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Jefferies Financial Group Inc (JEF)

Superavaliada
Financial ServicesCapital MarketsUnited States

Fundamental

72

Preço

$45.50

Capitalização de Mercado

$9.59B

Parte 1 · Quanto vale a empresa

Visão Geral

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

Compare

Generated on 19 de setembro de 2026 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.

Balanço & Liquidez

Receita

$6.31B

Últimos 12 meses (até 31/05/2026)

Resultado Líquido

$863M

Últimos 12 meses (até 31/05/2026)

Fluxo de Caixa Livre

$-1.70B

Capital Próprio Total

$10.57B

Passivo Total

$65.37B

Rácio de Liquidez

0.71

Cobertura de Juros

-

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

BancoSobrevalorizada

Valor Justo

$35.75

Preço Atual

$45.50

Margem de Segurança

-27.3%

Intervalo de Valor Justo

$23.24 - $48.26

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$59.50
Fluxo de caixa descontado (DCF):Não aplicável a este tipo de empresa
Multiplicador de lucros (P/E):$39.92
Fórmula de crescimento de Graham:Não aplicável a este tipo de empresa
Valor da capacidade de gerar lucro (EPV):Não aplicável a este tipo de empresa
P/B justificado:$25.73
Desconto de dividendos (Gordon):$20.99
P/FFO, fundos de operações:Não aplicável a este tipo de empresa
Lucros de meio de ciclo:Não aplicável a este tipo de empresa
Multiplicador sobre as receitas:Não aplicável a este tipo de empresa
Consenso dos Analistas:Comprar (5B / 4H / 0S)
Última Surpresa de Resultados:-12.64%

Métricas de Avaliação

Rácio P/E

16.65

ROE

6.4%

Rácio P/B

0.88

P/FCF

5.22

Margem Bruta

97.3%

ROIC

-

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

-

WACC

4.6%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (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

Indisponível (6)

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

Piotroski F-Score

3/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

2.33

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

0.6%

Número de ações estável

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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

Risco de Auditoria

4

Risco do Conselho

5

Risco de Remuneração

4

Risco dos Direitos dos Acionistas

1

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-01-28

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-07-09

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-09-28

    Ver documento

via SEC EDGAR

Histórico de Resultados

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