JEF
Price
$54.24
Change
-$0.13 (-0.24%)
Updated
May 14 closing price
Capitalization
9.18B
47 days until earnings call
MORN
Price
$306.41
Change
-$1.07 (-0.35%)
Updated
May 14 closing price
Capitalization
13.18B
69 days until earnings call
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JEF vs MORN

Header iconJEF vs MORN Comparison
Open Charts JEF vs MORNBanner chart's image
Jefferies Financial Group
Price$54.24
Change-$0.13 (-0.24%)
Volume$1.14M
Capitalization9.18B
Morningstar
Price$306.41
Change-$1.07 (-0.35%)
Volume$138.94K
Capitalization13.18B
JEF vs MORN Comparison Chart
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JEF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MORN
Daily Signalchanged days ago
Gain/Loss if bought
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JEF vs. MORN commentary
May 15, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JEF is a Buy and MORN is a Buy.

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COMPARISON
Comparison
May 15, 2025
Stock price -- (JEF: $54.24 vs. MORN: $306.41)
Brand notoriety: JEF and MORN are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: JEF: 58% vs. MORN: 66%
Market capitalization -- JEF: $9.18B vs. MORN: $13.18B
JEF [@Investment Banks/Brokers] is valued at $9.18B. MORN’s [@Investment Banks/Brokers] market capitalization is $13.18B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $12.02B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

JEF’s FA Score shows that 1 FA rating(s) are green whileMORN’s FA Score has 0 green FA rating(s).

  • JEF’s FA Score: 1 green, 4 red.
  • MORN’s FA Score: 0 green, 5 red.
According to our system of comparison, both JEF and MORN are a bad buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

JEF’s TA Score shows that 5 TA indicator(s) are bullish while MORN’s TA Score has 6 bullish TA indicator(s).

  • JEF’s TA Score: 5 bullish, 4 bearish.
  • MORN’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, MORN is a better buy in the short-term than JEF.

Price Growth

JEF (@Investment Banks/Brokers) experienced а +11.31% price change this week, while MORN (@Investment Banks/Brokers) price change was +2.85% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +4.50%. For the same industry, the average monthly price growth was +18.31%, and the average quarterly price growth was +124.12%.

Reported Earning Dates

JEF is expected to report earnings on Jul 01, 2025.

MORN is expected to report earnings on Jul 23, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+4.50% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
MORN($13.2B) has a higher market cap than JEF($9.19B). MORN has higher P/E ratio than JEF: MORN (93.13) vs JEF (39.59). MORN YTD gains are higher at: -8.745 vs. JEF (-30.424). JEF has higher annual earnings (EBITDA): 3.21B vs. MORN (427M). JEF has more cash in the bank: 2.61B vs. MORN (389M). MORN has less debt than JEF: MORN (1.16B) vs JEF (16.1B). JEF has higher revenues than MORN: JEF (7.44B) vs MORN (2.04B).
JEFMORNJEF / MORN
Capitalization9.19B13.2B70%
EBITDA3.21B427M752%
Gain YTD-30.424-8.745348%
P/E Ratio39.5993.1343%
Revenue7.44B2.04B365%
Total Cash2.61B389M670%
Total Debt16.1B1.16B1,388%
FUNDAMENTALS RATINGS
JEF vs MORN: Fundamental Ratings
JEF
MORN
OUTLOOK RATING
1..100
279
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
84
Overvalued
PROFIT vs RISK RATING
1..100
3738
SMR RATING
1..100
8040
PRICE GROWTH RATING
1..100
5251
P/E GROWTH RATING
1..100
9492
SEASONALITY SCORE
1..100
n/an/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

JEF's Valuation (26) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (84) in the Financial Publishing Or Services industry. This means that JEF’s stock grew somewhat faster than MORN’s over the last 12 months.

JEF's Profit vs Risk Rating (37) in the Investment Banks Or Brokers industry is in the same range as MORN (38) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to MORN’s over the last 12 months.

MORN's SMR Rating (40) in the Financial Publishing Or Services industry is somewhat better than the same rating for JEF (80) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew somewhat faster than JEF’s over the last 12 months.

MORN's Price Growth Rating (51) in the Financial Publishing Or Services industry is in the same range as JEF (52) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to JEF’s over the last 12 months.

MORN's P/E Growth Rating (92) in the Financial Publishing Or Services industry is in the same range as JEF (94) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to JEF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JEFMORN
RSI
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
57%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
58%
Momentum
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
63%
MACD
ODDS (%)
Bullish Trend 3 days ago
73%
Bullish Trend 3 days ago
74%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
63%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 3 days ago
65%
Advances
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 8 days ago
65%
Declines
ODDS (%)
Bearish Trend 10 days ago
63%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
50%
Aroon
ODDS (%)
Bearish Trend 8 days ago
64%
Bullish Trend 3 days ago
49%
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JEF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
MORN
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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JEF and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEF has been closely correlated with EVR. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then EVR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEF
1D Price
Change %
JEF100%
-0.24%
EVR - JEF
87%
Closely correlated
+1.74%
PIPR - JEF
84%
Closely correlated
-0.98%
GS - JEF
84%
Closely correlated
+1.29%
SF - JEF
83%
Closely correlated
-0.22%
MC - JEF
82%
Closely correlated
-0.57%
More

MORN and

Correlation & Price change

A.I.dvisor indicates that over the last year, MORN has been closely correlated with MCO. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if MORN jumps, then MCO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MORN
1D Price
Change %
MORN100%
-0.35%
MCO - MORN
75%
Closely correlated
-1.17%
SPGI - MORN
74%
Closely correlated
-0.70%
NDAQ - MORN
72%
Closely correlated
-0.63%
FDS - MORN
67%
Closely correlated
+1.87%
JEF - MORN
64%
Loosely correlated
-0.24%
More