COMP <GO>
JEF vs BAC // 10Y YIELD & FRED MACRO BETA
Jefferies Financial Group Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: JEF 8
— BAC 3
▲ 10Y YIELD & FRED MACRO BETA LEADER: JEF
LAST: $49.15 (+3.45%) • MKT CAP: $11.29B
macro-sensitivity
0.95
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.00% | 2.50% | +3.50 | JEF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 30.2x | -17.80 | JEF | /valuation <GO> |
| Free Cash Flow Yield | 12.51% | 2.10% | +10.41 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 32.90% | -0.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 27.00% | -1.40 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 6.80% | +7.40 | JEF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 0.00% | +3.31 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.8 | 38.3 | +20.50 | JEF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.95 | 0.90 | +0.05 | JEF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 10.9x | -4.30 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.29B | $357.61B | -$346.32B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | BAC REV | JEF GROSS % | BAC GROSS % | JEF FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $113.10B | 96.6% | — | -$207.5M | $7.52B |
| FY 2024 | $4.86B | $105.86B | 95.8% | — | -$250.6M | -$13.57B |
| FY 2023 | $3.23B | $102.77B | — | — | -$2.08B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
BAC // BETA 0.90