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Jefferies Financial Group Inc (JEF)

割高
Financial ServicesCapital MarketsUnited States

ファンダメンタル

72

株価

$45.50

時価総額

$9.59B

パート1 · 企業の価値

概要

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.

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Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月19日 with claude-haiku-4-5 — shared with all users

P/E: 13.9Score: 62Market cap: $266.79B

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.

P/E: 15.2Score: 68Market cap: $304.12B

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.

P/E: 14.5Score: 71Market cap: —

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.

P/E: 13.8Score: 67Market cap: $31.00B

Named in Jefferies' own compensation peer group; its capital markets division competes for the same mid-cap US underwriting and advisory business.

P/E: 9.3Score: 70Market cap: $11.79B

A middle-market US investment bank competing for the same smaller-cap underwriting mandates, equity research coverage and institutional brokerage clients.

Lazard, Inc.LAZ

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.

貸借対照表と流動性

売上高

$6.31B

直近12か月(2026/5/31まで)

純利益

$863M

直近12か月(2026/5/31まで)

フリーキャッシュフロー

$-1.70B

自己資本合計

$10.57B

負債合計

$65.37B

流動比率

0.71

利払い倍率

-

負債/EBITDA

-

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

銀行割高

適正価値

$35.75

現在株価

$45.50

安全マージン

-27.3%

適正価値レンジ

$23.24 - $48.26

使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。

推定方法

アナリストの目標株価:$59.50
ディスカウンテッド・キャッシュフロー(DCF):この種の企業には適用されません
利益倍率(P/E):$39.92
グレアムの成長公式:この種の企業には適用されません
収益力価値(EPV):この種の企業には適用されません
正当化されたP/B:$25.73
配当割引モデル(ゴードン):$20.99
P/FFO(運用から生まれる資金):この種の企業には適用されません
中間サイクル利益:この種の企業には適用されません
売上高倍率:この種の企業には適用されません
アナリスト・コンセンサス:買い (5B / 4H / 0S)
直近の決算サプライズ:-12.64%

バリュエーション指標

P/E レシオ

16.65

ROE

6.4%

P/B レシオ

0.88

P/FCF

5.22

粗利益率

97.3%

ROIC

-

収益性レーダー

価値創造(経済的モート)

ROIC

-

WACC

4.6%

ROIC − WACC

-

ファンダメンタル分析基準

合格(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%

不合格(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

データなし(6)

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

Piotroski F-スコア

3/9

重大な財務上の懸念

score
criteria

利益の質

2.33

高品質:利益はキャッシュに裏付けられている

株式希薄化

0.6%

株式数は安定している

機関投資家の保有

ガバナンス

経営陣

氏名役職年齢
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

監査リスク

4

取締役会リスク

5

報酬リスク

4

株主権利リスク

1

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

書類

  • 年次報告書(10-K)

    事業内容、財務実績、リスクをまとめた年次の概要。

    提出日: 2026-01-28

    書類を見る
  • 四半期報告書(10-Q)

    直近3か月間の業績に関する最新情報。

    提出日: 2026-07-09

    書類を見る
  • 臨時報告書(8-K)

    経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

    提出日: 2026-09-28

    書類を見る

via SEC EDGAR

業績推移

via SEC EDGAR

Latest News

Recent headlines for JEF, sourced from Markets Gazette.

  • 2d 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.

  • 2d 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.

  • 11d 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.

  • 23d 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.

  • 24d 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