Jefferies Financial (JEF) Return on Invested Capital (2009 - 2026)
Jefferies Financial's (JEF) quarterly Return on Invested Capital came in at 0.0% in Q2 2026, little changed YoY from 0.0% in Q2 2025, and up 111.08% on a QoQ basis from 0.0% in Q1 2026.
Jefferies Financial (JEF) Return on Invested Capital (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 18 years of Return on Invested Capital data on file, last reported at 0.0% in Q2 2026.
- Quarterly Return on Invested Capital changed 0.0% year-over-year to 0.0% in Q2 2026, while the trailing twelve-month figure through May 2026 was 0.0% (changed 0.0% YoY) and the FY2025 annual result came in at 3.15%, down 91.0% from the prior year.
- Return on Invested Capital rose to 0.0% in Q2 2026, from 0.0% in the prior quarter.
- In the past five years, Return on Invested Capital ranged from a high of 0.01% in Q4 2023 to a low of 0.0% in Q4 2025.
- A 5-year average of 0.0% and a median of 0.0% in 2022 frame the typical range for Return on Invested Capital.
- Annual changes were most pronounced in 2022 — Return on Invested Capital slipped 1 bps — and 2023, when it gained 1 bps.
- Tracing JEF's Return on Invested Capital over 5 years: stood at 0.0% in 2022, then jumped by 594 bps to 0.01% in 2023, then tumbled by 100 bps to 0.0% in 2024, then sank by 14493 bps to 0.0% in 2025, then jumped by 106 bps to 0.0% in 2026.
- The last three Return on Invested Capital figures came in at 0.0% (Q2 2026), 0.0% (Q1 2026), and 0.0% (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 0.00% |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 0.00% |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 0.11% |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 0.32% |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 0.00% |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -0.01% |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 0.00% |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | - |
| 10 | Jefferies Financial | 11.33 Bn | -4.08 Bn | 3.09 Bn | 0.00% |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 0.00% |
| Feb 28, 2026 | 0.00% |
| Nov 30, 2025 | 0.00% |
| Aug 31, 2025 | 0.00% |
| May 31, 2025 | 0.00% |
| Feb 28, 2025 | 0.00% |
| Nov 30, 2024 | 0.00% |
| Aug 31, 2024 | 0.01% |
| May 31, 2024 | 0.01% |
| Feb 29, 2024 | 0.01% |
| Nov 30, 2023 | 0.01% |
| Aug 31, 2023 | 0.00% |
| May 31, 2023 | 0.00% |
| Feb 28, 2023 | 0.00% |
| Nov 30, 2022 | 0.00% |
| Aug 31, 2022 | 0.00% |
| May 31, 2022 | 0.00% |
| Feb 28, 2022 | 0.00% |
| Nov 30, 2021 | 0.00% |
| Aug 31, 2021 | 0.00% |