Jefferies Financial [JEF] vs Charles Schwab [SCHW] Detailed Stock Comparison

Jefferies Financial

NYSE
Loading...

Charles Schwab

NYSE
Loading...

TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Jefferies Financial wins in 6 metrics, Charles Schwab wins in 12 metrics, with 0 ties. Charles Schwab appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricJefferies FinancialCharles SchwabBetter
P/E Ratio (TTM)21.6825.29Jefferies Financial
Price-to-Book Ratio1.254.00Jefferies Financial
Debt-to-Equity Ratio337.44111.87Charles Schwab
PEG Ratio0.650.39Charles Schwab
EV/EBITDA-1.11N/AN/A
Profit Margin (TTM)10.10%33.68%Charles Schwab
Operating Margin (TTM)16.21%47.91%Charles Schwab
EBITDA Margin (TTM)16.21%47.91%Charles Schwab
Return on Equity6.55%15.60%Charles Schwab
Return on Assets (TTM)1.04%1.60%Charles Schwab
Free Cash Flow (TTM)$-459.84M$2.05BCharles Schwab
Dividend Yield2.82%0.86%Jefferies Financial
1-Year Return-4.76%38.89%Charles Schwab
Price-to-Sales Ratio (TTM)1.797.90Jefferies Financial
Enterprise Value$-5.22B$150.75BCharles Schwab
EV/Revenue Ratio-0.726.97Jefferies Financial
Revenue per Share (TTM)$34$12Jefferies Financial
Earnings per Share (Diluted)$2.88$3.72Charles Schwab
Beta (Stock Volatility)1.480.97Charles Schwab
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Jefferies Financial vs Charles Schwab Stock Performance Analysis

Loading Price Chart...

Jefferies Financial
Charles Schwab
Jefferies Financial Stock Overview | Charles Schwab Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Jefferies Financial-2.00%-8.22%-4.73%10.02%45.18%-22.58%
Charles Schwab-0.09%-2.98%0.59%1.51%34.21%27.30%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Jefferies Financial-4.76%107.53%213.58%233.59%180.13%243.71%
Charles Schwab38.89%36.27%139.25%227.75%547.83%615.92%

News Based Sentiment: Jefferies Financial vs Charles Schwab

Jefferies Financial

News based Sentiment: POSITIVE

October was a strong month for Jefferies, highlighted by a significant earnings beat, numerous analyst upgrades and price target increases, and strategic investment recommendations. These developments collectively suggest a positive shift in investor sentiment and a strengthening investment case for the company.

View Jefferies Financial News Sentiment Analysis

Charles Schwab

News based Sentiment: POSITIVE

Charles Schwab delivered a strong second quarter, exceeding earnings and revenue expectations, and received positive analyst coverage. Continued institutional investment and a planned branch expansion further support a positive outlook, though some insider selling is present. The upcoming Q3 earnings report is a key catalyst to watch.

View Charles Schwab News Sentiment Analysis

Performance & Financial Health Analysis: Jefferies Financial vs Charles Schwab

MetricJEFSCHW
Market Information
Market Cap i$13.53B$179.37B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,306,0708,507,680
90 Day Avg. Volume i1,822,8739,622,230
Last Close$61.18$94.00
52 Week Range$39.28 - $82.68$64.16 - $99.59
% from 52W High-26.00%-5.61%
All-Time High$82.68 (Jan 06, 2025)$99.59 (Jul 29, 2025)
% from All-Time High-26.00%-5.61%
Growth Metrics
Quarterly Revenue Growth0.22%0.25%
Quarterly Earnings Growth0.34%0.60%
Financial Health
Profit Margin (TTM) i0.10%0.34%
Operating Margin (TTM) i0.16%0.48%
Return on Equity (TTM) i0.07%0.16%
Debt to Equity (MRQ) i337.44111.87
Cash & Liquidity
Book Value per Share (MRQ)$49.96$23.53
Cash per Share (MRQ)$257.96$45.24
Operating Cash Flow (TTM) i$-1,032,391,000$17.81B
Levered Free Cash Flow (TTM) i$19.32B$5.48B
Dividends
Last 12-Month Dividend Yield i2.82%0.86%
Last 12-Month Dividend i$1.50$0.77

Valuation & Enterprise Metrics Analysis: Jefferies Financial vs Charles Schwab

MetricJEFSCHW
Price Ratios
P/E Ratio (TTM) i21.6825.29
Forward P/E i13.9724.76
PEG Ratio i0.650.39
Price to Sales (TTM) i1.797.90
Price to Book (MRQ) i1.254.00
Market Capitalization
Market Capitalization i$13.53B$179.37B
Enterprise Value i$-5,221,078,528$150.75B
Enterprise Value Metrics
Enterprise to Revenue i-0.726.97
Enterprise to EBITDA i-1.11N/A
Risk & Other Metrics
Beta i1.480.97
Book Value per Share (MRQ) i$49.96$23.53

Financial Statements Comparison: Jefferies Financial vs Charles Schwab

Financial Metrics

Loading Financial Charts...

Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)JEFSCHW
Revenue/Sales i$2.47B$5.60B
Cost of Goods Sold i$992.13MN/A
Gross Profit i$1.48BN/A
Research & Development i$72.29MN/A
Operating Income (EBIT) i$1.12BN/A
EBITDA i$1.06BN/A
Pre-Tax Income i$151.07M$2.46B
Income Tax i$14.22M$546.00M
Net Income (Profit) i$136.85M$1.91B

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)JEFSCHW
Cash & Equivalents i$11.18B$35.01B
Total Current Assets i$42.90BN/A
Total Current Liabilities i$11.82BN/A
Long-Term Debt i$22.41B$21.45B
Total Shareholders Equity i$10.27B$49.51B
Retained Earnings i$8.31B$38.88B
Property, Plant & Equipment iN/A$3.28B

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)JEFSCHW
Operating Cash Flow i$-1.42B$5.20B
Capital Expenditures i$-43.67M$-117.00M
Free Cash Flow i$-1.02B$6.24B
Debt Repayment i$-1.99B$-18.76B
Common Stock Repurchase i$-1.25M$-1.50B

Short Interest & Institutional Ownership Analysis

MetricJEFSCHW
Shares Short i4.46M20.84M
Short Ratio i3.452.33
Short % of Float i0.03%0.01%
Average Daily Volume (10 Day) i2,306,0708,507,680
Average Daily Volume (90 Day) i1,822,8739,622,230
Shares Outstanding i205.50M1.83B
Float Shares i163.63M1.71B
% Held by Insiders i0.26%0.06%
% Held by Institutions i0.68%0.85%

Dividend Analysis & Yield Comparison: Jefferies Financial vs Charles Schwab

MetricJEFSCHW
Last 12-Month Dividend i$1.50$0.77
Last 12-Month Dividend Yield i2.82%0.86%
3-Year Avg Annual Dividend i$1.29$0.90
3-Year Avg Dividend Yield i0.75%0.36%
3-Year Total Dividends i$3.87$2.71
Ex-Dividend DateMay 19, 2025Feb 14, 2025