Jefferies Financial Group Inc (JEF)
SurévaluéFondamental
72
Prix
$45.50
Capitalisation boursière
$9.59B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19 septembre 2026 with claude-haiku-4-5 — shared with all users
Jefferies' 10-K says it competes primarily with large global banks like Goldman Sachs, bidding for the same M&A advisory mandates, equity and debt underwriting deals and institutional trading flow.
Another global full-service investment bank that chases the same corporate clients for advisory and underwriting work and the same institutional investors for equity and fixed income trading.
An independent advisory firm that competes directly with Jefferies' investment banking arm for M&A and restructuring mandates, and for the senior bankers who bring those mandates.
Named in Jefferies' own compensation peer group; its capital markets division competes for the same mid-cap US underwriting and advisory business.
A middle-market US investment bank competing for the same smaller-cap underwriting mandates, equity research coverage and institutional brokerage clients.
Competes on the same two fronts as Jefferies: cross-border M&A and restructuring advice for corporate clients, plus an asset management business selling to institutional investors.
Bilan & Liquidités
Chiffre d'affaires
$6.31B
12 derniers mois (au 31/05/2026)
Résultat net
$863M
12 derniers mois (au 31/05/2026)
Flux de trésorerie libre
$-1.70B
Capitaux propres totaux
$10.57B
Passif total
$65.37B
Ratio de liquidité général
0.71
Couverture des intérêts
-
Dette/EBITDA
-
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$35.75
Prix actuel
$45.50
Marge de sécurité
-27.3%
Fourchette de juste valeur
$23.24 - $48.26
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
16.65
ROE
6.4%
Ratio P/B
0.88
P/FCF
5.22
Marge brute
97.3%
ROIC
-
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
-
WACC
4.6%
ROIC − WACC
-
Critères d'analyse fondamentale
Réussi (16)
- EPS shows upward trend
- Price CAGR 9.58%
- Gross Margin 97.3%
- P/FCF 5.22
- P/B Ratio 0.88
- Positive Free Cash Flow
- CapEx intensity
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Undervalued)
- ROE 8.5%
- Revenue Growth 5Y 9.3%
- Analyst Consensus 56% Buy
- Earnings Quality (OCF/NI) 2.33
- Share Dilution 0.6%
- Net Margin Trend 13.7% vs 12.4%
Échoué (6)
- EPS CAGR 1.58%
- Debt/Equity ratio
- Return on Tangible Assets
- Earnings Surprise avg -3.6%
- PEG Ratio 3.33
- Piotroski F-Score 3/9
Indisponible (6)
- ROIC NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
Score F de Piotroski
Préoccupations financières sérieuses
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Le nombre d'actions est stable
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. Joseph Saul Steinberg | Co-Founder & Chairman | 80 |
| Mr. Richard Brian Handler | CEO & Director | 64 |
| Mr. Brian Paul Friedman CPA, J.D. | President & Director | 69 |
| Mr. Matthew Scott Larson | Executive VP & CFO | 52 |
| Mr. Michael James Sharp J.D. | Executive VP & General Counsel | 69 |
| Mr. Edward John Wehle | Global Head of Technology Services Investment Banking | - |
| Mr. Jun Wu | Head of Health-Care Coverage - Asia | - |
| Mr. Peter Colwell | Global Head of Industrial, Energy & Infrastructure Banking | - |
| Mr. Oliver Diehl | MD & Continental European Head of Equity Capital Markets | - |
| Mr. Haim Jimmy Hallac | Managing Director | 54 |
Risque d'audit
4
Risque du conseil
5
Risque de rémunération
4
Risque droits des actionnaires
1
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-01-28
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-07-09
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-09-28
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for JEF, sourced from Markets Gazette.
- 2d agoNEGATIVEJefferies Stung by Soured Bets at Asset-Management Unit
Jefferies Financial Group's asset-management division experienced a significant revenue decline of over 50% in its fiscal third quarter, reporting $85.6 million for the period ending August. This sharp drop indicates potential headwinds within the unit, impacting the company's overall financial performance. Investors will be closely monitoring management's strategies to address this downturn and restore growth in the asset-management segment.
