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Jefferies Financial vs Morgan Stanley: revenue, profit, margins and growth compared

Jefferies Financial brought in $10.8B of revenue in fiscal 2025, Morgan Stanley $70.6B in fiscal 2025. Revenue changed by +2.9% at Jefferies Financial and +14.4% at Morgan Stanley on the year before, so Morgan Stanley grew faster. Jefferies Financial kept 5.8% of its revenue as net profit, Morgan Stanley 23.9%.

Side by side, latest fiscal year

JEFMS
Fiscal year endedFY2025 (November 30, 2025)FY2025 (December 31, 2025)
Revenue$10.8B$70.6B
Revenue growth+2.9%+14.4%
Net income$630.8M$16.9B
Net margin5.8%23.9%
Free cash flow-$1.7Bn/a
Free cash flow margin-15.7%n/a
Earnings per share (diluted)$2.83$10.21
Cash$14B$111.7B
Debt$15.9B$341.7B
Price to earnings16.919.2
Market value$9.2B$308.3B
Dividend yield3.36%1.96%
Rank by revenue in sector#60 of 444 · Finance#9 of 444 · Finance

Over the years

Revenue
JEF FY2017: $7.4BJEF FY2019: $5.4BJEF FY2020: $6.9BJEF FY2021: $8.9BJEF FY2022: $7.1BJEF FY2023: $7.4BJEF FY2024: $10.5BJEF FY2025: $10.8BMS FY2018: $40.1BMS FY2019: $41.5BMS FY2020: $48.8BMS FY2021: $59.8BMS FY2022: $53.7BMS FY2023: $54.1BMS FY2024: $61.8BMS FY2025: $70.6BFY17FY18FY19FY20FY21FY22FY23FY24FY25
JEF $10.8BMS $70.6B
Net income
JEF FY2017: $167.4MJEF FY2019: $959.6MJEF FY2020: $769.6MJEF FY2021: $1.7BJEF FY2022: $774.2MJEF FY2023: $260.9MJEF FY2024: $669.3MJEF FY2025: $630.8MMS FY2018: $8.7BMS FY2019: $9BMS FY2020: $11BMS FY2021: $15BMS FY2022: $11BMS FY2023: $9.1BMS FY2024: $13.4BMS FY2025: $16.9BFY17FY18FY19FY20FY21FY22FY23FY24FY25
JEF $630.8MMS $16.9B
Net margin
JEF FY2017: 2.3%JEF FY2019: 17.9%JEF FY2020: 11.2%JEF FY2021: 18.6%JEF FY2022: 10.8%JEF FY2023: 3.5%JEF FY2024: 6.4%JEF FY2025: 5.8%MS FY2018: 21.8%MS FY2019: 21.8%MS FY2020: 22.6%MS FY2021: 25.2%MS FY2022: 20.6%MS FY2023: 16.8%MS FY2024: 21.7%MS FY2025: 23.9%FY17FY18FY19FY20FY21FY22FY23FY24FY25
JEF 5.8%MS 23.9%
Revenue growth
JEF FY2020: +28.4%JEF FY2021: +30.0%JEF FY2022: -20.1%JEF FY2023: +4.1%JEF FY2024: +41.3%JEF FY2025: +2.9%MS FY2019: +3.6%MS FY2020: +17.4%MS FY2021: +22.6%MS FY2022: -10.2%MS FY2023: +0.9%MS FY2024: +14.1%MS FY2025: +14.4%FY19FY20FY21FY22FY23FY24FY25
JEF +2.9%MS +14.4%
Free cash flow
JEF FY2020: $1.9BJEF FY2021: $1.4BJEF FY2022: $1.6BJEF FY2023: -$1.9BJEF FY2024: -$391.1MJEF FY2025: -$1.7BFY20FY21FY22FY23FY24FY25
JEF -$1.7BMS

Fiscal years as each company reports them; the two may end in different months.

Questions about Jefferies Financial and Morgan Stanley

Which is bigger by revenue, Jefferies Financial or Morgan Stanley?

Morgan Stanley is bigger by revenue: $70.6B in fiscal 2025, against $10.8B for Jefferies Financial in fiscal 2025.

Which keeps more of its revenue as profit, Jefferies Financial or Morgan Stanley?

Jefferies Financial had a net margin of 5.8% in fiscal 2025; Morgan Stanley had 23.9% in fiscal 2025.

Which grew revenue faster, Jefferies Financial or Morgan Stanley?

In their latest fiscal years revenue changed by +2.9% at Jefferies Financial and +14.4% at Morgan Stanley.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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