Is Jefferies Financial Stock a Good Investment?
Jefferies Financial Investment Advice | JEF |
- Examine Jefferies Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Jefferies Financial's leadership team and their track record. Good management can help Jefferies Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Multi-Sector Holdings space and any emerging trends that could impact Jefferies Financial's business and its evolving consumer preferences.
- Compare Jefferies Financial's performance and market position to its competitors. Analyze how Jefferies Financial is positioned in terms of product offerings, innovation, and market share.
- Check if Jefferies Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Jefferies Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Jefferies Financial Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Jefferies Financial Group is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Jefferies Financial Stock
Researching Jefferies Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company shares are held by company insiders. The company has price-to-book ratio of 1.56. Some equities with similar Price to Book (P/B) outperform the market in the long run. Jefferies Financial has Price/Earnings To Growth (PEG) ratio of 0.66. The entity last dividend was issued on the 18th of November 2024. The firm had 1046:1000 split on the 17th of January 2023.
To determine if Jefferies Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Jefferies Financial's research are outlined below:
| Jefferies Financial Group has about 9.7 B in cash with (1.93 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 180.91. | |
| Roughly 70.0% of the company shares are owned by institutional investors | |
| On 27th of November 2024 Jefferies Financial paid $ 0.35 per share dividend to its current shareholders | |
| Latest headline from investors.com: AppLovin, IBD Stock Of The Day, Earns Positive Reviews For New Service |
Jefferies Financial Quarterly Cost Of Revenue |
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Jefferies Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Jefferies Financial Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Jefferies Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of March 2024 Upcoming Quarterly Report | View | |
| 25th of June 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 13th of January 2025 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 30th of November 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Jefferies Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Jefferies Financial's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2016-11-02 | 2016-08-31 | 0.43 | 0.3837 | -0.0463 | 10 | ||
2023-03-28 | 2023-02-28 | 0.48 | 0.54 | 0.06 | 12 | ||
2017-05-03 | 2017-02-28 | 0.67 | 0.76 | 0.09 | 13 | ||
2023-09-27 | 2023-08-31 | 0.32 | 0.22 | -0.1 | 31 | ||
2017-10-26 | 2017-08-31 | 0.17 | 0.27 | 0.1 | 58 | ||
2016-08-03 | 2016-05-31 | 0.25 | 0.15 | -0.1 | 40 | ||
2019-03-28 | 2019-02-28 | 0.24 | 0.131 | -0.109 | 45 | ||
2016-02-26 | 2015-11-30 | 0.02 | 0.148 | 0.128 | 640 |
Know Jefferies Financial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Jefferies Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Jefferies Financial Group backward and forwards among themselves. Jefferies Financial's institutional investor refers to the entity that pools money to purchase Jefferies Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Barrow Hanley Mewhinney & Strauss Llc | 2024-09-30 | 2.4 M | Alliancebernstein L.p. | 2024-09-30 | 2.3 M | Norges Bank | 2024-06-30 | 2.3 M | Arrowstreet Capital Limited Partnership | 2024-09-30 | 2.1 M | Barclays Plc | 2024-09-30 | 2 M | Bank Of New York Mellon Corp | 2024-09-30 | 1.9 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.9 M | Citigroup Inc | 2024-09-30 | 1.6 M | Principal Financial Group Inc | 2024-09-30 | 1.6 M | Blackrock Inc | 2024-06-30 | 16 M | Vanguard Group Inc | 2024-09-30 | 15.3 M |
Jefferies Financial's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 15.66 B.Market Cap |
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Jefferies Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Equity | 0.02 | 0.02 |
Determining Jefferies Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if Jefferies Financial is a good buy. For example, gross profit margin measures Jefferies Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Jefferies Financial's profitability and make more informed investment decisions.
