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 338.83 Bn 205.30 Bn - 2.65 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 3.40 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 1.00 Mn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Jefferies Financial 11.33 Bn -4.08 Bn 3.09 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