Seek Returns

JEF vs. KKR: Jefferies vs. KKR Stock Comparison

How do Jefferies (JEF) and KKR (KKR) 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

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

Company profile comparison for Jefferies (JEF) and KKR (KKR)
Profile ItemJEFKKR
NameJefferies Financial Group Inc.Korro Bio, Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization10.88 billion USD89.11 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980July 15, 2010
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

JEF
KKR
GSPC
Loading price history…
Jefferies (JEF) vs. KKR (KKR), 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

Loading price history…
Trailing total returns for Jefferies (JEF) and KKR (KKR). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Jefferies (JEF) and KKR (KKR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Total Return (1Y)-6.26%-18.61%
Total Return (3Y, Annualized)17.02%17.09%
Total Return (5Y, Annualized)7.20%5.12%

Risk Profile

Drawdown History

JEF
KKR
GSPC
Loading price history…
Jefferies (JEF) vs. KKR (KKR), 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

Loading price history…
Distribution of monthly total returns for Jefferies (JEF) and KKR (KKR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Volatility (1Y, Annualized)41.25%38.71%
Beta (5Y)1.491.69
Max Drawdown (5Y)-54.39%-49.42%
Avg. Volume (3M)2.20M4.77M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
JEF and KKR 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 Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Sharpe Ratio (1Y)-0.26-0.59
Sortino Ratio (1Y)-0.33-0.81

Profitability

ROE (TTM)

Both Jefferies (JEF) at 8.59% and KKR (KKR) at 7.28% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Jefferies (JEF) at 11.00% and KKR (KKR) at 12.20% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Jefferies (JEF) at 15.80% and KKR (KKR) at 20.65% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
ROE (TTM)8.59%7.28%
ROA (TTM)1.21%1.39%
Net Margin (TTM)11.00%12.20%
Operating Margin (TTM)15.80%20.65%
Gross Margin (TTM)----

Growth

Revenue Growth

Jefferies (JEF) at 2.93% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Jefferies (JEF) at -5.35% is around its peer norm for EPS growth, while KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Revenue Growth (YoY)2.93%-11.24%
Revenue Growth (3Y CAGR)14.83%51.12%
EPS Growth (YoY)-5.35%-28.66%
EPS Growth (3Y CAGR)-2.57%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Jefferies (JEF) in Financial Services and KKR (KKR) 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: Jefferies (JEF) in Financial Services and KKR (KKR) 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 Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Jefferies (JEF) at 3.29% and KKR (KKR) at 0.77% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Jefferies (JEF) at 42.67% and KKR (KKR) at 23.96% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
Dividend Yield (TTM)3.29%0.77%
Dividend Payout Ratio (TTM)42.67%23.96%

Valuation

P/E Ratio (TTM)

Jefferies (JEF) at 12.63 is near its industry’s usual P/E ratio, while KKR (KKR) at 30.82 sits in the richer quartile — KKR needs stronger growth or earnings quality to justify the premium.

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

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Jefferies (JEF) at 1.28 and KKR (KKR) at 3.45 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Jefferies (JEF) at 1.02 and KKR (KKR) at 3.04 are valued close to their industries’ norm against book — neither stands out from peers.

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

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Jefferies (JEF) vs. KKR (KKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Jefferies (JEF) and KKR (KKR)
MetricJEFKKR
P/E Ratio (TTM)12.6330.82
P/S Ratio (TTM)1.283.45
P/B Ratio (MRQ)1.023.04
Free Cash Flow Yield (TTM)----