JEF vs. RKT: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at JEF and RKT, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Symbol | JEF | RKT |
---|---|---|
Company Name | Jefferies Financial Group Inc. | Rocket Companies, Inc. |
Country | United States | United States |
GICS Sector | Financials | Financials |
GICS Industry | Capital Markets | Financial Services |
Market Capitalization | 13.35 billion USD | 41.35 billion USD |
Exchange | NYSE | NYSE |
Listing Date | March 17, 1980 | August 6, 2020 |
Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of JEF and RKT 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.
Historical Performance at a Glance
Symbol | JEF | RKT |
---|---|---|
5-Day Price Return | -1.93% | -1.07% |
13-Week Price Return | 19.62% | 36.67% |
26-Week Price Return | 8.51% | 46.60% |
52-Week Price Return | 7.11% | 2.38% |
Month-to-Date Return | 0.88% | 9.06% |
Year-to-Date Return | -16.56% | 72.11% |
10-Day Avg. Volume | 2.62M | 24.54M |
3-Month Avg. Volume | 1.72M | 19.44M |
3-Month Volatility | 29.14% | 60.55% |
Beta | 1.57 | 2.25 |
Profitability
Return on Equity (TTM)
JEF
6.51%
Capital Markets Industry
- Max
- 38.97%
- Q3
- 22.24%
- Median
- 13.52%
- Q1
- 8.61%
- 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.
RKT
-0.01%
Financial Services Industry
- Max
- 39.28%
- Q3
- 18.88%
- Median
- 9.97%
- Q1
- 4.03%
- Min
- -10.25%
RKT has a negative Return on Equity of -0.01%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.
Net Profit Margin (TTM)
JEF
6.37%
Capital Markets Industry
- Max
- 69.91%
- Q3
- 37.24%
- Median
- 24.30%
- Q1
- 13.06%
- 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.
RKT
-0.01%
Financial Services Industry
- Max
- 52.16%
- Q3
- 25.35%
- Median
- 12.68%
- Q1
- 6.11%
- Min
- -11.69%
RKT has a negative Net Profit Margin of -0.01%, indicating the company is operating at a net loss as its expenses exceeded its revenues.
Operating Profit Margin (TTM)
JEF
8.10%
Capital Markets Industry
- Max
- 84.86%
- Q3
- 47.16%
- Median
- 32.23%
- Q1
- 18.65%
- 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.
RKT
13.77%
Financial Services Industry
- Max
- 75.57%
- Q3
- 37.78%
- Median
- 19.09%
- Q1
- 10.04%
- Min
- -19.42%
RKT’s Operating Profit Margin of 13.77% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
Symbol | JEF | RKT |
---|---|---|
Return on Equity (TTM) | 6.51% | -0.01% |
Return on Assets (TTM) | 1.00% | 0.00% |
Net Profit Margin (TTM) | 6.37% | -0.01% |
Operating Profit Margin (TTM) | 8.10% | 13.77% |
Gross Profit Margin (TTM) | 59.51% | -- |
Financial Strength
Current Ratio (MRQ)
JEF
0.69
Capital Markets Industry
- Max
- 3.37
- Q3
- 1.81
- Median
- 1.01
- Q1
- 0.56
- Min
- 0.04
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
RKT
0.40
Financial Services Industry
- Max
- 4.83
- Q3
- 2.70
- Median
- 1.44
- Q1
- 0.86
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
JEF
3.27
Capital Markets Industry
- Max
- 6.52
- Q3
- 2.79
- Median
- 0.96
- Q1
- 0.28
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
RKT
2.69
Financial Services Industry
- Max
- 5.07
- Q3
- 2.14
- Median
- 0.66
- Q1
- 0.12
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.
Interest Coverage Ratio (TTM)
JEF
14.18
Capital Markets Industry
- Max
- 107.59
- Q3
- 48.41
- Median
- 10.85
- Q1
- 4.56
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
RKT
2.42
Financial Services Industry
- Max
- 136.23
- Q3
- 56.08
- Median
- 6.55
- Q1
- 2.01
- Min
- -33.27
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.
Financial Strength at a Glance
Symbol | JEF | RKT |
---|---|---|
Current Ratio (MRQ) | 0.69 | 0.40 |
Quick Ratio (MRQ) | 0.69 | 0.40 |
Debt-to-Equity Ratio (MRQ) | 3.27 | 2.69 |
Interest Coverage Ratio (TTM) | 14.18 | 2.42 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
JEF
2.68%
Capital Markets Industry
- Max
- 9.02%
- Q3
- 4.54%
- Median
- 2.55%
- Q1
- 1.27%
- Min
- 0.00%
JEF’s Dividend Yield of 2.68% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.
RKT
0.00%
Financial Services Industry
- Max
- 8.12%
- Q3
- 3.37%
- Median
- 1.70%
- Q1
- 0.00%
- Min
- 0.00%
RKT currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.
Dividend Payout Ratio (TTM)
JEF
52.82%
Capital Markets Industry
- Max
- 199.38%
- Q3
- 99.28%
- Median
- 60.67%
- Q1
- 32.00%
- 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.
RKT
0.00%
Financial Services Industry
- Max
- 132.10%
- Q3
- 64.32%
- Median
- 18.23%
- Q1
- 0.00%
- Min
- 0.00%
RKT has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
Dividend at a Glance
Symbol | JEF | RKT |
---|---|---|
Dividend Yield (TTM) | 2.68% | 0.00% |
Dividend Payout Ratio (TTM) | 52.82% | 0.00% |
Valuation
Price-to-Earnings Ratio (TTM)
JEF
19.73
Capital Markets Industry
- Max
- 51.69
- Q3
- 29.42
- Median
- 17.58
- Q1
- 12.55
- Min
- 5.59
JEF’s P/E Ratio of 19.73 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.
RKT
--
Financial Services Industry
- Max
- 45.81
- Q3
- 30.21
- Median
- 16.29
- Q1
- 10.14
- Min
- 0.70
P/E Ratio data for RKT is currently unavailable.
Price-to-Sales Ratio (TTM)
JEF
1.26
Capital Markets Industry
- Max
- 14.65
- Q3
- 7.29
- Median
- 4.53
- Q1
- 2.26
- Min
- 0.04
In the lower quartile for the Capital Markets industry, JEF’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.
RKT
8.10
Financial Services Industry
- Max
- 10.88
- Q3
- 5.34
- Median
- 2.64
- Q1
- 1.24
- Min
- 0.06
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
Price-to-Book Ratio (MRQ)
JEF
0.97
Capital Markets Industry
- Max
- 10.83
- Q3
- 5.12
- Median
- 2.66
- Q1
- 1.19
- Min
- 0.37
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.
RKT
3.81
Financial Services Industry
- Max
- 7.93
- Q3
- 3.78
- Median
- 1.49
- Q1
- 0.88
- Min
- 0.08
RKT’s P/B Ratio of 3.81 is in the upper tier for the Financial Services industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
Symbol | JEF | RKT |
---|---|---|
Price-to-Earnings Ratio (TTM) | 19.73 | -- |
Price-to-Sales Ratio (TTM) | 1.26 | 8.10 |
Price-to-Book Ratio (MRQ) | 0.97 | 3.81 |
Price-to-Free Cash Flow Ratio (TTM) | 7.98 | 22.88 |