Free Trial

Jefferies Financial Group (JEF) Competitors

Jefferies Financial Group logo
$44.68 +0.28 (+0.64%)
As of 12:23 PM Eastern
This is a fair market value price provided by Massive. Learn more.

JEF vs. CG, C, EVR, GS, and KKR

Should you buy Jefferies Financial Group stock or one of its competitors? Jefferies Financial Group's main competitors and comparable companies include Carlyle Group (CG), Citigroup (C), Evercore (EVR), The Goldman Sachs Group (GS), and KKR & Co. Inc. (KKR). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does Jefferies Financial Group compare to Carlyle Group?

Jefferies Financial Group (NYSE:JEF) and Carlyle Group (NASDAQ:CG) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, media sentiment, earnings and profitability.

Carlyle Group has a net margin of 10.08% compared to Jefferies Financial Group's net margin of 7.50%. Carlyle Group's return on equity of 22.52% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.50% 9.26% 1.29%
Carlyle Group 10.08%22.52%5.62%

60.9% of Jefferies Financial Group shares are owned by institutional investors. Comparatively, 55.9% of Carlyle Group shares are owned by institutional investors. 19.9% of Jefferies Financial Group shares are owned by company insiders. Comparatively, 25.4% of Carlyle Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Jefferies Financial Group has a beta of 1.57, indicating that its stock price is 57% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.88, indicating that its stock price is 88% more volatile than the broader market.

Jefferies Financial Group currently has a consensus target price of $56.86, indicating a potential upside of 28.16%. Carlyle Group has a consensus target price of $56.60, indicating a potential upside of 47.43%. Given Carlyle Group's stronger consensus rating and higher possible upside, analysts plainly believe Carlyle Group is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41

Carlyle Group has lower revenue, but higher earnings than Jefferies Financial Group. Jefferies Financial Group is trading at a lower price-to-earnings ratio than Carlyle Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jefferies Financial Group$10.82B0.79$710.47M$3.6512.15
Carlyle Group$4.78B2.86$808.70M$0.9639.99

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.6%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.6%. Jefferies Financial Group pays out 43.8% of its earnings in the form of a dividend. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Jefferies Financial Group has increased its dividend for 2 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Jefferies Financial Group had 16 more articles in the media than Carlyle Group. MarketBeat recorded 25 mentions for Jefferies Financial Group and 9 mentions for Carlyle Group. Jefferies Financial Group's average media sentiment score of 0.71 beat Carlyle Group's score of 0.47 indicating that Jefferies Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
Carlyle Group
2 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Summary

Carlyle Group beats Jefferies Financial Group on 13 of the 19 factors compared between the two stocks.

How does Jefferies Financial Group compare to Citigroup?

Citigroup (NYSE:C) and Jefferies Financial Group (NYSE:JEF) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, institutional ownership, dividends, analyst recommendations, media sentiment, profitability, risk and earnings.

Citigroup pays an annual dividend of $2.68 per share and has a dividend yield of 2.1%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.6%. Citigroup pays out 28.9% of its earnings in the form of a dividend. Jefferies Financial Group pays out 43.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Citigroup has raised its dividend for 2 consecutive years and Jefferies Financial Group has raised its dividend for 2 consecutive years.

71.7% of Citigroup shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 0.1% of Citigroup shares are held by insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Citigroup had 50 more articles in the media than Jefferies Financial Group. MarketBeat recorded 75 mentions for Citigroup and 25 mentions for Jefferies Financial Group. Jefferies Financial Group's average media sentiment score of 0.71 beat Citigroup's score of 0.37 indicating that Jefferies Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Citigroup
26 Very Positive mention(s)
11 Positive mention(s)
18 Neutral mention(s)
9 Negative mention(s)
8 Very Negative mention(s)
Neutral
Jefferies Financial Group
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive

Citigroup presently has a consensus target price of $151.28, indicating a potential upside of 18.22%. Jefferies Financial Group has a consensus target price of $56.86, indicating a potential upside of 28.16%. Given Jefferies Financial Group's higher possible upside, analysts clearly believe Jefferies Financial Group is more favorable than Citigroup.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Citigroup
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.89
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Citigroup has a beta of 1.13, suggesting that its share price is 13% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.57, suggesting that its share price is 57% more volatile than the broader market.

Citigroup has a net margin of 10.23% compared to Jefferies Financial Group's net margin of 7.50%. Citigroup's return on equity of 10.15% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Citigroup10.23% 10.15% 0.72%
Jefferies Financial Group 7.50%9.26%1.29%

Citigroup has higher revenue and earnings than Jefferies Financial Group. Jefferies Financial Group is trading at a lower price-to-earnings ratio than Citigroup, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Citigroup$168.30B1.30$14.31B$9.2613.82
Jefferies Financial Group$10.82B0.79$710.47M$3.6512.15

Summary

Citigroup beats Jefferies Financial Group on 13 of the 19 factors compared between the two stocks.

