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JEF vs TREE
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 TREE is a StrongBuy.
JEF's RSI Indicator ascends from oversold territory
The RSI Indicator for JEF moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 25 of the 29 cases the stock moved higher. This puts the odds of a move higher at 86%.
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 54 of 78 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 69%.
The Moving Average Convergence Divergence (MACD) for JEF just turned positive on October 12, 2026. Looking at past instances where JEF's MACD turned positive, the stock continued to rise in 28 of 39 cases over the following month. The odds of a continued upward trend are 72%.
Following a +1.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where JEF advanced for three days, in 256 of 352 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
JEF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
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%.
The Aroon Indicator for JEF entered a downward trend on October 22, 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 Price Growth Rating for this company is 71 (best 1 - 100 worst), indicating slightly worse than average price growth. JEF’s price grows at a lower 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 87, 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 81 (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 85 (best 1 - 100 worst) indicates that the company is significantly 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 (0.982) is normal, around the industry mean (3.532). P/E Ratio (12.270) is within average values for comparable stocks, (8.846). Projected Growth (PEG Ratio) (1.030) is also within normal values, averaging (0.809). Dividend Yield (0.036) settles around the average of (7.708) among similar stocks. P/S Ratio (0.889) is also within normal values, averaging (16.763).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued 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.
TREE in +3.88% Uptrend, growing for three consecutive days on October 22, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where TREE advanced for three days, in 245 of 306 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where TREE's RSI Oscillator exited the oversold zone, 33 of 42 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on TREE as a result. In 60 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 78%.
TREE moved above its 50-day moving average on October 22, 2026 date and that indicates a change from a downward trend to an upward trend.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TREE 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 88%.
TREE 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.
The Aroon Indicator for TREE entered a downward trend on October 07, 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 SMR rating for this company is 15 (best 1 - 100 worst), indicating very strong sales and a profitable 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 Valuation Rating of 22 (best 1 - 100 worst) indicates that the company is slightly undervalued 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 (1.206) is normal, around the industry mean (2.616). P/E Ratio (2.068) is within average values for comparable stocks, (18.071). Projected Growth (PEG Ratio) (3.549) is also within normal values, averaging (8.322). Dividend Yield (0.145) settles around the average of (0.044) among similar stocks. P/S Ratio (0.301) is also within normal values, averaging (2.968).
The Tickeron Seasonality Score of 22 (best 1 - 100 worst) indicates that the company is slightly undervalued 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 81 (best 1 - 100 worst), indicating slightly worse than average price growth. TREE’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 96 (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 Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TREE’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 86, placing this stock worse than average.
JEF | TREE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 5 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 22 Undervalued | |
PROFIT vs RISK RATING 1..100 | 75 | 100 | |
SMR RATING 1..100 | 77 | 15 | |
PRICE GROWTH RATING 1..100 | 71 | 81 | |
P/E GROWTH RATING 1..100 | 81 | 96 | |
SEASONALITY SCORE 1..100 | 85 | 22 |
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.
TREE's Valuation (22) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for JEF (85) in the Investment Banks Or Brokers industry. This means that TREE’s stock grew somewhat faster than JEF’s over the last 12 months.
JEF's Profit vs Risk Rating (75) in the Investment Banks Or Brokers industry is in the same range as TREE (100) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to TREE’s over the last 12 months.
TREE's SMR Rating (15) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for JEF (77) in the Investment Banks Or Brokers industry. This means that TREE’s stock grew somewhat faster than JEF’s over the last 12 months.
JEF's Price Growth Rating (71) in the Investment Banks Or Brokers industry is in the same range as TREE (81) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to TREE’s over the last 12 months.
JEF's P/E Growth Rating (81) in the Investment Banks Or Brokers industry is in the same range as TREE (96) in the Finance Or Rental Or Leasing industry. This means that JEF’s stock grew similarly to TREE’s over the last 12 months.
| JEF | TREE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 86% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 49% | 1 day ago 82% |
| Momentum ODDS (%) | 1 day ago 69% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 72% | N/A |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 80% |
| Advances ODDS (%) | 1 day ago 73% | 1 day ago 80% |
| Declines ODDS (%) | 4 days ago 68% | 4 days ago 88% |
| BollingerBands ODDS (%) | 1 day ago 78% | 1 day ago 89% |
| Aroon ODDS (%) | 1 day ago 69% | 1 day ago 83% |
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 TREE’s FA Score has 2 green FA rating(s).
- JEF’s FA Score: 0 green, 5 red.
- TREE’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 6 TA indicator(s) are bullish while TREE’s TA Score has 3 bullish TA indicator(s).
- JEF’s TA Score: 6 bullish, 2 bearish.
- TREE’s TA Score: 3 bullish, 4 bearish.
Price Growth
JEF (@Investment Banks/Brokers) experienced а +2.55% price change this week, while TREE (@Insurance Brokers/Services) price change was +9.97% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -5.09%. For the same industry, the average monthly price growth was -16.78%, and the average quarterly price growth was -13.10%.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was +9.64%. For the same industry, the average monthly price growth was +6.98%, and the average quarterly price growth was +15.47%.
Reported Earning Dates
JEF is expected to report earnings on Jan 13, 2027.
TREE is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-5.09% 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.
@Insurance Brokers/Services (+9.64% weekly)Insurance brokers sell, solicit, or negotiate insurance for compensation. General insurance brokers mostly cater to insurances on car, house etc. (versus life). Brokers are also often instrumental in helping small employers find health insurance, particularly in more competitive markets. Additionally, brokers may also provide risk assessments, insurance consulting services, insurance-related regulatory and legislative update services. Some of the major names in this industry include Marsh & McLennan Companies, Inc., Aon plc and Verisk Analytics Inc.
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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.
TREE and
Correlation & Price change
A.I.dvisor indicates that over the last year, TREE has been loosely correlated with MC. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if TREE jumps, then MC could also see price increases.
| Ticker / NAME | Correlation To TREE | 1D Price Change % | ||
|---|---|---|---|---|
| TREE | 100% | +3.69% | ||
| MC - TREE | 52% Loosely correlated | +3.77% | ||
| JEF - TREE | 51% Loosely correlated | +1.35% | ||
| EVR - TREE | 50% Loosely correlated | +1.34% | ||
| PJT - TREE | 47% Loosely correlated | +4.77% | ||
| PIPR - TREE | 46% Loosely correlated | +1.77% | ||
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