Jefferies Stock Buy Hold or Sell Recommendation

JEF
 Stock
  

USD 32.76  2.08  6.78%   

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Jefferies Financial Group is 'Strong Buy'. Macroaxis provides Jefferies Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding JEF positions. The advice algorithm takes into account all of Jefferies Financial's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Jefferies Financial's buy-and-hold perspective. Please see Jefferies Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Jefferies and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Jefferies Financial Group.

Execute Jefferies Financial Buy or Sell Advice

The Jefferies recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jefferies Financial Group. Macroaxis does not own or have any residual interests in Jefferies Financial Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jefferies Financial's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jefferies FinancialBuy Jefferies Financial
Strong Buy

Volatility

Details

Hype Condition

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Current Valuation

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Odds of Distress

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Economic Sensitivity

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Analyst Consensus

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Reporting Quality (M-Score)

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For the selected time horizon Jefferies Financial Group has a Risk Adjusted Performance of 0.1607, Jensen Alpha of 0.307, Total Risk Alpha of 0.3217, Sortino Ratio of 0.1479 and Treynor Ratio of 0.1918
Our investment recommendation module can be used to complement Jefferies Financial Group trade recommendations provided by average analyst sentiment. It analyzes the entity's potential to grow using fundamental, technical, data market data available at the time. To make sure Jefferies Financial Group is not overpriced, please check out all Jefferies Financial fundamentals, including its gross profit, debt to equity, and the relationship between the price to book and cash and equivalents . Given that Jefferies Financial has a price to earning of 6.71 X, we strongly advise you to confirm Jefferies Financial market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Jefferies Financial Trading Alerts and Improvement Suggestions

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: Peabody Energy Co. to Post FY2022 Earnings of 6.91 Per Share, Jefferies Financial Group Forecasts - MarketBeat

Jefferies Financial current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Jefferies analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Jefferies analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price34.25
Target Median Price31.50
Target High Price46.00
Recommendation Mean2.40
Number Of Analyst Opinions4
Target Low Price28.00
Average Consensus Hold
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Jefferies Financial Returns Distribution Density

The distribution of Jefferies Financial's historical returns is an attempt to chart the uncertainty of Jefferies Financial's future price movements. The chart of the probability distribution of Jefferies Financial stock daily returns describes the distribution of returns around its average expected value. We use Jefferies Financial Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jefferies Financial returns is essential to provide solid investment advice for Jefferies Financial.
Mean Return0.26Value At Risk-3.26
Potential Upside3.97Standard Deviation2.06
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jefferies Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jefferies Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Jefferies Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Jefferies Financial Group backward and forwards among themselves. Jefferies Financial's institutional investor refers to the entity that pools money to purchase Jefferies Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares20.4 M563.4 M
Blackrock IncCommon Shares18.2 M502.3 M
Sumitomo Mitsui Financial Group IncCommon Shares10.5 M290 M
First Trust Advisors LpCommon Shares7.4 M203.5 M
First Pacific Advisors LpCommon Shares5.8 M159.4 M
State Street CorpCommon Shares5.8 M159.2 M
Dimensional Fund Advisors LpCommon Shares4.1 M114.4 M
Note, although Jefferies Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Jefferies Financial Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jefferies Financial or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jefferies Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jefferies stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.31
β
Beta against DOW1.32
σ
Overall volatility
2.08
Ir
Information ratio 0.14

Jefferies Financial Volatility Alert

Jefferies Financial Group has relatively low volatility with skewness of 0.29 and kurtosis of 0.78. However, we advise all investors to independently investigate Jefferies Financial Group to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jefferies Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jefferies Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Jefferies Financial Implied Volatility

Jefferies Financial's implied volatility exposes the market's sentiment of Jefferies Financial Group stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Jefferies Financial's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Jefferies Financial stock will not fluctuate a lot when Jefferies Financial's options are near their expiration.

Jefferies Financial Fundamentals Vs Peers

Comparing Jefferies Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jefferies Financial's direct or indirect competition across all of the common fundamentals between Jefferies Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jefferies Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Jefferies Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jefferies Financial by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jefferies Financial to competition
FundamentalsJefferies FinancialPeer Average
Return On Equity11.43 %(0.31) %
Return On Asset2.06 %(0.14) %
Profit Margin17.39 %(1.27) %
Current Valuation(6.78 B)16.62 B
Shares Outstanding245.56 M571.82 M
Shares Owned by Insiders26.48 %10.09 %
Shares Owned by Institutions69.67 %39.21 %
Number of Shares Shorted5.62 M4.71 M
Price to Earning6.71 X28.72 X
Price to Book0.75 X9.51 X
Price to Sales1.07 X11.42 X
Revenue6.79 B9.43 B
Gross Profit6.06 B27.38 B
EBITDA2.48 B3.9 B
Net Income1.17 B570.98 M
Cash and Equivalents40.79 B2.7 B
Cash per Share175.48 X5.01 X
Total Debt26.23 B5.32 B
Debt to Equity2.50 %48.70 %
Current Ratio1.64 X2.16 X
Book Value Per Share39.50 X1.93 K
Cash Flow from Operations2.56 B971.22 M
Short Ratio3.59 X4.00 X
Earnings Per Share4.39 X3.12 X
Price to Earnings To Growth0.58 X4.89 X
Number of Employees5.62 K18.84 K
Beta1.38-0.15
Market Capitalization7.24 B19.03 B
Total Asset36.29 B29.47 B
Retained Earnings4.87 B9.33 B
Working Capital646.56 M1.48 B
Current Asset1.27 B9.34 B
Current Liabilities625.25 M7.9 B
   Acquisition by O Kane Michael T of 587 shares of Jefferies Financial subject to Rule 16b-3 [view details]

Jefferies Financial Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jefferies . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Jefferies Financial Buy or Sell Advice

When is the right time to buy or sell Jefferies Financial Group? Buying financial instruments such as Jefferies Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

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.

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Commodities
Commodities Theme
Funds or Etfs investing in commodities such as oil, gold, corn, soy, and agricultural goods. The Commodities 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 Commodities Theme or any other thematic opportunities.
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Please see Jefferies Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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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.