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Jefferies Financial Group (JEF) Competitors

Jefferies Financial Group logo
$55.20 +0.33 (+0.60%)
Closing price 03:59 PM Eastern
Extended Trading
$55.50 +0.30 (+0.54%)
As of 07:56 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).

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 superior investment? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, earnings, analyst recommendations, media sentiment, dividends and profitability.

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$4.78B3.37$808.70M$1.4630.64
Jefferies Financial Group$10.82B0.99$710.47M$3.5815.42

Carlyle Group has a beta of 1.84, suggesting that its share price is 84% 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.

Carlyle Group has a net margin of 13.46% compared to Jefferies Financial Group's net margin of 7.58%. Carlyle Group's return on equity of 20.95% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group13.46% 20.95% 5.28%
Jefferies Financial Group 7.58%9.23%1.31%

Carlyle Group presently has a consensus target price of $60.71, suggesting a potential upside of 35.70%. Jefferies Financial Group has a consensus target price of $62.63, suggesting a potential upside of 13.45%. Given Carlyle Group's stronger consensus rating and higher probable upside, 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

In the previous week, Jefferies Financial Group had 13 more articles in the media than Carlyle Group. MarketBeat recorded 18 mentions for Jefferies Financial Group and 5 mentions for Carlyle Group. Carlyle Group's average media sentiment score of 0.72 beat Jefferies Financial Group's score of 0.40 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
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
5 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Neutral

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

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.1%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Carlyle Group pays out 95.9% 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.

Summary

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

Citigroup has a beta of 1.11, suggesting that its stock price is 11% 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.

Citigroup currently has a consensus price target of $145.67, indicating a potential upside of 13.16%. Jefferies Financial Group has a consensus price target of $62.63, indicating a potential upside of 13.45%. 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)
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 pays an annual dividend of $2.40 per share and has a dividend yield of 1.9%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Citigroup pays out 25.9% 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.

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$168.30B1.30$14.31B$9.2613.90
Jefferies Financial Group$10.82B0.99$710.47M$3.5815.42

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 owned by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are owned by institutional investors. 0.1% of Citigroup 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Citigroup had 138 more articles in the media than Jefferies Financial Group. MarketBeat recorded 156 mentions for Citigroup and 18 mentions for Jefferies Financial Group. Citigroup's average media sentiment score of 0.71 beat Jefferies Financial Group's score of 0.40 indicating that Citigroup is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Citigroup
76 Very Positive mention(s)
27 Positive mention(s)
15 Neutral mention(s)
25 Negative mention(s)
7 Very Negative mention(s)
Positive
Jefferies Financial Group
5 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Neutral

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 large-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, risk, valuation, earnings, institutional ownership and dividends.

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$10.82B0.99$710.47M$3.5815.42
Evercore$3.86B3.35$591.92M$17.7318.85

Jefferies Financial Group has a beta of 1.54, indicating that its stock price is 54% more volatile than the broader market. Comparatively, Evercore has a beta of 1.49, indicating that its stock price is 49% more volatile than the broader market.

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.1%. Jefferies Financial Group pays out 44.7% 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 presently has a consensus target price of $62.63, indicating a potential upside of 13.45%. Evercore has a consensus target price of $389.89, indicating a potential upside of 16.67%. Given Evercore's stronger consensus rating and higher possible upside, analysts plainly 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
1 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.64

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 company insiders. Comparatively, 3.5% of Evercore shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Evercore has a net margin of 16.33% compared to Jefferies Financial Group's net margin of 7.58%. Evercore's return on equity of 39.29% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.58% 9.23% 1.31%
Evercore 16.33%39.29%18.58%

In the previous week, Jefferies Financial Group had 15 more articles in the media than Evercore. MarketBeat recorded 18 mentions for Jefferies Financial Group and 3 mentions for Evercore. Evercore's average media sentiment score of 0.76 beat Jefferies Financial Group's score of 0.40 indicating that Evercore is being referred to more favorably in the news media.

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

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?