How does Jefferies Financial Group compare to Evercore?

Jefferies Financial Group (NYSE:JEF) and Evercore (NYSE:EVR) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, institutional ownership, risk, earnings, analyst recommendations and media sentiment.

60.9% of Jefferies Financial Group shares are held by institutional investors. Comparatively, 86.2% of Evercore shares are held by institutional investors. 19.9% of Jefferies Financial Group shares are held by insiders. Comparatively, 3.5% of Evercore shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Jefferies Financial Group has higher revenue and earnings than Evercore. Jefferies Financial Group is trading at a lower price-to-earnings ratio than Evercore, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jefferies Financial Group$10.82B0.79$710.47M$3.6512.15
Evercore$4.71B2.19$591.92M$17.6915.10

In the previous week, Jefferies Financial Group had 20 more articles in the media than Evercore. MarketBeat recorded 25 mentions for Jefferies Financial Group and 5 mentions for Evercore. Jefferies Financial Group's average media sentiment score of 0.71 beat Evercore's score of 0.05 indicating that Jefferies Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.6%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.3%. Jefferies Financial Group pays out 43.8% of its earnings in the form of a dividend. Evercore pays out 20.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Jefferies Financial Group has increased its dividend for 2 consecutive years and Evercore has increased its dividend for 18 consecutive years.

Jefferies Financial Group has a beta of 1.57, indicating that its share price is 57% more volatile than the broader market. Comparatively, Evercore has a beta of 1.51, indicating that its share price is 51% more volatile than the broader market.

Jefferies Financial Group presently has a consensus price target of $56.86, indicating a potential upside of 28.16%. Evercore has a consensus price target of $365.78, indicating a potential upside of 36.93%. Given Evercore's stronger consensus rating and higher probable upside, analysts clearly believe Evercore is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

Evercore has a net margin of 15.74% compared to Jefferies Financial Group's net margin of 7.50%. Evercore's return on equity of 39.11% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.50% 9.26% 1.29%
Evercore 15.74%39.11%18.05%

Summary

Evercore beats Jefferies Financial Group on 12 of the 19 factors compared between the two stocks.

How does Jefferies Financial Group compare to The Goldman Sachs Group?

The Goldman Sachs Group (NYSE:GS) and Jefferies Financial Group (NYSE:JEF) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, profitability, analyst recommendations, dividends, media sentiment, risk, valuation and institutional ownership.

The Goldman Sachs Group currently has a consensus price target of $1,055.09, suggesting a potential upside of 19.59%. Jefferies Financial Group has a consensus price target of $56.86, suggesting a potential upside of 28.16%. Given Jefferies Financial Group's higher probable upside, analysts plainly believe Jefferies Financial Group is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Goldman Sachs Group
1 Sell rating(s)
12 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.42
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

The Goldman Sachs Group has higher revenue and earnings than Jefferies Financial Group. Jefferies Financial Group is trading at a lower price-to-earnings ratio than The Goldman Sachs Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Goldman Sachs Group$125.10B2.05$17.18B$64.7913.62
Jefferies Financial Group$10.82B0.79$710.47M$3.6512.15

The Goldman Sachs Group has a net margin of 15.53% compared to Jefferies Financial Group's net margin of 7.50%. The Goldman Sachs Group's return on equity of 19.16% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group15.53% 19.16% 1.07%
Jefferies Financial Group 7.50%9.26%1.29%

71.2% of The Goldman Sachs Group shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 0.6% of The Goldman Sachs Group shares are held by company insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

The Goldman Sachs Group pays an annual dividend of $20.00 per share and has a dividend yield of 2.3%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.6%. The Goldman Sachs Group pays out 30.9% of its earnings in the form of a dividend. Jefferies Financial Group pays out 43.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. The Goldman Sachs Group has increased its dividend for 13 consecutive years and Jefferies Financial Group has increased its dividend for 2 consecutive years.

In the previous week, The Goldman Sachs Group had 49 more articles in the media than Jefferies Financial Group. MarketBeat recorded 74 mentions for The Goldman Sachs Group and 25 mentions for Jefferies Financial Group. Jefferies Financial Group's average media sentiment score of 0.71 beat The Goldman Sachs Group's score of 0.26 indicating that Jefferies Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
24 Very Positive mention(s)
15 Positive mention(s)
11 Neutral mention(s)
11 Negative mention(s)
10 Very Negative mention(s)
Neutral
Jefferies Financial Group
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive

The Goldman Sachs Group has a beta of 1.29, suggesting that its stock price is 29% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.57, suggesting that its stock price is 57% more volatile than the broader market.

