Jefferies Financial (JEF) Non Operating Investment Income (2009 - 2017)
Jefferies Financial's (JEF) quarterly Non Operating Investment Income came in at $1.8 million in Q4 2017, down 91.8% on a YoY basis from $21.3 million in Q4 2016, and down 91.12% quarter-over-quarter from $19.7 million in Q3 2017.
Analysis
Jefferies Financial (JEF) Non Operating Investment Income (2009 - 2017) Analysis & Trends
Jefferies Financial (JEF) has reported Non Operating Investment Income for 9 consecutive years, with $1.8 million the latest figure, recorded in Q4 2017.
- For the quarter ending Q4 2017, Non Operating Investment Income fell 91.8% year-over-year to $1.8 million; the trailing twelve-month figure through Dec 2017 stood at $23.0 million (down 22.05% YoY), and the FY2016 full-year result was $29.5 million, down 53.08% from the prior year.
- Non Operating Investment Income retreated to $1.8 million in Q4 2017 per JEF's latest filing, from $19.7 million in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $229.9 million in Q1 2013 and bottomed at -$421000.0 in Q4 2013.
- Historically, Non Operating Investment Income has averaged $19.5 million across 5 years, with a median of $6.4 million in 2014.
- The sharpest annual moves came in 2013 and 2017: Non Operating Investment Income slumped 104.72% in 2013, then jumped 32745.0% in 2017.
- Over 5 years, Non Operating Investment Income stood at -$421000.0 in 2013, then surged by 2354.39% to $9.5 million in 2014, then surged by 306.06% to $38.5 million in 2015, then tumbled by 44.63% to $21.3 million in 2016, then slumped by 91.8% to $1.8 million in 2017.
- According to Business Quant data, Non Operating Investment Income over the past three periods registered $1.8 million, $19.7 million, and $1.1 million for Q4 2017, Q3 2017, and Q2 2017 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | - |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | - |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | - |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | - |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | - |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | - |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | - |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2017 | 1.75 Mn |
| Sep 30, 2017 | 19.71 Mn |
| Jun 30, 2017 | 1.11 Mn |
| Mar 31, 2017 | 460,000.00 |
| Dec 31, 2016 | 21.34 Mn |
| Sep 30, 2016 | 60,000.00 |
| Jun 30, 2016 | 7.41 Mn |
| Mar 31, 2016 | 728,000.00 |
| Dec 31, 2015 | 38.54 Mn |
| Sep 30, 2015 | 236,000.00 |
| Jun 30, 2015 | 9.09 Mn |
| Mar 31, 2015 | 15.09 Mn |
| Dec 31, 2014 | 9.49 Mn |
| Sep 30, 2014 | 3.85 Mn |
| Jun 30, 2014 | 12.27 Mn |
| Mar 31, 2014 | 5.39 Mn |
| Dec 31, 2013 | -421,000.00 |
| Sep 30, 2013 | 4.99 Mn |
| Jun 30, 2013 | 9.50 Mn |
| Mar 31, 2013 | 229.89 Mn |