Jefferies Financial Group Inc.
Security Brokers, Dealers & Flotation Companies
Jefferies Financial Group is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business.
It is a $10.2B financial services company. Revenue grew 13.5% over the last year, and it keeps 7¢ of every dollar of sales as profit. It trades at 11.2× earnings — in the cheapest third of its own history.
- Website
- jefferies.com
- Location
- New York, NY
- Employees
- 7 371
- Sector
- Financial Services
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong valuation; Growth, Profitability and Moat lag behind.
Valuation82
- P/E vs own history28th pct · 20/25
- FCF yield41.1% · 25/25
- P/S0.8x · 25/25
- EV/EBITDA24.6x · 12/25
Growth17
- Revenue CAGR4.6% · 6/25
- Net income CAGR-20.1% · 0/25
- EPS CAGR ~5Y2.9% · 6/25
- Fwd implied growth2.2% · 5/25
Profitability42
- ROIC5.5% · 5/25
- ROE8.5% · 12/25
- Net margin7.5% · 13/25
- Operating margin9.3% · 12/25
Health51
- Altman Zn/a · 0/25
- Current ratio0.70 · 6/25
- Interest coverage14.1x · 25/25
- Net cash / debtD/A 2% · 20/25
Quality70
- Piotroski F3/9 · 5/25
- Beneish M-2.32 · 20/25
- FCF conversion194% · 25/25
- Margin stabilityσ 7.8% · 20/25
Moat37
- ROIC >12% years1/9 yrs · 0/25
- Median gross margin94.8% · 25/25
- FCF-positive years1/4 yrs · 0/25
- Worst-year net marginworst 1.2% · 12/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- Q3 2026Insiders2 open-market insider purchases~11.8M shares bought by insiders
- FY2021FinancialBest year on record$1.68B net income
- FY2020FinancialBecame debt-freecash now exceeds total debt
- FY2016FinancialProfitable every year on record9 consecutive profitable years in our data
- FY2016FinancialRevenue already above $10B$10.9B in first reported year
- 2015AcquisitionIt also acquired Berkadia’s $10 billion special servicing portfolio
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (64.2%)
- Revenue growing 13.5% year over year
- Strong cash conversion — FCF is 34.5% of revenue
- Interest covered 14.1× by operating earnings
Watch-outs
- Net debt would take ~23.3 years of free cash flow to repay
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+13.5% YoY
- Profitable — makes more than it spends$909M TTM
- Profit growing — earnings are higher than last year+1.3% YoY
- Generates cash — cash left after running and investing$4.20B TTM
- Debt under control — could handle its obligations~0.4y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$10.2B market cap
- Not printing shares — share count not ballooning — you keep your slice-23.3% shares over ~5y
- Proven track record — years of profitability behind it9/9 profitable years
- Financially stable — balance sheet not near distresshealth score 31/100
- Pays a dividend — returns cash to shareholdersyield 3.63%
- Valuation not extreme — price not wildly above earningsP/E 11.2
Peer comparisonJefferies Financial Group Inc. vs 6 largest financial services peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| JEF this company | $10.2B | 11.2 | +13.5% | 7.5% | Strained |
| BRK.A Berkshire Hathaway Inc. | $1.1T | 11.6 | +3.9% | 22.3% | Mixed |
| BRK.B Berkshire Hathaway | $1.1T | 11.6 | +0.0% | 18.0% | Strong |
| JPM JPMorgan Chase & Co. | $886.2B | 13.6 | +13.5% | 32.6% | Strained |
| V VISA Inc. | $723.9B | 31.9 | +14.4% | 50.8% | Solid |
| MA Mastercard Incorporated | $516.4B | 31.7 | +16.0% | 46.3% | Mixed |
| BAC Bank of America Corporation | $380.4B | 11.3 | +15.9% | 27.8% | Mixed |
Head-to-head: JEF vs BRK.A · JEF vs BRK.B · JEF vs JPM
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/JEF
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of JEF on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $44.38 · market cap $10.2B.