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Added to YB: 2025-11-10

Pitch date: 2025-11-03

JEF [bullish]

Jefferies Financial Group Inc.

+20.07%

current return

Author Info

Clark Street Value is a special sits/event-driven investor. Sign up for the newsletter.

Company Info

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific.

Market Cap

$10.9B

Pitch Price

$51.64

Price Target

N/A

Dividend

3.02%

EV/EBITDA

N/A

P/E

18.28

EV/Sales

N/A

Sector

Capital Markets

Category

value

Show full summary:
Catching Knives w/ JEF

JEF: Ensnarled in First Brands bankruptcy after failed refinancing & factoring debt exposure, drawing B. Riley comparisons. However, exposure appears limited & contained. Trading 13.5x fwd PE amid M&A tailwinds & open credit markets. Situation likely forgotten in 1-2 quarters barring new developments.

Read full article (1 min)