COMP <GO>
JEF vs V // 10Y YIELD & FRED MACRO BETA
Jefferies Financial Group Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: JEF 5
— V 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: V
LAST: $48.27 (+4.66%) • MKT CAP: $10.59B
macro-sensitivity
0.95
LAST: $425.51 (+2.88%) • MKT CAP: $738.98B
macro-sensitivity
1.06
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.00% | 32.30% | -26.30 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 28.9x | -16.50 | JEF | /valuation <GO> |
| Free Cash Flow Yield | 12.51% | 2.90% | +9.61 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 60.00% | -27.20 | V | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 50.10% | -24.50 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 11.30% | +2.90 | JEF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 0.63% | +2.68 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.8 | 67.7 | -19.90 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.95 | 1.06 | -0.11 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 34.0x | -27.40 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.59B | $738.98B | -$728.39B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | V REV | JEF GROSS % | V GROSS % | JEF FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $40.00B | 96.6% | — | -$207.5M | $21.26B |
| FY 2024 | $4.86B | $35.93B | 95.8% | — | -$250.6M | $18.33B |
| FY 2023 | $3.23B | $32.65B | — | — | -$2.08B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
V // BETA 1.06