Sifting through countless of stocks in the Financial Services industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Equitable Holdings, Inc. or Jefferies Financial Group Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Equitable Holdings, Inc. and Jefferies Financial Group Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Equitable Holdings, Inc. and Jefferies Financial Group Inc.

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Latest Financial Services and Equitable Holdings, Inc., Jefferies Financial Group Inc. Stock News

As of September 2, 2026, Equitable Holdings, Inc. had a $14.1 billion market capitalization, compared to the Financial Services median of $2.3 million. Equitable Holdings, Inc.’s stock is up 9.4% in 2026, up 3.9% in the previous five trading days and down 2.33% in the past year.

Currently, Equitable Holdings, Inc. does not have a price-earnings ratio. Equitable Holdings, Inc.’s trailing 12-month revenue is $10.6 billion with a -8.7% net profit margin. Year-over-year quarterly sales growth most recently was -29.8%. Analysts expect adjusted earnings to reach $7.166 per share for the current fiscal year. Equitable Holdings, Inc. currently has a 2.3% dividend yield.

As of September 2, 2026, Jefferies Financial Group Inc. had a $12.2 billion market cap, putting it in the 80th percentile of all stocks. Jefferies Financial Group Inc.’s stock is down 13.5% in 2026, up 1.4% in the previous five trading days and down 17.5% in the past year.

Currently, Jefferies Financial Group Inc.’s price-earnings ratio is 14.8. Jefferies Financial Group Inc.’s trailing 12-month revenue is $8.3 billion with a 10.8% net profit margin. Year-over-year quarterly sales growth most recently was 35.0%. Analysts expect adjusted earnings to reach $3.557 per share for the current fiscal year. Jefferies Financial Group Inc. currently has a 3.0% dividend yield.

How We Compare Equitable Holdings, Inc. and Jefferies Financial Group Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Equitable Holdings, Inc. and Jefferies Financial Group Inc.’s stock grades to see how they measure up against one another.

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Equitable Holdings, Inc. and Jefferies Financial Group Inc. Growth Grades

Company	Ticker	Growth
Equitable Holdings, Inc.	EQH	F
Jefferies Financial Group Inc.	JEF	F

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Equitable Holdings, Inc. has a Growth Score of 20, which is Very Weak. Jefferies Financial Group Inc. has a Growth Score of 20, which is Very Weak.

The Growth Stock Winner: No Clear Winner

Neither Equitable Holdings, Inc. or Jefferies Financial Group Inc. has a high enough Growth Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Equitable Holdings, Inc. or Jefferies Financial Group Inc. is the better investment when it comes to sustainable growth.

Equitable Holdings, Inc. and Jefferies Financial Group Inc.’s Momentum Grades

Company	Ticker	Momentum
Equitable Holdings, Inc.	EQH	B
Jefferies Financial Group Inc.	JEF	D

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Equitable Holdings, Inc. has a Momentum Score of 62, which is Strong. Jefferies Financial Group Inc. has a Momentum Score of 28, which is Weak.

The Momentum Grade Winner: Equitable Holdings, Inc.

As you can clearly see from the Momentum Grade breakdown above, Equitable Holdings, Inc. is considered to have stronger momentum compared to Jefferies Financial Group Inc.. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Equitable Holdings, Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Equitable Holdings, Inc. and Jefferies Financial Group Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Equitable Holdings, Inc.	EQH	C
Jefferies Financial Group Inc.	JEF	D

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Equitable Holdings, Inc. has a Earnings Estimate Score of 52, which is Neutral. Jefferies Financial Group Inc. has a Earnings Estimate Score of 28, which is Negative.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither Equitable Holdings, Inc. or Jefferies Financial Group Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Equitable Holdings, Inc. or Jefferies Financial Group Inc. is the better investment when it comes to estimate revisions.

Other Equitable Holdings, Inc. and Jefferies Financial Group Inc. Grades

In addition to Estimate Revisions, Growth and Momentum, A+ Investor also provides grades for Value and Quality.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Equitable Holdings, Inc. and Jefferies Financial Group Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Equitable Holdings, Inc. or Jefferies Financial Group Inc. Stock?

Overall, Equitable Holdings, Inc. stock has a Growth Score of 20, Momentum Score of 62 and Estimate Revisions Score of 52.

Jefferies Financial Group Inc. stock has a Growth Score of 20, Momentum Score of 28 and Estimate Revisions Score of 28.

Comparing Equitable Holdings, Inc. and Jefferies Financial Group Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.