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Jefferies Financial Group Inc.（JEF）とJ.M. Smucker Company (The)（SJM）の財務データ比較。上の社名をクリックして会社を切り替えられます
J.M. Smucker Company (The)の直近四半期売上が大きい（$2.3B vs $1.7B、Jefferies Financial Group Inc.の約1.4倍）。Jefferies Financial Group Inc.の純利益率が高く（12.6% vs 10.4%、差は2.3%）。Jefferies Financial Group Inc.の直近四半期フリーキャッシュフローが多い（$1.9B vs $280.2M）
ジェフェリーズ・フィナンシャル・グループはニューヨークに本拠を置く米国の金融サービス企業で、ニューヨーク証券取引所に上場しており、フォーチュン1000に選ばれています。
J.M.スマッカー社はアメリカの食品・飲料メーカーで、本社はオハイオ州オービルに所在します。1897年にアップルバター製造業として創業し、現在は一般食品、ペットフード、コーヒーの3事業を主力に展開し、主力ブランド「Smucker's」はジャム、ピーナッツバター、シロップなどを販売しています。
JEF vs SJM — 直接比較
売上が大きい
SJM
1.4倍大きい
$1.7B
純利益率が高い
JEF
純利益率が2.3%高い
10.4%
フリーキャッシュフローが多い
JEF
FCF $1.6B多い
$280.2M
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.7B | $2.3B |
| 純利益 | $211.3M | $241.3M |
| 粗利率 | 95.7% | 37.3% |
| 営業利益率 | 15.2% | 18.0% |
| 純利益率 | 12.6% | 10.4% |
| 売上前年比 | — | 2.6% |
| 純利益前年比 | — | 1084.9% |
| EPS（希薄化後） | $0.85 | $2.26 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上JEFSJM
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.0B | $2.2B | ||
| Q1 24 | $971.2M | $2.2B |
純利益JEFSJM
| Q4 25 | $211.3M | $241.3M | ||
| Q3 25 | $242.5M | $-43.9M | ||
| Q2 25 | $91.4M | $-729.0M | ||
| Q1 25 | $136.8M | $-662.3M | ||
| Q4 24 | — | $-24.5M | ||
| Q3 24 | $181.0M | $185.0M | ||
| Q2 24 | $154.7M | $245.1M | ||
| Q1 24 | $156.4M | $120.4M |
粗利率JEFSJM
| Q4 25 | 95.7% | 37.3% | ||
| Q3 25 | 97.7% | 22.5% | ||
| Q2 25 | 96.5% | 38.4% | ||
| Q1 25 | 96.4% | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | 96.9% | 37.5% | ||
| Q2 24 | 96.4% | 41.4% | ||
| Q1 24 | 96.4% | 36.9% |
営業利益率JEFSJM
| Q4 25 | 15.2% | 18.0% | ||
| Q3 25 | 22.1% | 2.2% | ||
| Q2 25 | 11.0% | -27.9% | ||
| Q1 25 | 13.2% | -27.2% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 20.7% | 16.4% | ||
| Q2 24 | 22.0% | 18.4% | ||
| Q1 24 | 22.7% | 13.3% |
純利益率JEFSJM
| Q4 25 | 12.6% | 10.4% | ||
| Q3 25 | 16.1% | -2.1% | ||
| Q2 25 | 7.4% | -34.0% | ||
| Q1 25 | 12.0% | -30.3% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 14.8% | 8.7% | ||
| Q2 24 | 14.9% | 11.1% | ||
| Q1 24 | 16.1% | 5.4% |
EPS（希薄化後）JEFSJM
| Q4 25 | $0.85 | $2.26 | ||
| Q3 25 | $1.01 | $-0.41 | ||
| Q2 25 | $0.40 | $-6.86 | ||
| Q1 25 | $0.57 | $-6.22 | ||
| Q4 24 | — | $-0.23 | ||
| Q3 24 | $0.75 | $1.74 | ||
| Q2 24 | $0.64 | $2.31 | ||
| Q1 24 | $0.66 | $1.13 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $14.0B | — |
| 総負債低いほど良い | $15.9B | $7.0B |
| 株主資本純資産 | $10.6B | $6.1B |
| 総資産 | $76.0B | $17.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.50× | 1.16× |
8四半期トレンド — 暦四半期で整列
現金・短期投資JEFSJM
| Q4 25 | $14.0B | — | ||
| Q3 25 | $11.5B | — | ||
| Q2 25 | $11.3B | — | ||
