JACKSON FINANCIAL INC-A (JXN) Fundamental Analysis & Valuation

NYSE:JXN • US46817M1071

Current stock price

101.62 USD
-1.73 (-1.67%)
At close:
101.62 USD
0 (0%)
After Hours:

This JXN fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

2

1. JXN Profitability Analysis

1.1 Basic Checks

  • JXN had positive earnings in the past year.
  • In the past year JXN had a positive cash flow from operations.
  • JXN had positive earnings in 4 of the past 5 years.
  • In the past 5 years JXN always reported a positive cash flow from operatings.
JXN Yearly Net Income VS EBIT VS OCF VS FCFJXN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B 6B

1.2 Ratios

  • JXN's Return On Assets of 0.00% is on the low side compared to the rest of the industry. JXN is outperformed by 70.00% of its industry peers.
  • With a Return On Equity value of -0.17%, JXN is not doing good in the industry: 69.00% of the companies in the same industry are doing better.
  • JXN has a worse Return On Invested Capital (0.02%) than 68.00% of its industry peers.
  • JXN had an Average Return On Invested Capital over the past 3 years of 0.18%. This is significantly below the industry average of 8.10%.
Industry RankSector Rank
ROA 0%
ROE -0.17%
ROIC 0.02%
ROA(3y)0.18%
ROA(5y)0.64%
ROE(3y)5.97%
ROE(5y)22.88%
ROIC(3y)0.18%
ROIC(5y)0.64%
JXN Yearly ROA, ROE, ROICJXN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

1.3 Margins

  • With a Operating Margin value of 1.12%, JXN is not doing good in the industry: 68.00% of the companies in the same industry are doing better.
  • JXN's Operating Margin has declined in the last couple of years.
  • The Profit Margin and Gross Margin are not available for JXN so they could not be analyzed.
Industry RankSector Rank
OM 1.12%
PM (TTM) N/A
GM N/A
OM growth 3Y-71.57%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
JXN Yearly Profit, Operating, Gross MarginsJXN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40 -60

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4

2. JXN Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, JXN has less shares outstanding
  • The number of shares outstanding for JXN has been increased compared to 5 years ago.
  • Compared to 1 year ago, JXN has an improved debt to assets ratio.
JXN Yearly Shares OutstandingJXN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M
JXN Yearly Total Debt VS Total AssetsJXN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100B 200B 300B

2.2 Solvency

  • The Debt to FCF ratio of JXN is 0.35, which is an excellent value as it means it would take JXN, only 0.35 years of fcf income to pay off all of its debts.
  • With an excellent Debt to FCF ratio value of 0.35, JXN belongs to the best of the industry, outperforming 88.00% of the companies in the same industry.
  • JXN has a Debt/Equity ratio of 0.20. This is a healthy value indicating a solid balance between debt and equity.
  • JXN has a better Debt to Equity ratio (0.20) than 63.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.2
Debt/FCF 0.35
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
JXN Yearly LT Debt VS Equity VS FCFJXN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
JXN Yearly Current Assets VS Current LiabilitesJXN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. JXN Growth Analysis

3.1 Past

  • JXN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 20.96%, which is quite impressive.
  • Measured over the past years, JXN shows a quite strong growth in Earnings Per Share. The EPS has been growing by 11.60% on average per year.
  • JXN shows a strong growth in Revenue. In the last year, the Revenue has grown by 110.15%.
  • JXN shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 12.87% yearly.
EPS 1Y (TTM)20.96%
EPS 3Y11.6%
EPS 5YN/A
EPS Q2Q%42.15%
Revenue 1Y (TTM)110.15%
Revenue growth 3Y-22.76%
Revenue growth 5Y12.87%
Sales Q2Q%535.14%

3.2 Future

  • The Earnings Per Share is expected to grow by 9.95% on average over the next years. This is quite good.
  • JXN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.51% yearly.
EPS Next Y11.57%
EPS Next 2Y9.45%
EPS Next 3Y10.4%
EPS Next 5Y9.95%
Revenue Next Year10.64%
Revenue Next 2Y6.95%
Revenue Next 3Y5.91%
Revenue Next 5Y5.51%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
JXN Yearly Revenue VS EstimatesJXN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B
JXN Yearly EPS VS EstimatesJXN Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 10 20 30

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8

4. JXN Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 4.47 indicates a rather cheap valuation of JXN.
  • Based on the Price/Earnings ratio, JXN is valued cheaply inside the industry as 93.00% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of JXN to the average of the S&P500 Index (26.78), we can say JXN is valued rather cheaply.
  • The Price/Forward Earnings ratio is 4.01, which indicates a rather cheap valuation of JXN.
  • Based on the Price/Forward Earnings ratio, JXN is valued cheaply inside the industry as 95.00% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 23.54. JXN is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 4.47
Fwd PE 4.01
JXN Price Earnings VS Forward Price EarningsJXN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, JXN is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 1.25
EV/EBITDA N/A
JXN Per share dataJXN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.39
PEG (5Y)N/A
EPS Next 2Y9.45%
EPS Next 3Y10.4%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. JXN Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.55%, JXN has a reasonable but not impressive dividend return.
  • JXN's Dividend Yield is a higher than the industry average which is at 2.20.
  • Compared to an average S&P500 Dividend Yield of 1.89, JXN pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.55%

5.2 History

  • JXN has been paying a dividend for over 5 years, so it has already some track record.
  • JXN has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years4
Div Non Decr Years4
JXN Yearly Dividends per shareJXN Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • The earnings of JXN are negative and hence is the payout ratio. JXN will probably not be able to sustain this dividend level.
DP-1570.59%
EPS Next 2Y9.45%
EPS Next 3Y10.4%
JXN Yearly Income VS Free CF VS DividendJXN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B

