JEF vs. JPM
Compare and contrast key facts about Jefferies Financial Group Inc. (JEF) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEF or JPM.
Correlation
The correlation between JEF and JPM is 0.52, 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. JPM - Performance Comparison
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Key characteristics
JEF:
0.47
JPM:
1.22
JEF:
0.87
JPM:
1.83
JEF:
1.13
JPM:
1.27
JEF:
0.39
JPM:
1.50
JEF:
1.08
JPM:
5.03
JEF:
17.89%
JPM:
7.30%
JEF:
42.77%
JPM:
28.79%
JEF:
-80.74%
JPM:
-74.02%
JEF:
-33.27%
JPM:
-4.53%
Fundamentals
JEF:
$11.19B
JPM:
$730.93B
JEF:
$2.84
JPM:
$20.39
JEF:
19.10
JPM:
12.90
JEF:
1.63
JPM:
4.33
JEF:
1.10
JPM:
2.18
JEF:
$10.30B
JPM:
$228.61B
JEF:
$6.08B
JPM:
$186.05B
JEF:
$4.65B
JPM:
$104.01B
Returns By Period
In the year-to-date period, JEF achieves a -30.42% return, which is significantly lower than JPM's 12.08% return. Over the past 10 years, JEF has underperformed JPM with an annualized return of 13.38%, while JPM has yielded a comparatively higher 18.21% annualized return.
JEF
-30.42%
23.92%
-26.51%
20.17%
42.08%
13.38%
JPM
12.08%
13.17%
11.40%
34.88%
29.00%
18.21%
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Risk-Adjusted Performance
JEF vs. JPM — Risk-Adjusted Performance Rank
JEF
JPM
JEF vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and JPMorgan Chase & Co. (JPM). 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.
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Dividends
JEF vs. JPM - Dividend Comparison
JEF's dividend yield for the trailing twelve months is around 2.58%, more than JPM's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEF Jefferies Financial Group Inc. | 2.58% | 1.66% | 7.42% | 3.67% | 2.43% | 1.14% | 1.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.90% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
JEF vs. JPM - Drawdown Comparison
The maximum JEF drawdown since its inception was -80.74%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for JEF and JPM. For additional features, visit the drawdowns tool.
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Volatility
JEF vs. JPM - Volatility Comparison
Jefferies Financial Group Inc. (JEF) has a higher volatility of 11.85% compared to JPMorgan Chase & Co. (JPM) at 5.98%. This indicates that JEF's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
JEF vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Jefferies Financial Group Inc. and JPMorgan Chase & Co.. 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. JPM - 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%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
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%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
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%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.