COMPARE · Data as of August 21, 2026
JEF vs VIRT
Verdict: Side-by-side breakdown using the Bull Rankings model. JEF scored 72.0, VIRT scored 78.0 — VIRT leads.
Compare another set
JEF
Jefferies Financial Group Inc.
77.4Fin
$52.33 · $10.6B
fundamentals as of
Strength gap
11.7
JEF leads
VIRT
Virtu Financial, Inc.
65.7Fin
$67.93 · $6.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestVIRT11.3x
- Fastest growthVIRT+26.2%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
JEF
VIRT
+2.9%C
Rev
+26.2%A-
14.6xB
P/E
11.3xB+
—
ROE
53.6%A
1.00A-
P/B
3.07C
3.0%B
Yield
1.6%C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
JEFJefferies Financial Group Inc.
Why now
Capital Markets · market cap $10.6b. Down 26% from 52-week high of $71.04 — deep drawdown territory. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $61.50 (implying +18% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
D/E 3.65 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
VIRTVirtu Financial, Inc.
Why now
Capital Markets · market cap $6.0b. Trading near 52-week high of $68.68 — momentum setup, limited technical margin of safety. Revenue growing +26% — in hypergrowth territory. 7 sell-side analysts publish a mean 1-yr target of $66.71 (implying -2% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 54% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
D/E 4.15 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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