COMP <GO>
JEF vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Jefferies Financial Group Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: JEF 13
— MS 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JEF
LAST: $46.12 (-6.16%) • MKT CAP: $11.29B
roic
6.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | 41.00% | +55.00 | JEF | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.00% | 3.00% | +3.00 | JEF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 31.0x | -18.60 | JEF | /valuation <GO> |
| Free Cash Flow Yield | 12.51% | -7.25% | +19.76 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 24.60% | +8.20 | JEF | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 20.20% | +5.40 | JEF | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 5.50% | +8.70 | JEF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 2.21% | +1.10 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.54 | 0.46 | +0.08 | JEF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | JEF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 7.00% | -0.30 | JEF | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.6 | 43.3 | +5.35 | JEF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.04 | -0.09 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 16.5x | -9.90 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.29B | $298.41B | -$287.12B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | MS REV | JEF GROSS % | MS GROSS % | JEF FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $0 | 96.6% | — | -$207.5M | -$17.89B |
| FY 2024 | $4.86B | $0 | 95.8% | — | -$250.6M | $1.36B |
| FY 2023 | $3.23B | $0 | 44.0% | — | -$2.08B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
MS // BETA 1.04