COMP <GO>
JEF vs BRK-B // ENTERPRISE SCALE & MARKET CAP
Jefferies Financial Group Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: JEF 8
— BRK-B 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: BRK-B
LAST: $46.12 (-6.16%) • MKT CAP: $11.29B
market-cap
$11.29B
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
market-cap
$1.16T
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.00% | 11.47% | -5.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 9.7x | +2.72 | BRK-B | /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 | 0.54 | 2.85 | -2.31 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | JEF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 3.55% | +3.15 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.6 | 66.8 | -18.18 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.61 | +0.34 | JEF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 24.3x | -17.74 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $11.29B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | BRK-B REV | JEF GROSS % | BRK-B GROSS % | JEF FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $371.44B | 96.6% | — | -$207.5M | $25.04B |
| FY 2024 | $4.86B | $371.43B | 95.8% | — | -$250.6M | $11.62B |
| FY 2023 | $3.23B | $364.48B | 44.0% | — | -$2.08B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
BRK-B // BETA 0.61