COMPARE · Data as of August 27, 2026
JEF vs MARA
Verdict: Side-by-side breakdown using the Bull Rankings model. JEF scored 72.0, MARA scored 76.0 — MARA leads.
Compare another set
JEF
Jefferies Financial Group Inc.
77.2Fin
$53.13 · $10.8B
fundamentals as of
Different scales
—
Not directly comparable
MARA
MARA Holdings, Inc.
—
$11.87 · $4.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMARA+38.2%
Side by side · every name on one set of axes
Fundamentals, head-to-head
JEF
MARA
+2.9%C
Rev
+38.2%A
14.8xB
P/E
—
1.02A-
P/B
2.73C+
3.0%B
Yield
0.0%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 $10.8b. Down 25% 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 +16% 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.
MARAMARA Holdings, Inc.
Why now
Capital Markets · market cap $4.6b. Down 49% from 52-week high of $23.45 — deep drawdown territory. Revenue growing +38% — in hypergrowth territory. PEG 0.10 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $17.99 (implying +52% upside).
Moat
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
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 5.36 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.