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

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
Jefferies Financial Group$10.82B0.99$710.47M$3.5815.42
The Goldman Sachs Group$125.10B2.49$17.18B$64.7916.27

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. 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 out 44.7% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 27.8% 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 increased its dividend for 2 consecutive years and The Goldman Sachs Group has increased its dividend for 13 consecutive years.

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 18.59% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Jefferies Financial Group7.58% 9.23% 1.31%
The Goldman Sachs Group 15.53%18.59%1.07%

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

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

In the previous week, The Goldman Sachs Group had 150 more articles in the media than Jefferies Financial Group. MarketBeat recorded 168 mentions for The Goldman Sachs Group and 18 mentions for Jefferies Financial Group. The Goldman Sachs Group's average media sentiment score of 0.70 beat Jefferies Financial Group's score of 0.40 indicating that The Goldman Sachs Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Jefferies Financial Group
5 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Neutral
The Goldman Sachs Group
79 Very Positive mention(s)
27 Positive mention(s)
31 Neutral mention(s)
17 Negative mention(s)
8 Very Negative mention(s)
Positive

Jefferies Financial Group currently has a consensus target price of $62.63, suggesting a potential upside of 13.45%. The Goldman Sachs Group has a consensus target price of $1,061.43, suggesting a potential upside of 0.69%. Given Jefferies Financial Group's higher probable upside, research 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
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
1 Sell rating(s)
12 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.43

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 stock? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, valuation, media sentiment, risk, earnings and profitability.

In the previous week, KKR & Co. Inc. had 9 more articles in the media than Jefferies Financial Group. MarketBeat recorded 27 mentions for KKR & Co. Inc. and 18 mentions for Jefferies Financial Group. KKR & Co. Inc.'s average media sentiment score of 0.64 beat Jefferies Financial Group's score of 0.40 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
5 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Neutral
KKR & Co. Inc.
13 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Jefferies Financial Group has a beta of 1.54, meaning that its share price is 54% more volatile than the broader market. Comparatively, KKR & Co. Inc. has a beta of 1.79, meaning that its share price is 79% more volatile than the broader market.

Jefferies Financial Group presently has a consensus price target of $62.63, indicating a potential upside of 13.45%. KKR & Co. Inc. has a consensus price target of $128.58, indicating a potential upside of 32.74%. 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)
3 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.79

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$10.82B0.99$710.47M$3.5815.42
KKR & Co. Inc.$19.46B4.47$2.37B$2.9432.95

Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. 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 26.5% 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 KKR & Co. Inc. has increased 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 company will outperform the market over the long term.

KKR & Co. Inc. has a net margin of 13.94% 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. 13.94%5.42%0.98%

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 GroupFIN IndustryFinance SectorNYSE Exchange
Market Cap$10.63B$7.27B$14.38B$23.43B
Dividend Yield2.92%5.00%5.67%4.16%
P/E Ratio15.4217.2520.5530.65
Price / Sales0.9911.1644.4221.11
Price / Cash12.0547.6019.2418.81
Price / Book1.073.232.264.74
Net Income$710.47M$308.48M$1.14B$1.07B
7 Day Performance5.02%-0.23%0.26%-0.25%
1 Month Performance-11.31%-4.77%1.38%0.69%
1 Year Performance-1.90%-6.75%13.35%16.39%

Jefferies Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
JEF
Jefferies Financial Group
4.8215 of 5 stars
$55.20
+0.6%
$62.63
+13.4%
-2.3%$10.63B$10.82B15.427,787
CG
Carlyle Group
4.4239 of 5 stars
$44.14
-1.3%
$60.71
+37.5%
-23.4%$16.09B$4.78B30.232,500
C
Citigroup
4.981 of 5 stars
$140.56
-0.2%
$145.00
+3.2%
+38.5%$240.13B$168.30B17.42226,000
EVR
Evercore
4.964 of 5 stars
$334.99
+0.1%
$373.90
+11.6%
+14.1%$12.95B$3.86B18.892,570
GS
The Goldman Sachs Group
4.2871 of 5 stars
$1,047.08
-0.8%
$986.91
-5.7%
+50.5%$311.29B$125.10B19.1447,400

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This page (NYSE:JEF) was last updated on 7/20/2026 by MarketBeat.com Staff.
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