Jefferies Financial Group Inc. logo JEF - Jefferies Financial Group Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 3
HOLD 6
SELL 0
STRONG
SELL
0
| PRICE TARGET: $62.40 DETAILS
HIGH: $83.00
LOW: $50.00
MEDIAN: $60.00
CONSENSUS: $62.40
UPSIDE: 13.27%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Banks, Insurers & Asset Managers 90% confidence

Primary model: P/Tangible Book × ROE Quality

Valuation Signal Undervalued Moderate
Trading 26.2% below fair value
Current Price $55.09
Bear Case $52.27 5.1% downside ($52.27 - $55.09) / $55.09 = -5.1% ROTCE 6.2% → 0.30x TBV
Fair Value $74.67 35.5% upside ($74.67 - $55.09) / $55.09 = 35.5% ROTCE 8.3% → 0.49x TBV
Bull Case $97.07 76.2% upside ($97.07 - $55.09) / $55.09 = 76.2% ROTCE 9.6% → 0.64x TBV

Adjust Assumptions

8.3%
12.8%

Key Value Driver

ROTCE (8.3%) vs. cost of equity (12.8%)

Implied Market Multiple 1.31x

Plain-Language Summary

Our base-case estimate uses P/Tangible Book × ROE Quality. We then blend that result with the average analyst price target of $62.40 from 9 analysts, using a 20% weight on analyst consensus. That produces an estimated intrinsic value of $74.67 per share.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.
Return on equity (8.3%) is below the minimum investors require (12.8%). This means the bank is worth less than the net assets on its books.
Dividend-based valuation: $28.86 (63% below our primary estimate). Large gaps suggest the dividend may not fully reflect the company's value.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly