Loading institutional data...
Loading institutional data...
Held by 530 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $374M dividends + $59M buybacks = $433M returned.
8 consecutive years of dividend increases · 24%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 2%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.82B 100.0% | $10.52B 100.0% | $7.44B 100.0% | $7.15B 100.0% | $8.95B 100.0% | $6.88B 100.0% | $5.36B 100.0% | $5.01B 100.0% | $5.05B 100.0% | — |
| Cost of Revenue | $190.9M 1.8% | $206.3M 2.0% | $29.4M 0.4% | $440.8M 6.2% | $470.9M 5.3% | $338.6M 4.9% | $319.6M 6.0% | $307.1M 6.1% | $281.0M 5.6% | — |
| Cost of Products | — | — | — | — | — | — | — | — | $7.05B 139.5% | — |
| Selling, General & Admin | — | — | — | — | $0 0.0% | $0 0.0% | $1.01B 18.8% | $961.3M 19.2% | $778.1M 15.4% | — |
| Total Operating Expenses | — | — | — | — | $5.84B 65.2% | $4.87B 70.8% | $3.62B 67.5% | $3.52B 70.4% | $3.40B 67.3% | $3.34B |
| Interest Expense | — | — | $2.74B 36.8% | $1.17B 16.4% | $931.6M 10.4% | $1.03B 15.0% | $87.2M 1.6% | $89.2M 1.8% | $101.2M 2.0% | — |
| Interest & Investment Income | $1.0M 0.0% | $3.1M 0.0% | — | — | — | — | — | — | — | — |
| Pretax Income | $871.0M 8.0% | $1.01B 9.6% | $354.3M 4.8% | $1.06B 14.8% | $2.25B 25.2% | $1.07B 15.5% | $478.6M 8.9% | $296.1M 5.9% | $606.5M 12.0% | $618.1M |
| Income Tax Expense | $184.6M 1.7% | $293.2M 2.8% | $91.9M 1.2% | $273.9M 3.8% | $576.7M 6.4% | $298.7M 4.3% | -$484.0M -9.0% | $19.0M 0.4% | $642.3M 12.7% | $195.6M |
| Net Income | $682.0M 6.3% | $716.0M 6.8% | $262.4M 3.5% | $781.7M 10.9% | $1.67B 18.6% | $769.6M 11.2% | $959.6M 17.9% | $1.02B 20.4% | $167.4M 3.3% | $610.3M |
| Per Share | ||||||||||
| EPS (Basic) | $2.93 | $3.08 | $1.12 | $3.13 | $6.29 | $2.68 | $3.07 | $2.93 | $0.45 | $1.65 |
| EPS (Diluted) | $2.83 | $2.99 | $1.10 | $3.06 | $6.13 | $2.65 | $3.03 | $2.90 | $0.45 | $1.63 |
| Weighted Avg Shares (Basic) | 215.1M | 217.1M | 232.6M | 247.4M | 263.6M | 285.7M | 310.7M | 347.3M | 368.2M | — |
| Weighted Avg Shares (Diluted) | 222.7M | 223.7M | 236.6M | 255.6M | 271.5M | 290.5M | 317.0M | 351.3M | 370.7M | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $14.0B covers all $2.6B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2021-11-30 (8-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~25.6% on $10.7B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash of $14.0B fully covers short-term debt of $1.8B.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 838 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $940.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $692.5B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $513.8B | 34.4× | — | 15.7× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $417.6B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $278.1B | 18.3× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $269.2B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $214.3B | 20.3× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $189.7B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $171.3B | 21.5× | — | 6.7× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $168.5B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $160.8B | 29.4× | — | 6.6× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| CB | $133.6B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $132.1B | — | — | — | — | — | — | — | — | — | 3,072 |
| PGR | $127.2B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.5B | 27.8× | 17.4× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| CME | $98.0B | 24.4× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $95.6B | 12.9× | — | 3.3× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| HOOD | $92.8B | 50.9× | — | 20.7× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| BX | $92.4B | 31.9× | — | 6.4× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.7B | 13.9× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $88.9B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $87.4B | 26.7× | 20.7× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $86.3B | — | — | 4.4× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $85.7B | 21.0× | 15.6× | 3.2× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| JEF | $9.8B | 16.7× | — | 0.9× | 2.9% | 98.2% | 6.3% | 6.4% | 2.4% | — | 530 |
Peers = companies sharing JEF's sector (Financial Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 6-yr range · 67th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 6-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 6.1 | 6.0 | 4.9 | 5.3 | 6.2 | 0.4 | 2.0 | 1.8 |
| SG&A | 19.2 | 18.8 | 0.0 | 0.0 | — | — | — | — |
| Income Tax | 0.4 | -9.0 | 4.3 | 6.4 | 3.8 | 1.2 | 2.8 | 1.7 |
| Net Income | 20.4 | 17.9 | 11.2 | 18.6 | 10.9 | 3.5 | 6.8 | 6.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JEF: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.