Jefferies Financial Group Inc (JEF)vsCharles Schwab Corp (SCHW)
JEF
Jefferies Financial Group Inc
$49.15
+3.45%
FINANCIAL SERVICES · Cap: $10.29B
SCHW
Charles Schwab Corp
$89.47
+0.80%
FINANCIAL SERVICES · Cap: $159.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 218% more annual revenue ($27.06B vs $8.51B). SCHW leads profitability with a 39.3% profit margin vs 11.0%. SCHW appears more attractively valued with a PEG of 0.84. SCHW earns a higher WallStSmart Score of 77/100 (B+).
JEF
Strong Buy67
out of 100
Grade: B-
SCHW
Strong Buy77
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.5B in free cash flow
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.7%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JEF
The strongest argument for JEF centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.3% and operating margin at 52.7%. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : JEF
The primary concerns for JEF are Return on Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 3.71 is elevated, increasing financial risk.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
JEF profiles as a value stock while SCHW is a growth play — different risk/reward profiles.
JEF carries more volatility with a beta of 1.54 — expect wider price swings.
SCHW is growing revenue faster at 16.9% — sustainability is the question.
JEF generates stronger free cash flow (2.5B), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (77/100 vs 67/100), backed by strong 39.3% margins and 16.9% 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.
Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
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