Seek Returns logo

BEN vs. JEF: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at BEN and JEF, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolBENJEF
Company NameFranklin Resources, Inc.Jefferies Financial Group Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization11.29 billion USD11.27 billion USD
ExchangeNYSENYSE
Listing DateSeptember 23, 1983March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BEN and JEF by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BEN vs. JEF: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBENJEF
5-Day Price Return-4.47%-3.33%
13-Week Price Return-13.62%-9.32%
26-Week Price Return-4.64%4.54%
52-Week Price Return-1.40%-28.12%
Month-to-Date Return-6.32%1.53%
Year-to-Date Return4.39%-31.58%
10-Day Avg. Volume5.16M2.08M
3-Month Avg. Volume4.24M2.17M
3-Month Volatility25.49%48.53%
Beta1.481.50

Profitability

Return on Equity (TTM)

BEN

4.28%

Capital Markets Industry

Max
41.61%
Q3
22.56%
Median
13.62%
Q1
9.23%
Min
-4.25%

BEN’s Return on Equity of 4.28% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

JEF

7.08%

Capital Markets Industry

Max
41.61%
Q3
22.56%
Median
13.62%
Q1
9.23%
Min
-4.25%

JEF’s Return on Equity of 7.08% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

BEN vs. JEF: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

BEN

5.98%

Capital Markets Industry

Max
69.91%
Q3
36.88%
Median
24.30%
Q1
13.14%
Min
-6.20%

Falling into the lower quartile for the Capital Markets industry, BEN’s Net Profit Margin of 5.98% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

JEF

6.78%

Capital Markets Industry

Max
69.91%
Q3
36.88%
Median
24.30%
Q1
13.14%
Min
-6.20%

Falling into the lower quartile for the Capital Markets industry, JEF’s Net Profit Margin of 6.78% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BEN vs. JEF: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

BEN

6.89%

Capital Markets Industry

Max
83.68%
Q3
47.64%
Median
32.36%
Q1
19.28%
Min
0.30%

BEN’s Operating Profit Margin of 6.89% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

JEF

8.60%

Capital Markets Industry

Max
83.68%
Q3
47.64%
Median
32.36%
Q1
19.28%
Min
0.30%

JEF’s Operating Profit Margin of 8.60% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

BEN vs. JEF: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolBENJEF
Return on Equity (TTM)4.28%7.08%
Return on Assets (TTM)1.62%1.07%
Net Profit Margin (TTM)5.98%6.78%
Operating Profit Margin (TTM)6.89%8.60%
Gross Profit Margin (TTM)36.61%61.01%

Financial Strength

Current Ratio (MRQ)

BEN

1.00

Capital Markets Industry

Max
3.43
Q3
1.76
Median
1.00
Q1
0.60
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

JEF

0.69

Capital Markets Industry

Max
3.43
Q3
1.76
Median
1.00
Q1
0.60
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BEN vs. JEF: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

BEN

1.02

Capital Markets Industry

Max
6.12
Q3
2.78
Median
0.96
Q1
0.31
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

JEF

3.31

Capital Markets Industry

Max
6.12
Q3
2.78
Median
0.96
Q1
0.31
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

BEN vs. JEF: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

BEN

32.05

Capital Markets Industry

Max
107.59
Q3
50.42
Median
10.94
Q1
4.37
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

JEF

14.18

Capital Markets Industry

Max
107.59
Q3
50.42
Median
10.94
Q1
4.37
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

BEN vs. JEF: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolBENJEF
Current Ratio (MRQ)1.000.69
Quick Ratio (MRQ)1.000.69
Debt-to-Equity Ratio (MRQ)1.023.31
Interest Coverage Ratio (TTM)32.0514.18

Growth

Revenue Growth

BEN vs. JEF: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BEN vs. JEF: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BEN

6.20%

Capital Markets Industry

Max
8.63%
Q3
4.88%
Median
2.72%
Q1
1.41%
Min
0.00%

With a Dividend Yield of 6.20%, BEN offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.

JEF

3.23%

Capital Markets Industry

Max
8.63%
Q3
4.88%
Median
2.72%
Q1
1.41%
Min
0.00%

JEF’s Dividend Yield of 3.23% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

BEN vs. JEF: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

BEN

130.25%

Capital Markets Industry

Max
188.84%
Q3
96.52%
Median
61.58%
Q1
31.74%
Min
0.00%

BEN’s Dividend Payout Ratio of 130.25% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

JEF

49.77%

Capital Markets Industry

Max
188.84%
Q3
96.52%
Median
61.58%
Q1
31.74%
Min
0.00%

JEF’s Dividend Payout Ratio of 49.77% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

BEN vs. JEF: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolBENJEF
Dividend Yield (TTM)6.20%3.23%
Dividend Payout Ratio (TTM)130.25%49.77%

Valuation

Price-to-Earnings Ratio (TTM)

BEN

21.02

Capital Markets Industry

Max
47.53
Q3
28.81
Median
16.62
Q1
12.06
Min
5.71

BEN’s P/E Ratio of 21.02 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

JEF

15.41

Capital Markets Industry

Max
47.53
Q3
28.81
Median
16.62
Q1
12.06
Min
5.71

JEF’s P/E Ratio of 15.41 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

BEN vs. JEF: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

BEN

1.26

Capital Markets Industry

Max
13.23
Q3
6.65
Median
4.40
Q1
2.22
Min
0.03

In the lower quartile for the Capital Markets industry, BEN’s P/S Ratio of 1.26 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

JEF

1.05

Capital Markets Industry

Max
13.23
Q3
6.65
Median
4.40
Q1
2.22
Min
0.03

In the lower quartile for the Capital Markets industry, JEF’s P/S Ratio of 1.05 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

BEN vs. JEF: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

BEN

0.99

Capital Markets Industry

Max
10.83
Q3
5.27
Median
2.66
Q1
1.34
Min
0.37

BEN’s P/B Ratio of 0.99 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

JEF

1.28

Capital Markets Industry

Max
10.83
Q3
5.27
Median
2.66
Q1
1.34
Min
0.37

JEF’s P/B Ratio of 1.28 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

BEN vs. JEF: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolBENJEF
Price-to-Earnings Ratio (TTM)21.0215.41
Price-to-Sales Ratio (TTM)1.261.05
Price-to-Book Ratio (MRQ)0.991.28
Price-to-Free Cash Flow Ratio (TTM)6.286.35