Jefferies Financial Group Inc chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 23.61
Dividend & Yield1.20$ (3.21%)
Beta 1.43
Market capitalization 8.5B
Operating cash flow 1.8B
ESG Scores 24.5

Company description

Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, and Asia. The company operates in two segments, Investment Banking and Capital Markets, and Asset Management. It provides investment banking, advisory services with respect to mergers or acquisitions, restructurings or recapitalizations and private capital advisory transactions; equity and debt underwriting; and corporate lending. In addition, the company offers financing, securities lending, and other prime brokerage services; equities research and finance; and wealth management services. Further, it provides clients with sales and trading of investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage-backed and asset-backed securities, leveraged loans, consumer loans, high yield and distressed securities, emerging markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization; and manages, invests in, and provides services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Sector: Financial Services - Industry: Capital Markets

Financial data

Financial Statements

Cashflow Statement 2019-11-30 2020-11-30 2021-11-30 2022-11-30
Change To Liabilities 582.83M 737.31M 2.38B -2.17B
Total Cashflows From Investing Activities 1.71B -165.68M -409.87M -60.54M
Net Borrowings 2.25B 235.33M 1.5B -1.77B
Total Cash From Financing Activities 1.59B -723.52M 994.29M -2.84B
Change To Operating Activities -2.77B 436.15M -2.23B 2.57B
Issuance Of Stock
Net Income 964.7M 775.24M 1.67B 785.45M
Change In Cash 2.47B 1.18B 2.16B -1.12B
Effect Of Exchange Rate -1.06M 18.31M -3.39M -22.14M
Total Cash From Operating Activities -827.84M 2.06B 1.58B 1.8B
Depreciation 129.77M 136.47M 144.25M 189.34M
Change To Account Receivables 735.85M -634.69M -493.98M 1.22B
Other Cashflows From Financing Activities 1.87M 18.96M -10.13M 65M
Change To Netincome -472.61M 604.96M 106.02M -785.27M
Capital Expenditures -232.23M -176.96M -165.6M -224.3M

Income Statement 2019-11-30 2020-11-30 2021-11-30 2022-11-30
Research Development
Income Before Tax 478.61M 1.07B 2.25B 1.06B
Net Income 964.7M 775.24M 1.67B 785.45M
Selling General Administrative 1.82B 3.29B 3.99B 3.09B
Gross Profit 2.25B 4.51B 6.4B 4.18B
Ebit
Operating Income 275.61M 1.07B 2.25B 916.86M
Interest Expense
Income Tax Expense -483.95M 298.67M 576.73M 273.85M
Total Revenue 3.81B 5.85B 8.01B 5.84B
Cost Of Revenue 1.55B 1.34B 1.62B 1.66B
Total Other Income ExpenseNet 203M 138.7M
Net Income From Continuing Ops 962.56M 768.41M 1.68B 781.71M
Net Income Applicable To Common Shares 954.02M 764.81M 1.66B 774.15M

Balance Sheet Statement 2019-11-30 2020-11-30 2021-11-30 2022-11-30
Total Liabilities 39.71B 43.53B 45.38B 40.63B
Total Stockholder Equity 9.58B 9.4B 10.55B 10.23B
Other Current Liabilities 8.41B 7.59B 7.8B 9.46B
Total Assets 49.46B 53.12B 56.11B 51.06B
Common Stock 291.64M 249.75M 243.54M 226.13M
Other Current Assets
Retained Earnings 5.93B 6.53B 7.94B 8.42B
Treasury Stock -273.04M -288.92M -372.14M -379.42M
Cash 7.68B 9.06B 10.76B 9.7B
Total Current Liabilities 27.02B 28B 30.85B 29.79B
Other Stockholder Equity -273.04M -288.92M -372.14M -379.42M
Property, Plant, and Equipment 385.03M 897.2M 911.23M 906.86M
Total Current Assets 44.71B 48.86B 50.11B 44.72B
Net Tangible Assets 7.66B 7.49B 8.66B 8.36B
Net Receivables 7.41B 9.05B 6.27B 5.01B
Accounts Payable 6.43B 7.58B 8.41B 6.21B


Insider Transactions

Here are the insider transactions of stock shares related to Jefferies Financial Group Inc:

