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JEF vs BPOP

Comparison between Jefferies Financial Group Inc (JEF, Company) and Popular Inc (BPOP, Company).

Both JEF and BPOP are from the Financial Services sector.

5-Year PerformanceBPOP has outperformed JEF, delivering a return of +21.9% compared to +14.4%

JEF vs BPOP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
JEF
$11B
Winner
BPOP
$11B
Max Drawdown
Winner
JEF
80.74%
BPOP
96.40%
Sharpe Ratio
JEF
0.15
Winner
BPOP
1.80
5Y Beta
JEF
1.72
Winner
BPOP
0.88
Industry
JEF
Capital Markets
BPOP
Banks - Regional
P/E Ratio
JEF
13.37
Winner
BPOP
13.04
Forward P/E
JEF
15.17
Winner
BPOP
12.77
PEG Ratio
Winner
JEF
0.25
BPOP
0.33
Dividend Yield
Winner
JEF
3.88%
BPOP
1.71%
5Y Dividends CAGR
Winner
JEF
24.48%
BPOP
12.54%
5Y EPS CAGR
JEF
5.93%
Winner
BPOP
9.31%
Debt to Equity
JEF
170.73%
Winner
BPOP
0.00%
Free Cash Flow Yield
JEF
-4.28%
Winner
BPOP
6.23%
P/S Ratio
Winner
JEF
2.12
BPOP
3.67
P/B Ratio
Winner
JEF
1.19
BPOP
1.75

JEF vs BPOP - Historical Returns

Returns include dividend reinvestment.

1M
JEF
+2.70%
Winner
BPOP
+4.42%
3M
JEF
+9.67%
Winner
BPOP
+17.99%
6M
JEF
-2.97%
Winner
BPOP
+21.98%
1Y
JEF
+0.40%
Winner
BPOP
+57.73%
5Y(CAGR)
JEF
+14.40%
Winner
BPOP
+21.95%
10Y(CAGR)
JEF
+16.57%
Winner
BPOP
+20.31%
Max(CAGR)
Winner
JEF
+10.39%
BPOP
+2.83%

JEF vs BPOP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJEFBPOP
2026-9.88%+41.36%
2025-19.38%+37.93%
2024+98.75%+17.82%
2023+27.94%+29.89%
2022-10.19%-17.46%
2021+60.45%+51.99%
2020+16.82%-0.14%
2019+41.66%+25.21%
2018-33.89%+35.20%
2017+15.17%-16.69%
2016+38.47%+59.86%
2015-22.24%-15.97%
2014-20.55%+19.94%
2013+21.31%+32.21%
2012+0.11%+45.38%
2011-23.65%-56.56%
2010+18.95%+31.38%
2009+10.60%-56.07%
2008-56.58%-46.11%
2007+65.18%-37.88%
2006+19.69%-11.80%
2005+4.78%-22.29%
2004+51.07%+30.66%
2003+21.97%+32.90%
2002+30.64%+21.42%
2001-15.70%+14.02%
2000+64.31%+0.72%
1999+6.92%-7.50%

JEF vs BPOP Drawdown Comparison

The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.

The maximum drawdown for BPOP was -95.72%, occurring on Jul 22, 2009. This drawdown has not yet recovered.

The current JEF drawdown is -28.09%. The current BPOP drawdown is -2.60%.

RankJEFBPOP
#1-80.74%
May 16, 2008 - Oct 8, 2021
-95.72%
Dec 30, 2004 - Jul 22, 2009
#2-54.36%
Dec 16, 2024 - Mar 12, 2026
-40.97%
Nov 12, 1999 - Apr 19, 2001
#3-38.96%
Nov 3, 2021 - Dec 21, 2023
-24.68%
Aug 21, 2001 - Aug 14, 2002
#4-29.89%
Dec 22, 2004 - Nov 21, 2005
-19.42%
Aug 19, 2002 - Apr 17, 2003
#5-28.64%
Dec 28, 2000 - Apr 8, 2002
-16.17%
Jan 16, 2004 - Aug 19, 2004
#6-25.81%
Apr 17, 2002 - Oct 17, 2002
-9.61%
Jun 6, 2003 - Sep 18, 2003
#7-21.28%
May 25, 2006 - May 4, 2007
-7.71%
Oct 6, 2004 - Nov 10, 2004
#8-19.27%
Oct 9, 2007 - Apr 4, 2008
-5.61%
Dec 1, 2003 - Jan 15, 2004
#9-18.51%
Apr 13, 2004 - Sep 24, 2004
-4.13%
Sep 19, 2003 - Oct 6, 2003
#10-17.08%
Dec 11, 2002 - Oct 15, 2003
-3.90%
Nov 12, 2004 - Dec 14, 2004
#11-16.61%
Aug 1, 2000 - Nov 29, 2000
-3.76%
Jun 29, 2001 - Jul 13, 2001
#12-14.35%
Jun 2, 2000 - Jul 31, 2000
-3.29%
May 16, 2003 - May 28, 2003
#13-12.90%
Aug 9, 2007 - Sep 18, 2007
-3.08%
Jun 20, 2001 - Jun 27, 2001
#14-11.03%
Mar 27, 2024 - May 10, 2024
-2.77%
Jul 19, 2001 - Jul 27, 2001
#15-9.66%
Jul 31, 2024 - Aug 23, 2024
-2.73%
Apr 19, 2001 - May 16, 2001

Correlation

Correlation between JEF and BPOP is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22
-101

Dividend Comparison (1999 - 2026)

JEF vs BPOP dividend yield comparison.

YearJEFBPOP
20261.42%0.85%
20252.58%2.33%
20241.66%2.72%
20232.97%2.77%
20223.50%3.32%
20212.32%2.13%
20202.44%2.84%
20198.07%2.04%
20182.59%2.12%
20171.23%2.82%
20161.07%1.37%
20151.44%1.06%
20141.11%0.00%
20133.44%0.00%
20121.05%0.00%
20111.10%0.00%
20100.86%0.00%
20090.00%0.88%
20080.00%9.30%
20070.53%6.04%
20060.89%3.57%
20050.53%3.03%
20040.54%2.13%
20030.54%2.25%
20020.67%2.37%
20010.87%1.93%
20000.71%2.43%
19996.83%0.57%

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