Jefferies Historical Balance Sheet

JEF
 Stock
  

USD 37.67  0.44  1.15%   

Trend analysis of Jefferies Financial Group balance sheet accounts such as Accounts Payable of 1.7 B or Accumulated Other Comprehensive Income of 313.7 M provides information on Jefferies Financial's total assets, liabilities, and equity, which is the actual value of Jefferies Financial to its prevalent stockholders. By breaking down trends over time using Jefferies Financial balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year. Financial Statement Analysis is much more than just reviewing and breaking down Jefferies Financial prevalent accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Jefferies Financial is a good buy for the upcoming year.
Please see Risk vs Return Analysis.
  

About Jefferies Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Jefferies Financial at a specified time, usually calculated after every quarter, six months, or one year. Jefferies Financial Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Jefferies Financial and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Jefferies currently owns. An asset can also be divided into two categories, current and non-current.

Jefferies Financial Balance Sheet Chart

Jefferies Financial Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how Jefferies Financial uses and utilizes its capital. It also shows what exactly a company owns and owes.
Jefferies Financial Total Debt is projected to increase significantly based on the last few years of reporting. The past year's Total Debt was at 18.01 Billion. The current year Goodwill and Intangible Assets is expected to grow to about 2.5 B, whereas Accumulated Other Comprehensive Income is forecasted to decline to about 313.7 M.

Total Assets

Total assets refers to the total amount of Jefferies Financial assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Jefferies Financial books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. Sum of the carrying amounts as of the balance sheet date of all assets that are recognized. Major components are Cash and Equivalents; Investments; Goodwill and Intangible Assets; Property Plant and Equipment Net; Tax Assets and Trade and Non Trade Receivables.

Current Assets

Current assets of Jefferies Financial Group include cash, cash equivalents, short-term investments, accounts receivable, stock inventory and the portion of prepaid liabilities which will be paid within a year. Depending on the nature of the business, current assets can range from barrels of crude oil, to baked goods, to foreign currency. Current assets are important because they are the assets that are used to fund day-to-day operations of Jefferies Financial. The current portion of Total Assets; reported if a company operates a classified balance sheet that segments current and non-current assets.

Shareholders Equity

A principal component of the balance sheet; in addition to Total Liabilities and Total Assets; that represents the total of all stockholders' equity (deficit) items; net of receivables from officers; directors; owners; and affiliates of the entity which are attributable to the parent.

Total Liabilities

Deferred Income Tax is recorded on Jefferies Financial Group balance sheet and a result of income already earned and recognized for accounting, but not tax, purposes. Also, differences between tax laws and accounting methods can result in a temporary difference in the amount of income tax payable by a company. This difference is recorded on Jefferies Financial books as deferred income tax. Sum of the carrying amounts as of the balance sheet date of all liabilities that are recognized. Principal components are Total Debt; [DeferredRev]; Trade and Non Trade Payables; Deposit Liabilities; and Tax Liabilities.
Most accounts from Jefferies Financial balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Jefferies Financial current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Please see Risk vs Return Analysis.Jefferies Financial Total Debt is projected to increase significantly based on the last few years of reporting. The past year's Total Debt was at 18.01 Billion. The current year Goodwill and Intangible Assets is expected to grow to about 2.5 B, whereas Accumulated Other Comprehensive Income is forecasted to decline to about 313.7 M.
 2018 2019 2020 2022 (projected)
Current Assets18.52 B21.37 B27.25 B13.38 B
Total Assets49.46 B53.12 B60.4 B41.57 B

