Jefferies Competitors

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Sophisticated investors, who have witnessed many market ups and downs, frequently view 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. Please use the tools below to analyze the current value of Jefferies Financial in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
35.3837.5839.78
Details
Intrinsic
Valuation
LowReal ValueHigh
33.8945.4947.69
Details
Naive
Forecast
LowNext ValueHigh
36.6838.8841.09
Details
3 Analysts
Consensus
LowTarget PriceHigh
40.0047.6757.00
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jefferies Financial. Your research has to be compared to or analyzed against Jefferies Financial's peers to derive any actionable benefits. When done correctly, Jefferies Financial's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Jefferies Financial.

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.
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Jefferies Financial Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Jefferies Stock performing well and Jefferies Financial company doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Jefferies Financial's multiple risk-adjusted performance indicators. 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
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
MS 1.60 (0.01)  0.00  0.05  1.93  0.0012 (1.67)  3.43 (3.44)  9.53 
SCHW 1.40  0.12  0.06  0.19  1.71  0.06 (1.42)  3.41 (2.51)  10.99 
GS 1.39  0.14  0.09  0.19  1.56  0.08 (1.53)  3.98 (2.43)  7.56 
CGXYY 0.21 (0.11)  0.00  1.71  0.00 (0.24)  0.00  0.00  0.00  6.05 
CIIHF 0.85 (0.04)  0.00  0.93  0.00 (0.0298)  0.00  0.00 (3.00)  24.91 
IBKR 1.67  0.30  0.15  0.51  1.64  0.13 (1.89)  3.58 (2.90)  13.27 
RJF 1.58  0.12  0.06  0.18  1.73  0.06 (1.72)  3.11 (2.66)  11.58 

Cross Equities Net Income Analysis

Compare Jefferies Financial and related stocks such as Morgan Stanley, Charles Schwab, Goldman Sachs Group, China Galaxy Securities, Citic Securities, Interactive Brokers, and Raymond James Financial Net Income Over Time
Select Fundamental

2010201120122013201420152016201720182019202020212022
MS4.7 B4.1 B68 M2.9 B3.5 B6.1 BB6.1 B8.7 BB11 B15 B16.2 B
SCHW454 M864 M928 M1.1 B1.3 B1.4 B1.9 B2.4 B3.5 B3.7 B3.3 B5.9 B6.3 B
GS8.4 B4.4 B7.5 BB8.5 B6.1 B7.4 B4.3 B10.5 B8.5 B9.5 B21.6 B23.3 B
IBKR(9.3 M)61.9 M40.7 M37 M44.5 M49 M84 M76 M169 M161 M195 M308 M332.3 M
RJF228.3 M295.9 M367.2 M480.2 M502.1 M529.4 M636.2 M856.7 MB818 M1.4 B1.5 B1.6 B

Jefferies Financial and related stocks such as Morgan Stanley, Charles Schwab, Goldman Sachs Group, China Galaxy Securities, Citic Securities, Interactive Brokers, and Raymond James Financial 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. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income to Non Controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends Income Statement Impact.

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
JEFMSSCHWGSCGXYYCIIHFIBKRRJF
 2.02 
 37.34 
Jefferies
 1.12 
 89.89 
Morgan
 2.18 
 79.83 
Charles
 1.67 
 382.36 
Goldman
 0.00 
 12.26 
China
 0.00 
 1.90 
Citic
 1.06 
 78.51 
Interactive
 3.10 
 115.85 
Raymond
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Profit Margin
EBITDA
Current Valuation
Cash Flow from Operations
Operating Margin
Retained Earnings
Current Asset
Five Year Return
Beta
Price to Book
Shares Outstanding
Total Debt
Return On Equity
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
Total Asset
Short Ratio
Last Dividend Paid
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Working Capital
Gross Profit
Day Typical Price
Accumulation Distribution
Market Facilitation Index
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Jefferies Financial Competition Performance Charts

Complement your Jefferies Financial position

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Construction Materials Theme
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Please see Jefferies Financial Correlation with its peers. 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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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.
Quarterly Earnings Growth YOY
(0.48) 
Market Capitalization
8.7 B
Quarterly Revenue Growth YOY
(0.21) 
Return On Assets
0.0172
Return On Equity
0.0924
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.
JEF
 Stock
  

USD 37.34  0.77  2.02%   

Jefferies Financial competes with Morgan Stanley, Charles Schwab, Goldman Sachs, China Galaxy, and Citic Securities; as well as few others. The company runs under Financial Services sector within Capital Markets industry. Analyzing Jefferies Financial competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jefferies Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jefferies Financial competition on your existing holdings. Please see Jefferies Financial Correlation with its peers.
  
Jefferies Financial Return on Average Assets are projected to slightly decrease based on the last few years of reporting. The past year's Return on Average Assets were at 0.37. The current year Return on Average Equity is expected to grow to 1.72, whereas Return on Sales is forecasted to decline to 0.21. Jefferies Financial Goodwill and Intangible Assets are projected to increase significantly based on the last few years of reporting. The past year's Goodwill and Intangible Assets were at 2.46 Billion. The current year Tax Assets is expected to grow to about 960 M, whereas Current Assets are forecasted to decline to about 13.4 B.