JEF
Price
$61.08
Change
-$0.07 (-0.11%)
Updated
Sep 27 closing price
PWP
Price
$19.26
Change
+$0.03 (+0.16%)
Updated
Sep 27 closing price
32 days until earnings call
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JEF vs PWP

Header iconJEF vs PWP Comparison
Open Charts JEF vs PWPBanner chart's image
Jefferies Financial Group
Price$61.08
Change-$0.07 (-0.11%)
Volume$1.49M
CapitalizationN/A
Perella Weinberg Partners
Price$19.26
Change+$0.03 (+0.16%)
Volume$306.82K
CapitalizationN/A
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JEF vs PWP Comparison Chart
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JEF
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
PWP
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
JEF vs. PWP commentary
Sep 29, 2024

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 Hold and PWP is a StrongBuy.

COMPARISON
Comparison
Sep 29, 2024
Stock price -- (JEF: $57.27 vs. PWP: $18.56)
Brand notoriety: JEF and PWP are both not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: JEF: 125% vs. PWP: 81%
Market capitalization -- JEF: $9.18B vs. PWP: $727.72M
JEF [@Investment Banks/Brokers] is valued at $9.18B. PWP’s [@Investment Banks/Brokers] market capitalization is $727.72M. 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 $11.2B.

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 3 FA rating(s) are green whilePWP’s FA Score has 1 green FA rating(s).

  • JEF’s FA Score: 3 green, 2 red.
  • PWP’s FA Score: 1 green, 4 red.
According to our system of comparison, JEF is a better buy in the long-term than PWP.

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 4 TA indicator(s) are bullish while PWP’s TA Score has 5 bullish TA indicator(s).

  • JEF’s TA Score: 4 bullish, 3 bearish.
  • PWP’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, PWP is a better buy in the short-term than JEF.

Price Growth

JEF (@Investment Banks/Brokers) experienced а -2.27% price change this week, while PWP (@Investment Banks/Brokers) price change was -7.89% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +5.47%. For the same industry, the average monthly price growth was +5.60%, and the average quarterly price growth was +9.04%.

Reported Earning Dates

JEF is expected to report earnings on Sep 25, 2024.

PWP is expected to report earnings on Oct 31, 2024.

Industries' Descriptions

@Investment Banks/Brokers (+5.47% 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
JEF($9.19B) has a higher market cap than PWP($728M). PWP YTD gains are higher at: 53.272 vs. JEF (44.567). JEF has higher annual earnings (EBITDA): 3.21B vs. PWP (-97.87M). JEF has more cash in the bank: 2.61B vs. PWP (338M). PWP has less debt than JEF: PWP (176M) vs JEF (16.1B). JEF has higher revenues than PWP: JEF (7.44B) vs PWP (649M).
JEFPWPJEF / PWP
Capitalization9.19B728M1,262%
EBITDA3.21B-97.87M-3,279%
Gain YTD44.56753.27284%
P/E Ratio39.59N/A-
Revenue7.44B649M1,147%
Total Cash2.61B338M771%
Total Debt16.1B176M9,148%
FUNDAMENTALS RATINGS
JEF: Fundamental Ratings
JEF
OUTLOOK RATING
1..100
79
VALUATION
overvalued / fair valued / undervalued
1..100
24
Undervalued
PROFIT vs RISK RATING
1..100
6
SMR RATING
1..100
88
PRICE GROWTH RATING
1..100
38
P/E GROWTH RATING
1..100
14
SEASONALITY SCORE
1..100
50

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.

TECHNICAL ANALYSIS
Technical Analysis
JEFPWP
RSI
ODDS (%)
Bearish Trend about 1 month ago
0%
Bearish Trend about 1 month ago
0%
Stochastic
ODDS (%)
Bearish Trend about 1 month ago
0%
Bearish Trend about 1 month ago
0%
Momentum
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 1 month ago
0%
MACD
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 1 month ago
0%
TrendWeek
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 1 month ago
0%
TrendMonth
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 1 month ago
0%
Advances
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 2 months ago
74%
Declines
ODDS (%)
Bearish Trend about 2 months ago
63%
Bearish Trend about 2 months ago
69%
BollingerBands
ODDS (%)
N/A
Bullish Trend about 1 month ago
0%
Aroon
ODDS (%)
Bullish Trend about 1 month ago
0%
Bullish Trend about 1 month ago
0%
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JEF
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
PWP
Daily Signalchanged days ago
Gain/Loss if shorted
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 MS. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then MS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEF
1D Price
Change %
JEF100%
-4.47%
MS - JEF
67%
Closely correlated
-4.19%
MC - JEF
65%
Loosely correlated
-3.25%
PIPR - JEF
64%
Loosely correlated
-3.76%
LAZ - JEF
58%
Loosely correlated
-3.71%
RJF - JEF
54%
Loosely correlated
-0.24%
More

PWP and

Correlation & Price change

A.I.dvisor indicates that over the last year, PWP has been loosely correlated with EVR. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if PWP jumps, then EVR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PWP
1D Price
Change %
PWP100%
-5.06%
EVR - PWP
55%
Loosely correlated
-3.34%
MC - PWP
55%
Loosely correlated
-3.25%
HLI - PWP
50%
Loosely correlated
-2.95%
PIPR - PWP
49%
Loosely correlated
-3.76%
JEF - PWP
47%
Loosely correlated
-4.47%
More