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Jefferies Financial Group (JEF) Competitors

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$56.61 -0.01 (-0.01%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$56.75 +0.14 (+0.24%)
As of 08/7/2026 07:43 PM Eastern
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JEF vs. CG, C, EVR, GS, and KKR

Should you buy Jefferies Financial Group stock or one of its competitors? MarketBeat compares Jefferies Financial Group with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Jefferies Financial Group include Carlyle Group (CG), Citigroup (C), Evercore (EVR), The Goldman Sachs Group (GS), and KKR & Co. Inc. (KKR). These companies are all part of the "finance" sector.

How does Jefferies Financial Group compare to Carlyle Group?

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

Carlyle Group has higher earnings, but lower revenue 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
Carlyle Group$4.78B3.60$808.70M$0.9649.78
Jefferies Financial Group$10.82B1.01$710.47M$3.5815.81

Carlyle Group presently has a consensus price target of $59.79, suggesting a potential upside of 25.10%. Jefferies Financial Group has a consensus price target of $62.63, suggesting a potential upside of 10.62%. Given Carlyle Group's stronger consensus rating and higher probable upside, equities research analysts plainly believe Carlyle Group is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.9%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.8%. 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 pays out 44.7% of its earnings in the form of a dividend. Carlyle Group has raised its dividend for 4 consecutive years and Jefferies Financial Group has raised its dividend for 2 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, Carlyle Group had 19 more articles in the media than Jefferies Financial Group. MarketBeat recorded 36 mentions for Carlyle Group and 17 mentions for Jefferies Financial Group. Carlyle Group's average media sentiment score of 0.99 beat Jefferies Financial Group's score of 0.70 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
18 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
9 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Group has a beta of 1.82, suggesting that its stock price is 82% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, suggesting that its stock price is 54% more volatile than the broader market.

Carlyle Group has a net margin of 10.08% compared to Jefferies Financial Group's net margin of 7.58%. 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
Carlyle Group10.08% 22.52% 5.62%
Jefferies Financial Group 7.58%9.23%1.31%

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 25.4% of Carlyle 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Carlyle Group beats Jefferies Financial Group on 15 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 large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, valuation, media sentiment, dividends, profitability, analyst recommendations, institutional ownership and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Citigroup$168.30B1.37$14.31B$9.2614.57
Jefferies Financial Group$10.82B1.01$710.47M$3.5815.81

In the previous week, Citigroup had 75 more articles in the media than Jefferies Financial Group. MarketBeat recorded 92 mentions for Citigroup and 17 mentions for Jefferies Financial Group. Jefferies Financial Group's average media sentiment score of 0.70 beat Citigroup's score of 0.65 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
60 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
9 Negative mention(s)
7 Very Negative mention(s)
Positive
Jefferies Financial Group
9 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Citigroup presently has a consensus target price of $145.22, indicating a potential upside of 7.61%. Jefferies Financial Group has a consensus target price of $62.63, indicating a potential upside of 10.62%. Given Jefferies Financial Group's higher probable 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)
4 Hold rating(s)
13 Buy rating(s)
2 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 1.12, suggesting that its share price is 12% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market.

Citigroup has a net margin of 10.23% compared to Jefferies Financial Group's net margin of 7.58%. 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 7.58%9.23%1.31%

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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Citigroup pays an annual dividend of $2.68 per share and has a dividend yield of 2.0%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.8%. Citigroup pays out 28.9% of its earnings in the form of a dividend. Jefferies Financial Group pays out 44.7% 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.

Summary

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

How does Jefferies Financial Group compare to Evercore?

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

Evercore currently has a consensus price target of $380.67, indicating a potential upside of 24.25%. Jefferies Financial Group has a consensus price target of $62.63, indicating a potential upside of 10.62%. Given Evercore's stronger consensus rating and higher probable upside, equities research analysts clearly believe Evercore is more favorable than Jefferies Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Evercore has a beta of 1.51, meaning that its stock price is 51% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, meaning that its stock price is 54% more volatile than the broader market.

In the previous week, Jefferies Financial Group had 13 more articles in the media than Evercore. MarketBeat recorded 17 mentions for Jefferies Financial Group and 4 mentions for Evercore. Evercore's average media sentiment score of 1.35 beat Jefferies Financial Group's score of 0.70 indicating that Evercore is being referred to more favorably in the media.

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

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.8%. Evercore pays out 20.1% of its earnings in the form of a dividend. Jefferies Financial Group pays out 44.7% 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. Evercore has raised its dividend for 18 consecutive years and Jefferies Financial Group has raised its dividend for 2 consecutive years.

86.2% of Evercore shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 3.5% of Evercore 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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Evercore has a net margin of 15.74% compared to Jefferies Financial Group's net margin of 7.58%. 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
Evercore15.74% 39.11% 18.05%
Jefferies Financial Group 7.58%9.23%1.31%

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
Evercore$3.86B3.07$591.92M$17.6917.32
Jefferies Financial Group$10.82B1.01$710.47M$3.5815.81

Summary

Evercore beats Jefferies Financial Group on 14 of the 20 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 large-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, media sentiment, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.

