# Jefferies Financial Group Inc. (JEF) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $48.56, market value $11.2 billion.

## Valuation
- **P/E (trailing): 12.9×** (5-yr avg 18.3×, 3-yr avg 25.2×). Jefferies Financial Group Inc. trades at 12.9× trailing earnings, well below its own five-year average of 18.3×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 10.7×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 1.4×**. Each dollar of revenue is priced at 1.4×.
- **Price / book: 1.0×**. The shares trade at 1.0× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: 37.7%** (5-yr avg -1.0%). Free cash flow equals 37.7% of the market value, above its five-year average of -1.0%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 7.7%**. The inverse of the P/E: 7.7% of the price is earned each year.

## Profitability
- **Net margin: 12.3%**. 12.3% of each dollar of sales reaches the bottom line.
- **Return on equity: 6.4%**. 6.4% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 1.2%**. Each dollar of assets produces 1.2% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 14.2%** (3-yr 5.4%/yr, 5-yr 7.2%/yr). Revenue grew 14.2% over the last year, against 7.2% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): -5.4%** (3-yr -2.6%/yr, 5-yr 1.3%/yr). Earnings per share fell 5.4%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 3/9**. 3 of 9 checks pass: weak or deteriorating financials.
- **Cash and short-term investments: $14.0 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 3.29%** ($1.60 per share, trailing). Jefferies Financial Group Inc. yields 3.29%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 55%** (9% of free cash flow). 55% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 16**. 16 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 22.8%/yr** (1-yr 23.1%). The dividend has compounded at 22.8% a year over five years, doubling roughly every 3 years at that pace.

## Analyst view
- **Analyst consensus: buy** (6 analysts). 6 analysts cover Jefferies Financial Group Inc.; the consensus is buy, with an average price target of $55.17 (+14% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -6.6%** (YTD -20.9%, 3-mo -13.3%). The shares are down 6.6% over twelve months including dividends.
- **From 52-week high: -27.1%** (36.7% above the low). Trading 27% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 56**. An RSI of 56 is neutral.
- **Beta (1 yr): 1.65** (volatility 40%). Beta of 1.65 against the S&P 500: the shares move much more than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=JEF · Page: https://foliofundamentals.com/stocks/jef

Not investment advice.