JEF (Jefferies Financial Group) Tariff Resilience Score: 8/10 (As of Jul. 06, 2026)


JEF Jefferies Financial Group Inc JEF
88 GF Score
Price $54.84
GF Value $57.35
Valuation Fairly Valued
! 4 Warning Signs
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What is Jefferies Financial Group Tariff Resilience Score?

Jefferies Financial Group JEF +4.22% 88 Tariff Resilience Score is 8 as of Jul. 06, 2026. GuruFocus rates JEF with a GF Score™ of 88/100 and a GF Value™ of $57.35 (Fairly Valued). The stock has 4 warning signs investors should review. Among 831 Capital Markets companies, Jefferies Financial Group ranks better than 94.95% on this metric.

Jefferies Financial Group has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Jefferies Financial Group has Jefferies Financial Group Inc has limited direct exposure to tariffs as a financial services firm. Its global operations are more affected by regulatory changes than tariffs. Historical impacts have been minimal, and the company has strong mitigation strategies through diversified services.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Jefferies Financial Group might have Highly Resilient.

Jefferies Financial Group  (NYSE:JEF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Jefferies Financial Group Tariff Resilience Score Related Terms

JEF vs HLI, SF, SNEX: Tariff Resilience Score Comparison

For the Capital Markets subindustry, Jefferies Financial Group's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Jefferies Financial Group's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Jefferies Financial Group's Tariff Resilience Score falls into.


JEF
88GF Score
Jefferies Financial Group Inc JEF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Jefferies Financial Group (JEF) has a Tariff Resilience Score of 8 as of Jul. 06, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Jefferies Financial Group ranks #42 out of 831 companies in the Capital Markets industry, placing it in the top 5.1%.
Is Jefferies Financial Group's Tariff Resilience Score too high?
Jefferies Financial Group's current Tariff Resilience Score is 8. Based on the distribution chart, Jefferies Financial Group ranks #42 out of 831 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 88/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Jefferies Financial Group's Tariff Resilience Score compare to HLI and SF?
According to the Capital Markets industry distribution chart, Jefferies Financial Group ranks #42 out of 831 companies for Tariff Resilience Score. This places Jefferies Financial Group in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Capital Markets company?
A good Tariff Resilience Score depends on the Capital Markets industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Jefferies Financial Group's current Tariff Resilience Score is 8. 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 Fairly Valued. The stock's GF Value™ is $57.35, compared to a current price of $54.84 — trading 4.4% below its estimated fair value. The current Tariff Resilience Score is 8. Jefferies Financial Group's overall GF Score™ is 88/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Jefferies Financial Group (JEF), the current Tariff Resilience Score is 8 as of Jul. 06, 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 $54.84 is trading 4.4% below its estimated GF Value™ of $57.35. GuruFocus considers Jefferies Financial Group to be Fairly Valued.

Key valuation signals for JEF:

  • Tariff Resilience Score: 8
  • GF Value™: $57.35 vs. price of $54.84 (4.4% below fair value)
  • GF Score™: 88/100 with 4 warning signs

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.
88GF Score

Get the complete analysis for JEF

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$54.84
Price
$57.35
GF Value