JEF vs PWP
JEF: A full-service investment banking and capital markets firm complemented by a growing alternative asset management platform, serving corporations, financial sponsors, and institutional investors globally. PWP: A boutique independent financial advisory powerhouse delivering unbiased strategic counsel to blue-chip corporations and financial sponsors without the conflicts of legacy investment banking institutions.
Side-by-side fundamentals
| Metric | JEF | PWP | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $56.24 | $16.17 | |
| Market cap as of 2026-07-31 | $11.5B | $1.4B | |
| P/E as of 2026-07-31 | 14.24 | 71.77 | JEF lower |
| PEG as of 2026-07-31 | 0.43 | n/a | |
| Net margin as of 2026-07-31 | +7.6% | +2.9% | JEF higher |
| Gross margin as of 2026-07-31 | +64.5% | +87.9% | PWP higher |
| Operating margin as of 2026-07-31 | +9.4% | +3.4% | JEF higher |
| ROE as of 2026-07-31 | +8.5% | -31.9% | JEF higher |
| ROA as of 2026-07-31 | +1.2% | +3.0% | PWP higher |
| Debt / equity as of 2026-07-31 | 3.47 | 0.00 | PWP lower |
| Revenue growth (YoY) as of 2026-07-31 | +13.8% | -30.4% | JEF higher |
| Revenue CAGR (3y) SEC XBRL | +14.8% | +5.9% | JEF higher |
| Dividend yield as of 2026-07-31 | +2.9% | +1.9% | JEF higher |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-31 | 1.53 | 1.67 | |
| 1-year return as of 2026-07-27 close | -2.5% | -21.4% | JEF higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.