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Upturn AI SWOT - About
JEF 
Jefferies Financial Group Inc (JEF)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: JEF (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 147.37% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.04B USD | Price to earnings Ratio 18.85 | 1Y Target Price 72.33 |
Price to earnings Ratio 18.85 | 1Y Target Price 72.33 | ||
Volume (30-day avg) 2314595 | Beta 1.35 | 52 Weeks Range 39.80 - 82.21 | Updated Date 04/1/2025 |
52 Weeks Range 39.80 - 82.21 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.99% | Basic EPS (TTM) 2.84 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.54% | Operating Margin (TTM) 9.48% |
Management Effectiveness
Return on Assets (TTM) 1.17% | Return on Equity (TTM) 7.11% |
Valuation
Trailing PE 18.85 | Forward PE 14.37 | Enterprise Value 19259705500 | Price to Sales(TTM) 1.61 |
Enterprise Value 19259705500 | Price to Sales(TTM) 1.61 | ||
Enterprise Value to Revenue 1.85 | Enterprise Value to EBITDA 4.13 | Shares Outstanding 206250000 | Shares Floating 163832625 |
Shares Outstanding 206250000 | Shares Floating 163832625 | ||
Percent Insiders 25.91 | Percent Institutions 73.42 |
Analyst Ratings
Rating 4.5 | Target Price 88.75 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Jefferies Financial Group Inc
Company Overview
History and Background
Jefferies Financial Group Inc. was founded in 1962 by Boyd Jefferies as a brokerage firm specializing in block trades. It has grown through acquisitions and organic growth to become a global investment bank and capital markets firm.
Core Business Areas
- Investment Banking: Provides financial advisory and capital markets services, including mergers and acquisitions, restructuring and recapitalization, and equity and debt underwriting.
- Capital Markets: Encompasses equity sales and trading, fixed income sales and trading, and research services. It generates revenue from trading activities and commissions.
- Asset Management: Manages assets for institutional and individual clients through a variety of investment strategies.
- Merchant Banking: Involves making strategic investments in companies across various industries.
Leadership and Structure
Richard Handler is the CEO of Jefferies Financial Group. The company is structured with distinct divisions for investment banking, capital markets, and asset management.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, divestitures, and other strategic transactions. Market share is variable, influenced by deal size. Competitors include Goldman Sachs, Morgan Stanley, and JPMorgan Chase.
- Equity Underwriting: Helps companies raise capital through initial public offerings (IPOs) and follow-on offerings. Market share fluctuates. Competitors include Goldman Sachs, Morgan Stanley, and BofA Securities.
- Fixed Income Trading: Trades government, corporate, and municipal bonds. Market share is subject to market conditions and volatility. Competitors include Goldman Sachs, Morgan Stanley, and JP Morgan.
Market Dynamics
Industry Overview
The investment banking and capital markets industry is highly competitive and cyclical, influenced by economic conditions, interest rates, and geopolitical events.
Positioning
Jefferies is a mid-sized investment bank with a strong focus on providing high-quality services to its clients. It competes with larger bulge-bracket firms and smaller boutique firms.
Total Addressable Market (TAM)
The global investment banking market is estimated to be several hundred billion dollars annually. Jefferies is positioned to capture a portion of this TAM through its diverse range of services.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced management team
- Diversified business model
- Global presence
Weaknesses
- Smaller size compared to bulge-bracket firms
- Reliance on market conditions
- Potential for regulatory scrutiny
Opportunities
- Expanding into new markets
- Increasing market share in existing businesses
- Acquiring smaller firms
- Leveraging technology to improve efficiency
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- C
- BofA
Competitive Landscape
Jefferies competes with larger bulge-bracket firms and smaller boutique firms. It differentiates itself through its client focus and high-quality services.
Major Acquisitions
Prism Financial Products
- Year: 2008
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Jefferies' presence in the fixed-income market. The firm was acquired for a nominal fee following the financial crisis.
Growth Trajectory and Initiatives
Historical Growth: Jefferies has grown through acquisitions and organic growth over the past few decades.
Future Projections: Analyst estimates project continued growth for Jefferies, driven by its diverse business model and strategic initiatives.
Recent Initiatives: Recent initiatives include expanding into new markets and investing in technology.
Summary
Jefferies is a global investment bank positioned to continue expanding. Its strengths include diversified business model and strong client relationships. It should be aware of economic downturn, and increased competition as challenges. The current state is that the company is financially stable and has an experienced management team
Similar Companies
- GS
- MS
- JPM
- C
- BofA
- Piper Sandler (PIPR)
- Stifel Financial (SF)
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jefferies Financial Group Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1987-11-05 | CEO & Director Mr. Richard Brian Handler | ||
Sector Financial Services | Industry Capital Markets | Full time employees 7701 | Website https://www.jefferies.com |
Full time employees 7701 | Website https://www.jefferies.com | ||
Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. The company operates in two segments, Investment Banking and Capital Markets, and Asset Management. It provides investment banking, advisory services with respect to mergers or acquisitions, debt financing, restructurings or recapitalizations, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debts, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. The company also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, it provides investment grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, and interest rate and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company serves to public companies, private companies, and their sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.
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