JEF vs SPXC

Comparison between Jefferies Financial Group Inc (JEF, Company) and SPX Technologies Inc (SPXC, Company).

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

5-Year PerformanceSPXC has outperformed JEF, delivering a return of +27.2% compared to +15.4%

JEF vs SPXC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JEF(COMPANY)	SPXC(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	80.74%	94.42%
Sharpe Ratio	0.30	0.89
5Y Beta	1.73	1.38
Industry	Capital Markets	Building Products & Equipment
P/E Ratio	16.90	41.44
Forward P/E	14.60	25.84
PEG Ratio	1.47	2.36
Dividend Yield	3.88%	N/A
5Y Dividends CAGR	20.82%	105.23%
5Y EPS CAGR	N/A	17.47%
Debt to Equity	180.45%	0.29%
Free Cash Flow Yield	-19.99%	3.52%
P/S Ratio	1.96	4.53
P/B Ratio	0.94	4.41

Market Cap

Winner

JEF

$11B

SPXC

$11B

Max Drawdown

Winner

JEF

80.74%

SPXC

94.42%

Sharpe Ratio

JEF

0.30

Winner

SPXC

0.89

5Y Beta

JEF

1.73

Winner

SPXC

1.38

Industry

JEF

Capital Markets

SPXC

Building Products & Equipment

P/E Ratio

Winner

JEF

16.90

SPXC

41.44

Forward P/E

Winner

JEF

14.60

SPXC

25.84

PEG Ratio

Winner

JEF

1.47

SPXC

2.36

Dividend Yield

JEF

3.88%

SPXC

N/A

5Y Dividends CAGR

JEF

20.82%

Winner

SPXC

105.23%

5Y EPS CAGR

JEF

N/A

SPXC

17.47%

Debt to Equity

JEF

180.45%

Winner

SPXC

0.29%

Free Cash Flow Yield

JEF

-19.99%

Winner

SPXC

3.52%

P/S Ratio

Winner

JEF

1.96

SPXC

4.53

P/B Ratio

Winner

JEF

0.94

SPXC

4.41

JEF vs SPXC - Historical Returns

Returns include dividend reinvestment.

Period	JEF	SPXC
1 month	+13.61%	-10.07%
3 months	-2.17%	-13.83%
6 months	-10.27%	-9.17%
1 year	+0.06%	+29.02%
5 years(CAGR)	+15.35%	+27.20%
10 years(CAGR)	+16.53%	+28.66%
Max(CAGR)	+10.16%	+12.55%

Winner

JEF

+13.61%

SPXC

-10.07%

Winner

JEF

-2.17%

SPXC

-13.83%

JEF

-10.27%

Winner

SPXC

-9.17%

JEF

+0.06%

Winner

SPXC

+29.02%

5Y(CAGR)

JEF

+15.35%

Winner

SPXC

+27.20%

10Y(CAGR)

JEF

+16.53%

Winner

SPXC

+28.66%

Max(CAGR)

JEF

+10.16%

Winner

SPXC

+12.55%

JEF vs SPXC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JEF	SPXC
2026	-16.63%	-2.10%
2025	-19.38%	+36.89%
2024	+98.75%	+46.77%
2023	+27.94%	+51.89%
2022	-10.19%	+11.44%
2021	+60.45%	+12.20%
2020	+16.82%	+7.38%
2019	+41.66%	+86.51%
2018	-33.89%	-13.01%
2017	+15.17%	+29.12%
2016	+38.47%	+143.28%
2015	-22.24%	-56.50%
2014	-20.55%	-11.24%
2013	+21.31%	+43.07%
2012	+0.11%	+13.60%
2011	-23.65%	-14.65%
2010	+18.95%	+28.74%
2009	+10.60%	+28.51%
2008	-56.58%	-59.70%
2007	+65.18%	+69.12%
2006	+19.69%	+35.70%
2005	+4.78%	+18.80%
2004	+51.07%	-28.97%
2003	+21.97%	+52.48%
2002	+30.64%	-46.06%
2001	-15.70%	+41.31%
2000	+64.31%	+39.04%
1999	+6.92%	-2.86%

JEF vs SPXC Drawdown Comparison

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

The maximum drawdown for SPXC was -81.12%, occurring on Nov 20, 2008. Recovery took 2382 trading sessions.

The current JEF drawdown is -33.48%. The current SPXC drawdown is -18.12%.

Rank	JEF	SPXC
#1	-80.74% May 16, 2008 - Oct 8, 2021	-81.12% Jun 13, 2008 - Nov 28, 2017
#2	-54.36% Dec 16, 2024 - Mar 12, 2026	-65.69% Aug 16, 2000 - May 25, 2007
#3	-38.96% Nov 3, 2021 - Dec 21, 2023	-50.26% Jan 16, 2020 - Dec 3, 2020
#4	-29.89% Dec 22, 2004 - Nov 21, 2005	-38.32% Nov 9, 2021 - Nov 7, 2022
#5	-28.64% Dec 28, 2000 - Apr 8, 2002	-33.54% Nov 25, 2024 - Jul 31, 2025
#6	-25.81% Apr 17, 2002 - Oct 17, 2002	-32.45% Jun 12, 2018 - Aug 19, 2019
#7	-21.28% May 25, 2006 - May 4, 2007	-23.89% Mar 9, 2000 - Jun 27, 2000
#8	-19.27% Oct 9, 2007 - Apr 4, 2008	-23.15% Feb 24, 2026 - Mar 20, 2026
#9	-18.51% Apr 13, 2004 - Sep 24, 2004	-20.10% Feb 2, 2023 - May 18, 2023
#10	-17.08% Dec 11, 2002 - Oct 15, 2003	-19.82% Jul 30, 2021 - Nov 8, 2021
#11	-16.61% Aug 1, 2000 - Nov 29, 2000	-16.45% Oct 16, 2024 - Nov 21, 2024
#12	-14.35% Jun 2, 2000 - Jul 31, 2000	-16.05% Nov 6, 2007 - Feb 20, 2008
#13	-12.90% Aug 9, 2007 - Sep 18, 2007	-15.72% Jul 30, 2007 - Oct 9, 2007
#14	-11.03% Mar 27, 2024 - May 10, 2024	-14.30% Jul 16, 2024 - Oct 9, 2024
#15	-9.66% Jul 31, 2024 - Aug 23, 2024	-13.63% Jan 22, 2021 - Mar 12, 2021

Correlation

Correlation between JEF and SPXC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (1999 - 2026)

JEF vs SPXC dividend yield comparison.

Year	JEF	SPXC
2026	0.76%	0.00%
2025	2.58%	0.00%
2024	1.66%	0.00%
2023	2.97%	0.00%
2022	3.50%	0.00%
2021	2.32%	0.00%
2020	2.44%	0.00%
2019	8.07%	0.00%
2018	2.59%	0.00%
2017	1.23%	0.00%
2016	1.07%	0.00%
2015	1.44%	386.22%
2014	1.11%	1.75%
2013	3.44%	1.00%
2012	1.05%	1.43%
2011	1.10%	1.66%
2010	0.86%	1.40%
2009	0.00%	1.83%
2008	0.00%	2.47%
2007	0.53%	0.97%
2006	0.89%	1.64%
2005	0.53%	2.18%
2004	0.54%	2.50%
2003	0.54%	0.00%
2002	0.67%	0.00%
2001	0.87%	0.00%
2000	0.71%	0.00%
1999	6.83%	0.00%