- 2d agoPOSITIVEJefferies, i record nell'Investment Banking compensano i cali nell'Asset Management
Jefferies reported a net income attributable to shareholders of $260.6 million, or $1.08 per share, for the three months ending August 31. This performance was driven by strong results in its Investment Banking division, which offset declines experienced in its Asset Management segment. The company's ability to leverage its investment banking capabilities to achieve record results highlights its resilience and strategic focus. For investors, this indicates a robust core business that can navigate sector-specific headwinds, potentially signaling a positive outlook for the company's financial health and stock performance.
- 11d agoNEUTRALInside Jefferies’ Months-Long Tussle With Glencore Over Radiant
Jefferies Financial Group Inc. has been engaged in a prolonged and reportedly contentious negotiation with Glencore concerning Radiant. While the specifics of the dispute remain undisclosed, the escalating 'irate' tone from Jefferies' executives suggests significant friction. This ongoing tussle, without a clear resolution or outcome, presents a neutral stance for investors as it introduces uncertainty without immediate positive or negative catalysts for Jefferies' stock performance. Further developments are required to ascertain the financial implications.
- 23d agoNEUTRALJefferies’ Wood Sticks With ‘Picks and Shovels’ Trade
Chris Wood, Global Head of Equity Strategy at Jefferies, maintains a positive outlook on the 'picks and shovels' trade, contingent on sustained capital spending. He also highlighted China's domestic market as a key beneficiary in the ongoing AI cycle. This strategic view, shared at the KBFG Korea Conference, suggests an investment approach focused on companies providing essential infrastructure and resources for growth sectors, rather than direct participation in the end products. Investors should monitor capital expenditure trends and China's AI sector developments.
- 24d agoNEGATIVEJefferies Fund Seeks Radiant World Asset Freeze in Singapore
A fund managed by Jefferies Financial Group's subsidiary has initiated legal action, seeking to freeze the assets of iron ore trader Radiant World and its founder, Pinkesh Nahar. This move follows a worldwide freezing order obtained from a UK court. The legal pursuit in Singapore aims to secure outstanding claims, indicating potential financial distress or dispute involving Radiant World. For Jefferies, this represents an effort to recover potential losses, while for the broader commodities trading sector, it highlights the risks associated with counterparty credit and legal enforcement in international trade.
- 8/26/2026NEUTRALLots of PE 'Zombie' Investments: Jeffries' Greenberg
Jefferies' Global Head of IB Strategy, Jason Greenberg, discussed the challenges in private equity, particularly the prevalence of 'zombie' investments that struggle with exits. Speaking on Bloomberg Deals, Greenberg highlighted ongoing discussions around software investments and the dynamics of AI dealmaking. While the commentary points to potential headwinds in the PE sector, it also suggests continued activity in strategic areas like AI, indicating a mixed outlook for investment banking and deal advisory services. Investors should note the firm's perspective on market liquidity and exit strategies.
- 8/4/2026NEGATIVEJefferies Gets Evidence of Fake Invoices at Trouble Fund
Jefferies Financial Group Inc. has received information suggesting that some invoices related to its financing of iron ore trader Sapphire Minmetals Corp. may be fraudulent. This development raises concerns about the integrity of the collateral underpinning Jefferies' exposure to Sapphire Minmetals. While Sapphire Minmetals denies these allegations, the mere suggestion of fake invoices could lead to significant financial and reputational damage for Jefferies if the claims are substantiated. Investors will be monitoring this situation closely for further developments and potential financial write-downs.
- 8/3/2026NEGATIVEJefferies Reviews Exposure to Radiant World
Jefferies Financial Group is reportedly reviewing its exposure to Radiant World, a move that follows investor concerns over its Point Bonita Capital fund. Last year, investors in Point Bonita Capital sought to redeem their holdings due to the fund's significant exposure to the struggling auto supplier First Brands Group. This ongoing scrutiny of its investment portfolio, particularly concerning potentially underperforming assets, raises questions about the firm's risk management and the stability of its fund offerings. Investors will be monitoring Jefferies' disclosures for further clarity on the extent of its involvement with Radiant World and the potential financial implications.
- 5/28/2026NEGATIVEJefferies Sued by Fund Investors Over ‘Massive’ Water Bond Fraud
Jefferies Financial Group Inc. is facing a class action lawsuit filed by investors in its 352 Capital fund. The suit alleges improper bond purchases made by the fund in a water vending machine firm, which federal prosecutors have identified as a fraudulent operation. This legal challenge introduces significant reputational and financial risk for Jefferies, potentially impacting its stock performance and investor confidence as the details of the alleged fraud and the fund's involvement are scrutinized.
via Markets Gazette