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JEF vs PIPR
Which Stock Would AI Choose? Jefferies Financial Group (JEF) vs. Piper Sandler Companies (PIPR) Stock Comparison
Key Takeaways
- JEF has demonstrated robust recent momentum, gaining over 21% in the past month amid post-earnings strength and capital markets activity.
- PIPR offers superior longer-term performance with a 57% one-year return, supported by consistent earnings beats and sector expertise.
- Both firms reported strong quarterly revenue growth—JEF at 26.6% and PIPR at 37.6% year-over-year—reflecting favorable market conditions in investment banking.
- JEF's lower trailing P/E ratio of 15.9 compared to PIPR's 22.2 suggests relative value in the larger global player.
- Market caps differ notably, with JEF at approximately $9.7 billion versus PIPR's $6.3 billion, highlighting scale advantages.
- Dividend yields remain attractive: JEF at 3.5% and PIPR at 0.8%.
Introduction
Jefferies Financial Group (JEF) and Piper Sandler Companies (PIPR) are prominent players in the investment banking sector, offering services in mergers and acquisitions (M&A), capital markets, and institutional brokerage. This comparison is particularly relevant for traders seeking momentum plays and investors evaluating relative performance in a volatile market environment characterized by shifting interest rates and deal activity. Both stocks have shown resilience amid broader financial sector trends, providing insights into growth drivers, valuation, and sentiment for portfolio diversification or sector rotation strategies.
JEF Overview and Recent Performance
Jefferies Financial Group Inc. (JEF) is a global full-service investment banking and capital markets firm, providing advisory, underwriting, trading, and asset management services across equities, fixed income, and alternatives. In recent market activity, JEF shares have exhibited strong upward momentum, rising over 21% in the past month following a positive earnings response and the pricing of $1.1 billion in senior notes due 2031. This performance has been influenced by robust quarterly revenue growth of 26.6% year-over-year to $2.02 billion in the latest period, alongside net income of $155.7 million, reflecting strength in investment banking and capital markets amid favorable trading volumes. Sentiment has improved due to analyst coverage on key holdings and expectations for continued deal flow, though year-to-date returns remain mixed amid broader sector pressures.
PIPR Overview and Recent Performance
Piper Sandler Companies (PIPR) operates as a middle-market investment bank specializing in M&A advisory, equity and debt capital markets, and institutional sales and trading, with a focus on sectors like healthcare, industrials, and consumer. Recent weeks have seen PIPR shares trade in a stable range around $88, supported by anticipation for first-quarter 2026 results due May 1 and ongoing analyst adjustments to price targets on portfolio companies. The firm posted 37.6% quarterly revenue growth year-over-year in its latest quarter, with revenue at $635 million and net income of $123 million, driven by elevated advisory fees and trading activity. Performance reflects steady institutional demand, though modest year-to-date gains highlight sensitivity to market volatility in fixed income and equities.
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Head-to-Head Comparison
Both JEF and PIPR thrive on investment banking fees and trading volumes, but JEF’s global scale and diversified asset management provide broader sector exposure compared to PIPR’s middle-market focus on niche advisory. Growth drivers differ: JEF benefits from larger debt underwriting and prime brokerage, while PIPR leverages specialized M&A in healthcare and public finance. Recent momentum favors JEF with sharper short-term gains, versus PIPR’s steadier multi-year trajectory. Risk factors include cyclical deal flow for both, though JEF’s lower P/E and higher dividend yield offer value trade-offs against PIPR’s premium valuation tied to earnings consistency. Market sentiment tilts toward JEF on capital raises, while PIPR gains from research visibility.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward JEF with higher probability in the near term, based on consistent trend strength, undervalued metrics like a trailing P/E under 16, and catalysts from recent capital markets activity. PIPR remains competitive for stability-focused strategies given its revenue acceleration and longer-term outperformance, but relative positioning favors JEF amid current momentum.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
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 Hold and PIPR is a Hold.
