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Side-by-side financial comparison of Jefferies Financial Group Inc. (JEF) and RH (RH). Click either name above to swap in a different company.
Jefferies Financial Group Inc. is the larger business by last-quarter revenue ($1.7B vs $883.8M, roughly 1.9× RH). Jefferies Financial Group Inc. runs the higher net margin — 12.6% vs 4.1%, a 8.5% gap on every dollar of revenue. Jefferies Financial Group Inc. produced more free cash flow last quarter ($1.9B vs $83.0M).
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the Fortune 1000.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
JEF vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $883.8M |
| Net Profit | $211.3M | $36.3M |
| Gross Margin | 95.7% | 44.1% |
| Operating Margin | 15.2% | 12.0% |
| Net Margin | 12.6% | 4.1% |
| Revenue YoY | — | 8.9% |
| Net Profit YoY | — | 9.3% |
| EPS (diluted) | $0.85 | $1.83 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.7B | $883.8M | ||
| Q3 25 | $1.5B | $899.2M | ||
| Q2 25 | $1.2B | $814.0M | ||
| Q1 25 | $1.1B | $812.4M | ||
| Q4 24 | — | $811.7M | ||
| Q3 24 | $1.2B | $829.7M | ||
| Q2 24 | $1.0B | $727.0M | ||
| Q1 24 | $971.2M | $738.3M |
| Q4 25 | $211.3M | $36.3M | ||
| Q3 25 | $242.5M | $51.7M | ||
| Q2 25 | $91.4M | $8.0M | ||
| Q1 25 | $136.8M | $13.9M | ||
| Q4 24 | — | $33.2M | ||
| Q3 24 | $181.0M | $29.0M | ||
| Q2 24 | $154.7M | $-3.6M | ||
| Q1 24 | $156.4M | $11.4M |
| Q4 25 | 95.7% | 44.1% | ||
| Q3 25 | 97.7% | 45.5% | ||
| Q2 25 | 96.5% | 43.7% | ||
| Q1 25 | 96.4% | 44.7% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | 96.9% | 45.2% | ||
| Q2 24 | 96.4% | 43.5% | ||
| Q1 24 | 96.4% | 43.5% |
| Q4 25 | 15.2% | 12.0% | ||
| Q3 25 | 22.1% | 14.3% | ||
| Q2 25 | 11.0% | 6.9% | ||
| Q1 25 | 13.2% | 8.7% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | 20.7% | 11.6% | ||
| Q2 24 | 22.0% | 7.5% | ||
| Q1 24 | 22.7% | 8.7% |
| Q4 25 | 12.6% | 4.1% | ||
| Q3 25 | 16.1% | 5.8% | ||
| Q2 25 | 7.4% | 1.0% | ||
| Q1 25 | 12.0% | 1.7% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | 14.8% | 3.5% | ||
| Q2 24 | 14.9% | -0.5% | ||
| Q1 24 | 16.1% | 1.5% |
| Q4 25 | $0.85 | $1.83 | ||
| Q3 25 | $1.01 | $2.62 | ||
| Q2 25 | $0.40 | $0.40 | ||
| Q1 25 | $0.57 | $0.71 | ||
| Q4 24 | — | $1.66 | ||
| Q3 24 | $0.75 | $1.45 | ||
| Q2 24 | $0.64 | $-0.20 | ||
| Q1 24 | $0.66 | $0.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $14.0B | $43.1M |
| Total DebtLower is stronger | $15.9B | — |
| Stockholders' EquityBook value | $10.6B | $3.3M |
| Total Assets | $76.0B | $4.8B |
| Debt / EquityLower = less leverage | 1.50× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.0B | $43.1M | ||
| Q3 25 | $11.5B | $34.6M | ||
| Q2 25 | $11.3B | $46.1M | ||
| Q1 25 | $11.2B | $30.4M | ||
| Q4 24 | — | $87.0M | ||
| Q3 24 | $10.6B | $78.3M | ||
| Q2 24 | $10.8B | $101.8M | ||
| Q1 24 | $7.6B | $123.7M |
| Q4 25 | $15.9B | — | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — | ||
| Q1 24 | $9.9B | — |
| Q4 25 | $10.6B | $3.3M | ||
| Q3 25 | $10.4B | $-40.9M | ||
| Q2 25 | $10.3B | $-110.8M | ||
| Q1 25 | $10.2B | $-163.6M | ||
| Q4 24 | — | $-183.0M | ||
| Q3 24 | $10.0B | $-234.7M | ||
| Q2 24 | $9.9B | $-289.9M | ||
| Q1 24 | $9.8B | $-297.4M |
| Q4 25 | $76.0B | $4.8B | ||
| Q3 25 | $69.3B | $4.7B | ||
| Q2 25 | $67.3B | $4.7B | ||
| Q1 25 | $70.2B | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $63.3B | $4.4B | ||
| Q2 24 | $63.0B | $4.2B | ||
| Q1 24 | $60.9B | $4.1B |
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.01× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $2.0B | $131.9M |
| Free Cash FlowOCF − Capex | $1.9B | $83.0M |
| FCF MarginFCF / Revenue | 114.2% | 9.4% |
| Capex IntensityCapex / Revenue | 3.4% | 5.5% |
| Cash ConversionOCF / Net Profit | 9.30× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.7B | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $131.9M | ||
| Q3 25 | $184.2M | $137.7M | ||
| Q2 25 | $-978.3M | $86.6M | ||
| Q1 25 | $-2.7B | $-18.8M | ||
| Q4 24 | — | $-31.4M | ||
| Q3 24 | — | $11.2M | ||
| Q2 24 | — | $56.1M | ||
| Q1 24 | $-1.3B | $-114.0M |
| Q4 25 | $1.9B | $83.0M | ||
| Q3 25 | $126.0M | $80.7M | ||
| Q2 25 | $-1.0B | $34.1M | ||
| Q1 25 | $-2.7B | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | — | $-37.9M | ||
| Q2 24 | — | $-10.1M | ||
| Q1 24 | $-1.4B | $-251.5M |
| Q4 25 | 114.2% | 9.4% | ||
| Q3 25 | 8.4% | 9.0% | ||
| Q2 25 | -83.3% | 4.2% | ||
| Q1 25 | -237.2% | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | -139.4% | -34.1% |
| Q4 25 | 3.4% | 5.5% | ||
| Q3 25 | 3.9% | 6.3% | ||
| Q2 25 | 3.6% | 6.5% | ||
| Q1 25 | 4.3% | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | 9.9% | 18.6% |
| Q4 25 | 9.30× | 3.64× | ||
| Q3 25 | 0.76× | 2.66× | ||
| Q2 25 | -10.70× | 10.78× | ||
| Q1 25 | -19.48× | -1.35× | ||
| Q4 24 | — | -0.95× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | — | ||
| Q1 24 | -8.04× | -10.01× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
