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JEF$53.21+0.93%
Fair $53.21+0.0%

JEF

Jefferies Financial Group Inc.

Financial Services / Capital MarketsNYSE

$53.21

+0.49 (+0.93%)

Fairly Valued+0.0%Fair Value $53.21Fund rank 18/100 · Data gapFallback financials|
SA 40/C
F-Score: 1/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 29.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 2.25, above the 2.0 threshold
Thesis & Journal · JEFLocal privado en este navegador · Jefferies Financial Group Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$10.9B

P/E

17.9x

↑

EV/EBITDA

4.7x

↓

ROE

6.7%

↑

Gross Margin

58.1%

↑

Debt/Equity

2.25

↑
52-Week Range$53
$36$71

TradingView lightweight chart

JEF price, volumen y niveles de valoración

Último $53.21Periodo +742.0%
Fair value: $53.21

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+13.2%

FCF CAGR

—

FCF margin

-15.8%

FCF / Net income

-2.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.82B · net income $710.5M · FCF $-1.71B

2007-FY → 2025-FY

Gross margin

58.1%— pts

Operating margin

42.8%+48.1% pts

Net margin

6.6%-35.4% pts

FCF margin

-15.8%-10.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$10.82B$10.82B$10.52B$7.44B$7.15B$6.14B$3.92B$2.79B$3.12B$5.05B$10.88B$11.68B$12.33B$11.00B$9.40B$642.6M$1.20B$575.2M$490.5M$1.15B
Net Income$710.5M$710.5M$743.4M$277.7M$785.4M$1.67B$769.6M$959.6M$1.02B$167.4M$125.9M$279.6M$204.3M$369.2M$854.5M$25.2M$1.94B$550.3M$-2.54B$484.3M
EBITDA$4.55B$4.55B$4.68B$3.21B$2.42B————————————$-178.4M$-319.8M$-26.0M
EPS2.832.832.991.103.066.132.652.902.770.430.300.660.480.953.080.096.841.96-9.591.83
Gross Margin58.1%58.1%59.1%60.6%52.8%———————————————
Operating Margin42.8%42.8%44.8%44.5%36.6%————————————-43.6%-75.0%-5.3%
Net Margin6.6%6.6%7.1%3.7%11.0%27.1%19.6%34.4%32.8%3.3%1.2%2.4%1.7%3.4%9.1%3.9%161.1%95.7%-516.9%41.9%
Balance Sheet
Debt/Equity2.252.252.001.661.340.860.890.870.760.780.730.710.830.810.140.300.220.380.68—
Cash Flow
Free Cash Flow$-1.71B$-1.71B$-459.8M$-1.93B$1.58B$1.42B$1.88B——————$565.2M$574.1M$-595.4M$386.9M$-157.0M$-67.3M$-56.1M
Returns
ROE6.7%6.7%7.3%2.9%7.7%15.8%8.2%10.0%10.2%1.7%1.2%2.7%2.0%3.7%12.6%0.4%27.9%12.6%-94.7%—
Valuation
P/E17.8617.8626.1333.5411.16———————————————
EV/EBITDA4.734.735.485.085.28———————————————
P/B1.121.121.720.900.85———————————————
Growth & Yield
Revenue Growth2.9%2.9%41.3%4.1%—56.5%40.6%-10.6%-38.2%-53.6%-6.9%-5.3%12.1%17.0%1363.5%-46.6%109.2%17.3%-57.5%—
EPS Growth-5.4%-5.4%171.8%-64.1%—131.3%-8.5%4.5%544.4%41.4%-54.1%37.0%-49.1%-69.2%3340.0%-98.7%248.9%120.5%-623.8%—
Dividend Yield3.0%3.0%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$4.72

Spread vs growth

-24.0%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$5.71

Spread vs growth

-20.4%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$9.20

Spread vs growth

-17.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +12.5%

Total return

+12.5%

Start / end P/E

16.3x → 18.8x

EPS bridge

2.99 → 2.83

Residual

-0.8%

EPS growth-5.4%
Multiple rerating+15.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-0.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.