Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
JEF · against 198 other Banks & Insurance companies of similar size
Ranked #149 of 199 · scores higher than 25% of peers
Bars: peers in each 10-point band of the profitability score20 peers with a profitability score of 30–39, including JEF · Click a bar to see the companies
Mainly because of its return on equity, which is weaker than most Banks & Insurance peers.
| Metric | JEF | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 171 reported | 10.5% | 11.3% | 45% | Context only | |
| Operating marginHigher is better · 27 reported | 42.8% | 12.7% | 92% | Context only | |
| Return on assetsHigher is better · 199 reported | 1.1% | 1.3% | 35% | 50% | |
| Return on equityHigher is better · 197 reported | Not reported | 12.2% | — | — | 50% |
| Gross marginHigher is better · 204 reported | 82.6% | 0.0% | 90% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 79.2B BRL (≈$14.3B) | 98 | 61 | |
| 1 | 24.3B AUD (≈$16.0B) | 98 | 45 | |
| 1 | 11.4B USD | 98 | 66 | |
| 1 | 8.7B USD | 98 | 61 | |
| 1 | 5.7B USD | 98 | 91 | |
| 142 | 11.9B USD | 40 | 43 | |
| 147 | 11.5B CHF (≈$13.3B) | 39 | 23 | |
| 147 | 40.7B ILS (≈$11.0B) | 39 | 41 | |
| 149 | 92.4B BRL (≈$16.6B) | 37 | 42 | |
| 149 | 9.9B USD | 37 | 38 | |
| 151 | 5.7B USD | 36 | 65 | |
| 151 | 5.3B USD | 36 | 24 | |
| 151 | 9.3B USD | 36 | 40 | |
| 154 | 594.4B INR (≈$7.1B) | 35 | 38 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score