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Jefferies Financial GroupJEF +0.50%88 5-Year Yield-on-Cost % is 6.74 as of Jul. 27, 2026, which is 13% above its 10-year median of 5.99. GuruFocus rates JEF with a GF Score™ of 88/100 and a GF Value™ of $62.99 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 366 Capital Markets companies, Jefferies Financial Group ranks better than 76.5% on this metric.
The historical rank and industry rank for Jefferies Financial Group's 5-Year Yield-on-Cost % or its related term are showing as below:
JEF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.47 Med: 5.99 Max: 10.67
Current: 6.74
During the past 13 years, Jefferies Financial Group's highest Yield on Cost was 10.67. The lowest was 2.47. And the median was 5.99.
JEF's 5-Year Yield-on-Cost % is ranked better than 76.5% of 366
companies
in the Capital Markets industry
Industry Median: 3.19
vs JEF: 6.74
Jefferies Financial Group (NYSE:JEF) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Jefferies Financial Group 5-Year Yield-on-Cost % Related Terms
JEF vs EVR, IREN, HUT: 5-Year Yield-on-Cost % Comparison
For the Capital Markets subindustry, Jefferies Financial Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Jefferies Financial Group's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Jefferies Financial Group's 5-Year Yield-on-Cost % falls into.
Jefferies Financial Group 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Jefferies Financial Group (JEF) has a 5-Year Yield-on-Cost % of 6.74 as of Jul. 27, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jefferies Financial Group and its competitors. This is 13% above median its historical median of 5.99. Over the past decade, Jefferies Financial Group's 5-Year Yield-on-Cost % has ranged from 2.47 to 10.67. According to the industry distribution chart, Jefferies Financial Group ranks #86 out of 366 companies in the Capital Markets industry, placing it in the top 23.5%.
Is Jefferies Financial Group's 5-Year Yield-on-Cost % too high?
Jefferies Financial Group's current 5-Year Yield-on-Cost % of 6.74 is 13% above median its 10-year median of 5.99. Over the past 10 years, this metric has ranged from a low of 2.47 to a high of 10.67. The Capital Markets industry median 5-Year Yield-on-Cost % is 3.19. Jefferies Financial Group's value of 6.74 is 111.3% above this industry median. Based on the distribution chart, Jefferies Financial Group ranks #86 out of 366 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 Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jefferies Financial Group's 5-Year Yield-on-Cost % compare to EVR and IREN?
According to the Capital Markets industry distribution chart, Jefferies Financial Group ranks #86 out of 366 companies for 5-Year Yield-on-Cost %. This places Jefferies Financial Group in the top 24% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 3.19. Jefferies Financial Group's value of 6.74 is 111.3% above this benchmark. Historically, Jefferies Financial Group's own 5-Year Yield-on-Cost % has ranged from 2.47 to 10.67 over the past decade. While the company's 10-year median is 5.99 vs. the industry median of 3.19, Jefferies Financial Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Capital Markets company?
The median 5-Year Yield-on-Cost % among Capital Markets companies is 3.19, based on 366 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jefferies Financial Group's current 5-Year Yield-on-Cost % of 6.74 is 111.3% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jefferies Financial Group and its competitors. For the Capital Markets industry, the median 5-Year Yield-on-Cost % is 3.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jefferies Financial Group's current 5-Year Yield-on-Cost % is 6.74, which is 13% above median its own 10-year median of 5.99. 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 $62.99, compared to a current price of $55.86 — trading 11.3% below its estimated fair value. The current 5-Year Yield-on-Cost % is 6.74, which is 13% above median its 10-year median of 5.99 and 111.3% above the Capital Markets industry median of 3.19. Jefferies Financial Group's overall GF Score™ is 88/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Jefferies Financial Group (JEF), the current 5-Year Yield-on-Cost % is 6.74 as of Jul. 27, 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 $55.86 is trading 11.3% below its estimated GF Value™ of $62.99.
GuruFocus considers Jefferies Financial Group to be Modestly Undervalued.
Key valuation signals for JEF:
5-Year Yield-on-Cost %: 6.74 (13% above median its 10-year median of 5.99)
GF Value™: $62.99 vs. price of $55.86 (11.3% below fair value)
Industry Position: 111.3% above the Capital Markets median (#86 of 366)
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 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
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