Filer Name Transaction Text Ownership Date Filer Relation Shares
HANDLER RICHARD BStock Gift at price 0.00 per share.D2023-02-28Director668.73k
FRIEDMAN BRIAN PStock Award(Grant) at price 37.67 per share.D2023-02-24Director35.25k
HANDLER RICHARD BStock Award(Grant) at price 37.67 per share.D2023-02-24Director99.75k
BEYER ROBERT DStock Award(Grant) at price 37.67 per share.D2023-02-24Director321
O KANE MICHAEL TStock Award(Grant) at price 37.67 per share.D2023-02-24Director513
HANDLER RICHARD BStock Gift at price 0.00 per share.D2023-02-07Chief Executive Officer102.28k
HANDLER RICHARD BStock Award(Grant) at price 0.00 per share.D2023-01-13Chief Executive Officer284.64k
HANDLER RICHARD BStock Gift at price 0.00 per share.D/I2023-01-11Chief Executive Officer2.69M
FRIEDMAN BRIAN PStock Award(Grant) at price 0.00 per share.D2022-12-16President467.36k
FRIEDMAN BRIAN PStock Award(Grant) at price 34.96 per share.D2022-12-16President357.55k
HANDLER RICHARD BStock Award(Grant) at price 0.00 per share.D2022-12-16Chief Executive Officer467.36k
HANDLER RICHARD BStock Award(Grant) at price 34.96 per share.D2022-12-16Chief Executive Officer429.06k
FRIEDMAN BRIAN PStock Award(Grant) at price 37.32 per share.D2022-11-29President39.1k
HANDLER RICHARD BStock Award(Grant) at price 37.32 per share.D2022-11-29Chief Executive Officer100.85k
BEYER ROBERT DStock Award(Grant) at price 37.32 per share.D2022-11-29Director321
O KANE MICHAEL TStock Award(Grant) at price 37.32 per share.D2022-11-29Director514
STEINBERG JOSEPH SConversion of Exercise of derivative security at price 24.00 per share.D2022-10-28Chairman of the Board2k
FRIEDMAN BRIAN PSale at price 32.85 per share.D/I2022-10-24President640k
FRIEDMAN BRIAN PStock Award(Grant) at price 32.40 per share.D2022-08-26President44.62k
HANDLER RICHARD BStock Award(Grant) at price 32.40 per share.D2022-08-26Chief Executive Officer115.1k
BEYER ROBERT DStock Award(Grant) at price 32.40 per share.D2022-08-26Director366
O KANE MICHAEL TStock Award(Grant) at price 32.40 per share.D2022-08-26Director587
NITTOLI ROCCO JSale at price 32.40 - 32.41 per share.D2022-07-28Officer7k
STEINBERG JOSEPH SConversion of Exercise of derivative security at price 20.75 per share.D2022-07-27Chairman of the Board2k
FRIEDMAN BRIAN PConversion of Exercise of derivative security at price 20.75 per share.D2022-07-27President2k
JONES THOMAS WPurchase at price 31.21 per share.D2022-07-25Director40k
ALPERIN BARRY JStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
ELLIS-KIRK MATRICEStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
BEYER ROBERT DStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
JONES THOMAS WStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
O KANE MICHAEL TStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
ADAMANY LINDAStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
KATZ JACOB M.Stock Award(Grant) at price 28.25 per share.D2022-06-28Director265
GILMARTIN MARYANNEStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
WEILER MELISSAStock Award(Grant) at price 28.25 per share.D2022-06-28Director265
FRIEDMAN BRIAN PStock Award(Grant) at price 32.95 per share.D2022-05-27President43.48k
HANDLER RICHARD BStock Award(Grant) at price 32.95 per share.D2022-05-27Chief Executive Officer112.16k
BEYER ROBERT DStock Award(Grant) at price 32.95 per share.D2022-05-27Director355
O KANE MICHAEL TStock Award(Grant) at price 32.95 per share.D2022-05-27Director572
O KANE MICHAEL TSale at price 33.39 per share.D2022-04-19Director6k
JONES THOMAS WPurchase at price 33.48 per share.D2022-03-30Director10k
ALPERIN BARRY JStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
ELLIS-KIRK MATRICEStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
BEYER ROBERT DStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
JONES THOMAS WStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
O KANE MICHAEL TStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
ADAMANY LINDAStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
KATZ JACOB M.Stock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
GILMARTIN MARYANNEStock Award(Grant) at price 33.35 per share.D2022-03-29Director5.7k
WEILER MELISSAStock Award(Grant) at price 33.35 per share.D2022-03-29Unknown5.7k
HANDLER RICHARD BStock Gift at price 0.00 per share.D2022-02-28Chief Executive Officer616.66k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Jefferies Financial Group Inc. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Jefferies Financial Group Inc

Here is the result of two systematic investment strategies applied to Jefferies Financial Group Inc. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Jefferies Financial Group Inc

The following chart shows the equity curve of the two systematic investment strategies applied to Jefferies Financial Group Inc:

Jefferies Financial Group Inc automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 76.22% on the backtest period.

