Jefferies Financial Group hosted its 2026 analyst day on Oct. 19, where it laid out its strategic roadmap for 2027 and beyond. Shares fell by a low-single-digit percentage after the release, albeit generally in line with boutique investment banking peers.
Recently elevated trading volume could remain structurally, rather than cyclically, higher, benefiting investment banks like Jefferies.
Blge-bracket banks may increasingly look to compete more for deals sized below $1 billion, which would compress fees further for boutique and middle-market-focused banks like Jefferies.
|
Metric
|
JEF
|
MS
|
JPM
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.13 | 14.84 | 13.93 |
Price/Book Value | 0.97 | 2.76 | 2.53 |
Price/Sales | 0.80 | 3.93 | 4.57 |
Price/Cash Flow | 6.64 | 10.51 | 10.30 |
|
Metric
|
JEF
|
MS
|
JPM
|
|---|---|---|---|
Quick Ratio | 1.59 | — | — |
Current Ratio | 2.78 | — | — |
Interest Coverage | 1.31 | — | — |
|
Metric
|
JEF
|
MS
|
JPM
|
|---|---|---|---|
Return on Assets (Normalized) | 1.28% | — | — |
Return on Equity (Normalized) | 9.24% | — | — |
Return on Invested Capital (Normalized) | 10.89% | — | — |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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MS
| LOCK|p@<h^h< | LOCK|gy | $294B | |||
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GS
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SCHW
| LOCK|#?LK&rw | LOCK|Yv% | $158B | |||
| Robinhood Markets Inc Class A
HOOD
| LOCK|>?zmyZ! | LOCK|%?>< | $92B | |||
| Interactive Brokers Group Inc Class A
IBKR
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| Tradeweb Markets Inc
TW
| LOCK|$p%GYQF | LOCK|%Y | $25B | |||
| LPL Financial Holdings Inc
LPLA
| LOCK|^NTRYQ | LOCK|$hq | $25B | |||
| IREN Ltd
IREN
| LOCK|z>K$wjR | LOCK|!>! | $11B | |||
| Stifel Financial Corp
SF
| LOCK|&RQgV%^ | LOCK|J&P? | $10B |
United States