Jefferies Financial Group Inc. (JEF) vs Nomura Holdings Inc ADR (NMR)

Jefferies Financial Group Inc. and Nomura Holdings Inc ADR are both Capital Markets companies. Nomura Holdings Inc ADR is the larger, with a market value of $28.6B against $10.7B — 2.7× the size. Nomura Holdings Inc ADR trades at the lower P/E: 10.3× against 13.0×. Jefferies Financial Group Inc. grew revenue faster over the last twelve months: 21.4% against 9.61%. Jefferies Financial Group Inc. has the higher net margin (9.56% vs 8.90%) and the higher return on invested capital (7.49% vs 0.00%). Both pay a dividend; Jefferies Financial Group Inc. yields more (3.09% vs 2.73%). Across the 22 metrics below, Nomura Holdings Inc ADR leads on 13 and Jefferies Financial Group Inc. on 9.

Valuation

Metric JEF NMR Capital Markets median
P/E 12.99 10.27 15.78
P/S 1.20 0.89 2.32
P/B 0.95 1.17 1.89
Price to free cash flow 5.64 5.49 6.25
EV/EBITDA 9.09 n/m 8.87
EV/Sales 2.34 (3.26) 2.28
Earnings yield 7.70% 9.74% (3.77%)
Free cash flow yield 17.74% 18.20% (1.49%)

Profitability

Metric JEF NMR Capital Markets median
Gross margin 97.99% 95.73% 62.80%
Operating margin 23.41% 73.13% 0.00%
Net margin 9.56% 8.90% (0.55%)
Free cash flow margin 21.33% 0.00% 0.00%
Return on equity 7.59% 11.83% 0.00%
Return on assets 1.09% 0.71% 0.00%
Return on invested capital 7.49% 0.00% 0.00%

Growth

Metric JEF NMR Capital Markets median
Revenue growth (TTM) 21.44% 9.61% 21.02%
EPS growth (last fiscal year) (5.35%) 8.22% —
Revenue growth, 5-year CAGR 4.65% 15.62% 18.16%
Net income growth, 5-year CAGR (3.90%) 10.68% 0.00%

Health

Metric JEF NMR Capital Markets median
Debt to equity 1.99 8.06 0.08
Current ratio 0.98 2.00 1.51
Net debt to EBITDA 1.89 1.52 (0.24)

Dividend

Metric JEF NMR Capital Markets median
Dividend yield 3.09% 2.73% 2.20%
Payout ratio 0.86 0.00 0.00

Size

Metric JEF NMR Capital Markets median
Market cap 10.66b 28.55b 724.58m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack