF

66.9%

US Capital Markets

49.9%

US Market

Return vs Industry: JEF exceeded the US Capital Markets industry which returned 66.9% over the past year.

Return vs Market: JEF exceeded the US Market which returned 49.9% over the past year.


Shareholder returns

JEFIndustryMarket
7 Day4.2%2.0%0.2%
30 Day8.5%6.2%2.2%
90 Day26.6%14.5%4.2%
1 Year148.4%140.1%70.7%66.9%52.4%49.9%
3 Year59.9%37.9%60.0%48.6%63.7%53.4%
5 Year130.6%93.6%177.3%143.6%130.5%104.8%

Long-Term Price Volatility Vs. Market

How volatile is Jefferies Financial Group's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Jefferies Financial Group undervalued compared to its fair value and its price relative to the market?

7.61x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: JEF ($33.86) is trading above our estimate of fair value ($15.37)

Significantly Below Fair Value: JEF is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: JEF is good value based on its PE Ratio (7.6x) compared to the US Capital Markets industry average (19x).

PE vs Market: JEF is good value based on its PE Ratio (7.6x) compared to the US market (20.2x).


Price to Earnings Growth Ratio

PEG Ratio: JEF's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: JEF is good value based on its PB Ratio (0.9x) compared to the US Capital Markets industry average (68.2x).


Future Growth

How is Jefferies Financial Group forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?

-31.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: JEF's earnings are forecast to decline over the next 3 years (-31.8% per year).

Earnings vs Market: JEF's earnings are forecast to decline over the next 3 years (-31.8% per year).

High Growth Earnings: JEF's earnings are forecast to decline over the next 3 years.

Revenue vs Market: JEF's revenue is expected to decline over the next 3 years (-19.7% per year).

High Growth Revenue: JEF's revenue is forecast to decline over the next 3 years (-19.7% per year).


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if JEF's Return on Equity is forecast to be high in 3 years time


Past Performance

How has Jefferies Financial Group performed over the past 5 years?

49.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: JEF has high quality earnings.

Growing Profit Margin: JEF's current net profit margins (15.5%) are lower than last year (17.4%).


Past Earnings Growth Analysis

Earnings Trend: JEF has become profitable over the past 5 years, growing earnings by 49.2% per year.

Accelerating Growth: JEF's earnings growth over the past year (20.5%) is below its 5-year average (49.2% per year).

Earnings vs Industry: JEF earnings growth over the past year (20.5%) underperformed the Capital Markets industry 27.2%.


Return on Equity

High ROE: JEF's Return on Equity (12.5%) is considered low.


Financial Health

How is Jefferies Financial Group's financial position?


Financial Position Analysis

Short Term Liabilities: JEF's short term assets ($27.5B) exceed its short term liabilities ($23.0B).

Long Term Liabilities: JEF's short term assets ($27.5B) exceed its long term liabilities ($23.9B).


Debt to Equity History and Analysis

Debt Level: JEF's debt to equity ratio (235.2%) is considered high.

Reducing Debt: JEF's debt to equity ratio has increased from 192% to 235.2% over the past 5 years.

Debt Coverage: JEF's debt is not well covered by operating cash flow (6.4%).

Interest Coverage: JEF's interest payments on its debt are well covered by EBIT (32.3x coverage).


Balance Sheet


Dividend

What is Jefferies Financial Group current dividend yield, its reliability and sustainability?

2.36%

Current Dividend Yield


Upcoming Dividend Payment

TodayMay 09 2021Ex Dividend DateMay 14 2021Dividend Pay DateMay 28 202114 days from Ex DividendBuy in the next 4 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: JEF's dividend (2.36%) is higher than the bottom 25% of dividend payers in the US market (1.24%).

High Dividend: JEF's dividend (2.36%) is low compared to the top 25% of dividend payers in the US market (3.4%).


Stability and Growth of Payments

Stable Dividend: JEF's dividends per share have been stable in the past 10 years.

Growing Dividend: JEF's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (14.6%), JEF's dividend payments are thoroughly covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.7yrs

Average management tenure


CEO

Rich Handler (59 yo)

8.17yrs

Tenure

US$18,885,956

Compensation

Mr. Richard Brian Handler, also known as Rich, serves as Co-Chairman and President at Landcadia Holdings IV, Inc. since February 5, 2021 and serves as its Director. Mr. Handler has been Co-Chairman and Pre...


CEO Compensation Analysis

Compensation vs Market: Rich's total compensation ($USD18.89M) is above average for companies of similar size in the US market ($USD6.51M).

Compensation vs Earnings: Rich's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: JEF's management team is seasoned and experienced (5.7 years average tenure).


Board Members

Experienced Board: JEF's board of directors are considered experienced (7.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: JEF insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Jefferies Financial Group Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Jefferies Financial Group Inc.
  • Ticker: JEF
  • Exchange: NYSE
  • Founded: 1968
  • Industry: Investment Banking and Brokerage
  • Sector: Diversified Financials
  • Market Cap: US$8.362b
  • Shares outstanding: 246.97m
  • Website: https://www.jefferies.com

Number of Employees


Location

  • Jefferies Financial Group Inc.
  • 520 Madison Avenue
  • New York
  • New York
  • 10022
  • United States

Listings


Biography

Jefferies Financial Group Inc. engages in the investment banking and capital markets, asset management, and direct investing businesses in the Americas, Europe, the Middle East, Africa, and Asia. It operat...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/05/09 05:19
End of Day Share Price2021/05/07 00:00
Earnings2021/02/28
Annual Earnings2020/11/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.