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JEF vs SCHD
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 SCHD is a StrongBuy.
JEF's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for JEF turned positive on October 12, 2026. Looking at past instances where JEF's MACD turned positive, the stock continued to rise in 29 of 39 cases over the following month. The odds of a continued upward trend are 74%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on JEF as a result. In 55 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.
Following a +6.01% 3-day Advance, the price is estimated to grow further. Considering data from situations where JEF advanced for three days, in 256 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
Bearish Trend Analysis
The 10-day RSI Indicator for JEF moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 54 similar instances where the indicator moved out of overbought territory. In 31 of the 54 cases, the stock moved lower in the following days. This puts the odds of a move lower at 57%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 37 of 63 cases where JEF's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 59%.
JEF moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend.
The 50-day moving average for JEF moved below the 200-day moving average on October 05, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where JEF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
JEF broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for JEF entered a downward trend on October 28, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. JEF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 75 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. JEF’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock better than average.
The Tickeron SMR rating for this company is 77 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 80 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.034) is normal, around the industry mean (3.120). P/E Ratio (12.910) is within average values for comparable stocks, (6.734). Projected Growth (PEG Ratio) (1.030) is also within normal values, averaging (0.809). Dividend Yield (0.034) settles around the average of (8.976) among similar stocks. P/S Ratio (0.889) is also within normal values, averaging (16.899).
SCHD in upward trend: 10-day moving average crossed above 50-day moving average on October 22, 2026
The 10-day moving average for SCHD crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 17 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for SCHD just turned positive on October 09, 2026. Looking at past instances where SCHD's MACD turned positive, the stock continued to rise in 40 of 46 cases over the following month. The odds of a continued upward trend are 87%.
SCHD moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +0.81% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHD advanced for three days, in 266 of 319 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
The Aroon Indicator entered an Uptrend today. In 282 of 364 cases where SCHD Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 77%.
Bearish Trend Analysis
The 10-day RSI Indicator for SCHD moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 42 similar instances where the indicator moved out of overbought territory. In 32 of the 42 cases, the stock moved lower in the following days. This puts the odds of a move lower at 76%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 43 of 64 cases where SCHD's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 67%.
The Momentum Indicator moved below the 0 level on November 06, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on SCHD as a result. In 63 of 82 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 77%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
SCHD broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
JEF | ||
|---|---|---|
OUTLOOK RATING 1..100 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 75 | |
SMR RATING 1..100 | 77 | |
PRICE GROWTH RATING 1..100 | 57 | |
P/E GROWTH RATING 1..100 | 80 | |
SEASONALITY SCORE 1..100 | 50 |
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 | SCHD | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 57% | 4 days ago 76% |
| Stochastic ODDS (%) | 4 days ago 59% | 4 days ago 67% |
| Momentum ODDS (%) | 4 days ago 71% | 4 days ago 77% |
| MACD ODDS (%) | 4 days ago 74% | 4 days ago 87% |
| TrendWeek ODDS (%) | 4 days ago 75% | 4 days ago 72% |
| TrendMonth ODDS (%) | 4 days ago 74% | 4 days ago 81% |
| Advances ODDS (%) | 6 days ago 73% | 8 days ago 83% |
| Declines ODDS (%) | 4 days ago 68% | 4 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 57% | 4 days ago 56% |
| Aroon ODDS (%) | 4 days ago 60% | 4 days ago 77% |
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 overvalued. 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 while .
- JEF’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish.
- JEF’s TA Score: 3 bullish, 7 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а +2.73% price change this weekfor the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -0.46%. For the same industry, the average monthly price growth was -18.54%, and the average quarterly price growth was -23.25%.
Reported Earning Dates
JEF is expected to report earnings on Jan 13, 2027.
Industries' Descriptions
@Investment Banks/Brokers (-0.46% 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.
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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.
SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with BEN. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then BEN could also see price increases.
| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | -0.71% | ||
| BEN - SCHD | 73% Closely correlated | +4.72% | ||
| PRU - SCHD | 68% Closely correlated | -2.63% | ||
| JEF - SCHD | 66% Closely correlated | -2.51% | ||
| EVR - SCHD | 66% Loosely correlated | -1.89% | ||
| ZION - SCHD | 64% Loosely correlated | -0.26% | ||
More | ||||
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