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Upturn AI SWOT - About
JEF 
Jefferies Financial Group Inc (JEF)
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Upturn Advisory Summary
08/14/2025: JEF (4-star) is a STRONG-BUY. BUY since 44 days. Profits (15.13%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $56
1 Year Target Price $56
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 141.89% | Avg. Invested days 97 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.43B USD | Price to earnings Ratio 23.26 | 1Y Target Price 56 |
Price to earnings Ratio 23.26 | 1Y Target Price 56 | ||
Volume (30-day avg) 3 | Beta 1.45 | 52 Weeks Range 38.98 - 81.59 | Updated Date 08/15/2025 |
52 Weeks Range 38.98 - 81.59 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 2.43% | Basic EPS (TTM) 2.59 |
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 9.65% | Operating Margin (TTM) 8.6% |
Management Effectiveness
Return on Assets (TTM) 0.95% | Return on Equity (TTM) 6.11% |
Valuation
Trailing PE 23.26 | Forward PE 18.48 | Enterprise Value 24415343635 | Price to Sales(TTM) 1.81 |
Enterprise Value 24415343635 | Price to Sales(TTM) 1.81 | ||
Enterprise Value to Revenue 2.34 | Enterprise Value to EBITDA 5.33 | Shares Outstanding 206280000 | Shares Floating 163724611 |
Shares Outstanding 206280000 | Shares Floating 163724611 | ||
Percent Insiders 25.97 | Percent Institutions 67.68 |
Upturn AI SWOT
Jefferies Financial Group Inc
Company Overview
History and Background
Jefferies Financial Group Inc. was founded in 1962 as a trading firm specializing in block transactions. It has evolved into a diversified financial services company, providing investment banking, capital markets, and asset management services.
Core Business Areas
- Investment Banking: Advisory services on M&A, restructurings, and capital raising (equity and debt). It includes underwriting new issues and providing strategic advice to corporations.
- Capital Markets: Sales and trading of equity and fixed income securities. This involves market-making, research, and distribution of securities.
- Asset Management: Managing assets for institutional and individual clients through various investment strategies.
Leadership and Structure
Jefferies is led by CEO Richard Handler. The organizational structure is divisional, with separate leadership teams for each core business area. Jefferies operates as a subsidiary of Jefferies Financial Group Inc.
Top Products and Market Share
Key Offerings
- M&A Advisory: Provides advisory services for mergers, acquisitions, divestitures, and other corporate transactions. Market share is variable and depends on deal flow; competes with Goldman Sachs (GS), Morgan Stanley (MS), and JPMorgan Chase (JPM). Revenue varies year to year depending on market conditions.
- Equity Underwriting: Assists companies in raising capital through initial public offerings (IPOs) and follow-on offerings. Competes with bulge bracket banks like Goldman Sachs (GS) and Morgan Stanley (MS).
- Fixed Income Trading: Facilitates the buying and selling of fixed income securities (bonds). Competes with major investment banks and trading houses. Market share details vary by specific fixed income product.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles, regulatory changes, and technological advancements. Increasing automation and fintech innovations are shaping the landscape.
Positioning
Jefferies positions itself as an independent investment bank offering focused expertise. It differentiates itself through its entrepreneurial culture and client-centric approach.
Total Addressable Market (TAM)
The global investment banking market is worth hundreds of billions of dollars annually. Jefferies aims to capture a significant portion of this TAM by specializing in specific sectors and providing tailored services. Market size and position are dynamic and competitive.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced management team
- Entrepreneurial culture
- Diversified revenue streams
- Global presence
Weaknesses
- Smaller scale compared to bulge bracket banks
- Reliance on key personnel
- Vulnerability to market volatility
- Higher funding costs than larger firms
Opportunities
- Expanding into new geographic markets
- Increasing market share in key sectors
- Leveraging technology to improve efficiency
- Acquiring smaller firms to expand capabilities
Threats
- Increased competition from larger firms
- Economic downturns
- Regulatory changes
- Technological disruption
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- C
- BAC
Competitive Landscape
Jefferies competes with larger, more established investment banks but differentiates itself through its specialization and entrepreneurial culture. They are smaller than most players on the street and are very specific in what they will pursue.
Major Acquisitions
Goldman Sachs Execution & Clearing, L.P. (GSEC)
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: This was not an acquisition by Jefferies, they purchased this entity from Goldman Sachs. It expanded Jefferies footprint and capabilities in the financial services sector.
Growth Trajectory and Initiatives
Historical Growth: Requires historical financial data and market data for the past several years
Future Projections: Analyst estimates vary based on market conditions and company performance. This requires current analyst data.
Recent Initiatives: Requires up-to-date information on Jefferies' strategic initiatives.
Summary
Jefferies Financial Group is a mid-sized player in the financial services industry, offering a range of investment banking and capital markets services. They have strengths in their client relationships and entrepreneurial culture, but face challenges from larger competitors and market volatility. Strategic initiatives and acquisitions may drive future growth, but the company must manage risks associated with the financial industry. Maintaining a strong management team is key for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are constantly changing, and past performance is not indicative of future results.
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 7671 | Website https://www.jefferies.com |
Full time employees 7671 | 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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