Jefferies Financial Operating Margin vs. Shares Owned By Insiders

JEF Stock  USD 80.25  1.82  2.32%   
Taking into consideration Jefferies Financial's profitability measurements, Jefferies Financial Group may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Jefferies Financial's ability to earn profits and add value for shareholders.

Jefferies Financial Operating Profit Margin

0.0518

At this time, Jefferies Financial's EV To Sales is most likely to increase slightly in the upcoming years. The Jefferies Financial's current Operating Cash Flow Sales Ratio is estimated to increase to 0.09, while Price To Sales Ratio is projected to decrease to 0.67. At this time, Jefferies Financial's Net Income is most likely to increase significantly in the upcoming years. The Jefferies Financial's current Income Tax Expense is estimated to increase to about 799 M, while Total Other Income Expense Net is projected to decrease to (78.6 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.160.1705
Notably Down
Very volatile
Net Profit Margin0.01310.0138
Notably Down
Pretty Stable
Pretax Profit Margin0.07350.0817
Moderately Down
Pretty Stable
Return On Assets0.00350.0036
Notably Down
Pretty Stable
Return On Equity0.01590.0168
Notably Down
Pretty Stable
For Jefferies Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jefferies Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jefferies Financial Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jefferies Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jefferies Financial Group over time as well as its relative position and ranking within its peers.
  

Jefferies Financial's Revenue Breakdown by Earning Segment

Check out Risk vs Return Analysis.
Is Multi-Sector Holdings space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jefferies Financial. If investors know Jefferies will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jefferies Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.403
Dividend Share
1.25
Earnings Share
2.34
Revenue Per Share
28.582
Quarterly Revenue Growth
0.424
The market value of Jefferies Financial is measured differently than its book value, which is the value of Jefferies that is recorded on the company's balance sheet. Investors also form their own opinion of Jefferies Financial's value that differs from its market value or its book value, called intrinsic value, which is Jefferies Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jefferies Financial's market value can be influenced by many factors that don't directly affect Jefferies Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jefferies Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jefferies Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jefferies Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Jefferies Financial Shares Owned By Insiders vs. Operating Margin Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Jefferies Financial's current stock value. Our valuation model uses many indicators to compare Jefferies Financial value to that of its competitors to determine the firm's financial worth.
Jefferies Financial Group is rated below average in operating margin category among its peers. It is currently regarded as number one stock in shares owned by insiders category among its peers making about  143.84  of Shares Owned By Insiders per Operating Margin. At this time, Jefferies Financial's Operating Profit Margin is most likely to increase slightly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value Jefferies Financial by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Jefferies Shares Owned By Insiders vs. Operating Margin

Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.

Jefferies Financial

Operating Margin

 = 

Operating Income

Revenue

X

100

 = 
0.15 %
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.

Jefferies Financial

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
21.59 %
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.

Jefferies Shares Owned By Insiders Comparison

Jefferies Financial is currently under evaluation in shares owned by insiders category among its peers.

Jefferies Financial Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Jefferies Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jefferies Financial will eventually generate negative long term returns. The profitability progress is the general direction of Jefferies Financial's change in net profit over the period of time. It can combine multiple indicators of Jefferies Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-454.9 M-432.1 M
Operating Income1.1 B1.2 B
Income Before TaxB1.1 B
Total Other Income Expense Net-74.9 M-78.6 M
Net Income252.8 M328.7 M
Income Tax Expense761 M799 M
Net Income Applicable To Common Shares171.7 M163.1 M
Net Income From Continuing Ops252.8 M240.2 M
Non Operating Income Net Other-67.4 M-64 M
Interest Income202.5 M112.1 M
Net Interest Income-2.5 B-2.3 B
Change To Netincome-35.1 M-36.8 M
Net Income Per Share 0.47  0.44 
Income Quality 4.24  4.46 
Net Income Per E B T 0.17  0.16 

Jefferies Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Jefferies Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jefferies Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jefferies Financial's important profitability drivers and their relationship over time.

Use Jefferies Financial in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jefferies Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jefferies Financial will appreciate offsetting losses from the drop in the long position's value.

Jefferies Financial Pair Trading

Jefferies Financial Group Pair Trading Analysis

The ability to find closely correlated positions to Jefferies Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jefferies Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jefferies Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jefferies Financial Group to buy it.
The correlation of Jefferies Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jefferies Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jefferies Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jefferies Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Jefferies Financial position

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Alternative Energy
Alternative Energy Theme
Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy. The Alternative Energy theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alternative Energy Theme or any other thematic opportunities.
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When determining whether Jefferies Financial is a strong investment it is important to analyze Jefferies Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Jefferies Financial's future performance. For an informed investment choice regarding Jefferies Stock, refer to the following important reports:
Check out Risk vs Return Analysis.
You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
To fully project Jefferies Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jefferies Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jefferies Financial's income statement, its balance sheet, and the statement of cash flows.
Potential Jefferies Financial investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Jefferies Financial investors may work on each financial statement separately, they are all related. The changes in Jefferies Financial's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jefferies Financial's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.