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BN vs. JEF: Brookfield vs. Jefferies Stock Comparison

How do Brookfield (BN) and Jefferies (JEF) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Brookfield (BN) and Jefferies (JEF) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while JEF falls under Investment Banking & Brokerage.

Company profile comparison for Brookfield (BN) and Jefferies (JEF)
Profile ItemBNJEF
NameBrookfield CorporationJefferies Financial Group Inc.
Country/RegionCanadaUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization92.37 billion USD10.88 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 30, 1983March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BN
JEF
GSPC
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Brookfield (BN) vs. Jefferies (JEF), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Brookfield (BN) and Jefferies (JEF). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Brookfield (BN) and Jefferies (JEF). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Total Return (1Y)-5.98%-6.26%
Total Return (3Y, Annualized)26.70%17.02%
Total Return (5Y, Annualized)6.17%7.20%

Risk Profile

Drawdown History

BN
JEF
GSPC
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Brookfield (BN) vs. Jefferies (JEF), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Brookfield (BN) and Jefferies (JEF). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Volatility (1Y, Annualized)29.18%41.25%
Beta (5Y)1.491.49
Max Drawdown (5Y)-41.29%-54.39%
Avg. Volume (3M)4.91M2.20M

Risk-Adjusted Performance

Risk-Return Positioning

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BN and JEF are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Sharpe Ratio (1Y)-0.35-0.26
Sortino Ratio (1Y)-0.50-0.33

Profitability

ROE (TTM)

Jefferies (JEF) at 8.59% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

BN

Financial Services industry group

2.26%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
BN
2.26%
Min
-18.71%

JEF

Financial Services industry group

8.59%

Max
44.78%
Q3
21.85%
Median
12.91%
JEF
8.59%
Q1
4.48%
Min
-18.71%
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Jefferies (JEF) at 11.00% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.

BN

Financial Services industry group

1.77%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
BN
1.77%
Min
-28.52%

JEF

Financial Services industry group

11.00%

Max
62.84%
Q3
28.05%
Median
15.36%
JEF
11.00%
Q1
4.82%
Min
-28.52%
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Brookfield (BN) at 25.67% and Jefferies (JEF) at 15.80% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BN

Financial Services industry group

25.67%

Max
107.33%
Q3
55.90%
Median
30.09%
BN
25.67%
Q1
14.60%
Min
-44.34%

JEF

Financial Services industry group

15.80%

Max
107.33%
Q3
55.90%
Median
30.09%
JEF
15.80%
Q1
14.60%
Min
-44.34%
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
ROE (TTM)2.26%8.59%
ROA (TTM)2.66%1.21%
Net Margin (TTM)1.77%11.00%
Operating Margin (TTM)25.67%15.80%
Gross Margin (TTM)----

Growth

Revenue Growth

Jefferies (JEF) at 2.93% is around its peer norm for revenue growth, while Brookfield (BN) at -12.68% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Brookfield (BN) vs. Jefferies (JEF): A comparison of their Revenue Growth across different time periods.

EPS Growth

Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Jefferies (JEF) at -5.35% is closer to the peer norm — faster per-share earnings growth for BN.

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Brookfield (BN) vs. Jefferies (JEF): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Revenue Growth (YoY)-12.68%2.93%
Revenue Growth (3Y CAGR)-6.80%14.83%
EPS Growth (YoY)137.06%-5.35%
EPS Growth (3Y CAGR)-25.60%-2.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and Jefferies (JEF) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Brookfield (BN) in Financial Services and Jefferies (JEF) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Brookfield (BN) at 0.62% and Jefferies (JEF) at 3.29% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BN

Financial Services industry group

0.62%

Max
9.77%
Q3
3.92%
Median
1.09%
BN
0.62%
Q1
0.00%
Min
0.00%

JEF

Financial Services industry group

3.29%

Max
9.77%
Q3
3.92%
JEF
3.29%
Median
1.09%
Q1
0.00%
Min
0.00%
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Brookfield (BN) at 48.15% and Jefferies (JEF) at 42.67% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BN

Financial Services industry group

48.15%

Max
241.07%
Q3
97.36%
BN
48.15%
Median
25.77%
Q1
0.00%
Min
0.00%

JEF

Financial Services industry group

42.67%

Max
241.07%
Q3
97.36%
JEF
42.67%
Median
25.77%
Q1
0.00%
Min
0.00%
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
Dividend Yield (TTM)0.62%3.29%
Dividend Payout Ratio (TTM)48.15%42.67%

Valuation

P/E Ratio (TTM)

Jefferies (JEF) at 12.63 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.

BN

Financial Services industry group

76.63

BN
76.63
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

JEF

Financial Services industry group

12.63

Max
45.85
Q3
24.64
Median
15.37
JEF
12.63
Q1
9.68
Min
0.16
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Jefferies (JEF) at 1.28 prices around its industry’s middle — BN costs less per dollar of sales, though read it alongside growth and margins.

BN

Financial Services industry group

1.14

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
BN
1.14
Min
-0.55

JEF

Financial Services industry group

1.28

Max
9.23
Q3
4.57
Median
2.72
JEF
1.28
Q1
1.28
Min
-0.55
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Brookfield (BN) at 2.18 and Jefferies (JEF) at 1.02 are valued close to their industries’ norm against book — neither stands out from peers.

BN

Financial Services industry group

2.18

Max
7.79
Q3
3.63
BN
2.18
Median
1.57
Q1
0.81
Min
-0.39

JEF

Financial Services industry group

1.02

Max
7.79
Q3
3.63
Median
1.57
JEF
1.02
Q1
0.81
Min
-0.39
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Brookfield (BN) vs. Jefferies (JEF): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Brookfield (BN) and Jefferies (JEF)
MetricBNJEF
P/E Ratio (TTM)76.6312.63
P/S Ratio (TTM)1.141.28
P/B Ratio (MRQ)2.181.02
Free Cash Flow Yield (TTM)----