Company / Return on Equity (ROE)
Jefferies Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.5%
FY2025
5-year range
6.5% / 17.3%
FY2021-FY2025
Trend
-8.5%
vs FY2024
Sector context
#302 of 390
Financials
What the data says
Jefferies's return on equity (roe) of 6.5% is lower than 77% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 1.2% in FY2016 to 17.3% in FY2023.
Based on SEC 10-K filings.
6.5% in FY2025 with a 5-year CAGR of -1.7%.
Declined from 17.3% to 6.5% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -1.1pp
- 5-Year Change
- -1.7pp
- 10-Year Change
- -
Sector benchmark
Bottom 23% in FinancialsTop 77% of 390This company 6.5% Sector average 17.6%
▼
-63.3% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 8.5% year-over-year.
- Currently 11.1pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) in the period was in FY2016.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.31 (distress zone, below 1.8 threshold)
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 6.5% | -8.5% |
| FY2024 | 7.0% | -59.2% |
| FY2023 | 17.3% | +130.1% |
| FY2022 | 7.5% | -52.5% |
| FY2021 | 15.8% | +93.2% |
| FY2020 | 8.2% | -18.4% |
| FY2019 | 10.0% | -1.2% |
| FY2018 | 10.1% | +266.1% |
| FY2017 | 2.8% | +123.4% |
| FY2016 | 1.2% | -53.9% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026