Jefferies Stock Performance

JEF
 Stock
  

USD 29.76  0.22  0.73%   

Jefferies Financial has a performance score of 4 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.1842, which attests to a somewhat significant risk relative to the market. Let's try to break down what Jefferies's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jefferies Financial will likely underperform. Although it is important to respect Jefferies Financial current price history, it is better to be realistic regarding the information on the equity's current price movements. The philosophy towards determining future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Jefferies Financial technical indicators, you can presently evaluate if the expected return of 0.099% will be sustainable into the future. Jefferies Financial right now retains a risk of 1.82%. Please check out Jefferies Financial information ratio, value at risk, kurtosis, as well as the relationship between the sortino ratio and semi variance to decide if Jefferies Financial will be following its current trending patterns.
  
Jefferies Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Jefferies Financial Group are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Jefferies Financial is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more

Jefferies Price Channel

Quick Ratio1.64
Fifty Two Week Low25.88
Target High Price46.00
Fifty Two Week High44.47
Payout Ratio25.00%
Trailing Annual Dividend Yield2.10%
Target Low Price28.00

Jefferies Financial Relative Risk vs. Return Landscape

If you would invest  2,825  in Jefferies Financial Group on June 28, 2022 and sell it today you would earn a total of  151.00  from holding Jefferies Financial Group or generate 5.35% return on investment over 90 days. Jefferies Financial Group is generating 0.099% of daily returns assuming volatility of 1.818% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Jefferies, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Jefferies Financial is expected to generate 1.65 times more return on investment than the market. However, the company is 1.65 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The DOW is currently generating roughly -0.07 per unit of risk.

Jefferies Financial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Jefferies Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Jefferies Financial Group, and traders can use it to determine the average amount a Jefferies Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0544

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Estimated Market Risk
 1.82
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.05
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Jefferies Financial is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jefferies Financial by adding it to a well-diversified portfolio.

About Jefferies Financial Performance

To evaluate Jefferies Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Jefferies Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Jefferies Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Jefferies Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Jefferies's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York. Jefferies Financial operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 5619 people.

Things to note about Jefferies Financial

Checking the ongoing alerts about Jefferies Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Jefferies Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Jefferies Financial Alerts

Equity Alerts and Improvement Suggestions

Jefferies Financial has high likelihood to experience some financial distress in the next 2 years
About 70.0% of the company shares are owned by institutional investors
On 26th of August 2022 Jefferies Financial paid $ 0.3 per share dividend to its current shareholders
Latest headline from www.marketbeat.com: Sumo Logic Updates Q3 2023 Earnings Guidance - MarketBeat
Please see Risk vs Return Analysis. Note that the Jefferies Financial information on this page should be used as a complementary analysis to other Jefferies Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

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When running Jefferies Financial price analysis, check to measure Jefferies Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jefferies Financial is operating at the current time. Most of Jefferies Financial's value examination focuses on studying past and present price action to predict the probability of Jefferies Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jefferies Financial's price. Additionally, you may evaluate how the addition of Jefferies Financial to your portfolios can decrease your overall portfolio volatility.
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Is Jefferies Financial's industry 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.
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.
Please note, there is a significant difference between Jefferies Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Jefferies Financial value 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.