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Jefferies Financial Group Inc.（JEF）与XP Inc.（XP）财务数据对比。点击上方公司名可切换其他公司
XP Inc.的季度营收约是Jefferies Financial Group Inc.的8.1倍（$13.5B vs $1.7B）。Jefferies Financial Group Inc.净利率更高（12.6% vs 0.0%，领先12.6%）
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。
XP Inc.是巴西知名投资管理企业，提供固定收益产品、股票、投资基金、私人养老金产品，同时开展财富管理及其他金融服务。公司主要服务巴西本土客户，在圣保罗、里约热内卢、纽约、迈阿密、伦敦、日内瓦均设有办事处。
JEF vs XP — 直观对比
营收规模更大
XP
是对方的8.1倍
$1.7B
净利率更高
JEF
高出12.6%
0.0%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $13.5B |
| 净利润 | $211.3M | $22.0K |
| 毛利率 | 95.7% | — |
| 营业利润率 | 15.2% | 1.1% |
| 净利率 | 12.6% | 0.0% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.85 | $536884.00 |
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JEFXP
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.5B | $13.5B | ||
| Q2 25 | $1.2B | $8.8B | ||
| Q1 25 | $1.1B | $4.3B | ||
| Q3 24 | $1.2B | $12.6B | ||
| Q2 24 | $1.0B | $8.3B | ||
| Q1 24 | $971.2M | $4.1B |
净利润JEFXP
| Q4 25 | $211.3M | — | ||
| Q3 25 | $242.5M | $22.0K | ||
| Q2 25 | $91.4M | $22.0K | ||
| Q1 25 | $136.8M | $22.0K | ||
| Q3 24 | $181.0M | $21.0K | ||
| Q2 24 | $154.7M | $21.0K | ||
| Q1 24 | $156.4M | $21.0K |
毛利率JEFXP
| Q4 25 | 95.7% | — | ||
| Q3 25 | 97.7% | — | ||
| Q2 25 | 96.5% | — | ||
| Q1 25 | 96.4% | — | ||
| Q3 24 | 96.9% | — | ||
| Q2 24 | 96.4% | — | ||
| Q1 24 | 96.4% | — |
营业利润率JEFXP
| Q4 25 | 15.2% | — | ||
| Q3 25 | 22.1% | 1.1% | ||
| Q2 25 | 11.0% | 1.0% | ||
| Q1 25 | 13.2% | 1.1% | ||
| Q3 24 | 20.7% | 1.0% | ||
| Q2 24 | 22.0% | 0.9% | ||
| Q1 24 | 22.7% | 1.0% |
净利率JEFXP
| Q4 25 | 12.6% | — | ||
| Q3 25 | 16.1% | 0.0% | ||
| Q2 25 | 7.4% | 0.0% | ||
| Q1 25 | 12.0% | 0.0% | ||
| Q3 24 | 14.8% | 0.0% | ||
| Q2 24 | 14.9% | 0.0% | ||
| Q1 24 | 16.1% | 0.0% |
每股收益（稀释后）JEFXP
| Q4 25 | $0.85 | — | ||
| Q3 25 | $1.01 | $536884.00 | ||
| Q2 25 | $0.40 | $537811.00 | ||
| Q1 25 | $0.57 | $539533.00 | ||
| Q3 24 | $0.75 | $550958.00 | ||
| Q2 24 | $0.64 | $554030.00 | ||
| Q1 24 | $0.66 | $556675.00 |
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 | — |
| 总债务越低越好 | $15.9B | — |
| 股东权益账面价值 | $10.6B | $20.0B |
| 总资产 | $76.0B | $347.5B |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资JEFXP
| Q4 25 | $14.0B | — | ||
| Q3 25 | $11.5B | — | ||
| Q2 25 | $11.3B | — | ||
| Q1 25 | $11.2B | — | ||
| Q3 24 | $10.6B | — | ||
| Q2 24 | $10.8B | — | ||
| Q1 24 | $7.6B | — |
总债务JEFXP
| Q4 25 | $15.9B | — | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — | ||
| Q1 24 | $9.9B | — |
股东权益JEFXP
| Q4 25 | $10.6B | — | ||
| Q3 25 | $10.4B | $20.0B | ||
| Q2 25 | $10.3B | $20.0B | ||
| Q1 25 | $10.2B | $20.0B | ||
| Q3 24 | $10.0B | $19.5B | ||
| Q2 24 | $9.9B | $19.5B | ||
| Q1 24 | $9.8B | $19.5B |
总资产JEFXP
| Q4 25 | $76.0B | — | ||
| Q3 25 | $69.3B | $347.5B | ||
| Q2 25 | $67.3B | $347.5B | ||
| Q1 25 | $70.2B | $347.5B | ||
| Q3 24 | $63.3B | $249.0B | ||
| Q2 24 | $63.0B | $249.0B | ||
| Q1 24 | $60.9B | $249.0B |
负债/权益比JEFXP
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.01× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 114.2% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 9.30× | — |
| 过去12个月自由现金流最近4个季度 | $-1.7B | — |
8季度趋势，按日历期对齐
经营现金流JEFXP
| Q4 25 | $2.0B | — | ||
| Q3 25 | $184.2M | — | ||
| Q2 25 | $-978.3M | — | ||
| Q1 25 | $-2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-1.3B | — |
自由现金流JEFXP
| Q4 25 | $1.9B | — | ||
| Q3 25 | $126.0M | — | ||
| Q2 25 | $-1.0B | — | ||
| Q1 25 | $-2.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $-1.4B | — |
自由现金流率JEFXP
| Q4 25 | 114.2% | — | ||
| Q3 25 | 8.4% | — | ||
| Q2 25 | -83.3% | — | ||
| Q1 25 | -237.2% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -139.4% | — |
资本支出强度JEFXP
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 4.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 9.9% | — |
现金转化率JEFXP
| Q4 25 | 9.30× | — | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | -10.70× | — | ||
| Q1 25 | -19.48× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -8.04× | — |
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% |
XP
暂无分部数据
