Jackson Financial Inc.
Jackson Financial Inc. Fundamental Analysis
Jackson Financial Inc. (JXN-PA) shows weak financial fundamentals with a PE ratio of -4.83, profit margin of -6.48%, and ROE of -3.73%. The company generates $5.8B in annual revenue with weak year-over-year growth of 1.16%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 44.3/100 based on profitability, valuation, growth, and balance sheet metrics. The D 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
ExcellentJXN-PA trades at attractive valuation levels.
Growth Score
WeakJXN-PA faces weak or negative growth trends.
Financial Health Score
ModerateJXN-PA shows balanced financial health with some risks.
Profitability Score
WeakJXN-PA struggles to sustain strong margins.
Key Financial Metrics
Is JXN-PA Expensive or Cheap?
P/E Ratio
JXN-PA trades at -4.83 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, JXN-PA's PEG of -0.01 indicates potential undervaluation.
Price to Book
The market values Jackson Financial Inc. at 0.19 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at -13.39 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 $-6.48 as profit after all expenses.
Operating Margin
Core operations generate -8.63 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $-3.73 in profit for every $100 of shareholder equity.
ROA
Jackson Financial Inc. generates $-0.11 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 $5.21B, reflecting robust business health.
Free Cash Flow
Jackson Financial Inc. generates strong free cash flow of $5.21B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $74.32 in free cash annually.
FCF Yield
JXN-PA converts 2.89% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
-4.83
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-0.01
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.19
vs 25 benchmark
P/S Ratio
Price to sales ratio
0.31
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.21
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.00
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
-0.04
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 | -4.83 | 18.96 | Better (Cheaper) |
| ROE | -3.73% | 797.00% | Weak |
| Net Margin | -6.48% | -7699.00% (disorted) | Weak |
| Debt/Equity | 0.21 | 2.38 | Strong (Low Leverage) |
| Current Ratio | 0.00 | 560.28 | Weak Liquidity |
| ROA | -0.11% | -23967.00% (disorted) | Weak |
JXN-PA outperforms its industry in 2 out of 6 key metrics, but lagging in ROE.
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
94.01%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
102.23%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
109.08%
Industry Style: Value, Dividend, