Jefferies Financial Group Inc. Common Stock (JEF)

FairStock Score: 53/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Jefferies as a financial intermediary, not a wonderful consumer franchise. It earns fees from advising on mergers, underwriting debt and equity, and trading, so results swing with capital markets. The latest filed quarter, fiscal Q3 2026 ended 2026-08-31, showed revenue of $1.8B and net income of $288.3M, up from revenue of $1.5B and net income of $242.5M in fiscal Q3 2025. That is progress, but over the long run the supplied Lynch category is SLOW GROWER — Shrinking, with profit down about 2.4% a year over five years and revenue up 7.2%. For FY2025, revenue was $5.5B and net income $682.0M, while FY2024 had revenue of $4.9B and net income of $716.0M, so sales grew but earnings slipped. The balance sheet is the key. Debt-to-equity of 3.65 is high, though normal for the industry, and a modest ROE of 8.27% does not suggest a wide moat. FairStock calculations at the 2026-10-13 close show a P/B of 0.86 and a P/E of 12.53, plus a 3.19% dividend yield. A Piotroski F-Score of 7/9 is respectable. But I cannot see CET1, net interest margin, or combined ratio in these figures, so I cannot fully judge credit or capital strength. The price looks statistically cheap, but cyclicality, leverage, and uneven earnings demand a margin of safety.

In plain English: Jefferies is an investment bank and capital markets firm that helps companies raise money, buy other businesses, and trade securities. It is profitable and the stock price is below the company's accounting value, but profits have been uneven and the company uses a lot of borrowed money. Based on the numbers given, the price looks on the cheap side, though the business carries real risk.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-08-31) · fiscal Q2 2026 10-Q (period ended 2026-05-31) · fiscal Q1 2026 10-Q (period ended 2026-02-28) · fiscal Q3 2025 10-Q (period ended 2025-08-31) · FY2025 10-K (period ended 2025-11-30) · FY2024 10-K (period ended 2024-11-30) · FY2023 10-K (period ended 2023-11-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer