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Jefferies Financial Group Inc (JEF)

Sopravvalutato
Financial ServicesCapital MarketsUnited States

Fondamentale

72

Prezzo

$46.02

Capitalizzazione

$9.59B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Confronta

Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti

P/E: 13.8Punteggio: 62Capitalizzazione: $266.79B

Il 10-K di Jefferies indica come primi rivali le grandi banche globali come Goldman Sachs: si contendono gli stessi mandati di consulenza sulle fusioni, gli stessi collocamenti di azioni e obbligazioni e gli stessi flussi di negoziazione istituzionale.

P/E: 15.2Punteggio: 65Capitalizzazione: $304.12B

Altra banca d'affari globale a servizio completo: insegue le stesse aziende clienti per consulenza e collocamenti e gli stessi investitori istituzionali per la negoziazione di azioni e obbligazioni.

P/E: 14.6Punteggio: 71Capitalizzazione: —

Società di consulenza indipendente che si scontra con il ramo di investment banking di Jefferies sui mandati di fusioni e ristrutturazioni, e sulla contesa dei banchieri senior che quei mandati li portano.

P/E: 13.9Punteggio: 67Capitalizzazione: $31.00B

Compare nel gruppo di riferimento scelto da Jefferies stessa per i compensi: la sua divisione di mercati dei capitali si contende gli stessi collocamenti e le stesse consulenze sulle medie imprese americane.

P/E: 9.3Punteggio: 70Capitalizzazione: $11.79B

Banca d'affari americana del segmento medio: si contende gli stessi collocamenti di società a bassa capitalizzazione, la stessa copertura di ricerca azionaria e gli stessi clienti dell'intermediazione istituzionale.

Lazard, Inc.LAZ

Compete sugli stessi due fronti di Jefferies: consulenza su fusioni transfrontaliere e ristrutturazioni per le aziende, più una divisione di gestione patrimoniale rivolta agli investitori istituzionali.

Stato Patrimoniale e Liquidità

Ricavi

$6.31B

Ultimi 12 mesi (al 31/05/2026)

Utile Netto

$863M

Ultimi 12 mesi (al 31/05/2026)

Free Cash Flow

$-1.70B

Patrimonio Netto Totale

$10.57B

Passività Totali

$65.37B

Rapporto di Liquidità

0.71

Copertura Interessi

-

Debito/EBITDA

-

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

BancaSopravvalutato

Fair Value

$35.69

Prezzo Attuale

$46.02

Margine di Sicurezza

-29.0%

Range Fair Value

$23.20 - $48.19

Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.

Metodi di Stima

Target degli analisti:$59.50
Flussi di cassa scontati (DCF):Non applicabile a questo tipo di azienda
Multiplo sugli utili (P/E):$39.60
Formula di Graham:Non applicabile a questo tipo di azienda
Valore della capacità di reddito (EPV):Non applicabile a questo tipo di azienda
P/B giustificato:$25.73
Sconto dei dividendi (Gordon):$20.99
P/FFO, i fondi da operazioni:Non applicabile a questo tipo di azienda
Utili di mezzo ciclo:Non applicabile a questo tipo di azienda
Multiplo sui ricavi:Non applicabile a questo tipo di azienda
Consenso Analisti:Buy (5B / 4H / 0S)
Ultima Sorpresa Utili:-12.64%

Metriche di Valutazione

Rapporto P/E

16.65

ROE

6.4%

Rapporto P/B

0.87

P/FCF

5.16

Margine Lordo

97.3%

ROIC

-

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

-

WACC

4.6%

ROIC − WACC

-

Criteri di Analisi Fondamentale

Superati (16)

  • EPS shows upward trend
  • Price CAGR 9.58%
  • Gross Margin 97.3%
  • P/FCF 5.16
  • P/B Ratio 0.87
  • 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%

Non superati (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

Non disponibili (6)

  • ROIC NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA

Piotroski F-Score

3/9

Preoccupazioni finanziarie serie

score
criteria

Qualità degli Utili

2.33

Alta qualità: utili supportati da cash

Diluizione Azionaria

0.6%

Numero di azioni stabile

Partecipazioni istituzionali

Governance

Team Dirigenziale

NomeRuoloEtà
Mr. Joseph Saul SteinbergCo-Founder & Chairman80
Mr. Richard Brian HandlerCEO & Director64
Mr. Brian Paul Friedman CPA, J.D.President & Director69
Mr. Matthew Scott LarsonExecutive VP & CFO52
Mr. Michael James Sharp J.D.Executive VP & General Counsel69
Mr. Edward John WehleGlobal Head of Technology Services Investment Banking-
Mr. Jun WuHead of Health-Care Coverage - Asia-
Mr. Peter ColwellGlobal Head of Industrial, Energy & Infrastructure Banking-
Mr. Oliver DiehlMD & Continental European Head of Equity Capital Markets-
Mr. Haim Jimmy HallacManaging Director54

Rischio Audit

4

Rischio CdA

5

Rischio Compensi

4

Rischio Diritti Azionisti

1

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Documenti

  • Relazione annuale (10-K)

    Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

    Depositato il 2026-01-28

    Vedi documento
  • Relazione trimestrale (10-Q)

    Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

    Depositato il 2026-07-09

    Vedi documento
  • Comunicazione price-sensitive (8-K)

    Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

    Depositato il 2026-09-28

    Vedi documento

via SEC EDGAR

Storico Ricavi

via SEC EDGAR

Ultime Notizie

Ultime notizie per JEF, da Markets Gazette.

  • 3d agoNEGATIVE
    Jefferies 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.

  • 3d agoPOSITIVE
    Jefferies, 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.

  • 12d agoNEUTRAL
    Inside 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.

  • 24d agoNEUTRAL
    Jefferies’ 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.

  • 25d agoNEGATIVE
    Jefferies 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.

  • 8/26/2026NEUTRAL
    Lots 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.

  • 8/4/2026NEGATIVE
    Jefferies 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.

  • 8/3/2026NEGATIVE
    Jefferies 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.

  • 5/28/2026NEGATIVE
    Jefferies Sued by Fund Investors Alleging Water Firm Fraud

    Jefferies Financial Group Inc. is facing a class action lawsuit filed by investors who allege fraud related to bond purchases made by its 352 Capital fund. The bonds were invested in a water vending machine firm that federal prosecutors have identified as a scam. This legal action introduces significant reputational and financial risk for Jefferies, potentially impacting its stock performance and investor confidence. The outcome of the lawsuit could lead to substantial financial penalties and further scrutiny of the company's fund management practices.

via Markets Gazette