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

Company Info

ISIN

US47233W1099

CUSIP

47233W109

Sector

Financial Services

IPO Date

Nov 5, 1987

Highlights

Market Cap

$16.27B

EPS (TTM)

$2.34

PE Ratio

33.84

Total Revenue (TTM)

$7.83B

Gross Profit (TTM)

$6.38B

EBITDA (TTM)

$3.39B

Year Range

$37.64 - $82.04

Target Price

$88.75

Short %

6.78%

Short Ratio

7.50

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.


Popular comparisons:
JEF vs. HOOD JEF vs. SCHD JEF vs. ARCC JEF vs. SPY JEF vs. VOO JEF vs. BRK-B JEF vs. JXN JEF vs. MCO JEF vs. JPM JEF vs. BRO
Popular comparisons:
JEF vs. HOOD JEF vs. SCHD JEF vs. ARCC JEF vs. SPY JEF vs. VOO JEF vs. BRK-B JEF vs. JXN JEF vs. MCO JEF vs. JPM JEF vs. BRO

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.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JulyAugustSeptemberOctoberNovemberDecember
13,459.86%
2,230.58%
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Returns By Period

Jefferies Financial Group Inc. had a return of 93.31% year-to-date (YTD) and 99.23% in the last 12 months. Over the past 10 years, Jefferies Financial Group Inc. had an annualized return of 17.83%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


JEF

YTD

93.31%

1M

1.75%

6M

68.42%

1Y

99.23%

5Y*

36.88%

10Y*

17.83%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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
20240.87%3.36%5.45%-2.36%8.73%6.96%17.50%3.16%2.67%3.95%24.28%93.31%
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%-8.90%-30.64%0.37%8.10%6.14%4.18%9.24%2.62%8.39%17.30%8.23%18.42%
201919.87%-2.59%-7.30%9.47%-14.10%8.83%10.92%-12.61%12.67%1.47%11.97%2.25%40.54%
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%
20136.98%8.65%1.97%12.61%1.59%-16.44%2.33%-7.08%9.27%4.04%1.13%-1.12%22.45%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, JEF is among the top 1% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JEF is 9999
Overall Rank
The Sharpe Ratio Rank of JEF is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of JEF is 9898
Sortino Ratio Rank
The Omega Ratio Rank of JEF is 9898
Omega Ratio Rank
The Calmar Ratio Rank of JEF is 100100
Calmar Ratio Rank
The Martin Ratio Rank of JEF is 9999
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.


Sharpe ratio
The chart of Sharpe ratio for JEF, currently valued at 3.98, compared to the broader market-4.00-2.000.002.003.982.10
The chart of Sortino ratio for JEF, currently valued at 4.89, compared to the broader market-4.00-2.000.002.004.004.892.80
The chart of Omega ratio for JEF, currently valued at 1.65, compared to the broader market0.501.001.502.001.651.39
The chart of Calmar ratio for JEF, currently valued at 9.38, compared to the broader market0.002.004.006.009.383.09
The chart of Martin ratio for JEF, currently valued at 30.61, compared to the broader market-5.000.005.0010.0015.0020.0025.0030.6113.49
JEF
^GSPC

The current Jefferies Financial Group Inc. Sharpe ratio is 3.98. 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 Ratio1.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
3.98
2.10
JEF (Jefferies Financial Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Jefferies Financial Group Inc. provided a 1.71% dividend yield over the last twelve months, with an annual payout of $1.30 per share. The company has been increasing its dividends for 13 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.30$3.00$1.15$0.86$0.43$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend yield

1.71%7.42%3.67%2.43%1.92%0.00%0.00%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
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$0.00$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.43
2019$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
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$0.00$0.00
2013$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%1.7%
Jefferies Financial Group Inc. has a dividend yield of 1.71%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%51.0%
Jefferies Financial Group Inc. has a payout ratio of 50.98%, 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.76%
-2.62%
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 3490 trading sessions.

The current Jefferies Financial Group Inc. drawdown is 6.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.74%May 19, 2008202Mar 6, 20093490Jan 17, 20233692
-49.46%Mar 26, 1998295May 26, 19991105Oct 17, 20031400
-30.94%Feb 4, 1993415Sep 26, 1994187Jun 22, 1995602
-29.89%Dec 23, 200441Feb 22, 2005190Nov 21, 2005231
-26.47%Feb 14, 202356May 4, 2023155Dec 14, 2023211

Volatility

Volatility Chart

The current Jefferies Financial Group Inc. volatility is 7.94%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.94%
3.79%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Jefferies Financial Group Inc..


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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