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JEF vs DCI

Comparison between Jefferies Financial Group Inc (JEF, Company) and Donaldson Co. Inc (DCI, Company).

JEF is from the Financial Services sector, while DCI is from the Industrials sector.

5-Year PerformanceJEF has outperformed DCI, delivering a return of +13.9% compared to +8.5%

JEF vs DCI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
JEF
$11B
Winner
DCI
$11B
Max Drawdown
JEF
80.74%
Winner
DCI
57.32%
Sharpe Ratio
JEF
0.04
Winner
DCI
1.09
5Y Beta
JEF
1.73
Winner
DCI
0.86
Industry
JEF
Capital Markets
DCI
Specialty Industrial Machinery
P/E Ratio
Winner
JEF
13.04
DCI
29.28
Forward P/E
Winner
JEF
12.27
DCI
22.22
PEG Ratio
JEF
0.25
DCI
N/A
Dividend Yield
Winner
JEF
3.88%
DCI
1.29%
5Y Dividends CAGR
Winner
JEF
24.48%
DCI
12.33%
5Y EPS CAGR
JEF
5.93%
Winner
DCI
8.97%
Debt to Equity
JEF
170.73%
Winner
DCI
0.61%
Free Cash Flow Yield
JEF
-4.39%
Winner
DCI
3.48%

JEF vs DCI - Historical Returns

Returns include dividend reinvestment.

1M
JEF
+6.22%
Winner
DCI
+7.20%
3M
JEF
+5.57%
Winner
DCI
+14.46%
6M
Winner
JEF
+5.59%
DCI
-12.24%
1Y
JEF
-8.66%
Winner
DCI
+27.63%
5Y(CAGR)
Winner
JEF
+13.94%
DCI
+8.55%
10Y(CAGR)
Winner
JEF
+16.60%
DCI
+11.74%
Max(CAGR)
JEF
+10.35%
Winner
DCI
+12.44%

JEF vs DCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearJEFDCI
2026-10.61%+7.11%
2025-19.38%+33.81%
2024+98.75%+5.51%
2023+27.94%+12.54%
2022-10.19%+2.04%
2021+60.45%+9.42%
2020+16.82%-2.02%
2019+41.66%+36.15%
2018-33.89%-9.97%
2017+15.17%+17.64%
2016+38.47%+50.95%
2015-22.24%-24.00%
2014-20.55%-8.89%
2013+21.31%+29.09%
2012+0.11%-3.03%
2011-23.65%+16.59%
2010+18.95%+37.40%
2009+10.60%+26.50%
2008-56.58%-25.30%
2007+65.18%+35.04%
2006+19.69%+7.98%
2005+4.78%+0.48%
2004+51.07%+12.05%
2003+21.97%+63.44%
2002+30.64%-5.56%
2001-15.70%+47.64%
2000+64.31%+20.45%
1999+6.92%+2.71%

JEF vs DCI Drawdown Comparison

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

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The current JEF drawdown is -28.67%. The current DCI drawdown is -12.88%.

RankJEFDCI
#1-80.74%
May 16, 2008 - Oct 8, 2021
-56.91%
Jun 5, 2008 - Nov 4, 2010
#2-54.36%
Dec 16, 2024 - Mar 12, 2026
-42.72%
Dec 23, 2019 - Jan 6, 2021
#3-38.96%
Nov 3, 2021 - Dec 21, 2023
-37.77%
Dec 26, 2013 - Dec 1, 2016
#4-29.89%
Dec 22, 2004 - Nov 21, 2005
-32.20%
Aug 30, 2021 - Feb 2, 2024
#5-28.64%
Dec 28, 2000 - Apr 8, 2002
-31.35%
Apr 16, 2002 - Jun 12, 2003
#6-25.81%
Apr 17, 2002 - Oct 17, 2002
-30.94%
Sep 21, 2018 - Dec 20, 2019
#7-21.28%
May 25, 2006 - May 4, 2007
-26.04%
Feb 11, 2026 - May 19, 2026
#8-19.27%
Oct 9, 2007 - Apr 4, 2008
-25.50%
Jul 7, 2011 - Oct 24, 2011
#9-18.51%
Apr 13, 2004 - Sep 24, 2004
-23.82%
Nov 25, 2024 - Aug 27, 2025
#10-17.08%
Dec 11, 2002 - Oct 15, 2003
-22.42%
Dec 9, 1999 - Nov 29, 2000
#11-16.61%
Aug 1, 2000 - Nov 29, 2000
-22.17%
Dec 6, 2007 - May 28, 2008
#12-14.35%
Jun 2, 2000 - Jul 31, 2000
-18.46%
Feb 14, 2012 - May 14, 2013
#13-12.90%
Aug 9, 2007 - Sep 18, 2007
-18.07%
Jul 13, 2001 - Nov 6, 2001
#14-11.03%
Mar 27, 2024 - May 10, 2024
-17.12%
Dec 11, 2003 - Nov 2, 2004
#15-9.66%
Jul 31, 2024 - Aug 23, 2024
-16.15%
Dec 19, 2001 - Mar 6, 2002

Correlation

Correlation between JEF and DCI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

JEF vs DCI dividend yield comparison.

YearJEFDCI
20261.43%0.65%
20252.58%1.32%
20241.66%1.57%
20232.97%1.50%
20223.50%1.55%
20212.32%1.47%
20202.44%1.50%
20198.07%1.42%
20182.59%1.73%
20171.23%1.45%
20161.07%1.65%
20151.44%2.36%
20141.11%1.64%
20133.44%1.15%
20121.05%1.07%
20111.10%0.85%
20100.86%0.85%
20090.00%1.08%
20080.00%1.32%
20070.53%0.82%
20060.89%0.98%
20050.53%0.88%
20040.54%0.69%
20030.54%0.63%
20020.67%0.92%
20010.87%0.77%
20000.71%1.03%
19996.83%0.29%

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