Performance at glance

Performance

76.22 %

Latent gain

1725.79 $

Invested capital

2264.24 $

Annualized return

18.41 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Jefferies Financial Group Inc

This is the result of two momentum investment strategies applied to Jefferies Financial Group Inc. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Jefferies Financial Group Inc

The following chart shows all the entries opened by the momentum investment system on Jefferies Financial Group Inc:

Jefferies Financial Group Inc momentum entries
  • The first momentum investment strategy would give 69.93% of return on Jefferies Financial Group Inc. That represents 3529.56$ of latent gain with 5047.14$ of employed capital.
  • The second momentum investment strategy would give 97.31% of return on Jefferies Financial Group Inc. That represents 3163.29$ of latent gain with 3250.59$ of employed capital.
Performance at glance (1Q Momentum)

Performance

69.93 %

Latent gain

3529.56 $

Invested capital

5047.14 $

Annualized return

27.9 %
Performance at glance (2Q Momentum)

Performance

97.31 %

Latent gain

3163.29 $

Invested capital

3250.59 $

Annualized return

26.59 %

Momentum equity curve on Jefferies Financial Group Inc

The following chart shows the equity curve of the two momentum strategies applied to Jefferies Financial Group Inc:

Jefferies Financial Group Inc momentum equity

Note: the dividends potentially given by Jefferies Financial Group Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Jefferies Financial Group Inc

The following chart shows the employed capital evolution of the two momentum strategies on Jefferies Financial Group Inc since the beginning:

Jefferies Financial Group Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Jefferies Financial Group Inc

Buy the dip entry openings on Jefferies Financial Group Inc

Jefferies Financial Group Inc

The performance achieved by the robo-advisor on Jefferies Financial Group Inc is 59.7%. That represents 153.34$ of latent gain with 256.85$ of employed capital. The following chart shows Jefferies Financial Group Inc stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Jefferies Financial Group Inc, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

59.7 %

Latent gain

153.34 $

Invested capital

256.85 $

Annualized return

27.9 %

Equity curve of the strategy applied to Jefferies Financial Group Inc

The following chart shows the result of the investment strategy applied to Jefferies Financial Group Inc:

Jefferies Financial Group Inc

Note: the dividends potentially given by Jefferies Financial Group Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Jefferies Financial Group Inc

The following chart shows the employed capital evolution since the beginning of the investment strategy on Jefferies Financial Group Inc:

Jefferies Financial Group Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Jefferies Financial Group Inc

In this section, I will compare the three previous investment strategies applied to Jefferies Financial Group Inc.

Equity curve comparison on Jefferies Financial Group Inc

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Jefferies Financial Group Inc investment strategy comparison

Employed capital comparison on Jefferies Financial Group Inc

Jefferies Financial Group Inc investment comparison

Performance comparison on Jefferies Financial Group Inc

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 76.22% 1725.79$ 2264.24$ 18.41%
Momentum 1 quarter 69.93% 3529.56$ 5047.14$ 17.93%
Momentum 2 quarters 97.31% 3163.29$ 3250.59$ 26.59%
Non-directional 59.7% 153.34$ 256.85$ 27.9%
Annualized return comparison

Automatic investment

18.41 %

Momentum 1Q

26.59 %

Momentum 2Q

26.59 %

Non-directional

27.9 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Jefferies Financial Group Inc:

Note: The algorithm computes the probability of correlation between Jefferies Financial Group Inc and the other stocks. There may be false positives or some missing correlated stocks. If the price of Jefferies Financial Group Inc does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Jefferies Financial Group Inc
Country United States
City New York
Address 520 Madison Avenue
Phone 212 284 2300
Website www.jefferies.com
FullTime employees 5381
Industry Capital Markets
Sector Financial Services
Exchange XNYS
Ticker JEF
Market www.nyse.com

Jefferies Financial Group Inc ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 2.0
Peer Environment Performance 1.2809375
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 9.2
Peer Social Performance 7.7134375
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.3939393939394
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Customer IncidentsBusiness Ethics Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 13.4
Peer Governance Performance 9.9703125
Governance Percentile unknown

ESG at glance
Total ESG Scores: 24.5
Environment Score: 2.0
Social Score: 9.2
Governance Score: 13.4

ESG Performance: AVG_PERF

Peer Group: Diversified Financials

Peer Esg Score Performance: 19.247727272727

Rating Year: 2023

Rating Month: 1

Max Age: 86400

Percentile: 43