Jefferies Financial Group Inc. (JEF) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

Per the Roarable RQD rating, JEF scores 63 out of 100, a letter grade of C, with the verdict label "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars break down as follows. Fundamental Cash Engine scores 11 of 20, supported by an ROIC of 6% and an FCF yield of 12.51%. Whale 13F Flow scores 12 of 20, reflecting institutional accumulation and options positioning. Insider Conviction scores 17 of 20, the strongest pillar, based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 8 of 20, tied to a beta of 0.95 and sector sensitivity. Forensic Balance Sheet scores 15 of 20, citing an Altman Z-Score of 2.5, a Piotroski F-Score of 7 of 9, and a Debt/Equity ratio of 0.5.

For a prospective investor, the profile is mixed. The insider-flow strength and the high FCF yield point to potential upside drivers, while the weak ROIC and the low macro-fit score signal that the valuation discount may reflect real structural concerns rather than mispricing alone. The rating's "Hold" verdict implies a balanced risk-reward rather than a clear directional signal.

Per the profile section, Jefferies Financial Group Inc. is a NYSE-listed issuer in the Financials sector, operating within the Investment Bankers/Brokers/Service industry. Not available in source data for detailed product lines, customer segments, or revenue-generation mechanics beyond the sector and industry classification.

Per the SEC financials, revenue rose from $3233.2M in FY 2023 to $5546.5M in FY 2025, while operating income rose from $455.2M to $1713.8M over the same span. Reported net income reads $0.0M in each period and EPS is N/A, so the filed bottom line cannot be assessed from this data. Free cash flow was negative in all three periods. Per the market data, operating margin is 32.8%, net margin is 25.6%, and ROIC is 6%. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 7 of 9, with a Debt/Equity ratio of 0.5. Gross margin is listed as 0%, which the source does not explain.

• Record banking revenue headline (Yahoo Finance, GREEN light, CATALYST): Coverage frames record banking revenue as insufficient to close the valuation discount.
• Investor day share decline (Seeking Alpha, YELLOW, MARKET WIRE): Reports the stock sliding as management sought to reassure investors at an investor day.
• Price forecast coverage (StockInvest.us, YELLOW): Generic forecast commentary; no specific target is stated in the source.
• Stock analysis coverage (Simply Wall St, YELLOW): General analysis; no specific finding is quoted in the source.
• 60% run commentary (Yahoo Finance, YELLOW): Describes the stock as hard to call following a 60% run.
• Up 3.5% commentary (GuruFocus, YELLOW): Notes a 3.5% gain while still described as undervalued in the headline; the source excerpt is truncated.

No proprietary signals are present in the Butterfly graph. Risk watch items include the investor-day sell-off and the valuation-discount framing.

Per the Butterfly Supply-Chain Graph, supply chain is NONE, with no butterfly links and no proprietary signals. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks cannot be mapped from the provided data. Investors should note that the sector classification alone provides no quantified linkage.

• Why do the filed net income and EPS figures read $0.0M and N/A while operating income is positive and growing?
• What drives the negative free cash flow across FY 2023 through FY 2025 despite rising operating income?
• What explains the 0% gross margin figure, and how does it reconcile with the reported operating and net margins?
• What specific factors underlie the "valuation discount" framing in the record-revenue coverage?
• What insider, 13F, and Congressional transactions make up the cluster flow behind the 17 of 20 insider score?