Jackson Financial Inc.
Jackson Financial Inc. Fundamental Analysis
Jackson Financial Inc. (JXN-PA) shows weak financial fundamentals with a PE ratio of 67.67, profit margin of 0.41%, and ROE of 0.26%. The company generates $6.3B in annual revenue with weak year-over-year growth of -2.12%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 33.3/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.
Fundamental Health Score
We analyze JXN-PA's fundamental strength across five key dimensions:
Efficiency Score
WeakJXN-PA struggles to generate sufficient returns from assets.
Valuation Score
ModerateJXN-PA shows balanced valuation metrics.
Growth Score
ModerateJXN-PA shows steady but slowing expansion.
Financial Health Score
ModerateJXN-PA shows balanced financial health with some risks.
Profitability Score
ModerateJXN-PA maintains healthy but balanced margins.
Key Financial Metrics
Is JXN-PA Expensive or Cheap?
P/E Ratio
JXN-PA trades at 67.67 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, JXN-PA's PEG of -0.65 indicates potential undervaluation.
Price to Book
The market values Jackson Financial Inc. at 0.18 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at -389.00 times EBITDA. This is generally considered low.
How Well Does JXN-PA Make Money?
Net Profit Margin
For every $100 in sales, Jackson Financial Inc. keeps $0.41 as profit after all expenses.
Operating Margin
Core operations generate -1.73 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $0.26 in profit for every $100 of shareholder equity.
ROA
Jackson Financial Inc. generates $0.01 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Jackson Financial Inc. generates strong operating cash flow of $5.40B, reflecting robust business health.
Free Cash Flow
Jackson Financial Inc. generates strong free cash flow of $5.40B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $80.79 in free cash annually.
FCF Yield
JXN-PA converts 3.20% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
67.67
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-0.65
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.18
vs 25 benchmark
P/S Ratio
Price to sales ratio
0.27
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.20
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.38
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.003
vs 25 benchmark
ROA
Return on assets percentage
0.00
vs 25 benchmark
ROCE
Return on capital employed
-0.00
vs 25 benchmark
How JXN-PA Stacks Against Its Sector Peers
| Metric | JXN-PA Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 67.67 | 18.86 | Worse (Expensive) |
| ROE | 0.26% | 847.00% | Weak |
| Net Margin | 0.41% | 4202.00% | Weak |
| Debt/Equity | 0.20 | 0.91 | Strong (Low Leverage) |
| Current Ratio | 0.38 | 667.17 | Weak Liquidity |
| ROA | 0.01% | -21543.00% (disorted) | Weak |
JXN-PA outperforms its industry in 1 out of 6 key metrics, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Jackson Financial Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
12.49%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
341.60%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
68.34%
Industry Style: Value, Dividend, Cyclical
High Growth