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
DateValue
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%