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JEF vs SEIC

JEF
Jefferies Financial Group Inc.
NEUTRAL
Price
$48.14
Market Cap
$9.84B
Sector
Financial Services
AI Confidence
85%
SEIC
SEI Investments Company
NEUTRAL
Price
$84.79
Market Cap
$10.37B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
JEF
16.15
SEIC
15.06
Forward P/E
JEF
10.88
SEIC
13.66
P/B Ratio
JEF
0.93
SEIC
4.23
P/S Ratio
JEF
1.82
SEIC
4.51
EV/EBITDA
JEF
--
SEIC
15.3

Profitability

Gross Margin
JEF
2.62%
SEIC
78.37%
Operating Margin
JEF
13.41%
SEIC
26.35%
Profit Margin
JEF
23.02%
SEIC
31.14%
ROE
JEF
--
SEIC
28.96%
ROA
JEF
--
SEIC
13.08%

Growth

Revenue Growth
JEF
26.6%
SEIC
9.1%
Earnings Growth
JEF
22.8%
SEIC
16.9%

Financial Health

Debt/Equity
JEF
3.44
SEIC
0.01
Current Ratio
JEF
--
SEIC
3.29
Quick Ratio
JEF
--
SEIC
3.12

Dividends

Dividend Yield
JEF
3.32%
SEIC
1.19%
Payout Ratio
JEF
53.69%
SEIC
17.94%

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)
SEIC NEUTRAL

SEIC presents a dichotomy between strong operational profitability and weak deterministic health signals. While the company boasts an exceptional ROE of 28.96% and negligible debt (Debt/Equity 0.01), the Piotroski F-Score of 3/9 indicates a significant deterioration in financial trends. The stock trades at a premium to its Graham Number ($50.37) but well below its growth-based intrinsic value ($166.09), suggesting a valuation gap based on growth expectations. Bearish insider activity and a 0/100 technical trend offset the strong earnings beat track record.

Strengths
Extremely low leverage with a Debt/Equity ratio of 0.01
High profitability with a 31.14% profit margin and 28.96% ROE
Consistent earnings performance with 4/4 beats in the last year and a 25-quarter track record
Risks
Weak Piotroski F-Score (3/9) suggesting declining fundamental quality
Bearish insider sentiment with $12.91M in sales and zero buys
Technical trend is currently 0/100 (Bearish)

Compare Another Pair

JEF vs SEIC: Head-to-Head Comparison

This page compares Jefferies Financial Group Inc. (JEF) and SEI Investments Company (SEIC) 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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