COMP <GO>
JEF vs VIRT // RETURN ON INVESTED CAPITAL (ROIC)
Jefferies Financial Group Inc. (NYSE) VS. Virtu Financial Inc. (NYSE) • 15-METRIC TALLY: JEF 9
— VIRT 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JEF
LAST: $48.27 (+4.66%) • MKT CAP: $10.59B
roic
6.00%
LAST: $53.68 (-0.15%) • MKT CAP: $8.34B
roic
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. VIRT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | VIRT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.00% | 0.00% | +6.00 | JEF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 95.0x | -82.60 | JEF | /valuation <GO> |
| Free Cash Flow Yield | 12.51% | 5.89% | +6.62 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 0.20% | +32.60 | JEF | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 0.10% | +25.50 | JEF | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 19.40% | -5.20 | VIRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 0.00% | +3.31 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | VIRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.8 | 38.6 | +9.20 | JEF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.93 | +0.02 | JEF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.59B | $8.34B | $2.25B | JEF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | VIRT REV | JEF GROSS % | VIRT GROSS % | JEF FCF | VIRT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $617.0M | 96.6% | — | -$207.5M | $495.6M |
| FY 2024 | $4.86B | $516.8M | 95.8% | — | -$250.6M | $586.6M |
| FY 2023 | $3.23B | $455.6M | — | — | -$2.08B | $471.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
VIRT // BETA 0.93