Jefferies Financial (JEF) Investment Gain (Loss) (2009 - 2022)

Jefferies Financial (JEF) posted Investment Gain (Loss) of $14.6 million for Q3 2022, down 65.16% quarter-over-quarter from $41.9 million in Q2 2022, and down 83.37% year-on-year from $87.8 million in Q3 2021.

Jefferies Financial (JEF) Investment Gain (Loss) (2009 - 2022) Analysis & Trends

Jefferies Financial (JEF) has reported Investment Gain (Loss) for 14 consecutive years, with $14.6 million the latest figure, recorded in Q3 2022.

  • Investment Gain (Loss) for Q3 2022 came in at $14.6 million, down 83.37% year-over-year; the trailing twelve-month figure through Aug 2022 was $278.4 million (down 26.29% YoY), and the FY2021 annual result was $410.5 million, up 107.22% from the prior year.
  • Investment Gain (Loss) was $14.6 million for Q3 2022 at Jefferies Financial, down from $41.9 million in the prior quarter.
  • Over five years, Investment Gain (Loss) peaked at $440.0 million in Q1 2018 and troughed at $14.6 million in Q3 2022.
  • Average Investment Gain (Loss) over 5 years is $88.0 million, with a median of $70.3 million recorded in 2021.
  • Year-over-year, Investment Gain (Loss) soared 231.96% in 2021 and slumped 83.37% in 2022.
  • Over 5 years, Investment Gain (Loss) stood at $95.6 million in 2018, then slumped 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 tumbled by 86.36% to $14.6 million in 2022.
  • Per Business Quant data, the three most recent Investment Gain (Loss) figures were $14.6 million in Q3 2022, $41.9 million in Q2 2022, and $114.9 million in Q1 2022.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 2.29 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 2.84 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -
10 Jefferies Financial 11.06 Bn -848.67 Mn 2.84 Bn -

Historic Data

Download Data
DateValue
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