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JEF vs. TROW: Jefferies vs. T. Rowe Price Stock Comparison

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

Company profile comparison for Jefferies (JEF) and T. Rowe Price (TROW)
Profile ItemJEFTROW
NameJefferies Financial Group Inc.T. Rowe Price Group 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 USD23.13 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 17, 1980April 2, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

JEF
TROW
GSPC
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Jefferies (JEF) vs. T. Rowe Price (TROW), 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 Jefferies (JEF) and T. Rowe Price (TROW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Jefferies (JEF) and T. Rowe Price (TROW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
Total Return (1Y)-6.26%14.59%
Total Return (3Y, Annualized)17.02%11.26%
Total Return (5Y, Annualized)7.20%-8.60%

Risk Profile

Drawdown History

JEF
TROW
GSPC
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Jefferies (JEF) vs. T. Rowe Price (TROW), 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 Jefferies (JEF) and T. Rowe Price (TROW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
Volatility (1Y, Annualized)41.25%24.99%
Beta (5Y)1.491.39
Max Drawdown (5Y)-54.39%-57.57%
Avg. Volume (3M)2.20M1.72M

Risk-Adjusted Performance

Risk-Return Positioning

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JEF and TROW 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 T. Rowe Price (TROW)
MetricJEFTROW
Sharpe Ratio (1Y)-0.260.41
Sortino Ratio (1Y)-0.330.58

Profitability

ROE (TTM)

Both Jefferies (JEF) at 8.59% and T. Rowe Price (TROW) at 18.20% 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%

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

T. Rowe Price (TROW) at 28.40% retains a top-quartile share of revenue as profit, ahead of Jefferies (JEF) at 11.00%, which keeps about the industry-typical share.

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%

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Jefferies (JEF) at 15.80% and T. Rowe Price (TROW) at 38.60% 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%

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
ROE (TTM)8.59%18.20%
ROA (TTM)1.21%10.67%
Net Margin (TTM)11.00%28.40%
Operating Margin (TTM)15.80%38.60%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Jefferies (JEF) at 2.93% and T. Rowe Price (TROW) at 3.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Jefferies (JEF) at -5.35% and T. Rowe Price (TROW) at 0.98% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
Revenue Growth (YoY)2.93%3.12%
Revenue Growth (3Y CAGR)14.83%4.08%
EPS Growth (YoY)-5.35%0.98%
EPS Growth (3Y CAGR)-2.57%11.31%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Jefferies (JEF) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
MetricJEFTROW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Jefferies (JEF) at 3.29% pays a more typical yield — both are credible income propositions, TROW the richer one.

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%

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Jefferies (JEF) at 42.67% and T. Rowe Price (TROW) at 52.33% 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%

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
Dividend Yield (TTM)3.29%4.76%
Dividend Payout Ratio (TTM)42.67%52.33%

Valuation

P/E Ratio (TTM)

Both Jefferies (JEF) at 12.63 and T. Rowe Price (TROW) at 10.97 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
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Jefferies (JEF) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 3.00 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

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
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Jefferies (JEF) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 2.03 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

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
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Jefferies (JEF) vs. T. Rowe Price (TROW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Jefferies (JEF) and T. Rowe Price (TROW)
MetricJEFTROW
P/E Ratio (TTM)12.6310.97
P/S Ratio (TTM)1.283.00
P/B Ratio (MRQ)1.022.03
Free Cash Flow Yield (TTM)----