Company Analysis

Jefferies Financial Group Inc. (JEF)

NYSE: JEF · Security Brokers, Dealers & Flotation Companies · New York, NY · filing with the SEC since 1994
Grade4.7
◀ Past 4.5● Present 5.1▶ Future 4.4

The grade of Jefferies Financial Group Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.7/10
◀ Past4.525% of the headline
● Present5.145% of the headline
▶ Future4.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.5/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.2/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2017-04-17.

weight 45% of this tense · 32nd percentile among 30 sector filers · read for itself

From the record

Jefferies Financial Group Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2017-04-17) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.5/10

What has it actually done, year after year?

-0.8% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 35th percentile among 29 sector filers · read for its customers

From the record

Jefferies Financial Group Inc.'s 10 filed years say what it did: revenue went from $12 billion in fiscal 2015 to $11 billion in fiscal 2025, down 0.8% a year; it rose in 7 of 9 years; the deepest fall was 67% from fiscal 2015 to fiscal 2016; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-0.8%bottom 5% of its family
  • the share of years revenue rosebottom 41% of its family
  • the share of filed years with a profittop 21% of its family
  • the deepest fall from a revenue peak67.1%bottom 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.7/10

How has it treated the people who own it?

Share count shrank 4.5% a year. 74% of cash flow returned. Insiders: 2 sales, 4 purchases.

weight 22% of this tense · 87th percentile among 26 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-11-30, Jefferies Financial Group Inc.'s diluted share count shrank about 4.5% a year, and dividends and buybacks returned about 74% of its net income over 3 years (its filed statements). Its officers and directors filed 2 sales and 4 purchases of their own stock on the open market in the year to 2026-10-30, buying about $1.3 billion (their Form 4 filings).

What it rests on

  • the share count over the yearstop 9% of its family
  • cash returned against operating cash flowtop 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.1/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
4.0/10

Is it financially healthy right now?

ROE 6%: 6¢ of profit per shareholder dollar. Leverage 86%: owes 86¢ per asset dollar.

weight 33% of this tense · 40th percentile among 29 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-11-30, Jefferies Financial Group Inc. earned about 6 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 14 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count shrank 0.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 45% of its family
  • return on equitybottom 29% of its family
  • gross profit against assetsbottom 25% of its family
  • the share count against the year beforetop 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.3/10

How strong is its position in its industry?

top 47% of 29 in its family; net margin 6.3%.

weight 45% of this tense · 53rd percentile among 29 sector filers · read for its customers

From the record

Jefferies Financial Group Inc.'s standing among 29 graded names in its industry family: revenue of $11 billion in fiscal 2025 ranks in the top 29% by size; a net margin of 6.3% ranks in the bottom 36%; revenue growth of 14.8% a year over the last 3 filed years ranks in the top 48% (its annual reports).

What it rests on

  • revenue against the family$10.82Btop 29% of its family
  • net margin6.3%bottom 36% of its family
  • three-year revenue growth14.8%top 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.3/10

What are the people in charge doing?

top 37% of 18 in its family for leadership; chief executive since 2023.

weight 22% of this tense · 63rd percentile among 18 sector filers · read for its shareholders

From the record

Jefferies Financial Group Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Handler, Richard B (CEO, as filed), filing under that title since 2023-07-28, 3.3 years (bottom 36% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 7.9 years (top 36%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (top 12%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge2 in three years among 13 peopletop 12% of its family
  • the median years the people in charge have filed7.9 yearstop 36% of its family
  • the chief executive's years on the record3.3 yearsbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.4/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.3/10

How much room does it have to grow?

bottom 43% of 29 in its family for room to expand.

weight 33% of this tense · 43rd percentile among 29 sector filers · read for itself

From the record

Jefferies Financial Group Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $14 billion against debt of $16 billion leaves -2.4% of its assets as net cash, bottom 19% of its family; cash from operations less capital spending is -15.7% of revenue (bottom 19%); a gross margin of 98.2% (top 8%) (its annual report).

What it rests on

  • cash less debt against assets-2.4%bottom 19% of its family
  • cash from operations less capital spending against revenue-15.7%bottom 19% of its family
  • gross margin98.2%top 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.0/10

What could actually drive growth from here?

top 40% of 29 in its family for growth drivers.

weight 33% of this tense · 60th percentile among 29 sector filers · read for its customers

From the record

Jefferies Financial Group Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 14.8% a year over the last three filed years against -0.8% over all 10, speeding up (top 9% of its family); the newest year grew 2.9% (bottom 9%); research spending grew 70.8% a year (top 6%); capital spending grew -2.6% a year (bottom 48%) (its annual reports). Jefferies Financial Group Inc. reported 6 product lines in fiscal 2025: Investment Banking at $3.8 billion (35%), Interest Revenue at $3.4 billion (31%), Principal Transactions Revenue at $1.6 billion (15%), and 3 more; 3 of 6 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+15.6 points a yeartop 9% of its family
  • the newest year's revenue growth2.9%bottom 9% of its family
  • three-year growth of research spending70.8%top 6% of its family
  • three-year growth of capital spending-2.6%bottom 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
2.7/10

Did its newest year beat what its own record pointed to?

bottom 27% of 25 in its family for expectations against reality.

weight 33% of this tense · 27th percentile among 25 sector filers · read for its shareholders

From the record

Jefferies Financial Group Inc.'s newest year against its own record: revenue of $11 billion in fiscal 2025 came in 15.1% below the $13 billion its prior three years' pace pointed to (bottom 18% of its family); net income of $682 million against a prior three-year average of $587 million (bottom 33%); a net margin of 6.3% against 7.1% before (bottom 30%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-15.1%bottom 18% of its family
  • net income against the prior three years' average+16%bottom 33% of its family
  • net margin against its prior average-0.8 pointsbottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton JEF · research, not advice