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JXN Fundamentals: All Metrics, Ratios and Statistics

JACKSON FINANCIAL INC-A

NYSE:JXN (4/10/2026, 8:04:00 PM)

After market: 101.62 0 (0%)

101.62

-1.73 (-1.67%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-18
Earnings (Next)05-01
Inst Owners89.36%
Inst Owner Change0%
Ins Owners1.76%
Ins Owner Change1.02%
Market Cap7.18B
Revenue(TTM)6.81B
Net Income(TTM)-17.00M
Analysts72.5
Price Target127.84 (25.8%)
Short Float %4.5%
Short Ratio4.54
Dividend
Industry RankSector Rank
Dividend Yield 3.55%
Yearly Dividend3.81
Dividend Growth(5Y)N/A
DP-1570.59%
Div Incr Years4
Div Non Decr Years4
Ex-Date03-16
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)11.74%
Min EPS beat(2)11.64%
Max EPS beat(2)11.83%
EPS beat(4)4
Avg EPS beat(4)7.47%
Min EPS beat(4)2.47%
Max EPS beat(4)11.83%
EPS beat(8)6
Avg EPS beat(8)6.79%
EPS beat(12)7
Avg EPS beat(12)0.71%
EPS beat(16)10
Avg EPS beat(16)4.75%
Revenue beat(2)1
Avg Revenue beat(2)-10.5%
Min Revenue beat(2)-23.42%
Max Revenue beat(2)2.42%
Revenue beat(4)3
Avg Revenue beat(4)-0.24%
Min Revenue beat(4)-23.42%
Max Revenue beat(4)10.33%
Revenue beat(8)6
Avg Revenue beat(8)-3.42%
Revenue beat(12)7
Avg Revenue beat(12)-19.31%
Revenue beat(16)10
Avg Revenue beat(16)5.54%
PT rev (1m)0%
PT rev (3m)10.67%
EPS NQ rev (1m)0.92%
EPS NQ rev (3m)0.3%
EPS NY rev (1m)0%
EPS NY rev (3m)1.8%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.77%
Revenue NY rev (1m)0%
Revenue NY rev (3m)4.3%
Valuation
Industry RankSector Rank
PE 4.47
Fwd PE 4.01
P/S 1.05
P/FCF 1.25
P/OCF 1.25
P/B 0.72
P/tB 0.72
EV/EBITDA N/A
EPS(TTM)22.74
EY22.38%
EPS(NY)25.37
Fwd EY24.97%
FCF(TTM)81.47
FCFY80.17%
OCF(TTM)81.47
OCFY80.17%
SpS96.34
BVpS140.82
TBVpS140.82
PEG (NY)0.39
PEG (5Y)N/A
Graham Number268.42
Profitability
Industry RankSector Rank
ROA 0%
ROE -0.17%
ROCE 0.02%
ROIC 0.02%
ROICexc 0.02%
ROICexgc 0.07%
OM 1.12%
PM (TTM) N/A
GM N/A
FCFM 84.56%
ROA(3y)0.18%
ROA(5y)0.64%
ROE(3y)5.97%
ROE(5y)22.88%
ROIC(3y)0.18%
ROIC(5y)0.64%
ROICexc(3y)0.18%
ROICexc(5y)0.65%
ROICexgc(3y)0.74%
ROICexgc(5y)2.65%
ROCE(3y)0.23%
ROCE(5y)0.81%
ROICexgc growth 3Y-79.06%
ROICexgc growth 5YN/A
ROICexc growth 3Y-78.84%
ROICexc growth 5YN/A
OM growth 3Y-71.57%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.02
Health
Industry RankSector Rank
Debt/Equity 0.2
Debt/FCF 0.35
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 0.33
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)20.96%
EPS 3Y11.6%
EPS 5YN/A
EPS Q2Q%42.15%
EPS Next Y11.57%
EPS Next 2Y9.45%
EPS Next 3Y10.4%
EPS Next 5Y9.95%
Revenue 1Y (TTM)110.15%
Revenue growth 3Y-22.76%
Revenue growth 5Y12.87%
Sales Q2Q%535.14%
Revenue Next Year10.64%
Revenue Next 2Y6.95%
Revenue Next 3Y5.91%
Revenue Next 5Y5.51%
EBIT growth 1Y-93.15%
EBIT growth 3Y-78.04%
EBIT growth 5YN/A
EBIT Next Year20.41%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-0.6%
FCF growth 3Y3.42%
FCF growth 5Y9.18%
OCF growth 1Y-0.6%
OCF growth 3Y3.42%
OCF growth 5Y9.18%

JACKSON FINANCIAL INC-A / JXN Fundamental Analysis FAQ

What is the fundamental rating for JXN stock?

ChartMill assigns a fundamental rating of 4 / 10 to JXN.


What is the valuation status for JXN stock?

ChartMill assigns a valuation rating of 8 / 10 to JACKSON FINANCIAL INC-A (JXN). This can be considered as Undervalued.


Can you provide the profitability details for JACKSON FINANCIAL INC-A?

JACKSON FINANCIAL INC-A (JXN) has a profitability rating of 2 / 10.


How financially healthy is JACKSON FINANCIAL INC-A?

The financial health rating of JACKSON FINANCIAL INC-A (JXN) is 4 / 10.


What is the expected EPS growth for JACKSON FINANCIAL INC-A (JXN) stock?

The Earnings per Share (EPS) of JACKSON FINANCIAL INC-A (JXN) is expected to grow by 11.57% in the next year.