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Jefferies Financial Group Inc. (JEF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US47233W1099

CUSIP

47233W109

IPO Date

Nov 5, 1987

Highlights

Market Cap

$9.65B

EPS (TTM)

$2.84

PE Ratio

16.48

Total Revenue (TTM)

$10.30B

Gross Profit (TTM)

$6.08B

EBITDA (TTM)

$4.65B

Year Range

$39.28 - $82.21

Target Price

$57.00

Short %

1.76%

Short Ratio

1.17

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jefferies Financial Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5,000.00%10,000.00%15,000.00%20,000.00%NovemberDecember2025FebruaryMarchApril
10,393.27%
2,071.18%
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Returns By Period

Jefferies Financial Group Inc. had a return of -39.97% year-to-date (YTD) and 9.92% in the last 12 months. Over the past 10 years, Jefferies Financial Group Inc. had an annualized return of 12.25%, outperforming the S&P 500 benchmark which had an annualized return of 10.15%.


JEF

YTD

-39.97%

1M

-13.89%

6M

-26.13%

1Y

9.92%

5Y*

37.45%

10Y*

12.25%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of JEF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.93%-13.41%-19.08%-12.64%-39.97%
20240.87%3.36%5.45%-2.36%8.73%6.96%17.50%3.16%2.67%3.95%24.28%-0.94%98.84%
202331.93%-3.05%-16.01%0.91%-5.17%10.31%10.91%-2.15%2.63%-12.15%11.12%14.02%40.61%
2022-5.57%-2.20%-7.57%-6.36%8.48%-16.35%17.92%-0.57%-8.07%16.64%11.44%-9.77%-8.30%
2021-5.08%25.31%3.65%8.01%-0.51%6.44%-2.95%12.18%0.46%15.81%-12.06%3.25%62.18%
20201.26%-8.56%-30.64%0.37%7.55%6.14%4.18%8.84%2.62%8.39%17.26%8.23%17.76%
201919.87%-2.59%-7.30%9.47%-14.10%8.83%10.92%-12.61%17.93%1.47%12.41%2.25%47.68%
20182.19%-11.38%-5.25%5.76%-8.99%3.93%6.64%-4.25%-5.43%-2.23%1.77%-20.55%-34.47%
20172.58%11.61%-2.33%-2.35%-3.94%7.26%-0.50%-9.03%6.63%0.20%3.99%0.68%13.94%
2016-4.77%-12.74%11.90%3.15%8.51%-4.25%5.37%4.87%-0.57%-1.94%17.94%5.59%33.70%
20151.12%4.68%-6.07%6.64%3.62%-1.42%-3.13%-8.76%-5.59%-1.23%-11.64%-1.64%-22.43%
2014-3.56%2.23%0.21%-8.86%0.51%2.22%-5.76%0.89%-4.37%-0.25%-2.73%-3.07%-20.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JEF is 57, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JEF is 5757
Overall Rank
The Sharpe Ratio Rank of JEF is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of JEF is 5353
Sortino Ratio Rank
The Omega Ratio Rank of JEF is 5555
Omega Ratio Rank
The Calmar Ratio Rank of JEF is 6060
Calmar Ratio Rank
The Martin Ratio Rank of JEF is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for JEF, currently valued at 0.18, compared to the broader market-2.00-1.000.001.002.003.00
JEF: 0.18
^GSPC: 0.46
The chart of Sortino ratio for JEF, currently valued at 0.51, compared to the broader market-6.00-4.00-2.000.002.004.00
JEF: 0.51
^GSPC: 0.77
The chart of Omega ratio for JEF, currently valued at 1.08, compared to the broader market0.501.001.502.00
JEF: 1.08
^GSPC: 1.11
The chart of Calmar ratio for JEF, currently valued at 0.15, compared to the broader market0.001.002.003.004.005.00
JEF: 0.15
^GSPC: 0.47
The chart of Martin ratio for JEF, currently valued at 0.47, compared to the broader market-5.000.005.0010.0015.0020.00
JEF: 0.47
^GSPC: 1.94

The current Jefferies Financial Group Inc. Sharpe ratio is 0.18. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Jefferies Financial Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
0.18
0.46
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Jefferies Financial Group Inc. provided a 2.99% dividend yield over the last twelve months, with an annual payout of $1.40 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.40$1.30$3.00$1.15$0.86$0.39$0.77$0.00$0.00$0.00$0.00$0.00

Dividend yield

2.99%1.66%7.42%3.67%2.43%1.72%3.94%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Jefferies Financial Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.40$0.00$0.00$0.40
2024$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.30
2023$1.80$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$3.00
2022$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$1.15
2021$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.86
2020$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.14$0.00$0.39
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.07$0.00$0.77
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
JEF: 3.0%
Jefferies Financial Group Inc. has a dividend yield of 2.99%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
JEF: 51.5%
Jefferies Financial Group Inc. has a payout ratio of 51.51%, which is quite average when compared to the overall market. This suggests that Jefferies Financial Group Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-42.43%
-10.07%
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Jefferies Financial Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Jefferies Financial Group Inc. was 80.74%, occurring on Mar 6, 2009. Recovery took 3188 trading sessions.

The current Jefferies Financial Group Inc. drawdown is 42.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.74%May 19, 2008202Mar 6, 20093188Nov 2, 20213390
-49.49%Dec 17, 202476Apr 8, 2025
-42.3%Mar 26, 1998295May 26, 1999400Dec 22, 2000695
-38.87%Nov 4, 2021155Jun 16, 2022146Jan 17, 2023301
-30.87%Feb 4, 1993415Sep 26, 1994187Jun 22, 1995602

Volatility

Volatility Chart

The current Jefferies Financial Group Inc. volatility is 29.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
29.07%
14.23%
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Jefferies Financial Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items