Summary

The Goldman Sachs Group beats Jefferies Financial Group on 13 of the 19 factors compared between the two stocks.

How does Jefferies Financial Group compare to KKR & Co. Inc.?

Jefferies Financial Group (NYSE:JEF) and KKR & Co. Inc. (NYSE:KKR) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, media sentiment, dividends, earnings, institutional ownership, risk and profitability.

In the previous week, Jefferies Financial Group had 5 more articles in the media than KKR & Co. Inc.. MarketBeat recorded 25 mentions for Jefferies Financial Group and 20 mentions for KKR & Co. Inc.. Jefferies Financial Group's average media sentiment score of 0.71 beat KKR & Co. Inc.'s score of 0.42 indicating that Jefferies Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
15 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
KKR & Co. Inc.
3 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Jefferies Financial Group currently has a consensus target price of $56.86, indicating a potential upside of 28.16%. KKR & Co. Inc. has a consensus target price of $127.08, indicating a potential upside of 41.86%. Given KKR & Co. Inc.'s stronger consensus rating and higher possible upside, analysts plainly believe KKR & Co. Inc. is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29
KKR & Co. Inc.
0 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75

KKR & Co. Inc. has higher revenue and earnings than Jefferies Financial Group. Jefferies Financial Group is trading at a lower price-to-earnings ratio than KKR & Co. Inc., indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Jefferies Financial Group$10.82B0.79$710.47M$3.6512.15
KKR & Co. Inc.$21.06B3.82$2.37B$3.1428.53

KKR & Co. Inc. has a net margin of 14.41% compared to Jefferies Financial Group's net margin of 7.50%. Jefferies Financial Group's return on equity of 9.26% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.50% 9.26% 1.29%
KKR & Co. Inc. 14.41%5.88%1.07%

Jefferies Financial Group has a beta of 1.57, meaning that its stock price is 57% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.83, meaning that its stock price is 83% more volatile than the broader market.

60.9% of Jefferies Financial Group shares are owned by institutional investors. Comparatively, 76.3% of KKR & Co. Inc. shares are owned by institutional investors. 19.9% of Jefferies Financial Group shares are owned by company insiders. Comparatively, 23.2% of KKR & Co. Inc. shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.6%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.9%. Jefferies Financial Group pays out 43.8% of its earnings in the form of a dividend. KKR & Co. Inc. pays out 24.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Jefferies Financial Group has raised its dividend for 2 consecutive years and KKR & Co. Inc. has raised its dividend for 5 consecutive years.

Summary

KKR & Co. Inc. beats Jefferies Financial Group on 13 of the 19 factors compared between the two stocks.

Get Jefferies Financial Group News Delivered to You Automatically

Sign up to receive the latest news and ratings for JEF and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding JEF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

JEF vs. The Competition

MetricJefferies Financial GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$8.67B$5.17B$13.32B$22.96B
Dividend Yield3.56%7.59%6.05%3.72%
P/E Ratio12.2630.0924.7128.59
Price / Sales0.711,140.27479.2623.43
Price / Cash9.6947.5943.4536.46
Price / Book0.873.482.714.71
Net Income$710.47M$415.67M$1.32B$1.07B
7 Day Performance-2.54%-0.41%-0.51%0.33%
1 Month Performance-19.24%-2.11%-2.65%-3.82%
1 Year Performance-15.67%10.33%9.99%6.52%

Jefferies Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JEF
Jefferies Financial Group
4.9892 of 5 stars
$44.68
+0.6%
$56.86
+27.2%
-18.4%$8.67B$12.17B12.267,787
CG
Carlyle Group
4.365 of 5 stars
$39.52
-1.3%
$58.93
+49.1%
-36.6%$14.26B$4.78B41.172,500
C
Citigroup
4.9818 of 5 stars
$131.32
-2.2%
$149.50
+13.8%
+32.4%$229.02B$168.30B14.18226,000
EVR
Evercore
4.9953 of 5 stars
$261.54
-0.5%
$380.67
+45.5%
-16.1%$10.17B$3.86B14.782,570
GS
The Goldman Sachs Group
4.8513 of 5 stars
$915.93
-2.1%
$1,060.10
+15.7%
+13.5%$272.38B$125.10B14.1447,400

Related Companies and Tools


This page (NYSE:JEF) was last updated on 10/9/2026 by MarketBeat.com Staff.
From Our Partners