JXN

HoldHot Air

Jackson Financial Inc. · Financial Services · United States · $8.8B · Avg Vol: $98M/d

Hot Air: Rising on momentum alone: weak business, rich price.

52
StockRank
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Quality
24
Value
39
Momentum
82
P/E (TTM)
145.8x
peers 12.6x
ROE
1.4%
peers 9.6%
D/E
0.5x
peers 0.3x
Dividend %
2.6%
trailing yield

ABOUT JACKSON FINANCIAL INC.

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Jackson Financial Inc. is a leading provider of annuities in the United States, offering a diverse suite of retirement income solutions, including variable, fixed, and fixed index annuities. Its competitive moat stems from its deep expertise in product design, extensive distribution network through independent financial advisors, and strong customer service. As one of the largest annuity providers, Jackson plays a critical role in helping Americans plan for retirement.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue9.7B3.2B3.1B6.5B-12.5%6.5B7.8B8.5B14.0%
EPS72.3410.9911.86-0.24-59.5%0.91———
Shares82.7M78.7M73.4M66.8M-19.2%67.7M———
Debt4.4B4.0B4.4B4.6B1.8%5.7B———
Equity8.6B10.2B9.8B10.0B4.8%————
Op CF5.2B5.3B5.8B5.8B3.4%5.9B———
Inv CF-1.4B-592.0M-7.1B-7.8B—————
Fin CF-2.2B-6.3B2.4B3.9B—————
Loading 1Y...
PRICE (1Y)-3.1%
12913213513814113 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$130.15
RSI (14)
32.8
52-Week Range-7.3% from high
Low $86.88High $140.32

SCORE BREAKDOWN

Quality
24
ROIC (ROA)
0.1%*14.5
ROE
1.4%13.4
GP/Assets
0.9%6.5
Op. Margin
-810.1%0.8
FCF/Assets
n/mN/A
Piotroski
567.5
Int. Cover
0.8x14.9
D/E Ratio
0.55x42.0
Current Ratio
1.81x53.5
Value
39
P/E (TTM)
145.8x1.1
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.0x62.3
P/S
1.4x83.3
Div Yield
2.6%35.3
Momentum
82
52W High %
93%66.3
RS 6M
5%68.1
SMA 50/200
1.15x86.2
EPS Rev 4W
+8.6%95.1
EPS Rev 12W
+19.0%97.5
EPS Improve
+3286%99.6
Q Growth
266%92.2

FUNDAMENTALS

Market Cap
$8.8B
P/E (Forward)
4.3x
Gross Margin
48.8%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of JXN are excluded.

TickerCompanyMkt CapStockRankSignal
JXNJackson Financial Inc.(you)$8.8B52Hold
UNMUnum Group$15.0B47Hold
GLGlobe Life Inc.$13.0B61Hold
PRIPrimerica, Inc.$8.5B71Buy
GNWGenworth Financial, Inc.$3.6B55Hold
CNOCNO Financial Group, Inc.$5.0B62Hold
BHFAPBrighthouse Financial, Inc.$2.7B50Hold
LNCLincoln National Corporation$7.9B82Strong Buy
FGF&G Annuities & Life, Inc.$2.8B40Hold
METMetLife, Inc.$61.8B55Hold

Peer medians: ROE 9.6% · P/E 12.6x · Gross margin 100.0%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Jackson Financial Inc. (JXN): Stock Score Summary

Jackson Financial Inc. (JXN) has a MoatMap StockRank of 52/100 based on Quality (24/100), Value (39/100), and Momentum (82/100) factor scores. The current signal is HOLD.

Jackson Financial Inc. is a leading provider of annuities in the United States, offering a diverse suite of retirement income solutions, including variable, fixed, and fixed index annuities. Its competitive moat stems from its deep expertise in product design, extensive distribution network through independent financial advisors, and strong customer service. As one of the largest annuity providers, Jackson plays a critical role in helping Americans plan for retirement.

Key Financial Metrics

Price$130.15
Market Cap$8.8B
P/E (TTM)145.79
P/E (Forward)4.31
Price/Book0.96
Return on Equity1.4%
Debt/Equity0.55x
Gross Margin48.8%
Operating Margin-810.1%
Dividend Yield2.6%
Free Cash Flow$1.2B

Jackson Financial Inc. operates in the Insurance - Life industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Jackson Financial Inc.’s (JXN) StockRank?
MoatMap’s StockRank for Jackson Financial Inc. (JXN) is 52/100, with a Hold signal. It is a composite of Quality (24), Value (39), and Momentum (82) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Jackson Financial Inc. have an economic moat?
Jackson Financial Inc. (JXN) has a Quality factor score of 24/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Jackson Financial Inc. a buy, hold, or sell?
MoatMap’s current signal for Jackson Financial Inc. (JXN) is Hold, based on a StockRank of 52/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Jackson Financial Inc. in?
Jackson Financial Inc. (JXN) operates in the Financial Services sector, specifically the Insurance - Life industry (United States).