Jefferies Competitors
| JEF Stock | USD 61.18 0.02 0.03% |
Jefferies Financial vs FactSet Research Correlation
Poor diversification
The correlation between Jefferies Financial Group and FDS is 0.73 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Jefferies Financial Group and FDS in the same portfolio, assuming nothing else is changed.
Moving against Jefferies Stock
The Jefferies Financial's current Return On Capital Employed is estimated to increase to 0.08, while Return On Tangible Assets are projected to decrease to 0. At this time, Jefferies Financial's Other Current Assets are most likely to increase significantly in the upcoming years. The Jefferies Financial's current Intangible Assets is estimated to increase to about 455.9 M, while Non Currrent Assets Other are forecasted to increase to (1.1 B).Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jefferies Financial's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Jefferies Financial Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jefferies Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Jefferies and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jefferies Financial does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Jefferies Stock performing well and Jefferies Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jefferies Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| EVR | 1.55 | 0.07 | 0.04 | 0.09 | 2.42 | 3.24 | 10.96 | |||
| SF | 1.10 | 0.02 | 0.02 | 0.06 | 1.41 | 2.22 | 5.81 | |||
| XP | 1.90 | 0.25 | 0.08 | 0.29 | 2.83 | 4.64 | 15.10 | |||
| GLXY | 4.07 | (0.43) | 0.00 | (0.12) | 0.00 | 7.25 | 23.29 | |||
| HLI | 1.18 | (0.29) | 0.00 | (0.23) | 0.00 | 1.61 | 11.75 | |||
| IVZ | 1.56 | 0.21 | 0.11 | 0.16 | 1.97 | 4.04 | 9.73 | |||
| FHN | 1.05 | 0.19 | 0.16 | 0.23 | 1.04 | 2.71 | 7.47 | |||
| AFG | 0.85 | (0.01) | 0.00 | 0.22 | 0.00 | 1.79 | 6.99 | |||
| FDS | 1.52 | (0.21) | 0.00 | (0.17) | 0.00 | 2.56 | 11.88 |
Cross Equities Net Income Analysis
Compare Jefferies Financial and related stocks such as Evercore Partners, Stifel Financial, and Xp Inc Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVR | 34.3 M | 7 M | 28.9 M | 53.3 M | 86.9 M | 42.9 M | 107.5 M | 125.5 M | 377.2 M | 297.4 M | 350.6 M | 740.1 M | 476.5 M | 255.5 M | 378.3 M | 435 M | 456.8 M |
| SF | 3.3 M | 84.1 M | 138.6 M | 162 M | 176.1 M | 92.3 M | 81.5 M | 182.9 M | 394 M | 448.4 M | 503.5 M | 824.9 M | 662.2 M | 522.5 M | 731.4 M | 683.8 M | 718 M |
| XP | 31.9 M | 31.9 M | 31.9 M | 31.9 M | 23.6 M | 75.8 M | 243.8 M | 413.9 M | 461.4 M | 1.1 B | 2.1 B | 3.6 B | 3.6 B | 3.9 B | 4.5 B | 5.2 B | 5.4 B |
| GLXY | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 103.4 M | 402.1 M | (522.7 M) | 454.8 M | 78.9 M | 90.7 M | 113.6 M |
| HLI | 59 M | 59 M | 59 M | 61.3 M | 79.9 M | 69.7 M | 108.3 M | 172.3 M | 159.1 M | 183.8 M | 312.8 M | 437.8 M | 254.2 M | 280.3 M | 399.7 M | 459.7 M | 482.7 M |
| IVZ | 193.2 M | 729.7 M | 677.1 M | 940.3 M | 991.5 M | 968.1 M | 854.2 M | 1.1 B | 882.8 M | 688.3 M | 761.6 M | 1.6 B | 920.7 M | (333.7 M) | 774.8 M | (281.7 M) | (267.6 M) |
| FHN | 37.8 M | 131.2 M | (27.8 M) | 26.9 M | 222.5 M | 85.9 M | 227 M | 165.5 M | 545 M | 441 M | 845 M | 999 M | 900 M | 897 M | 775 M | 983 M | 1 B |
| AFG | 19.7 M | 342 M | 488 M | 471 M | 452 M | 352 M | 649 M | 475 M | 530 M | 897 M | 732 M | 2 B | 898 M | 852 M | 887 M | 1 B | 1.1 B |
| FDS | 6.5 M | 188.8 M | 198.6 M | 211.5 M | 241.1 M | 338.8 M | 258.3 M | 267.1 M | 352.8 M | 372.9 M | 399.6 M | 396.9 M | 468.2 M | 537.1 M | 597 M | 686.6 M | 720.9 M |
Jefferies Financial and related stocks such as Evercore Partners, Stifel Financial, and Xp Inc Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Jefferies Financial financial statement analysis. It represents the amount of money remaining after all of Jefferies Financial Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Jefferies Financial Competitive Analysis
The better you understand Jefferies Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jefferies Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jefferies Financial's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Jefferies Financial Competition Performance Charts
Five steps to successful analysis of Jefferies Financial Competition
Jefferies Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jefferies Financial in relation to its competition. Jefferies Financial's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Jefferies Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jefferies Financial's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jefferies Financial, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Jefferies Financial position
In addition to having Jefferies Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run ISP Thematic Idea Now
ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Jefferies Financial Correlation with its peers. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
Can Multi-Sector Holdings industry sustain growth momentum? Does Jefferies have expansion opportunities? Factors like these will boost the valuation of Jefferies Financial. Expected growth trajectory for Jefferies significantly influences the price investors are willing to assign. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Jefferies Financial demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth (0.09) | Dividend Share 1.6 | Earnings Share 2.85 | Revenue Per Share | Quarterly Revenue Growth 0.057 |
Investors evaluate Jefferies Financial using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Jefferies Financial's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Jefferies Financial's market price to deviate significantly from intrinsic value.
Understanding that Jefferies Financial's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Jefferies Financial represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Jefferies Financial's market price signifies the transaction level at which participants voluntarily complete trades.