JEF
Price
$62.56
Change
+$3.41 (+5.77%)
Updated
Aug 22, 04:59 PM (EDT)
Capitalization
12.9B
33 days until earnings call
MORN
Price
$263.87
Change
+$5.20 (+2.01%)
Updated
Aug 22, 04:59 PM (EDT)
Capitalization
11.13B
61 days until earnings call
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JEF vs MORN

Header iconJEF vs MORN Comparison
Open Charts JEF vs MORNBanner chart's image
Jefferies Financial Group
Price$62.56
Change+$3.41 (+5.77%)
Volume$7.55K
Capitalization12.9B
Morningstar
Price$263.87
Change+$5.20 (+2.01%)
Volume$2.12K
Capitalization11.13B
JEF vs MORN Comparison Chart in %
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JEF
Daily Signalchanged days ago
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MORN
Daily Signalchanged days ago
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JEF vs. MORN commentary
Aug 23, 2025

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 JEF is a Buy and MORN is a Hold.

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COMPARISON
Comparison
Aug 23, 2025
Stock price -- (JEF: $62.54 vs. MORN: $263.82)
Brand notoriety: JEF and MORN are both not notable
JEF represents the Investment Banks/Brokers, while MORN is part of the Financial Publishing/Services industry
Current volume relative to the 65-day Moving Average: JEF: 66% vs. MORN: 85%
Market capitalization -- JEF: $12.9B vs. MORN: $11.13B
JEF [@Investment Banks/Brokers] is valued at $12.9B. MORN’s [@Financial Publishing/Services] market capitalization is $11.13B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The market cap for tickers in the [@Financial Publishing/Services] industry ranges from $169.95B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $10.06B. The average market capitalization across the [@Financial Publishing/Services] industry is $31.47B.

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).

JEF’s FA Score shows that 1 FA rating(s) are green whileMORN’s FA Score has 0 green FA rating(s).

  • JEF’s FA Score: 1 green, 4 red.
  • MORN’s FA Score: 0 green, 5 red.
According to our system of comparison, JEF is a better buy in the long-term than MORN.

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.

JEF’s TA Score shows that 3 TA indicator(s) are bullish while MORN’s TA Score has 5 bullish TA indicator(s).

  • JEF’s TA Score: 3 bullish, 5 bearish.
  • MORN’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, MORN is a better buy in the short-term than JEF.

Price Growth

JEF (@Investment Banks/Brokers) experienced а +4.51% price change this week, while MORN (@Financial Publishing/Services) price change was +2.01% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.88%. For the same industry, the average monthly price growth was -0.36%, and the average quarterly price growth was +13.89%.

The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -0.08%. For the same industry, the average monthly price growth was -1.52%, and the average quarterly price growth was +12.78%.

Reported Earning Dates

JEF is expected to report earnings on Sep 24, 2025.

MORN is expected to report earnings on Oct 22, 2025.

Industries' Descriptions

@Investment Banks/Brokers (-0.88% 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.

@Financial Publishing/Services (-0.08% weekly)

The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.

SUMMARIES
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FUNDAMENTALS
Fundamentals
JEF($12.9B) has a higher market cap than MORN($11.1B). MORN has higher P/E ratio than JEF: MORN (28.07) vs JEF (24.15). JEF YTD gains are higher at: -18.623 vs. MORN (-21.309). JEF has higher annual earnings (EBITDA): 4.58B vs. MORN (772M). JEF has more cash in the bank: 3.98B vs. MORN (542M). MORN has less debt than JEF: MORN (1.03B) vs JEF (22.9B). JEF has higher revenues than MORN: JEF (10.4B) vs MORN (2.35B).
JEFMORNJEF / MORN
Capitalization12.9B11.1B116%
EBITDA4.58B772M594%
Gain YTD-18.623-21.30987%
P/E Ratio24.1528.0786%
Revenue10.4B2.35B443%
Total Cash3.98B542M733%
Total Debt22.9B1.03B2,215%
FUNDAMENTALS RATINGS
JEF vs MORN: Fundamental Ratings
JEF
MORN
OUTLOOK RATING
1..100
7660
VALUATION
overvalued / fair valued / undervalued
1..100
33
Fair valued
67
Overvalued
PROFIT vs RISK RATING
1..100
3960
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
4881
P/E GROWTH RATING
1..100
8394
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.

JEF's Valuation (33) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (67) in the Financial Publishing Or Services industry. This means that JEF’s stock grew somewhat faster than MORN’s over the last 12 months.

JEF's Profit vs Risk Rating (39) in the Investment Banks Or Brokers industry is in the same range as MORN (60) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to MORN’s over the last 12 months.

JEF's SMR Rating (100) in the Investment Banks Or Brokers industry is in the same range as MORN (100) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to MORN’s over the last 12 months.

JEF's Price Growth Rating (48) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (81) in the Financial Publishing Or Services industry. This means that JEF’s stock grew somewhat faster than MORN’s over the last 12 months.

JEF's P/E Growth Rating (83) in the Investment Banks Or Brokers industry is in the same range as MORN (94) in the Financial Publishing Or Services industry. This means that JEF’s stock grew similarly to MORN’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JEFMORN
RSI
ODDS (%)
Bearish Trend 2 days ago
54%
Bullish Trend 2 days ago
63%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
55%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
76%
Bearish Trend 2 days ago
55%
MACD
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
68%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
52%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
76%
Bearish Trend 2 days ago
51%
Advances
ODDS (%)
Bullish Trend 10 days ago
76%
Bullish Trend 3 days ago
63%
Declines
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 5 days ago
56%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
64%
Aroon
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
52%
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JEF
Daily Signalchanged days ago
Gain/Loss if bought
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MORN
Daily Signalchanged days ago
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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 87% 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%
+5.73%
EVR - JEF
87%
Closely correlated
+4.87%
SF - JEF
86%
Closely correlated
+3.33%
GS - JEF
85%
Closely correlated
+3.62%
MS - JEF
84%
Closely correlated
+2.76%
MC - JEF
83%
Closely correlated
+4.57%
More

MORN and

Correlation & Price change

A.I.dvisor indicates that over the last year, MORN has been closely correlated with MCO. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MORN jumps, then MCO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MORN
1D Price
Change %
MORN100%
+1.99%
MCO - MORN
74%
Closely correlated
+1.28%
SPGI - MORN
69%
Closely correlated
+0.76%
NDAQ - MORN
68%
Closely correlated
+0.84%
MSCI - MORN
65%
Loosely correlated
+1.33%
JEF - MORN
64%
Loosely correlated
+5.73%
More