WallStSmart

Jefferies Financial Group Inc (JEF)vsNomura Holdings Inc ADR (NMR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nomura Holdings Inc ADR generates 40024% more annual revenue ($2.17T vs $5.40B). JEF leads profitability with a 23.0% profit margin vs 16.7%. NMR appears more attractively valued with a PEG of 0.82. JEF earns a higher WallStSmart Score of 72/100 (B).

JEF

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 5.5Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 0.84

NMR

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 7.7Quality: 3.5
Piotroski: 4/9Altman Z: 0.53

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JEF5 strengths · Avg: 8.6/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
26.6%8/10

Revenue surging 26.6% year-over-year

EPS GrowthGrowth
22.8%8/10

Earnings expanding 22.8% YoY

NMR4 strengths · Avg: 9.0/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.828/10

Growing faster than its price suggests

Revenue GrowthGrowth
27.5%8/10

Revenue surging 27.5% year-over-year

Areas to Watch

JEF4 concerns · Avg: 3.0/10
PEG RatioValuation
1.634/10

Expensive relative to growth rate

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.10B2/10

Negative free cash flow — burning cash

NMR4 concerns · Avg: 2.3/10
EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Free Cash FlowQuality
$-1.20T2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.532/10

Distress zone — elevated risk

Debt/EquityHealth
4.671/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : JEF

The strongest argument for JEF centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 23.0% and operating margin at 13.4%. Revenue growth of 26.6% demonstrates continued momentum.

Bull Case : NMR

The strongest argument for NMR centers on P/E Ratio, Price/Book, PEG Ratio. Profitability is solid with margins at 16.7% and operating margin at 18.7%. Revenue growth of 27.5% demonstrates continued momentum.

Bear Case : JEF

The primary concerns for JEF are PEG Ratio, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.04 is elevated, increasing financial risk.

Bear Case : NMR

The primary concerns for NMR are EPS Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.67 is elevated, increasing financial risk.

Key Dynamics to Monitor

JEF carries more volatility with a beta of 1.50 — expect wider price swings.

NMR is growing revenue faster at 27.5% — sustainability is the question.

JEF generates stronger free cash flow (-1.1B), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JEF scores higher overall (72/100 vs 70/100), backed by strong 23.0% margins and 26.6% revenue growth. Both earn "Strong 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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