Jefferies Financial Group Inc (JEF)vsNomura Holdings Inc ADR (NMR)
JEF
Jefferies Financial Group Inc
$49.15
+3.45%
FINANCIAL SERVICES · Cap: $10.29B
NMR
Nomura Holdings Inc ADR
$9.12
+0.11%
FINANCIAL SERVICES · Cap: $26.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Nomura Holdings Inc ADR generates 27279% more annual revenue ($2.33T vs $8.51B). NMR leads profitability with a 17.3% profit margin vs 11.0%. NMR appears more attractively valued with a PEG of 0.82. NMR earns a higher WallStSmart Score of 84/100 (A-).
JEF
Strong Buy67
out of 100
Grade: B-
NMR
Exceptional Buy84
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.5B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 30.8%
Revenue surging 31.2% year-over-year
Growing faster than its price suggests
Earnings expanding 42.0% YoY
Areas to Watch
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : JEF
The strongest argument for JEF centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : NMR
The strongest argument for NMR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 30.8%. Revenue growth of 31.2% demonstrates continued momentum.
Bear Case : JEF
The primary concerns for JEF are Return on Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 3.71 is elevated, increasing financial risk.
Bear Case : NMR
The primary concerns for NMR are Altman Z-Score, Debt/Equity. Debt-to-equity of 9.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
JEF profiles as a value stock while NMR is a growth play — different risk/reward profiles.
JEF carries more volatility with a beta of 1.54 — expect wider price swings.
NMR is growing revenue faster at 31.2% — sustainability is the question.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NMR scores higher overall (84/100 vs 67/100), backed by strong 17.3% margins and 31.2% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jefferies Financial Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Jefferies Financial Group Inc. is engaged in investment banking and capital markets, asset management, and direct investment businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company is headquartered in New York, New York.
Nomura Holdings Inc ADR
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Nomura Holdings, Inc. provides various financial services to individuals, corporations, financial institutions, governments, and government agencies worldwide. The company is headquartered in Tokyo, Japan.
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