JEF
NEUTRAL
$48.14
Live
Jefferies Financial Group Inc. · NYSE
Target $54.0
(+12.2%)
$35.53
52W Range
$71.04
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 29, 2026
Market cap
$9.84B
P/E
16.15
ROE
N/A
Profit margin
23.0%
Debt/Equity
3.44
Dividend yield
3.32%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
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.
Key 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)
Sustainable dividend profile with a 53.69% payout ratio
Positive analyst consensus with a target price of $54.00
Key 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)
Recent volatility in quarterly earnings with a -27.1% Q/Q EPS drop
Negative 6-month price performance (-12.0%)
AI Fair Value Estimate
Based on comprehensive analysis
$56.5
+17.4% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
58
Moderate
90
65
60
20
55
AI Verdict
Value Trap Risk
Key drivers: Extreme valuation discount, Poor operational health (Piotroski), Strong YoY growth vs Weak Q/Q momentum
Confidence
80%
Value
90/100
Ref P/E, PEG, Graham Number
Positives
- P/B < 1.0
- Price well below Graham Number
- Forward P/E of 10.87 is attractive
Watchpoints
- PEG ratio of 1.49 suggests growth is not cheap
Future
65/100
Ref Growth rates
Positives
- Robust YoY revenue growth of 26.6%
Watchpoints
- Recent Q/Q EPS contraction of 27.1%
Past
60/100
Ref Historical trends
Positives
- Strong 5Y change of +76.5%
Watchpoints
- Recent 6M decline of 12%
Health
20/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Maintains profitability
Watchpoints
- Piotroski F-Score 2/9 is critically low
- High Debt/Equity ratio of 3.44
Dividend
55/100
Ref Yield, Payout
Positives
- 3.32% yield
- Manageable payout ratio
Watchpoints
- Dividend strength score is only 50/100
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$48.14
Analyst Target
$54.0
Upside/Downside
+12.2%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for JEF and closest competitors.
Updated 2026-04-28
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
JEF
Jefferies Financial Group Inc.
Primary
|
+76.5% | +63.9% | +5.5% | -12.0% | +21.4% | +1.1% |
|
WULF
TeraWulf Inc.
Peer
|
+143.3% | +1324.5% | +630.1% | +58.1% | +25.6% | +5.5% |
|
XP
XP Inc.
Peer
|
-44.1% | +60.4% | +31.7% | +15.4% | +2.1% | -7.0% |
|
UMBF
UMB Financial Corporation
Peer
|
+40.1% | +105.6% | +31.3% | +11.3% | +13.9% | +0.0% |
|
SEIC
SEI Investments Company
Peer
|
+56.6% | +50.5% | +19.3% | +4.8% | +7.9% | +6.0% |
JEF
Jefferies Financial Group Inc.
Primary
5Y
+76.5%
3Y
+63.9%
1Y
+5.5%
6M
-12.0%
1M
+21.4%
1W
+1.1%
WUL
TeraWulf Inc.
Peer
5Y
+143.3%
3Y
+1324.5%
1Y
+630.1%
6M
+58.1%
1M
+25.6%
1W
+5.5%
XP
XP Inc.
Peer
5Y
-44.1%
3Y
+60.4%
1Y
+31.7%
6M
+15.4%
1M
+2.1%
1W
-7.0%
UMB
UMB Financial Corporation
Peer
5Y
+40.1%
3Y
+105.6%
1Y
+31.3%
6M
+11.3%
1M
+13.9%
1W
+0.0%
SEI
SEI Investments Company
Peer
5Y
+56.6%
3Y
+50.5%
1Y
+19.3%
6M
+4.8%
1M
+7.9%
1W
+6.0%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
16.15
Forward P/E
10.88
PEG Ratio
1.49
P/B Ratio
0.93
P/S Ratio
1.82
EV/Revenue
-1.98
EV/EBITDA
N/A
Market Cap
$9.84B
Profitability
Profit margins and return metrics
Profit Margin
23.02%
Operating Margin
13.41%
Gross Margin
2.62%
ROE
N/A
ROA
N/A
Growth
Revenue and earnings growth rates
Revenue Growth
+26.6%
Earnings Growth
+22.8%
Q/Q Revenue Growth
+16.11%
Q/Q Earnings Growth
+21.8%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
3.44
High debt
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$280.07
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2026
Revenue
$2.9B
Gross Margin
56.5%
Op. Margin
41.4%
Net Margin
6.1%
Total Assets
$74.4B
Liabilities
$63.7B
Equity
$10.6B
Debt/Equity
6.01x
Operating CF
$-1.7B
CapEx
$-0.1B
Free Cash Flow
$-1.8B
FCF Yield
104%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-06-24
$N/A
2026-03-25
$0.7
-21.4% surprise
2026-01-07
$0.96
+20.0% surprise
2025-09-29
$1.01
+17.4% surprise
Financial Services Sector Comparison
Comparing JEF against 853 companies in the Financial Services sector
(144 bullish, 363 neutral, 346 bearish)
P/E Ratio
16.15
This Stock
vs
35.08
Sector Avg
-53.9%
(Discount)
Profit Margin
23.02%
This Stock
vs
93.89%
Sector Avg
-75.5%
(Weaker)
Debt to Equity
3.44
This Stock
vs
1.33
Sector Avg
+157.8%
(Higher)
Revenue Growth
26.6%
This Stock
vs
36.58%
Sector Avg
-27.3%
(Slower)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
JEF
Jefferies Financial Group Inc.
