JEF (Jefferies Financial Group) 3-Year RORE % : 47.33% (As of May. 2026)


JEF Jefferies Financial Group Inc JEF
87 GF Score
Price $52.09
GF Value $64.54
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Jefferies Financial Group 3-Year RORE %?

Jefferies Financial Group JEF -0.71% 87 3-Year RORE % is 47.33 as of May. 2026. GuruFocus rates JEF with a GF Score™ of 87/100 and a GF Value™ of $64.54 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 761 Capital Markets companies, Jefferies Financial Group ranks better than 79.89% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Jefferies Financial Group's 3-Year RORE % for the quarter that ended in May. 2026 was 47.33%.

The industry rank for Jefferies Financial Group's 3-Year RORE % or its related term are showing as below:

JEF's 3-Year RORE % is ranked better than
79.89% of 761 companies
in the Capital Markets industry
Industry Median: 14.85 vs JEF: 47.33

Jefferies Financial Group  (NYSE:JEF) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Jefferies Financial Group 3-Year RORE % Related Terms


Jefferies Financial Group 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Jefferies Financial Group's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jefferies Financial Group 3-Year RORE % Chart

Jefferies Financial Group Annual Data
Trend Dec15 Dec16 Dec17 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 31.14 3.59 -72.17 -1.75 61.57

Jefferies Financial Group Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.89 57.58 61.57 60.63 47.33

JEF vs HLI, SF, SNEX: 3-Year RORE % Comparison

For the Capital Markets subindustry, Jefferies Financial Group's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jefferies Financial Group 3-Year RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Jefferies Financial Group's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Jefferies Financial Group's 3-Year RORE % falls into.


JEF
87GF Score
Jefferies Financial Group Inc JEF
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jefferies Financial Group 3-Year RORE % Calculation

Jefferies Financial Group's 3-Year RORE % for the quarter that ended in May. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 3.58-1.81 )/( 8.04-4.3 )
=1.77/3.74
=47.33 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in May. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 47.33 mean?
Jefferies Financial Group (JEF) has a 3-Year RORE % of 47.33 as of May. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Jefferies Financial Group and its competitors. According to the industry distribution chart, Jefferies Financial Group ranks #153 out of 761 companies in the Capital Markets industry, placing it in the top 20.1%.
Is Jefferies Financial Group's 3-Year RORE % too high?
Jefferies Financial Group's current 3-Year RORE % is 47.33. The Capital Markets industry median 3-Year RORE % is 14.85. Jefferies Financial Group's value of 47.33 is 218.7% above this industry median. Based on the distribution chart, Jefferies Financial Group ranks #153 out of 761 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Jefferies Financial Group has a GF Score™ of 87/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jefferies Financial Group's 3-Year RORE % compare to HLI and SF?
According to the Capital Markets industry distribution chart, Jefferies Financial Group ranks #153 out of 761 companies for 3-Year RORE %. This places Jefferies Financial Group in the top 20% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 14.85. Jefferies Financial Group's value of 47.33 is 218.7% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 14.85, based on 761 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jefferies Financial Group's current 3-Year RORE % of 47.33 is 218.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Jefferies Financial Group and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 14.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jefferies Financial Group's current 3-Year RORE % is 47.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jefferies Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Jefferies Financial Group (JEF) is currently considered Modestly Undervalued. The stock's GF Value™ is $64.54, compared to a current price of $52.09 — trading 19.3% below its estimated fair value. The current 3-Year RORE % is 47.33 and 218.7% above the Capital Markets industry median of 14.85. Jefferies Financial Group's overall GF Score™ is 87/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Jefferies Financial Group (JEF), the current 3-Year RORE % is 47.33 as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jefferies Financial Group (JEF) Overvalued in 2026?

Based on GuruFocus' analysis, Jefferies Financial Group stock appears to be undervalued. The current stock price of $52.09 is trading 19.3% below its estimated GF Value™ of $64.54. GuruFocus considers Jefferies Financial Group to be Modestly Undervalued.

Key valuation signals for JEF:

  • 3-Year RORE %: 47.33
  • GF Value™: $64.54 vs. price of $52.09 (19.3% below fair value)
  • GF Score™: 87/100 with 3 warning signs
  • Industry Position: 218.7% above the Capital Markets median (#153 of 761)

No single metric tells the full story. See the JEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jefferies Financial Group Business Description

Other Exchanges LN3:Germany
Address 520 Madison Avenue, New York, NY, USA, 10022
Jefferies Financial Group is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business. In 2013, Jefferies merged with Leucadia, a manufacturing-focused holding company. Since merging, Jefferies became the core of the combined business as the bulk of the legacy portfolio was sold off and the parent company was renamed to match the subsidiary. Within the investment banking landscape, Jefferies predominately serves the North American middle market and has captured considerable market share over the past decade.
87GF Score

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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$52.09
Price
$64.54
GF Value