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JEF vs JPM

JEF
Jefferies Financial Group Inc.
NEUTRAL
Price
$48.14
Market Cap
$9.84B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JEF
16.15
JPM
15.68
Forward P/E
JEF
10.88
JPM
13.42
P/B Ratio
JEF
0.93
JPM
2.47
P/S Ratio
JEF
1.82
JPM
5.03
EV/EBITDA
JEF
--
JPM
--

Profitability

Gross Margin
JEF
2.62%
JPM
0.0%
Operating Margin
JEF
13.41%
JPM
41.06%
Profit Margin
JEF
23.02%
JPM
33.91%
ROE
JEF
--
JPM
16.13%
ROA
JEF
--
JPM
1.35%

Growth

Revenue Growth
JEF
26.6%
JPM
2.5%
Earnings Growth
JEF
22.8%
JPM
-3.6%

Financial Health

Debt/Equity
JEF
3.44
JPM
--
Current Ratio
JEF
--
JPM
--
Quick Ratio
JEF
--
JPM
--

Dividends

Dividend Yield
JEF
3.32%
JPM
1.91%
Payout Ratio
JEF
53.69%
JPM
28.97%

AI Verdict

JEF NEUTRAL

JEF presents a stark contrast between deep value and deteriorating operational health, highlighted by a weak Piotroski F-Score of 2/9. While the stock is significantly undervalued relative to its Graham Number ($58.99) and Intrinsic Value ($87.91), and trades below book value (P/B 0.93), the deterministic health metrics are alarming. Strong year-over-year revenue and earnings growth are offset by a bearish technical trend (0/100) and a recent negative Q/Q EPS growth of -27.1%. The investment case relies on a value-recovery thesis, but the operational red flags necessitate a cautious approach.

Strengths
Deep value valuation with P/B ratio of 0.93
Strong YoY Revenue growth (26.60%) and Earnings growth (22.80%)
Significant upside to Graham Number ($58.99) and Intrinsic Value ($87.91)
Risks
Severe operational weakness indicated by a Piotroski F-Score of 2/9
High leverage with a Debt/Equity ratio of 3.44
Strongly bearish technical trend (0/100)
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

JEF vs JPM: Head-to-Head Comparison

This page compares Jefferies Financial Group Inc. (JEF) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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