Jefferies Financial (JEF) Investment Gain (Loss) (2009 - 2022)
Jefferies Financial's (JEF) quarterly Investment Gain (Loss) came in at $14.6 million in Q3 2022, down 83.37% YoY from $87.8 million in Q3 2021, and down 65.16% on a QoQ basis from $41.9 million in Q2 2022.
Jefferies Financial (JEF) Investment Gain (Loss) (2009 - 2022) Analysis & Trends
Jefferies Financial (JEF) has 14 years of Investment Gain (Loss) data on file, last reported at $14.6 million in Q3 2022.
- Quarterly Investment Gain (Loss) fell 83.37% year-over-year to $14.6 million in Q3 2022, while the trailing twelve-month figure through Aug 2022 was $278.4 million (down 26.29% YoY) and the FY2021 annual result came in at $410.5 million, up 107.22% from the prior year.
- Investment Gain (Loss) fell to $14.6 million in Q3 2022, from $41.9 million in the prior quarter.
- In the past five years, Investment Gain (Loss) ranged from a high of $440.0 million in Q1 2018 to a low of $14.6 million in Q3 2022.
- A 5-year average of $88.0 million and a median of $70.3 million in 2021 frame the typical range for Investment Gain (Loss).
- Annual changes were most pronounced in 2018 — Investment Gain (Loss) plunged 85.58% — and 2021, when it jumped 231.96%.
- Tracing JEF's Investment Gain (Loss) over 5 years: stood at $95.6 million in 2018, then tumbled by 57.64% to $40.5 million in 2019, then soared by 83.21% to $74.2 million in 2020, then surged by 44.2% to $107.0 million in 2021, then plunged by 86.36% to $14.6 million in 2022.
- The last three Investment Gain (Loss) figures came in at $14.6 million (Q3 2022), $41.9 million (Q2 2022), and $114.9 million (Q1 2022), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | -6.18 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 3.40 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | -25.00 Mn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | Jefferies Financial | 10.94 Bn | -4.51 Bn | 3.09 Bn | 6.10 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Aug 31, 2022 | 14.60 Mn |
| May 31, 2022 | 41.90 Mn |
| Feb 28, 2022 | 114.90 Mn |
| Nov 30, 2021 | 107.00 Mn |
| Aug 31, 2021 | 87.80 Mn |
| May 31, 2021 | 145.40 Mn |
| Feb 28, 2021 | 70.30 Mn |
| Nov 30, 2020 | 74.20 Mn |
| Aug 31, 2020 | 42.40 Mn |
| May 31, 2020 | 43.80 Mn |
| Feb 29, 2020 | 37.70 Mn |
| Nov 30, 2019 | 40.50 Mn |
| Aug 31, 2019 | 44.60 Mn |
| May 31, 2019 | 69.30 Mn |
| Feb 28, 2019 | 21.90 Mn |
| Nov 30, 2018 | 95.60 Mn |
| Sep 30, 2018 | 71.10 Mn |
| Jun 30, 2018 | 109.60 Mn |
| Mar 31, 2018 | 439.99 Mn |
| Dec 31, 2017 | 84.40 Mn |