Jefferies Financial's Earnings Breakdown by Geography
Evaluate Jefferies Financial's management efficiency
The Jefferies Financial's current Return On Capital Employed is estimated to increase to 0.05, while Return On Tangible Assets are projected to decrease to 0. At this time, Jefferies Financial's Non Currrent Assets Other are most likely to decrease significantly in the upcoming years. The Jefferies Financial's current Other Assets is estimated to increase to about 30.1 B, while Net Tangible Assets are projected to decrease to roughly 8.1 B. Jefferies Financial's management efficiency ratios could be used to measure how well Jefferies Financial manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 29.03 | 30.49 | |
| Tangible Book Value Per Share | 22.35 | 11.78 | |
| Enterprise Value Over EBITDA | 13.78 | 10.09 | |
| Price Book Value Ratio | 0.85 | 1.10 | |
| Enterprise Value Multiple | 13.78 | 10.09 | |
| Price Fair Value | 0.85 | 1.10 | |
| Enterprise Value | 9.6 B | 10 B |
Jefferies Financial Group benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Dividend Yield 0.0184 | Forward Dividend Yield 0.0184 | Forward Dividend Rate 1.4 | Beta 1.292 |
Basic technical analysis of Jefferies Stock
As of the 23rd of December, Jefferies Financial retains the Risk Adjusted Performance of 0.144, market risk adjusted performance of 0.1908, and Downside Deviation of 1.41. Jefferies Financial technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Jefferies Financial standard deviation, value at risk, kurtosis, as well as the relationship between the jensen alpha and semi variance to decide if Jefferies Financial is priced fairly, providing market reflects its last-minute price of 77.53 per share. Given that Jefferies Financial Group has jensen alpha of 0.2811, we strongly advise you to confirm Jefferies Financial's regular market performance to make sure the company can sustain itself at a future point.Jefferies Financial's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Jefferies Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Jefferies Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Jefferies Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Richard Handler over three months ago Disposition of 69861 shares by Richard Handler of Jefferies Financial subject to Rule 16b-3 | ||
Joseph Steinberg over a year ago Sale by Joseph Steinberg of 132000 shares of Jefferies Financial |
Jefferies Financial's Outstanding Corporate Bonds
Jefferies Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Jefferies Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Jefferies bonds can be classified according to their maturity, which is the date when Jefferies Financial Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Jefferies Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Jefferies Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.144 | |||
| Market Risk Adjusted Performance | 0.1908 | |||
| Mean Deviation | 1.15 | |||
| Semi Deviation | 1.14 | |||
| Downside Deviation | 1.41 | |||
| Coefficient Of Variation | 573.16 | |||
| Standard Deviation | 1.89 | |||
| Variance | 3.59 | |||
| Information Ratio | 0.1575 | |||
| Jensen Alpha | 0.2811 | |||
| Total Risk Alpha | 0.2674 | |||
| Sortino Ratio | 0.2112 | |||
| Treynor Ratio | 0.1808 | |||
| Maximum Drawdown | 15.51 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 2.36 | |||
| Downside Variance | 1.99 | |||
| Semi Variance | 1.3 | |||
| Expected Short fall | (1.34) | |||
| Skewness | 2.66 | |||
| Kurtosis | 16.23 |
| Risk Adjusted Performance | 0.144 | |||
| Market Risk Adjusted Performance | 0.1908 | |||
| Mean Deviation | 1.15 | |||
| Semi Deviation | 1.14 | |||
| Downside Deviation | 1.41 | |||
| Coefficient Of Variation | 573.16 | |||
| Standard Deviation | 1.89 | |||
| Variance | 3.59 | |||
| Information Ratio | 0.1575 | |||
| Jensen Alpha | 0.2811 | |||
| Total Risk Alpha | 0.2674 | |||
| Sortino Ratio | 0.2112 | |||
| Treynor Ratio | 0.1808 | |||
| Maximum Drawdown | 15.51 | |||
| Value At Risk | (1.92) | |||
| Potential Upside | 2.36 | |||
| Downside Variance | 1.99 | |||
| Semi Variance | 1.3 | |||
| Expected Short fall | (1.34) | |||
| Skewness | 2.66 | |||
| Kurtosis | 16.23 |
Consider Jefferies Financial's intraday indicators
Jefferies Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Jefferies Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Jefferies Financial Corporate Filings
| 20th of December 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
F4 | 29th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 14th of November 2024 Other Reports | ViewVerify |
Jefferies Stock media impact
Far too much social signal, news, headlines, and media speculation about Jefferies Financial that are available to investors today. That information is available publicly through Jefferies media outlets and privately through word of mouth or via Jefferies internal channels. However, regardless of the origin, that massive amount of Jefferies data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Jefferies Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Jefferies Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Jefferies Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Jefferies Financial alpha.
Jefferies Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Jefferies Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Jefferies Financial Historical Investor Sentiment
Investor biases related to Jefferies Financial's public news can be used to forecast risks associated with an investment in Jefferies. The trend in average sentiment can be used to explain how an investor holding Jefferies can time the market purely based on public headlines and social activities around Jefferies Financial Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Jefferies Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Jefferies Financial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Jefferies Financial news discussions. The higher the estimate score, the more favorable the investor's outlook on Jefferies Financial.
Jefferies Financial Corporate Directors
| MaryAnne Gilmartin | Independent Director | Profile | |
| Linda Adamany | Lead Independent Director | Profile | |
| Robert Joyal | Independent Director | Profile | |
| Barry Alperin | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jefferies Financial Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Is Multi-Sector Holdings space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jefferies Financial. If investors know Jefferies will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jefferies Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.403 | Dividend Share 1.25 | Earnings Share 2.34 | Revenue Per Share 28.582 | Quarterly Revenue Growth 0.424 |
The market value of Jefferies Financial is measured differently than its book value, which is the value of Jefferies that is recorded on the company's balance sheet. Investors also form their own opinion of Jefferies Financial's value that differs from its market value or its book value, called intrinsic value, which is Jefferies Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jefferies Financial's market value can be influenced by many factors that don't directly affect Jefferies Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Jefferies Financial's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Jefferies Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jefferies Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.