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

NYSE:JXN • US46817M1071

104.71 USD
-2.5 (-2.33%)
At close: Mar 12, 2026
104.71 USD
0 (0%)
After Hours: 3/12/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

4

Taking everything into account, JXN scores 4 out of 10 in our fundamental rating. JXN was compared to 98 industry peers in the Financial Services industry. While JXN seems to be doing ok healthwise, there are quite some concerns on its profitability. A decent growth rate in combination with a cheap valuation! Better keep an eye on JXN.


Dividend Valuation Growth Profitability Health

2

1. JXN Profitability Analysis

1.1 Basic Checks

  • In the past year JXN was profitable.
  • JXN had a positive operating cash flow in the past year.
  • Of the past 5 years JXN 4 years were profitable.
  • JXN had a positive operating cash flow in each of the past 5 years.
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 71.43% of its industry peers.
  • The Return On Equity of JXN (-0.17%) is worse than 70.41% of its industry peers.
  • With a Return On Invested Capital value of 0.02%, JXN is not doing good in the industry: 68.37% of the companies in the same industry are doing better.
  • Measured over the past 3 years, the Average Return On Invested Capital for JXN is significantly below the industry average of 8.33%.
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

  • JXN has a Operating Margin of 1.12%. This is in the lower half of the industry: JXN underperforms 68.37% of its industry peers.
  • In the last couple of years the Operating Margin of JXN has declined.
  • JXN does not have Profit Margin and Gross Margin available, so we won't be analyzing them here.
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. JXN Health Analysis

2.1 Basic Checks

  • JXN has less shares outstanding than it did 1 year ago.
  • 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 85.71% 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.
  • With a decent Debt to Equity ratio value of 0.20, JXN is doing good in the industry, outperforming 61.22% of the companies in the same industry.
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

  • The Earnings Per Share has grown by an impressive 20.96% over the past year.
  • The Earnings Per Share has been growing by 11.60% on average over the past years. This is quite good.
  • The Revenue has grown by 110.15% in the past year. This is a very strong growth!
  • The Revenue has been growing by 12.87% on average over the past years. This is quite good.
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.
  • Based on estimates for the next years, JXN will show a small growth in Revenue. The Revenue will grow by 5.51% on average per year.
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

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
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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Find the best growth stocksShow best growing peers

8

4. JXN Valuation Analysis

4.1 Price/Earnings Ratio

  • JXN is valuated cheaply with a Price/Earnings ratio of 4.60.
  • Compared to the rest of the industry, the Price/Earnings ratio of JXN indicates a rather cheap valuation: JXN is cheaper than 94.90% of the companies listed in the same industry.
  • JXN is valuated cheaply when we compare the Price/Earnings ratio to 25.71, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 4.13, which indicates a rather cheap valuation of JXN.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of JXN indicates a rather cheap valuation: JXN is cheaper than 93.88% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of JXN to the average of the S&P500 Index (23.82), we can say JXN is valued rather cheaply.
Industry RankSector Rank
PE 4.6
Fwd PE 4.13
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

  • 100.00% of the companies in the same industry are more expensive than JXN, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 1.29
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)0.4
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

  • JXN has a Yearly Dividend Yield of 3.23%. Purely for dividend investing, there may be better candidates out there.
  • JXN's Dividend Yield is a higher than the industry average which is at 2.34.
  • JXN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.23%

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 Years3
Div Non Decr Years3
JXN Yearly Dividends per shareJXN Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • JXN has negative earnings and hence a negative payout ratio. The dividend may be in danger.
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

More info and screens

Find the best dividend stocksShow peers with best dividend

JXN Fundamentals: All Metrics, Ratios and Statistics

JACKSON FINANCIAL INC-A

NYSE:JXN (3/12/2026, 8:04:00 PM)

After market: 104.71 0 (0%)

104.71

-2.5 (-2.33%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-18
Earnings (Next)05-01
Inst Owners89.36%
Inst Owner Change-1.41%
Ins Owners1.76%
Ins Owner Change1.57%
Market Cap7.40B
Revenue(TTM)6.81B
Net Income(TTM)-17.00M
Analysts74.29
Price Target127.84 (22.09%)
Short Float %4.93%
Short Ratio5.8
Dividend
Industry RankSector Rank
Dividend Yield 3.23%
Yearly Dividend3.81
Dividend Growth(5Y)N/A
DP-1570.59%
Div Incr Years3
Div Non Decr Years3
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)3.01%
PT rev (3m)13.12%
EPS NQ rev (1m)0.47%
EPS NQ rev (3m)0.39%
EPS NY rev (1m)6.05%
EPS NY rev (3m)2.48%
Revenue NQ rev (1m)2.02%
Revenue NQ rev (3m)0.77%
Revenue NY rev (1m)1.73%
Revenue NY rev (3m)3.11%
Valuation
Industry RankSector Rank
PE 4.6
Fwd PE 4.13
P/S 1.09
P/FCF 1.29
P/OCF 1.29
P/B 0.74
P/tB 0.74
EV/EBITDA N/A
EPS(TTM)22.74
EY21.72%
EPS(NY)25.37
Fwd EY24.23%
FCF(TTM)81.47
FCFY77.8%
OCF(TTM)81.47
OCFY77.8%
SpS96.34
BVpS140.82
TBVpS140.82
PEG (NY)0.4
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 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.


How profitable is JACKSON FINANCIAL INC-A (JXN) stock?

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


Can you provide the financial health for JXN stock?

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


How sustainable is the dividend of JACKSON FINANCIAL INC-A (JXN) stock?

The dividend rating of JACKSON FINANCIAL INC-A (JXN) is 4 / 10 and the dividend payout ratio is -1570.59%.