COMP <GO>
JEF vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Jefferies Financial Group Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: JEF 7
— BRK-A 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $46.12 (-6.16%) • MKT CAP: $10.59B
roic
6.00%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.00% | 11.47% | -5.47 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 9.7x | +2.72 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 12.51% | 2.09% | +10.42 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 27.80% | +5.00 | JEF | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 22.30% | +3.30 | JEF | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 3.93% | +10.27 | 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 | 4/9 | +3.00 | JEF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.8 | 66.0 | -18.20 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.13 | -0.18 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 24.3x | -17.74 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.59B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | BRK-A REV | JEF GROSS % | BRK-A GROSS % | JEF FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $247.24B | 96.6% | — | -$207.5M | $25.04B |
| FY 2024 | $4.86B | $249.71B | 95.8% | — | -$250.6M | $11.62B |
| FY 2023 | $3.23B | $254.91B | — | — | -$2.08B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
BRK-A // BETA 1.13