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Jefferies Financial Group Inc. (JEF) 股票分析

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Jefferies Financial Group Inc.

$51.95

$-0.03 (-0.06%)

最后更新: 2026年5月26日

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最新新闻

新闻由第三方来源提供。不构成投资建议。

分析

公司概述

Jefferies Financial Group Inc. operates globally as an investment banking and capital markets firm serving clients across the Americas, Europe, the Middle East, and the Asia-Pacific regions. The company functions through three distinct business segments: Investment Banking, Capital Markets, and Asset Management, providing a comprehensive suite of advisory and execution services. Operating within the Financial Services sector under the Capital Markets industry, the firm focuses on facilitating securities transactions, underwriting, and strategic advisory for corporate and institutional clients. The company's market capitalization stands at $9.32 billion, supported by annual revenue of $5.40 billion and a workforce of 7,596 employees, which collectively indicate a mid-sized yet highly specialized position within the broader financial services landscape. These valuation metrics suggest a firm that balances significant operational scale with the agility often required in competitive capital markets environments.

财务健康

The firm reported trailing twelve-month revenue of $5.40 billion alongside net income of $388.84 million, while EBITDA data is not available in the current reporting cycle. The substantial gap between total revenue and net income reveals a high-cost structure typical of investment banking, where operating expenses such as compensation, technology, and regulatory compliance consume a significant portion of top-line growth. Regarding liquidity, the company holds $57.26 billion in cash, though free cash flow figures are not disclosed, which limits the ability to assess immediate cash generation efficiency from operations. Profitability analysis shows a gross margin of 2.6%, an operating margin of 13.4%, and a profit margin of 23.0%; the low gross margin indicates that the majority of revenue is consumed by direct costs, while the healthy operating and profit margins demonstrate effective cost management and strong pricing power in advisory fees. The balance sheet exhibits significant leverage with total debt of $36.64 billion against $57.26 billion in cash, resulting in a debt-to-equity ratio of 343.68, which points to a highly leveraged capital structure reliant on equity financing and regulatory capital buffers rather than traditional conservative debt management. Additionally, current ratio data is unavailable, preventing a direct assessment of short-term liquidity coverage relative to current liabilities, and return metrics for equity and assets are also not provided, making it impossible to quantify management effectiveness via ROE or ROA in this specific dataset.

估值评估

Valuation metrics indicate a trailing P/E ratio of 15.14 and a forward P/E of 10.19, where the significant difference between these figures implies that the market expects a substantial expansion in earnings growth in the coming year that would justify the lower forward multiple. The price-to-book ratio stands at 0.88, suggesting that the stock trades at a discount relative to its tangible book value, which can signal undervaluation or market skepticism regarding the quality of the firm's intangible assets. Alternative valuation measures include a price-to-sales ratio of 1.72 and an EV/EBITDA metric that is not available; the P/S ratio suggests the market values the firm at roughly 1.7 times its annual sales, a metric often favored for capital-intensive or high-leverage financial institutions where earnings can be volatile. Price action over the last year has ranged between a 52-week low of $35.53 and a high of $71.04, though the specific current trading price is not listed in the provided facts to calculate the exact percentage distance from the high or low. Beta data is not available, which precludes a definitive statement on the stock's volatility relative to the broader market index, leaving the risk profile dependent on other implied market factors.

Growth & Income

Revenue growth for the trailing twelve months is recorded at 26.6%, while earnings growth stands at 22.8%, indicating that earnings are growing slightly slower than revenue, which suggests that cost inflation or expense growth is partially offsetting the top-line expansion. The company maintains a dividend yield of 3.5% with a payout ratio of 53.7%, a distribution level that is generally sustainable given the strong profit margin but requires monitoring as the debt load remains high. Because the payout ratio is below 100%, the firm retains a portion of earnings to support its operations and debt obligations rather than distributing all profits to shareholders. Overall, the growth profile is characterized by double-digit revenue expansion and a robust dividend yield, presenting an income-oriented growth trajectory supported by significant year-over-year improvements in profitability.

同行比较

Jefferies Financial Group Inc. (JEF) 在资本市场行业运营。以下是其与市值最接近的同行的比较:

公司 代码 市值 市盈率
Jefferies Financial Group Inc. JEF $10.62B 17.4
Morgan Stanley MS $317.08B 18.2
The Goldman Sachs Group, Inc. GS $293.39B 18.1
The Charles Schwab Corporation SCHW $155.48B 17.8

资本市场行业平均市盈率为20.3倍。Jefferies Financial Group Inc.的市盈率为17.4。

本分析由AI生成,仅供参考,不构成投资建议。数据可能存在延迟或不准确。在做出投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。

关于Jefferies Financial Group Inc.

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It 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, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, 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. It serves public companies, private companies, 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.

公司简介以英文显示。

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关键指标

市值
$10.62B
市盈率
17.43
52周最高
$71.04
52周最低
$35.53
平均成交量
2.78M
股息率
3.08%

数据由Yahoo Finance通过yfinance提供。每日更新。

公司信息

交易所
NYSE
国家
United States
员工数
7,596