| Q1 25 | $11.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $10.6B | — | ||
| Q2 24 | $10.8B | — | ||
| Q1 24 | $7.6B | — |
総負債JEFSJM
| Q4 25 | $15.9B | $7.0B | ||
| Q3 25 | $16.0B | $7.0B | ||
| Q2 25 | $15.4B | $7.0B | ||
| Q1 25 | $14.8B | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | $12.9B | $7.8B | ||
| Q2 24 | $12.7B | $7.8B | ||
| Q1 24 | $9.9B | $8.1B |
株主資本JEFSJM
| Q4 25 | $10.6B | $6.1B | ||
| Q3 25 | $10.4B | $5.9B | ||
| Q2 25 | $10.3B | $6.1B | ||
| Q1 25 | $10.2B | $6.9B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $10.0B | $7.8B | ||
| Q2 24 | $9.9B | $7.7B | ||
| Q1 24 | $9.8B | $7.6B |
総資産JEFSJM
| Q4 25 | $76.0B | $17.6B | ||
| Q3 25 | $69.3B | $17.7B | ||
| Q2 25 | $67.3B | $17.6B | ||
| Q1 25 | $70.2B | $18.4B | ||
| Q4 24 | — | $20.0B | ||
| Q3 24 | $63.3B | $20.3B | ||
| Q2 24 | $63.0B | $20.3B | ||
| Q1 24 | $60.9B | $20.2B |
負債/資本比率JEFSJM
| Q4 25 | 1.50× | 1.16× | ||
| Q3 25 | 1.53× | 1.19× | ||
| Q2 25 | 1.49× | 1.16× | ||
| Q1 25 | 1.45× | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | 1.29× | 1.00× | ||
| Q2 24 | 1.28× | 1.01× | ||
| Q1 24 | 1.01× | 1.07× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $2.0B | $346.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.9B | $280.2M |
| FCFマージンFCF / 売上 | 114.2% | 12.0% |
| 設備投資強度設備投資 / 売上 | 3.4% | 2.8% |
| キャッシュ転換率営業CF / 純利益 | 9.30× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $-1.7B | $635.5M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローJEFSJM
| Q4 25 | $2.0B | $346.5M | ||
| Q3 25 | $184.2M | $-10.6M | ||
| Q2 25 | $-978.3M | $393.9M | ||
| Q1 25 | $-2.7B | $239.4M | ||
| Q4 24 | — | $404.2M | ||
| Q3 24 | — | $172.9M | ||
| Q2 24 | — | $428.1M | ||
| Q1 24 | $-1.3B | $406.5M |
フリーキャッシュフローJEFSJM
| Q4 25 | $1.9B | $280.2M | ||
| Q3 25 | $126.0M | $-94.9M | ||
| Q2 25 | $-1.0B | $298.9M | ||
| Q1 25 | $-2.7B | $151.3M | ||
| Q4 24 | — | $317.2M | ||
| Q3 24 | — | $49.2M | ||
| Q2 24 | — | $297.5M | ||
| Q1 24 | $-1.4B | $249.6M |
FCFマージンJEFSJM
| Q4 25 | 114.2% | 12.0% | ||
| Q3 25 | 8.4% | -4.5% | ||
| Q2 25 | -83.3% | 13.9% | ||
| Q1 25 | -237.2% | 6.9% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | -139.4% | 11.2% |
設備投資強度JEFSJM
| Q4 25 | 3.4% | 2.8% | ||
| Q3 25 | 3.9% | 4.0% | ||
| Q2 25 | 3.6% | 4.4% | ||
| Q1 25 | 4.3% | 4.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | 9.9% | 7.0% |
キャッシュ転換率JEFSJM
| Q4 25 | 9.30× | 1.44× | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | -10.70× | — | ||
| Q1 25 | -19.48× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | -8.04× | 3.38× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
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% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
