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

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

Company Profile

SymbolBLKJEF
Company NameBlackRock, Inc.Jefferies Financial Group Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization174.75 billion USD12.25 billion USD
ExchangeNYSENYSE
Listing DateOctober 1, 1999March 17, 1980
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BLK 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.

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

Historical Performance at a Glance

SymbolBLKJEF
5-Day Price Return-2.73%-3.78%
13-Week Price Return13.57%15.71%
26-Week Price Return15.11%-16.26%
52-Week Price Return29.68%3.11%
Month-to-Date Return2.03%2.97%
Year-to-Date Return10.08%-24.27%
10-Day Avg. Volume0.52M1.73M
3-Month Avg. Volume0.62M1.60M
3-Month Volatility21.47%29.07%
Beta1.481.53

Profitability

Return on Equity (TTM)

BLK

13.78%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

BLK’s Return on Equity of 13.78% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

JEF

6.51%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

JEF’s Return on Equity of 6.51% 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.

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

Net Profit Margin (TTM)

BLK

29.69%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

BLK’s Net Profit Margin of 29.69% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

JEF

6.37%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, JEF’s Net Profit Margin of 6.37% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

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

Operating Profit Margin (TTM)

BLK

34.81%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

BLK’s Operating Profit Margin of 34.81% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

JEF

8.10%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

JEF’s Operating Profit Margin of 8.10% 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.

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

Profitability at a Glance

SymbolBLKJEF
Return on Equity (TTM)13.78%6.51%
Return on Assets (TTM)4.58%1.00%
Net Profit Margin (TTM)29.69%6.37%
Operating Profit Margin (TTM)34.81%8.10%
Gross Profit Margin (TTM)81.32%59.51%

Financial Strength

Current Ratio (MRQ)

BLK

2.57

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

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
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

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

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

Debt-to-Equity Ratio (MRQ)

BLK

0.26

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

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

JEF

3.27

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

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

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

Interest Coverage Ratio (TTM)

BLK

67.21

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
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
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

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

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

Financial Strength at a Glance

SymbolBLKJEF
Current Ratio (MRQ)2.570.69
Quick Ratio (MRQ)2.570.69
Debt-to-Equity Ratio (MRQ)0.263.27
Interest Coverage Ratio (TTM)67.2114.18

Growth

Revenue Growth

BLK 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

BLK 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)

BLK

1.83%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

BLK’s Dividend Yield of 1.83% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

JEF

2.87%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

JEF’s Dividend Yield of 2.87% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

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

Dividend Payout Ratio (TTM)

BLK

49.88%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

BLK’s Dividend Payout Ratio of 49.88% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

JEF

52.82%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

JEF’s Dividend Payout Ratio of 52.82% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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

Dividend at a Glance

SymbolBLKJEF
Dividend Yield (TTM)1.83%2.87%
Dividend Payout Ratio (TTM)49.88%52.82%

Valuation

Price-to-Earnings Ratio (TTM)

BLK

27.29

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

BLK’s P/E Ratio of 27.29 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

18.43

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

JEF’s P/E Ratio of 18.43 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.

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

Price-to-Sales Ratio (TTM)

BLK

8.10

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

BLK’s P/S Ratio of 8.10 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

JEF

1.17

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

In the lower quartile for the Capital Markets industry, JEF’s P/S Ratio of 1.17 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.

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

Price-to-Book Ratio (MRQ)

BLK

3.31

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

BLK’s P/B Ratio of 3.31 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

JEF

0.97

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

JEF’s P/B Ratio of 0.97 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.

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

Valuation at a Glance

SymbolBLKJEF
Price-to-Earnings Ratio (TTM)27.2918.43
Price-to-Sales Ratio (TTM)8.101.17
Price-to-Book Ratio (MRQ)3.310.97
Price-to-Free Cash Flow Ratio (TTM)34.337.45