Jefferies Financial (JEF) Equity Income (2012 - 2022)
Jefferies Financial's (JEF) quarterly Equity Income came in at -$4.8 million in Q3 2022, up 82.24% on a YoY basis from -$2.6 million in Q3 2021, and up 77.76% quarter-over-quarter from -$21.7 million in Q2 2022.
Analysis
Jefferies Financial (JEF) Equity Income (2012 - 2022) Analysis & Trends
Jefferies Financial (JEF) has reported Equity Income for 11 consecutive years, with -$4.8 million the latest figure, recorded in Q3 2022.
- For the quarter ending Q3 2022, Equity Income rose 82.24% year-over-year to -$4.8 million; the trailing twelve-month figure through Aug 2022 stood at -$89.7 million (down 33.36% YoY), and the FY2021 full-year result was -$94.4 million, down 25.09% from the prior year.
- Equity Income advanced to -$4.8 million in Q3 2022 per JEF's latest filing, from -$21.7 million in the prior quarter.
- Across five years, Equity Income topped out at $110.0 million in Q4 2018 and bottomed at -$67.9 million in Q1 2020.
- Historically, Equity Income has averaged $9.7 million across 5 years, with a median of -$4.8 million in 2022.
- The sharpest annual moves came in 2018 and 2021: Equity Income jumped 136.48% in 2018, then tumbled 637.82% in 2021.
- Over 5 years, Equity Income stood at $110.0 million in 2018, then decreased by 14.45% to $94.1 million in 2019, then plunged by 106.33% to -$6.0 million in 2020, then slumped by 456.19% to -$33.1 million in 2021, then soared by 85.44% to -$4.8 million in 2022.
- According to Business Quant data, Equity Income over the past three periods registered -$4.8 million, -$21.7 million, and -$30.0 million for Q3 2022, Q2 2022, and Q1 2022 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Jefferies Financial | 11.33 Bn | -4.12 Bn | 3.09 Bn | - |
| 2 | Evercore | 10.94 Bn | 8.53 Bn | 975.67 Mn | 1.02 Mn |
| 3 | Houlihan Lokey | 9.09 Bn | 7.90 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | Piper Sandler Companies | 5.16 Bn | 4.85 Bn | - | - |
| 6 | Moelis | 4.85 Bn | 4.65 Bn | - | - |
| 7 | PJT Partners | 4.61 Bn | 3.99 Bn | 481.98 Mn | - |
| 8 | Lazard | 4.25 Bn | 3.15 Bn | - | - |
| 9 | BRBI BR Partners | 3.58 Bn | 3.46 Bn | 16.77 Mn | 8.03 Mn |
| 10 | Oppenheimer Holdings | 1.32 Bn | -246.70 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2022 | -4.83 Mn |
| May 31, 2022 | -21.70 Mn |
| Feb 28, 2022 | -29.99 Mn |
| Nov 30, 2021 | -33.15 Mn |
| Aug 31, 2021 | -27.18 Mn |
| May 31, 2021 | -23.53 Mn |
| Feb 28, 2021 | -10.57 Mn |
| Nov 30, 2020 | -5.96 Mn |
| Aug 31, 2020 | 5.05 Mn |
| May 31, 2020 | -6.72 Mn |
| Feb 29, 2020 | -67.86 Mn |
| Nov 30, 2019 | 94.10 Mn |
| Aug 31, 2019 | 72.28 Mn |
| May 31, 2019 | 22.17 Mn |
| Feb 28, 2019 | 27.31 Mn |
| Nov 30, 2018 | 110.00 Mn |
| Sep 30, 2018 | 18.87 Mn |
| Jun 30, 2018 | 33.35 Mn |
| Mar 31, 2018 | 32.10 Mn |
| Sep 30, 2017 | 30.06 Mn |