Jefferies Financial Group Inc (JEF)vsMorgan Stanley (MS)
JEF
Jefferies Financial Group Inc
$55.09
-0.02%
FINANCIAL SERVICES · Cap: $11.19B
MS
Morgan Stanley
$203.13
+3.41%
FINANCIAL SERVICES · Cap: $343.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 1341% more annual revenue ($77.83B vs $5.40B). MS leads profitability with a 25.9% profit margin vs 23.0%. JEF appears more attractively valued with a PEG of 1.53. JEF earns a higher WallStSmart Score of 77/100 (B+).
JEF
Strong Buy77
out of 100
Grade: B+
MS
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 35.0% year-over-year
Earnings expanding 159.8% YoY
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Generating 1.6B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 41.6%
Earnings expanding 62.4% YoY
Keeps 26 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 28.0% year-over-year
Areas to Watch
Expensive relative to growth rate
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JEF
The strongest argument for JEF centers on Price/Book, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 16.9%. Revenue growth of 35.0% demonstrates continued momentum.
Bull Case : MS
The strongest argument for MS centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 41.6%. Revenue growth of 28.0% demonstrates continued momentum.
Bear Case : JEF
The primary concerns for JEF are PEG Ratio, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.48 is elevated, increasing financial risk.
Bear Case : MS
The primary concerns for MS are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
JEF carries more volatility with a beta of 1.50 — expect wider price swings.
JEF is growing revenue faster at 35.0% — sustainability is the question.
JEF generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JEF scores higher overall (77/100 vs 73/100), backed by strong 23.0% margins and 35.0% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jefferies Financial Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Jefferies Financial Group Inc. is engaged in investment banking and capital markets, asset management, and direct investment businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company is headquartered in New York, New York.
Morgan Stanley
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
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