JEF vs. HOOD
JEF (Jefferies Financial Group Inc.) and HOOD (Robinhood Markets, Inc.) are both stocks. Both are in the Financial Services sector — JEF in Financial Conglomerates, HOOD in Capital Markets. Over the past 3 years, JEF returned 29.57%/yr vs 123.33%/yr for HOOD. At a 0.43 correlation, their price movements are largely independent.
Performance
JEF vs. HOOD - Performance Comparison
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Returns By Period
In the year-to-date period, JEF achieves a 2.90% return, which is significantly higher than HOOD's -6.53% return.
JEF
- 1D
- 1.14%
- 1M
- 20.83%
- YTD
- 2.90%
- 6M
- 0.74%
- 1Y
- 22.33%
- 3Y*
- 29.57%
- 5Y*
- 20.00%
- 10Y*
- 19.59%
HOOD
- 1D
- -2.26%
- 1M
- 43.55%
- YTD
- -6.53%
- 6M
- -13.61%
- 1Y
- 34.66%
- 3Y*
- 123.33%
- 5Y*
- —
- 10Y*
- —
JEF vs. HOOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JEF Jefferies Financial Group Inc. | 2.90% | -18.78% | 98.84% | 27.74% | -8.46% | 19.28% |
HOOD Robinhood Markets, Inc. | -6.53% | 203.54% | 192.46% | 56.51% | -54.17% | -53.26% |
Correlation
The correlation between JEF and HOOD is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 2021 | 0.43 |
The correlation between JEF and HOOD shifts across timeframes, from 0.31 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
Fundamentals
JEF:
$4.87
HOOD:
$2.07
JEF:
12.91
HOOD:
51.09
JEF:
0.93
HOOD:
0.00
JEF:
0.83
HOOD:
24.77
JEF:
$11.22B
HOOD:
$3.91B
JEF:
$6.66B
HOOD:
$2.86B
JEF:
$1.12B
HOOD:
$1.80B
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Return for Risk
JEF vs. HOOD — Risk / Return Rank
JEF
HOOD
JEF vs. HOOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and Robinhood Markets, Inc. (HOOD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JEF | HOOD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.61 | -0.14 |
| Martin ratioReturn relative to average drawdown | 1.04 | 1.09 | -0.04 |
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Drawdowns
JEF vs. HOOD - Drawdown Comparison
The maximum JEF drawdown since its inception was -80.74%, smaller than the maximum HOOD drawdown of -90.21%. Use the drawdown chart below to compare losses from any high point for JEF and HOOD.
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Drawdown Indicators
| JEF | HOOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.74% | -90.21% | +9.47% |
Max Drawdown (1Y)Largest decline over 1 year | -48.05% | -57.26% | +9.21% |
Max Drawdown (3Y)Largest decline over 3 years | -54.39% | -57.26% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -54.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -54.39% | — | — |
Current DrawdownCurrent decline from peak | -19.85% | -30.66% | +10.81% |
Average DrawdownAverage peak-to-trough decline | -25.53% | -60.74% | +35.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.50% | 32.02% | -10.52% |
Volatility
JEF vs. HOOD - Volatility Comparison
The current volatility for Jefferies Financial Group Inc. (JEF) is 8.07%, while Robinhood Markets, Inc. (HOOD) has a volatility of 23.34%. This indicates that JEF experiences smaller price fluctuations and is considered to be less risky than HOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEF | HOOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 23.34% | -15.27% |
Volatility (6M)Calculated over the trailing 6-month period | 30.60% | 50.73% | -20.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.63% | 69.85% | -29.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.89% | 74.07% | -38.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.01% | 74.07% | -39.06% |
Dividends
JEF vs. HOOD - Dividend Comparison
JEF's dividend yield for the trailing twelve months is around 2.55%, while HOOD has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOOD Robinhood Markets, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEF Jefferies Financial Group Inc. | 2.55% | 2.58% | 1.66% | 2.97% | 3.50% | 2.32% | 2.44% | 8.07% | 2.59% | 1.23% | 1.08% | 1.44% |
Financials
JEF vs. HOOD - Financials Comparison
This section allows you to compare key financial metrics between Jefferies Financial Group Inc. and Robinhood Markets, 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. HOOD - Profitability Comparison
JEF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported a gross profit of 1.68B and revenue of 2.87B. Therefore, the gross margin over that period was 58.5%.
HOOD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported a gross profit of 0.00 and revenue of 359.00M. Therefore, the gross margin over that period was 0.0%.
JEF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported an operating income of 0.00 and revenue of 2.87B, resulting in an operating margin of 0.0%.
HOOD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported an operating income of 0.00 and revenue of 359.00M, resulting in an operating margin of 0.0%.
JEF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jefferies Financial Group Inc. reported a net income of 155.70M and revenue of 2.87B, resulting in a net margin of 5.4%.
HOOD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported a net income of 346.00M and revenue of 359.00M, resulting in a net margin of 96.4%.
Frequently Asked Questions
JEF and HOOD have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HOOD has higher volatility (23.34%) compared to JEF (8.07%). In terms of maximum drawdown, JEF dropped -80.74% vs HOOD's -90.21%.
JEF currently has the higher Sharpe Ratio (0.55 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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