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Jefferies Financial Group Inc (JEF)JEF
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Upturn Advisory Summary
09/18/2024: JEF (5-star) is a STRONG-BUY. BUY since 93 days. Profits (34.83%). Updated daily EoD!
Analysis of Past Upturns
Type: Stock | Upturn Star Rating | Today’s Advisory: Strong Buy |
Profit: 89.32% | Upturn Advisory Performance  5 | Avg. Invested days: 61 |
| Profits based on simulation | Stock Returns Performance  4 | Last Close 09/18/2024 |
Type: Stock | Today’s Advisory: Strong Buy |
Profit: 89.32% | Avg. Invested days: 61 |
Upturn Star Rating | Stock Returns Performance 4 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 5 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.49B USD |
Price to earnings Ratio 33.03 | 1Y Target Price 65 |
Dividends yield (FY) 2.30% | Basic EPS (TTM) 1.84 |
Volume (30-day avg) 1218358 | Beta 1.3 |
52 Weeks Range 30.49 - 62.04 | Updated Date 09/18/2024 |
Company Size Large-Cap Stock | Market Capitalization 12.49B USD | Price to earnings Ratio 33.03 | 1Y Target Price 65 |
Dividends yield (FY) 2.30% | Basic EPS (TTM) 1.84 | Volume (30-day avg) 1218358 | Beta 1.3 |
52 Weeks Range 30.49 - 62.04 | Updated Date 09/18/2024 |
Earnings Date
Report Date 2024-09-25 | When AfterMarket |
Estimate 0.8 | Actual - |
Report Date 2024-09-25 | When AfterMarket | Estimate 0.8 | Actual - |
Profitability
Profit Margin 7.84% | Operating Margin (TTM) 13.75% |
Management Effectiveness
Return on Assets (TTM) 0.76% | Return on Equity (TTM) 4.5% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 33.03 | Forward PE 13.7 |
Enterprise Value 21845464246 | Price to Sales(TTM) 2.16 |
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 5.36 |
Shares Outstanding 205491008 | Shares Floating 161162233 |
Percent Insiders 21.83 | Percent Institutions 68.77 |
Trailing PE 33.03 | Forward PE 13.7 | Enterprise Value 21845464246 | Price to Sales(TTM) 2.16 |
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 5.36 | Shares Outstanding 205491008 | Shares Floating 161162233 |
Percent Insiders 21.83 | Percent Institutions 68.77 |
Analyst Ratings
Rating 4 | Target Price 40 | Buy 1 |
Strong Buy 1 | Hold 1 | Sell - |
Strong Sell - |
Rating 4 | Target Price 40 | Buy 1 | Strong Buy 1 |
Hold 1 | Sell - | Strong Sell - |
AI Summarization
Company Profile:
Jefferies Financial Group Inc. is an American multinational independent investment bank and financial services company. It was founded in 1962 by Boyd Jefferies and is headquartered in New York City. The company provides a wide range of investment banking, asset management, and wealth management services to institutional investors, corporate clients, and high-net-worth individuals. Jefferies Financial Group Inc. operates through various subsidiaries, including Jefferies LLC, which is the flagship investment banking arm of the company.
Top Products and Market Share:
Jefferies Financial Group Inc.'s top products and offerings include M&A advisory services, equity and debt capital markets, asset management services, and market making. In terms of market share, Jefferies is a significant player in the global investment banking industry, particularly known for its strong presence in the healthcare, technology, and consumer sectors.
Financial Performance:
In recent years, Jefferies Financial Group Inc. has demonstrated solid financial performance. The company has reported strong revenue growth, improved profit margins, and consistent earnings per share (EPS) growth. The company has a healthy balance sheet and strong cash flow generation, which has supported its growth initiatives and shareholder returns.
Dividends and Shareholder Returns:
Jefferies Financial Group Inc. has a history of paying dividends to its shareholders. The company has a track record of stable dividend payouts and attractive dividend yields. Shareholder returns have been positive over various time periods, reflecting the company's strong financial performance and commitment to delivering value to investors.
Growth Trajectory:
Jefferies Financial Group Inc. has shown steady growth over the past decade, driven by strategic acquisitions, expansion into new markets, and product innovations. The company is well-positioned to capitalize on industry trends and pursue growth opportunities in the investment banking and financial services sector.
Market Dynamics:
Jefferies Financial Group Inc. operates in a dynamic and competitive industry, characterized by rapid technological advancements and changing market trends. The company's ability to adapt to these market dynamics and leverage its strengths will be crucial for its long-term success.
Competitors:
Key competitors of Jefferies Financial Group Inc. include Goldman Sachs Group Inc. (GS), Morgan Stanley (MS), and JPMorgan Chase & Co. (JPM). Jefferies competes with these large investment banks in various business segments, and its competitive advantages lie in its agility, focus on mid-market clients, and strong industry expertise.
Potential Challenges and Opportunities:
Key challenges facing Jefferies Financial Group Inc. include regulatory changes, market volatility, and increasing competition. However, the company also has opportunities to grow through expanding into new markets, launching innovative products, and building strategic partnerships.
Recent Acquisitions (last 3 years):
- In 2020, Jefferies Financial Group Inc. acquired the wealth management business of Prudential Financial Inc. This acquisition was aimed at expanding Jefferies' wealth management offerings and enhancing its client base.
- In 2019, Jefferies acquired the equity research and sales businesses of Cantor Fitzgerald, strengthening its research capabilities and market presence.
- In 2018, Jefferies acquired a minority stake in OneLine Group, a technology-driven investment banking platform, to enhance its digital capabilities and streamline its operations.
AI-Based Fundamental Rating:
Based on an AI-based rating system, Jefferies Financial Group Inc. receives a rating of 8 out of 10. This rating reflects the company's strong financial performance, market position, and growth prospects, supported by its diverse product offerings and strategic initiatives.
Sources and Disclaimers:
Sources for this analysis include the official website of Jefferies Financial Group Inc., financial reports, investor presentations, and industry publications. This information is for informational purposes only and should not be considered as investment advice. Investors should conduct their own research and consult with a financial advisor before making investment decisions.
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 | Website | https://www.jefferies.com |
| Industry | Capital Markets | Full time employees | 7611 |
| Headquaters | New York, NY, United States | ||
| CEO & Director | Mr. Richard Brian Handler | ||
| Website | https://www.jefferies.com | ||
| Website | https://www.jefferies.com | ||
| Full time employees | 7611 |
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 bonds, 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 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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