|
NEUTRAL | $9.84B | 16.15 | -% | 23.0% | $48.14 | |
|
WULF
TeraWulf Inc.
|
BEARISH | $9.98B | - | -343.7% | -% | $20.37 | Compare |
|
XP
XP Inc.
|
BULLISH | $10.15B | 10.12 | 23.7% | 29.1% | $19.63 | Compare |
|
UMBF
UMB Financial Corporation
|
BULLISH | $9.45B | 13.36 | 12.6% | 28.1% | $124.16 | Compare |
|
SEIC
SEI Investments Company
|
NEUTRAL | $10.37B | 15.06 | 29.0% | 31.1% | $84.79 | Compare |
JEF
Jefferies...
NEUTRAL
Mkt Cap
$9.8B
P/E
16.2
ROE
-%
Price
$48.14
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-26 | WEILER MELISSA | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | ELLIS-KIRK MATRICE | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | BEYER ROBERT D | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | JONES THOMAS W | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | O KANE MICHAEL T | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | ADAMANY LINDA | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | KATZ JACOB M. | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-26 | GILMARTIN MARYANNE | Director | Stock Award | 5,461 | $219,969 |
| 2026-03-02 | HANDLER RICHARD B | Chief Executive Officer | Gift | 259,010 | - |
| 2026-02-27 | WEILER MELISSA | Director | Stock Award | 145 | $6,438 |
| 2026-02-27 | LARSON MATTHEW SCOTT | Chief Financial Officer | Stock Award | 877 | $38,939 |
| 2026-02-27 | FRIEDMAN BRIAN P | President | Stock Award | 34,769 | $1,543,744 |
| 2026-02-27 | ELLIS-KIRK MATRICE | Director | Stock Award | 145 | $6,438 |
| 2026-02-27 | HANDLER RICHARD B | Chief Executive Officer | Stock Award | 114,947 | $5,103,647 |
| 2026-02-27 | BEYER ROBERT D | Director | Stock Award | 540 | $23,976 |
WEILER MELISSA
Director
2026-03-26
5,461 shares
·
$219,969
ELLIS-KIRK MATRICE
Director
2026-03-26
5,461 shares
·
$219,969
BEYER ROBERT D
Director
2026-03-26
5,461 shares
·
$219,969
JONES THOMAS W
Director
2026-03-26
5,461 shares
·
$219,969
O KANE MICHAEL T
Director
2026-03-26
5,461 shares
·
$219,969
ADAMANY LINDA
Director
2026-03-26
5,461 shares
·
$219,969
KATZ JACOB M.
Director
2026-03-26
5,461 shares
·
$219,969
GILMARTIN MARYANNE
Director
2026-03-26
5,461 shares
·
$219,969
HANDLER RICHARD B
Chief Executive Officer
2026-03-02
259,010 shares
WEILER MELISSA
Director
2026-02-27
145 shares
·
$6,438
LARSON MATTHEW SCOTT
Chief Financial Officer
2026-02-27
877 shares
·
$38,939
FRIEDMAN BRIAN P
President
2026-02-27
34,769 shares
·
$1,543,744
ELLIS-KIRK MATRICE
Director
2026-02-27
145 shares
·
$6,438
HANDLER RICHARD B
Chief Executive Officer
2026-02-27
114,947 shares
·
$5,103,647
BEYER ROBERT D
Director
2026-02-27
540 shares
·
$23,976
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
8-K
8-K
10-Q
8-K
DEF 14A
8-K
10-K
JEF's 10-K filing dated January 28, 2026, outlines the company's consolidated results of operations, revenue sources, and risk management strategies. While the report addresses liquidity, capital resources, and critical accounting estimates, specific financial metrics and risk factors were not detailed in the provided excerpts.
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
6 analysts
Goldman Sachs
2026-04-14
Buy
Buy
Goldman Sachs
2026-03-26
Buy
Buy
BMO Capital
2026-03-23
Market Perform
Market Perform
Oppenheimer
2026-03-13
Outperform
Outperform
UBS
2026-03-12
Buy
Buy
Goldman Sachs
2026-03-12
Buy
Buy
Oppenheimer
2025-12-11
Outperform
Outperform
Morgan Stanley
2025-12-08
Equal-Weight
Overweight
Past News Coverage
Recent headlines mentioning JEF from our newsroom.
Newest → oldest
No matching news yet.