JEF vs. BRO
Compare and contrast key facts about Jefferies Financial Group Inc. (JEF) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEF or BRO.
Correlation
The correlation between JEF and BRO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JEF vs. BRO - Performance Comparison
Key characteristics
JEF:
0.30
BRO:
1.51
JEF:
0.68
BRO:
2.00
JEF:
1.10
BRO:
1.29
JEF:
0.26
BRO:
2.50
JEF:
0.74
BRO:
7.19
JEF:
17.35%
BRO:
4.59%
JEF:
42.17%
BRO:
21.36%
JEF:
-80.74%
BRO:
-54.08%
JEF:
-38.05%
BRO:
-10.37%
Fundamentals
JEF:
$10.16B
BRO:
$31.64B
JEF:
$2.84
BRO:
$3.59
JEF:
17.35
BRO:
30.75
JEF:
1.46
BRO:
6.51
JEF:
1.00
BRO:
4.65
JEF:
$10.30B
BRO:
$4.84B
JEF:
$6.08B
BRO:
$2.22B
JEF:
$4.65B
BRO:
$1.76B
Returns By Period
In the year-to-date period, JEF achieves a -35.40% return, which is significantly lower than BRO's 9.48% return. Over the past 10 years, JEF has underperformed BRO with an annualized return of 12.52%, while BRO has yielded a comparatively higher 22.56% annualized return.
JEF
-35.40%
22.65%
-27.75%
12.40%
36.65%
12.52%
BRO
9.48%
-0.78%
1.21%
32.05%
25.19%
22.56%
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Risk-Adjusted Performance
JEF vs. BRO — Risk-Adjusted Performance Rank
JEF
BRO
JEF vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and Brown & Brown, Inc. (BRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JEF vs. BRO - Dividend Comparison
JEF's dividend yield for the trailing twelve months is around 2.78%, more than BRO's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEF Jefferies Financial Group Inc. | 2.78% | 1.66% | 7.42% | 3.67% | 2.43% | 1.07% | 1.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BRO Brown & Brown, Inc. | 0.39% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% |
Drawdowns
JEF vs. BRO - Drawdown Comparison
The maximum JEF drawdown since its inception was -80.74%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for JEF and BRO. For additional features, visit the drawdowns tool.
Volatility
JEF vs. BRO - Volatility Comparison
Jefferies Financial Group Inc. (JEF) has a higher volatility of 20.31% compared to Brown & Brown, Inc. (BRO) at 10.41%. This indicates that JEF's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JEF vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Jefferies Financial Group Inc. and Brown & Brown, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
JEF vs. BRO - Profitability Comparison
JEF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Jefferies Financial Group Inc. reported a gross profit of 1.48B and revenue of 2.47B. Therefore, the gross margin over that period was 59.9%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a gross profit of 702.00M and revenue of 1.39B. Therefore, the gross margin over that period was 50.7%.
JEF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Jefferies Financial Group Inc. reported an operating income of 1.02B and revenue of 2.47B, resulting in an operating margin of 41.2%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported an operating income of 452.00M and revenue of 1.39B, resulting in an operating margin of 32.6%.
JEF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Jefferies Financial Group Inc. reported a net income of 127.79M and revenue of 2.47B, resulting in a net margin of 5.2%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a net income of 331.00M and revenue of 1.39B, resulting in a net margin of 23.9%.