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Jefferies Financial Group Inc.（JEF）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
Jefferies Financial Group Inc.的季度营收约是STIFEL FINANCIAL CORP的1.5倍（$1.7B vs $1.1B）。STIFEL FINANCIAL CORP净利率更高（23.5% vs 12.6%，领先10.8%）。Jefferies Financial Group Inc.自由现金流更多（$1.9B vs $369.0M）
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
JEF vs SF — 直观对比
营收规模更大
JEF
是对方的1.5倍
$1.1B
净利率更高
SF
高出10.8%
12.6%
自由现金流更多
JEF
多$1.5B
$369.0M
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.1B |
| 净利润 | $211.3M | $264.4M |
| 毛利率 | 95.7% | — |
| 营业利润率 | 15.2% | 27.3% |
| 净利率 | 12.6% | 23.5% |
| 营收同比 | — | 23.0% |
| 净利润同比 | — | 8.3% |
| 每股收益（稀释后） | $0.85 | $2.30 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收JEFSF
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.5B | $962.6M | ||
| Q2 25 | $1.2B | $838.9M | ||
| Q1 25 | $1.1B | $842.5M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | $1.2B | $810.9M | ||
| Q2 24 | $1.0B | $798.9M | ||
| Q1 24 | $971.2M | $768.1M |
净利润JEFSF
| Q4 25 | $211.3M | $264.4M | ||
| Q3 25 | $242.5M | $211.4M | ||
| Q2 25 | $91.4M | $155.1M | ||
| Q1 25 | $136.8M | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | $181.0M | $158.5M | ||
| Q2 24 | $154.7M | $165.3M | ||
| Q1 24 | $156.4M | $163.6M |
毛利率JEFSF
| Q4 25 | 95.7% | — | ||
| Q3 25 | 97.7% | — | ||
| Q2 25 | 96.5% | — | ||
| Q1 25 | 96.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 96.9% | — | ||
| Q2 24 | 96.4% | — | ||
| Q1 24 | 96.4% | — |
营业利润率JEFSF
| Q4 25 | 15.2% | 27.3% | ||
| Q3 25 | 22.1% | 29.7% | ||
| Q2 25 | 11.0% | 25.5% | ||
| Q1 25 | 13.2% | 7.5% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | 20.7% | 26.7% | ||
| Q2 24 | 22.0% | 28.4% | ||
| Q1 24 | 22.7% | 28.5% |
净利率JEFSF
| Q4 25 | 12.6% | 23.5% | ||
| Q3 25 | 16.1% | 22.0% | ||
| Q2 25 | 7.4% | 18.5% | ||
| Q1 25 | 12.0% | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 14.8% | 19.5% | ||
| Q2 24 | 14.9% | 20.7% | ||
| Q1 24 | 16.1% | 21.3% |
每股收益（稀释后）JEFSF
| Q4 25 | $0.85 | $2.30 | ||
| Q3 25 | $1.01 | $1.84 | ||
| Q2 25 | $0.40 | $1.34 | ||
| Q1 25 | $0.57 | $0.39 | ||
| Q4 24 | — | $2.10 | ||
| Q3 24 | $0.75 | $1.34 | ||
| Q2 24 | $0.64 | $1.41 | ||
| Q1 24 | $0.66 | $1.40 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $14.0B | $2.3B |
| 总债务越低越好 | $15.9B | $617.4M |
| 股东权益账面价值 | $10.6B | $6.0B |
| 总资产 | $76.0B | $41.3B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资JEFSF
| Q4 25 | $14.0B | $2.3B | ||
| Q3 25 | $11.5B | $3.2B | ||
| Q2 25 | $11.3B | $1.9B | ||
| Q1 25 | $11.2B | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $10.6B | $1.9B | ||
| Q2 24 | $10.8B | $2.6B | ||
| Q1 24 | $7.6B | $3.4B |
总债务JEFSF
| Q4 25 | $15.9B | $617.4M | ||
| Q3 25 | $16.0B | $617.2M | ||
| Q2 25 | $15.4B | $617.0M | ||
| Q1 25 | $14.8B | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | $12.9B | $616.4M | ||
| Q2 24 | $12.7B | $1.1B | ||
| Q1 24 | $9.9B | $1.1B |
股东权益JEFSF
| Q4 25 | $10.6B | $6.0B | ||
| Q3 25 | $10.4B | $5.8B | ||
| Q2 25 | $10.3B | $5.6B | ||
| Q1 25 | $10.2B | $5.5B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | $10.0B | $5.6B | ||
| Q2 24 | $9.9B | $5.4B | ||
| Q1 24 | $9.8B | $5.3B |
总资产JEFSF
| Q4 25 | $76.0B | $41.3B | ||
| Q3 25 | $69.3B | $41.7B | ||
| Q2 25 | $67.3B | $39.9B | ||
| Q1 25 | $70.2B | $40.4B | ||
| Q4 24 | — | $39.9B | ||
| Q3 24 | $63.3B | $38.9B | ||
| Q2 24 | $63.0B | $37.8B | ||
| Q1 24 | $60.9B | $38.3B |
负债/权益比JEFSF
| Q4 25 | 1.50× | 0.10× | ||
| Q3 25 | 1.53× | 0.11× | ||
| Q2 25 | 1.49× | 0.11× | ||
| Q1 25 | 1.45× | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | 1.29× | 0.11× | ||
| Q2 24 | 1.28× | 0.21× | ||
| Q1 24 | 1.01× | 0.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $2.0B | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | $369.0M |
| 自由现金流率自由现金流/营收 | 114.2% | 32.7% |
| 资本支出强度资本支出/营收 | 3.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 9.30× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $-1.7B | $1.1B |
8季度趋势，按日历期对齐
经营现金流JEFSF
| Q4 25 | $2.0B | $382.4M | ||
| Q3 25 | $184.2M | $338.3M | ||
| Q2 25 | $-978.3M | $607.5M | ||
| Q1 25 | $-2.7B | $-211.2M | ||
| Q4 24 | — | $694.6M | ||
| Q3 24 | — | $198.3M | ||
| Q2 24 | — | $207.2M | ||
| Q1 24 | $-1.3B | $-609.7M |
自由现金流JEFSF
| Q4 25 | $1.9B | $369.0M | ||
| Q3 25 | $126.0M | $321.1M | ||
| Q2 25 | $-1.0B | $592.7M | ||
| Q1 25 | $-2.7B | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $185.6M | ||
| Q2 24 | — | $173.3M | ||
| Q1 24 | $-1.4B | $-619.4M |
自由现金流率JEFSF
| Q4 25 | 114.2% | 32.7% | ||
| Q3 25 | 8.4% | 33.4% | ||
| Q2 25 | -83.3% | 70.6% | ||
| Q1 25 | -237.2% | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | -139.4% | -80.6% |
资本支出强度JEFSF
| Q4 25 | 3.4% | 1.2% | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 3.6% | 1.8% | ||
| Q1 25 | 4.3% | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | 9.9% | 1.3% |
现金转化率JEFSF
| Q4 25 | 9.30× | 1.45× | ||
| Q3 25 | 0.76× | 1.60× | ||
| Q2 25 | -10.70× | 3.92× | ||
| Q1 25 | -19.48× | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | -8.04× | -3.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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% |
SF
暂无分部数据
