IX
Price
$105.53
Change
-$1.46 (-1.36%)
Updated
Dec 18, 04:59 PM (EDT)
54 days until earnings call
JEF
Price
$75.79
Change
-$3.40 (-4.29%)
Updated
Dec 18, 04:59 PM (EDT)
26 days until earnings call
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IX vs JEF

Header iconIX vs JEF Comparison
Open Charts IX vs JEFBanner chart's image
ORIX
Price$105.53
Change-$1.46 (-1.36%)
Volume$600
CapitalizationN/A
Jefferies Financial Group
Price$75.79
Change-$3.40 (-4.29%)
Volume$19.24K
CapitalizationN/A
IX vs JEF Comparison Chart
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IX
Daily Signalchanged days ago
Gain/Loss if bought
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JEF
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IX vs. JEF commentary
Dec 19, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IX is a Hold and JEF is a Hold.

COMPARISON
Comparison
Dec 19, 2024
Stock price -- (IX: $106.99 vs. JEF: $79.19)
Brand notoriety: IX and JEF are both not notable
IX represents the Financial Conglomerates, while JEF is part of the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: IX: 82% vs. JEF: 104%
Market capitalization -- IX: $24.17B vs. JEF: $9.18B
IX [@Financial Conglomerates] is valued at $24.17B. JEF’s [@Investment Banks/Brokers] market capitalization is $9.18B. The market cap for tickers in the [@Financial Conglomerates] industry ranges from $590.24B to $0. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Financial Conglomerates] industry is $2.71B. The average market capitalization across the [@Investment Banks/Brokers] industry is $11.6B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IX’s FA Score shows that 3 FA rating(s) are green whileJEF’s FA Score has 2 green FA rating(s).

  • IX’s FA Score: 3 green, 2 red.
  • JEF’s FA Score: 2 green, 3 red.
According to our system of comparison, IX is a better buy in the long-term than JEF.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IX’s TA Score shows that 4 TA indicator(s) are bullish while JEF’s TA Score has 3 bullish TA indicator(s).

  • IX’s TA Score: 4 bullish, 7 bearish.
  • JEF’s TA Score: 3 bullish, 5 bearish.
According to our system of comparison, both IX and JEF are a bad buy in the short-term.

Price Growth

IX (@Financial Conglomerates) experienced а -3.94% price change this week, while JEF (@Investment Banks/Brokers) price change was +0.97% for the same time period.

The average weekly price growth across all stocks in the @Financial Conglomerates industry was -0.30%. For the same industry, the average monthly price growth was +5.14%, and the average quarterly price growth was +30.89%.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -2.36%. For the same industry, the average monthly price growth was +3.12%, and the average quarterly price growth was +30.56%.

Reported Earning Dates

IX is expected to report earnings on Feb 10, 2025.

JEF is expected to report earnings on Apr 01, 2025.

Industries' Descriptions

@Financial Conglomerates (-0.30% weekly)

Financial conglomerates usually encompass a wide range of financial services including (not necessarily limited to) investment banking, insurance, capital raising/underwriting, trading of financial securities, investment advisory services, wealth management of high net-worth individuals, and retail banking. Think Citigroup, American Express Company, ING Group.

@Investment Banks/Brokers (-2.36% weekly)

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IX($24.2B) has a higher market cap than JEF($9.19B). JEF has higher P/E ratio than IX: JEF (39.59) vs IX (9.32). JEF YTD gains are higher at: 100.847 vs. IX (16.460). JEF has less debt than IX: JEF (16.1B) vs IX (6.24T). IX has higher revenues than JEF: IX (1.81T) vs JEF (7.44B).
IXJEFIX / JEF
Capitalization24.2B9.19B263%
EBITDAN/A3.21B-
Gain YTD16.460100.84716%
P/E Ratio9.3239.5924%
Revenue1.81T7.44B24,311%
Total CashN/A2.61B-
Total Debt6.24T16.1B38,752%
FUNDAMENTALS RATINGS
IX vs JEF: Fundamental Ratings
IX
JEF
OUTLOOK RATING
1..100
5882
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
28
Undervalued
PROFIT vs RISK RATING
1..100
333
SMR RATING
1..100
182
PRICE GROWTH RATING
1..100
5636
P/E GROWTH RATING
1..100
8469
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

IX's Valuation (19) in the Finance Or Rental Or Leasing industry is in the same range as JEF (28) in the Investment Banks Or Brokers industry. This means that IX’s stock grew similarly to JEF’s over the last 12 months.

JEF's Profit vs Risk Rating (3) in the Investment Banks Or Brokers industry is in the same range as IX (33) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to IX’s over the last 12 months.

IX's SMR Rating (1) in the Finance Or Rental Or Leasing industry is significantly better than the same rating for JEF (82) in the Investment Banks Or Brokers industry. This means that IX’s stock grew significantly faster than JEF’s over the last 12 months.

JEF's Price Growth Rating (36) in the Investment Banks Or Brokers industry is in the same range as IX (56) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to IX’s over the last 12 months.

JEF's P/E Growth Rating (69) in the Investment Banks Or Brokers industry is in the same range as IX (84) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to IX’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IXJEF
RSI
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
62%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
66%
Bearish Trend 2 days ago
51%
Momentum
ODDS (%)
Bearish Trend 2 days ago
43%
Bullish Trend 2 days ago
87%
MACD
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
43%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
48%
Bullish Trend 2 days ago
80%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
45%
Bullish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 16 days ago
57%
Bullish Trend 7 days ago
78%
Declines
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 15 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
55%
Aroon
ODDS (%)
Bullish Trend 2 days ago
53%
Bullish Trend 2 days ago
68%
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IX
Daily Signalchanged days ago
Gain/Loss if bought
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JEF
Daily Signalchanged days ago
Gain/Loss if bought
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IX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IX has been loosely correlated with NMR. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if IX jumps, then NMR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IX
1D Price
Change %
IX100%
-0.89%
NMR - IX
53%
Loosely correlated
-3.04%
SF - IX
36%
Loosely correlated
-2.08%
AER - IX
36%
Loosely correlated
-2.25%
BBDC - IX
35%
Loosely correlated
-0.73%
JEF - IX
34%
Loosely correlated
-3.13%
More

JEF and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEF has been closely correlated with EVR. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then EVR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEF
1D Price
Change %
JEF100%
-3.13%
EVR - JEF
76%
Closely correlated
-2.74%
MC - JEF
73%
Closely correlated
-2.09%
PIPR - JEF
72%
Closely correlated
-2.85%
GS - JEF
72%
Closely correlated
-1.99%
MS - JEF
67%
Closely correlated
-1.00%
More