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$125.10B2.42$17.18B$64.7916.06
Jefferies Financial Group$10.82B1.01$710.47M$3.5815.81

In the previous week, The Goldman Sachs Group had 69 more articles in the media than Jefferies Financial Group. MarketBeat recorded 86 mentions for The Goldman Sachs Group and 17 mentions for Jefferies Financial Group. The Goldman Sachs Group's average media sentiment score of 0.79 beat Jefferies Financial Group's score of 0.70 indicating that The Goldman Sachs Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
47 Very Positive mention(s)
17 Positive mention(s)
8 Neutral mention(s)
6 Negative mention(s)
7 Very Negative mention(s)
Positive
Jefferies Financial Group
9 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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

The Goldman Sachs Group has a net margin of 15.53% compared to Jefferies Financial Group's net margin of 7.58%. 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 7.58%9.23%1.31%

The Goldman Sachs Group presently has a consensus target price of $1,062.86, indicating a potential upside of 2.17%. Jefferies Financial Group has a consensus target price of $62.63, indicating a potential upside of 10.62%. Given Jefferies Financial Group's higher possible upside, analysts clearly 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)
11 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.54
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 pays an annual dividend of $18.00 per share and has a dividend yield of 1.7%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.8%. The Goldman Sachs Group pays out 27.8% of its earnings in the form of a dividend. Jefferies Financial Group pays out 44.7% 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.

The Goldman Sachs Group has a beta of 1.3, meaning that its stock price is 30% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, meaning that its stock price is 54% more volatile than the broader market.

Summary

The Goldman Sachs Group beats Jefferies Financial Group on 15 of the 20 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 large-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, analyst recommendations, media sentiment, risk, dividends, profitability and institutional ownership.

Jefferies Financial Group currently has a consensus price target of $62.63, indicating a potential upside of 10.62%. KKR & Co. Inc. has a consensus price target of $127.75, indicating a potential upside of 24.41%. Given KKR & Co. Inc.'s stronger consensus rating and higher probable upside, analysts clearly 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)
3 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.80

KKR & Co. Inc. has a net margin of 14.41% compared to Jefferies Financial Group's net margin of 7.58%. Jefferies Financial Group's return on equity of 9.23% beat KKR & Co. Inc.'s return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.58% 9.23% 1.31%
KKR & Co. Inc. 14.41%5.88%1.07%

In the previous week, KKR & Co. Inc. had 20 more articles in the media than Jefferies Financial Group. MarketBeat recorded 37 mentions for KKR & Co. Inc. and 17 mentions for Jefferies Financial Group. KKR & Co. Inc.'s average media sentiment score of 0.74 beat Jefferies Financial Group's score of 0.70 indicating that KKR & Co. Inc. is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
9 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
KKR & Co. Inc.
17 Very Positive mention(s)
3 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$10.82B1.01$710.47M$3.5815.81
KKR & Co. Inc.$19.46B4.74$2.37B$3.1432.70

Jefferies Financial Group has a beta of 1.54, meaning that its stock price is 54% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.78, meaning that its stock price is 78% more volatile than the broader market.

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.8%. KKR & Co. Inc. pays an annual dividend of $0.78 per share and has a dividend yield of 0.8%. Jefferies Financial Group pays out 44.7% 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.

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

Summary

KKR & Co. Inc. beats Jefferies Financial Group on 15 of the 19 factors compared between the two stocks.

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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.
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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.
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JEF vs. The Competition

MetricJefferies Financial GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$10.97B$5.58B$14.02B$24.11B
Dividend Yield2.83%7.40%5.89%3.69%
P/E Ratio15.8138.1329.1829.19
Price / Sales1.011,232.14504.6113.06
Price / Cash12.4348.3030.2219.37
Price / Book1.103.743.724.91
Net Income$710.47M$417.15M$1.31B$1.06B
7 Day Performance1.58%0.85%0.53%1.65%
1 Month Performance8.78%0.30%1.00%2.63%
1 Year Performance-3.18%6.39%12.83%20.40%

Jefferies Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JEF
Jefferies Financial Group
4.444 of 5 stars
$56.61
0.0%
$62.63
+10.6%
-3.2%$10.97B$10.82B15.817,787
CG
Carlyle Group
4.3327 of 5 stars
$48.91
+6.3%
$60.07
+22.8%
-23.2%$16.57B$4.78B33.502,500
C
Citigroup
4.7893 of 5 stars
$133.51
+0.8%
$145.22
+8.8%
+45.4%$225.90B$168.30B14.42226,000
EVR
Evercore
4.9986 of 5 stars
$318.16
-0.7%
$380.67
+19.6%
+3.4%$12.40B$3.86B17.992,570
GS
The Goldman Sachs Group
4.2942 of 5 stars
$1,027.61
+0.9%
$1,062.86
+3.4%
+44.1%$300.43B$125.10B15.8647,400

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This page (NYSE:JEF) was last updated on 8/10/2026 by MarketBeat.com Staff.
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