Jefferies Financial balance sheet Correlations

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0.220.890.740.92-0.370.930.880.41-0.420.950.76-0.040.980.42-0.371.00.85-0.420.96-0.250.91-0.26
0.250.940.640.92-0.330.990.940.37-0.40.790.480.00.880.39-0.330.930.74-0.40.96-0.120.95-0.47
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0.30.890.70.930.99-0.350.910.4-0.430.790.520.030.890.43-0.340.940.79-0.430.97-0.040.91-0.4
0.130.940.460.880.94-0.120.910.15-0.160.730.410.030.840.16-0.120.890.71-0.160.9-0.280.93-0.38
0.270.240.780.410.37-0.980.40.15-0.980.430.51-0.370.440.99-0.970.40.37-0.980.370.150.31-0.46
-0.46-0.23-0.79-0.42-0.40.91-0.43-0.16-0.98-0.44-0.490.17-0.44-1.00.9-0.42-0.41.0-0.39-0.16-0.290.4
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0.080.460.770.760.48-0.520.520.410.51-0.490.86-0.250.820.49-0.520.740.76-0.490.63-0.230.520.09
0.79-0.1-0.18-0.040.00.560.030.03-0.370.17-0.06-0.25-0.11-0.210.58-0.040.030.19-0.020.0-0.170.38
0.170.830.760.980.88-0.420.890.840.44-0.440.950.82-0.110.44-0.410.980.86-0.440.95-0.210.87-0.19
0.430.240.780.420.39-0.930.430.160.99-1.00.440.49-0.210.44-0.920.420.39-1.00.380.150.29-0.42
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0.220.90.731.00.93-0.370.940.890.4-0.420.940.74-0.040.980.42-0.360.85-0.420.96-0.240.92-0.28
0.270.630.660.850.74-0.320.790.710.37-0.40.820.760.030.860.39-0.320.85-0.390.8-0.060.680.0
-0.45-0.23-0.79-0.42-0.40.92-0.43-0.16-0.981.0-0.44-0.490.19-0.44-1.00.91-0.42-0.39-0.38-0.16-0.290.41
0.220.880.680.960.96-0.330.970.90.37-0.390.860.63-0.020.950.38-0.330.960.8-0.38-0.070.9-0.26
0.1-0.340.02-0.25-0.12-0.13-0.04-0.280.15-0.16-0.32-0.230.0-0.210.15-0.13-0.24-0.06-0.16-0.07-0.30.18
0.020.990.590.910.95-0.310.910.930.31-0.290.80.52-0.170.870.29-0.310.920.68-0.290.9-0.3-0.54
0.09-0.53-0.33-0.26-0.470.5-0.4-0.38-0.460.4-0.120.090.38-0.19-0.420.5-0.280.00.41-0.260.18-0.54
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Jefferies Financial Account Relationship Matchups

Jefferies Financial balance sheet Accounts

201720182019202020212022 (projected)
Receivables4.43 B5.42 B5.74 B6.61 B7.84 B4.54 B
Accumulated Other Comprehensive Income438.79 M310.7 M372.72 M(288.92 M)(372.14 M)313.68 M
Total Assets45.07 B47.17 B49.46 B53.12 B60.4 B41.57 B
Current Assets12.95 B14.96 B18.52 B21.37 B27.25 B13.38 B
Cash and Equivalents8.53 B9.54 B12.78 B14.76 B19.41 B8.73 B
Cash and Equivalents USD4.39 B4.66 B5.85 B9.66 B11.77 B6.58 B
Total Debt18.59 B15.72 B18.01 B31.32 B34.53 B20.56 B
Total Debt USD18.59 B15.72 B18.01 B31.32 B34.53 B20.56 B
Shareholders Equity10.25 B10.23 B9.7 B9.53 B10.68 B9.3 B
Shareholders Equity USD10.4 B10.13 B10.11 B9.4 B10.55 B10.73 B
Goodwill and Intangible Assets2.65 B2.51 B2.46 B1.91 B1.9 B2.49 B
Investments24.72 B21.79 B22.56 B24.91 B29.22 B23.88 B
Total Liabilities34.82 B36.94 B39.76 B43.59 B49.73 B32.27 B
Current Liabilities8.34 B10.13 B11.12 B12.37 B13.16 B9.21 B
Trade and Non Trade Payables7.11 B7.37 B7.17 B10.39 B13.61 B8.03 B
Trade and Non Trade Receivables3.83 B4.43 B5.42 B6.61 B7.84 B5.28 B
Accumulated Retained Earnings Deficit4.61 B4.65 B4.7 B6.53 B7.94 B5.42 B

Jefferies Financial Investors Sentiment

The influence of Jefferies Financial's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Jefferies. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to Jefferies Financial's public news can be used to forecast risks associated with investment in Jefferies. The trend in average sentiment can be used to explain how an investor holding Jefferies can time the market purely based on public headlines and social activities around Jefferies Financial Group. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
Jefferies Financial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Jefferies Financial's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Jefferies Financial's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Jefferies Financial.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Jefferies Financial in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Jefferies Financial's short interest history, or implied volatility extrapolated from Jefferies Financial options trading.

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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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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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.
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.