MetaCap

Jefferies Financial Group (JEF) vs WisdomTree (WT)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

WisdomTree (WT) has outperformed Jefferies Financial Group (JEF) over the past year, gaining 72.5% versus a loss of 25.3%. Over five years, WT leads with a +309.3% price change compared with +10.9% for JEF. Jefferies Financial Group is the larger company by market cap ($8.99 billion vs $3.49 billion), about 2.6 times the size, while WisdomTree is growing revenue faster (+15.4% vs +2.9%).

On valuation, Jefferies Financial Group trades at a lower forward P/E (9.8x vs 17.0x for WisdomTree). Jefferies Financial Group offers the higher dividend yield (3.62% vs 0.52%). WisdomTree converts more of its revenue into profit, with a net margin of 22.1% versus 6.3%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

JEF-25.31%WT+72.47%
+91%+23%-45%
Oct 7, 20251 yearOct 7, 2026
JEF+15.74%WT+319.57%
+366%+157%-53%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

JEF versus WT key metrics
MetricJEFWT
Share price$44.18$23.03
Market cap$8.99B$3.49B
1-day change+0.14%-1.48%
YTD return-28.77%+91.71%
1-year return-25.31%+72.47%
5-year return+10.91%+309.28%
P/E ratio (TTM)12.1441.86
Forward P/E9.7717.02
EPS (TTM)$3.64$0.55
Dividend yield3.62%0.52%
Annual dividend$1.60$0.12
Revenue (latest FY)$10.82B$493.75M
Revenue growth (YoY)+2.93%+15.43%
Net income (latest FY)$682.04M$109.13M
Gross margin98.24%—
Operating margin—35.28%
Net margin6.30%22.10%
52-week high$66.60$25.91
52-week low$35.53$10.69
Distance from 52-week high-33.66%-11.13%
Analyst consensusbuybuy
Avg. price target upside+26.01%+14.35%
Average volume2.07M2.64M
Shares outstanding194.15M151.51M
Employees7,065414
SectorFinanceFinance
IndustryInvestment Bankers/Brokers/ServiceInvestment Bankers/Brokers/Service

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Jefferies Financial Group is about 2.6 times larger than WisdomTree by market value ($8.99B vs $3.49B).
  • WT has outperformed JEF by 97.8 percentage points over the past year.
  • WisdomTree trades at a higher earnings multiple (41.9x vs 12.1x trailing P/E).
  • Jefferies Financial Group offers a meaningfully higher dividend yield (3.62% vs 0.52%).
  • WisdomTree is more profitable, keeping 22.1 cents of every revenue dollar as net income versus 6.3 cents for Jefferies Financial Group.
  • WisdomTree grew revenue faster in its latest fiscal year (+15.43% vs +2.93%).

About Jefferies Financial Group

JEF stock →

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific.

Finance · Investment Bankers/Brokers/Service · 7,065 employees

About WisdomTree

WT stock →

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes.

Finance · Investment Bankers/Brokers/Service · 414 employees

JEF vs WT FAQ

Which is bigger, Jefferies Financial Group or WisdomTree?

Jefferies Financial Group (JEF) is larger, with a market capitalization of $8.99B compared with $3.49B for WisdomTree (WT).

Which stock has performed better over the past year, JEF or WT?

WT returned +72.47% over the past 12 months, compared with -25.31% for JEF (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, JEF or WT?

JEF has the lower trailing P/E at 12.1, versus 41.9 for WT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Jefferies Financial Group or WisdomTree?

Jefferies Financial Group has the higher yield at 3.62%, compared with 0.52% for WisdomTree.

Are Jefferies Financial Group and WisdomTree in the same industry?

Yes. Both are classified in the Investment Bankers/Brokers/Service industry within the Finance sector.

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