Jefferies Financial [JEF] vs Charles Schwab [SCHW] Detailed Stock Comparison
Jefferies Financial
NYSE
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Charles Schwab
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Jefferies Financial wins in 7 metrics, Charles Schwab wins in 11 metrics, with 0 ties. Charles Schwab appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Jefferies Financial | Charles Schwab | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 23.08 | 25.84 | Jefferies Financial |
| Price-to-Book Ratio | 1.20 | 4.09 | Jefferies Financial |
| Debt-to-Equity Ratio | 337.44 | 111.87 | Charles Schwab |
| PEG Ratio | -0.61 | 0.40 | Jefferies Financial |
| EV/EBITDA | -1.23 | N/A | N/A |
| Profit Margin (TTM) | 9.65% | 33.68% | Charles Schwab |
| Operating Margin (TTM) | 8.60% | 47.91% | Charles Schwab |
| EBITDA Margin (TTM) | 8.60% | 47.91% | Charles Schwab |
| Return on Equity | 6.11% | 15.60% | Charles Schwab |
| Return on Assets (TTM) | 0.95% | 1.60% | Charles Schwab |
| Free Cash Flow (TTM) | $-459.84M | $2.05B | Charles Schwab |
| Dividend Yield | 2.82% | 0.86% | Jefferies Financial |
| 1-Year Return | 6.04% | 48.83% | Charles Schwab |
| Price-to-Sales Ratio (TTM) | 1.80 | 8.07 | Jefferies Financial |
| Enterprise Value | $-5.77B | $154.54B | Charles Schwab |
| EV/Revenue Ratio | -0.84 | 7.15 | Jefferies Financial |
| Gross Profit Margin (TTM) | 58.80% | N/A | N/A |
| Revenue per Share (TTM) | $32 | $12 | Jefferies Financial |
| Earnings per Share (Diluted) | $2.59 | $3.72 | Charles Schwab |
| Beta (Stock Volatility) | 1.45 | 0.96 | Charles Schwab |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Jefferies Financial vs Charles Schwab Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Jefferies Financial | 5.73% | 3.82% | 11.34% | 27.92% | -4.04% | -20.86% |
| Charles Schwab | 0.01% | -0.29% | 0.46% | 9.76% | 19.61% | 29.78% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Jefferies Financial | 6.04% | 101.87% | 267.67% | 224.88% | 238.05% | 259.22% |
| Charles Schwab | 48.83% | 33.30% | 164.14% | 212.15% | 624.89% | 611.43% |
Performance & Financial Health Analysis: Jefferies Financial vs Charles Schwab
| Metric | JEF | SCHW |
|---|---|---|
| Market Information | ||
| Market Cap | $12.33B | $174.50B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 1,582,840 | 7,324,825 |
| 90 Day Avg. Volume | 1,481,497 | 8,563,312 |
| Last Close | $62.54 | $95.83 |
| 52 Week Range | $39.28 - $82.68 | $61.16 - $99.59 |
| % from 52W High | -24.36% | -3.78% |
| All-Time High | $82.68 (Jan 06, 2025) | $99.59 (Jul 29, 2025) |
| % from All-Time High | -24.36% | -3.78% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.00% | 0.25% |
| Quarterly Earnings Growth | -0.38% | 0.60% |
| Financial Health | ||
| Profit Margin (TTM) | 0.10% | 0.34% |
| Operating Margin (TTM) | 0.09% | 0.48% |
| Return on Equity (TTM) | 0.06% | 0.16% |
| Debt to Equity (MRQ) | 337.44 | 111.87 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $49.96 | $23.53 |
| Cash per Share (MRQ) | $257.96 | $45.24 |
| Operating Cash Flow (TTM) | $-2,582,531,072 | $17.81B |
| Levered Free Cash Flow (TTM) | $19.19B | $5.48B |
| Dividends | ||
| Last 12-Month Dividend Yield | 2.82% | 0.86% |
| Last 12-Month Dividend | $1.50 | $0.77 |
Valuation & Enterprise Metrics Analysis: Jefferies Financial vs Charles Schwab
| Metric | JEF | SCHW |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 23.08 | 25.84 |
| Forward P/E | 13.37 | 25.30 |
| PEG Ratio | -0.61 | 0.40 |
| Price to Sales (TTM) | 1.80 | 8.07 |
| Price to Book (MRQ) | 1.20 | 4.09 |
| Market Capitalization | ||
| Market Capitalization | $12.33B | $174.50B |
| Enterprise Value | $-5,769,769,984 | $154.54B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | -0.84 | 7.15 |
| Enterprise to EBITDA | -1.23 | N/A |
| Risk & Other Metrics | ||
| Beta | 1.45 | 0.96 |
| Book Value per Share (MRQ) | $49.96 | $23.53 |
Financial Statements Comparison: Jefferies Financial vs Charles Schwab
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | JEF | SCHW |
|---|---|---|
| Revenue/Sales | $2.47B | $5.60B |
| Cost of Goods Sold | $992.13M | N/A |
| Gross Profit | $1.48B | N/A |
| Research & Development | $72.29M | N/A |
| Operating Income (EBIT) | $1.12B | N/A |
| EBITDA | $1.06B | N/A |
| Pre-Tax Income | $151.07M | $2.46B |
| Income Tax | $14.22M | $546.00M |
| Net Income (Profit) | $136.85M | $1.91B |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | JEF | SCHW |
|---|---|---|
| Cash & Equivalents | $11.18B | $35.01B |
| Total Current Assets | $42.90B | N/A |
| Total Current Liabilities | $11.82B | N/A |
| Long-Term Debt | $22.41B | $21.45B |
| Total Shareholders Equity | $10.27B | $49.51B |
| Retained Earnings | $8.31B | $38.88B |
| Property, Plant & Equipment | N/A | $3.28B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | JEF | SCHW |
|---|---|---|
| Operating Cash Flow | $-1.48B | $5.20B |
| Capital Expenditures | $-49.58M | $-117.00M |
| Free Cash Flow | $-2.71B | $6.24B |
| Debt Repayment | $-2.85B | $-18.76B |
| Common Stock Repurchase | $-56.32M | $-1.50B |
Short Interest & Institutional Ownership Analysis
| Metric | JEF | SCHW |
|---|---|---|
| Shares Short | 3.82M | 19.94M |
| Short Ratio | 2.63 | 2.26 |
| Short % of Float | 0.02% | 0.01% |
| Average Daily Volume (10 Day) | 1,582,840 | 7,324,825 |
| Average Daily Volume (90 Day) | 1,481,497 | 8,563,312 |
| Shares Outstanding | 205.50M | 1.83B |
| Float Shares | 163.73M | 1.71B |
| % Held by Insiders | 0.26% | 0.06% |
| % Held by Institutions | 0.68% | 0.85% |
Dividend Analysis & Yield Comparison: Jefferies Financial vs Charles Schwab
| Metric | JEF | SCHW |
|---|---|---|
| Last 12-Month Dividend | $1.50 | $0.77 |
| Last 12-Month Dividend Yield | 2.82% | 0.86% |
| 3-Year Avg Annual Dividend | $1.29 | $0.90 |
| 3-Year Avg Dividend Yield | 0.75% | 0.36% |
| 3-Year Total Dividends | $3.87 | $2.71 |
| Ex-Dividend Date | May 19, 2025 | Feb 14, 2025 |