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Jefferies Financial Group Inc (JEF)

被高估
Financial ServicesCapital MarketsUnited States

基本面

72

价格

$45.50

市值

$9.59B

第一部分 · 这家公司值多少

概览

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 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.

资产负债表与流动性

营收

$6.31B

最近12个月(截至2026/5/31)

净利润

$863M

最近12个月(截至2026/5/31)

自由现金流

$-1.70B

股东权益合计

$10.57B

负债合计

$65.37B

流动比率

0.71

利息覆盖率

-

债务/EBITDA

-

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

银行被高估

公允价值

$35.75

当前价格

$45.50

安全边际

-27.3%

公允价值区间

$23.24 - $48.26

所用估值方法之间的离散区间,并非经过统计校准的置信区间。

估算方法

分析师目标价:$59.50
现金流折现法(DCF):不适用于此类公司
市盈率法(P/E):$39.92
格雷厄姆成长公式:不适用于此类公司
盈利能力价值(EPV):不适用于此类公司
合理市净率(P/B):$25.73
股息折现模型(戈登模型):$20.99
P/FFO(运营资金):不适用于此类公司
周期中段收益:不适用于此类公司
市销率法(P/S):不适用于此类公司
分析师共识:买入 (5B / 4H / 0S)
最近财报超预期:-12.64%

估值指标

市盈率(P/E)

16.65

ROE

6.4%

市净率(P/B)

0.88

P/FCF

5.22

毛利率

97.3%

ROIC

-

盈利能力雷达图

价值创造(经济护城河)

ROIC

-

WACC

4.6%

ROIC − WACC

-

基本面分析标准

通过(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%

未通过(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

不可用(6)

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

Piotroski F-评分

3/9

存在严重财务隐患

score
criteria

盈利质量

2.33

高质量:盈利有现金流支撑

股权稀释

0.6%

股份数量稳定

机构持股

公司治理

管理团队

姓名职位年龄
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

审计风险

4

董事会风险

5

薪酬风险

4

股东权利风险

1

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

文件

  • 年度报告(10-K)

    对公司业务、财务业绩和风险的年度概述。

    提交日期:2026-01-28

    查看文件
  • 季度报告(10-Q)

    最近三个月财务表现的最新情况。

    提交日期:2026-07-09

    查看文件
  • 临时报告(8-K)

    关于重大事件(如管理层变动或重要公告)的通知。

    提交日期:2026-09-28

    查看文件

via SEC EDGAR

损益历史

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.

  • 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.

  • 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