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 0 FA rating(s) are green whilePIPR’s FA Score has 2 green FA rating(s).
- JEF’s FA Score: 0 green, 5 red.
- PIPR’s FA Score: 2 green, 3 red.
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 4 TA indicator(s) are bullish while PIPR’s TA Score has 5 bullish TA indicator(s).
- JEF’s TA Score: 4 bullish, 4 bearish.
- PIPR’s TA Score: 5 bullish, 5 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а +6.87% price change this week, while PIPR (@Investment Banks/Brokers) price change was +5.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +2.38%. For the same industry, the average monthly price growth was +1.99%, and the average quarterly price growth was -5.08%.
Reported Earning Dates
JEF is expected to report earnings on Jun 24, 2026.
PIPR is expected to report earnings on Jul 24, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+2.38% 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.
| JEF | PIPR | JEF / PIPR | |
| Capitalization | 12.7B | 5.53B | 230% |
| EBITDA | 4.61B | N/A | - |
| Gain YTD | 1.380 | -2.787 | -50% |
| P/E Ratio | 20.84 | 20.63 | 101% |
| Revenue | 11.2B | 1.95B | 573% |
| Total Cash | 5.15B | N/A | - |
| Total Debt | 25.9B | 112M | 23,125% |
JEF | PIPR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 42 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 16 Undervalued | |
PROFIT vs RISK RATING 1..100 | 54 | 20 | |
SMR RATING 1..100 | 83 | 42 | |
PRICE GROWTH RATING 1..100 | 39 | 49 | |
P/E GROWTH RATING 1..100 | 41 | 60 | |
SEASONALITY SCORE 1..100 | 49 | 47 |
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.
PIPR's Valuation (16) in the null industry is somewhat better than the same rating for JEF (70) in the Investment Banks Or Brokers industry. This means that PIPR’s stock grew somewhat faster than JEF’s over the last 12 months.
PIPR's Profit vs Risk Rating (20) in the null industry is somewhat better than the same rating for JEF (54) in the Investment Banks Or Brokers industry. This means that PIPR’s stock grew somewhat faster than JEF’s over the last 12 months.
PIPR's SMR Rating (42) in the null industry is somewhat better than the same rating for JEF (83) in the Investment Banks Or Brokers industry. This means that PIPR’s stock grew somewhat faster than JEF’s over the last 12 months.
JEF's Price Growth Rating (39) in the Investment Banks Or Brokers industry is in the same range as PIPR (49) in the null industry. This means that JEF’s stock grew similarly to PIPR’s over the last 12 months.
JEF's P/E Growth Rating (41) in the Investment Banks Or Brokers industry is in the same range as PIPR (60) in the null industry. This means that JEF’s stock grew similarly to PIPR’s over the last 12 months.
| JEF | PIPR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 66% | 1 day ago 88% |
| Stochastic ODDS (%) | 1 day ago 52% | 1 day ago 67% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 84% |
| MACD ODDS (%) | 1 day ago 77% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 72% |
| TrendMonth ODDS (%) | 1 day ago 76% | 1 day ago 71% |
| Advances ODDS (%) | 4 days ago 77% | 4 days ago 71% |
| Declines ODDS (%) | 25 days ago 65% | 19 days ago 63% |
| BollingerBands ODDS (%) | 1 day ago 60% | 1 day ago 54% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 57% |
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JEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEF has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEF jumps, then RJF could also see price increases.
PIPR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PIPR has been closely correlated with RJF. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if PIPR jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To PIPR | 1D Price Change % | ||
|---|---|---|---|---|
| PIPR | 100% | -0.20% | ||
| RJF - PIPR | 78% Closely correlated | +0.29% | ||
| EVR - PIPR | 78% Closely correlated | -1.81% | ||
| MC - PIPR | 76% Closely correlated | -4.44% | ||
| PWP - PIPR | 75% Closely correlated | -3.09% | ||
| SF - PIPR | 73% Closely correlated | -1.08% | ||
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