Jefferies Financial (JEF) Return on Invested Capital [ROIC] (2009 - 2026)
Jefferies Financial (JEF) reported Return on Invested Capital [ROIC] of 25.69% for fiscal Q3 2026 (quarter ended Aug 31, 2026), up 3.93 percentage points from 21.76% a year earlier and up 2.08 percentage points from the prior quarter.
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Analysis
Jefferies Financial (JEF) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Nov 30, 2025), Jefferies Financial posted Return on Invested Capital [ROIC] of 23.30%, down 0.89 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +13.82 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Invested Capital [ROIC] came in at 24.18% in FY2024 (+6.08 pp), 18.11% in FY2023 (+8.71 pp), 9.39% in FY2022 (-4.65 pp) and 14.04% in FY2021 (+4.56 pp).
- The fiscal Q3 2026 figure ranks as the highest quarterly Return on Invested Capital [ROIC] in data going back to fiscal Q3 2009.
- Year over year, Return on Invested Capital [ROIC] gained in six of the last eight quarters, with an average year-over-year change of +1.53 percentage points.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q1 2024 (a gain of 8.83 percentage points); the low point was fiscal Q4 2022 (a drop of 3.13 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 23.62% (Q2 2026), 21.22% (Q1 2026) and 22.07% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 11.69% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 27.12% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 8.46% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | - |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 41.23% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 18.08% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 27.43% |
| 10 | Jefferies Financial | 10.29 Bn | -46.88 Bn | 3.21 Bn | 25.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 25.69% |
| May 31, 2026 | 23.62% |
| Feb 28, 2026 | 21.22% |
| Nov 30, 2025 | 22.07% |
| Aug 31, 2025 | 21.76% |
| May 31, 2025 | 21.83% |
| Feb 28, 2025 | 23.51% |
| Nov 30, 2024 | 22.94% |
| Aug 31, 2024 | 21.51% |
| May 31, 2024 | 21.14% |
| Feb 29, 2024 | 19.67% |
| Nov 30, 2023 | 18.00% |
| Aug 31, 2023 | 15.34% |
| May 31, 2023 | 12.89% |
| Feb 28, 2023 | 10.83% |
| Nov 30, 2022 | 10.19% |
| Aug 31, 2022 | 10.67% |
| May 31, 2022 | 11.09% |
| Feb 28, 2022 | 11.85% |
| Nov 30, 2021 | 13.32% |
API Access
Jefferies Financial Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "JEF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();