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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
10/13/2025: JEF (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $68.5
1 Year Target Price $68.5
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 148.87% | Avg. Invested days 105 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.08B USD | Price to earnings Ratio 18.66 | 1Y Target Price 68.5 |
Price to earnings Ratio 18.66 | 1Y Target Price 68.5 | ||
Volume (30-day avg) 3 | Beta 1.48 | 52 Weeks Range 38.72 - 81.05 | Updated Date 10/13/2025 |
52 Weeks Range 38.72 - 81.05 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 3.05% | Basic EPS (TTM) 2.88 |
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 2025-09-29 | When After Market | Estimate 0.8 | Actual 1.01 |
Profitability
Profit Margin 10.06% | Operating Margin (TTM) 16.6% |
Management Effectiveness
Return on Assets (TTM) 1.04% | Return on Equity (TTM) 6.69% |
Valuation
Trailing PE 18.66 | Forward PE 17.12 | Enterprise Value 24697947538 | Price to Sales(TTM) 1.53 |
Enterprise Value 24697947538 | Price to Sales(TTM) 1.53 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 5.36 | Shares Outstanding 206280296 | Shares Floating 163625656 |
Shares Outstanding 206280296 | Shares Floating 163625656 | ||
Percent Insiders 26.02 | Percent Institutions 67.47 |
Upturn AI SWOT
Jefferies Financial Group Inc
Company Overview
History and Background
Jefferies Financial Group Inc. was founded in 1962 as a brokerage firm. It has evolved into a diversified financial services company, with significant milestones including strategic acquisitions and expansion into investment banking and asset management.
Core Business Areas
- Investment Banking: Provides advisory services on mergers and acquisitions, restructurings, and capital markets transactions, including underwriting and placement of equity and debt securities.
- Capital Markets: Engages in sales and trading of fixed income, equity, and derivative products, catering to institutional clients.
- Asset Management: Manages assets for institutions and high-net-worth individuals through various investment strategies.
Leadership and Structure
The company is led by CEO Richard Handler. Jefferies Financial Group operates with a hierarchical structure, with executive management overseeing the various business segments.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, and other strategic transactions. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM). Market share data is not publicly available on a per-product basis.
- Equity Underwriting: Underwrites and distributes equity securities for companies. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM). Market share data is not publicly available on a per-product basis.
- Fixed Income Trading: Facilitates the buying and selling of fixed income securities for institutional clients. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM). Market share data is not publicly available on a per-product basis.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, regulatory scrutiny, and cyclical market conditions. Trends include increasing automation, globalization, and demand for specialized financial products.
Positioning
Jefferies Financial Group positions itself as a leading global investment banking and capital markets firm. Its competitive advantages include its specialized expertise and client-focused approach.
Total Addressable Market (TAM)
The TAM for investment banking and capital markets is estimated to be in the hundreds of billions of dollars. Jefferies is positioned to capture a share of this market through its global reach and specialized services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced management team
- Diversified business model
- Global presence
- Specialized expertise
Weaknesses
- Sensitivity to market fluctuations
- Reliance on key personnel
- Higher cost structure compared to pure technology players
- Reputational risk associated with financial services
Opportunities
- Expansion into new markets
- Development of new financial products
- Strategic acquisitions
- Increased demand for specialized financial services
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical instability
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- C
- BAC
Competitive Landscape
Jefferies competes with larger financial institutions but differentiates itself through its specialized expertise and client-focused approach. It benefits from a strong brand and experienced team, but faces challenges from regulatory changes and economic downturns.
Major Acquisitions
HomeFed Corporation
- Year: 2018
- Acquisition Price (USD millions): 390
- Strategic Rationale: Simplified the Jefferies Financial Group.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data unavailable.
Future Projections: Future projections unavailable.
Recent Initiatives: Recent initiatives unavailable
Summary
Jefferies Financial Group is a diversified financial services company with a strong brand and experienced management team. It faces challenges from market fluctuations and regulatory changes. Its growth potential lies in expanding into new markets and developing new financial products, making it a moderately strong player in the financial services industry, needing to stay vigilant about market trends and competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Financial data is not included due to the constraints of the prompt.
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 7866 | Website https://www.jefferies.com |
Full time employees 7866 | 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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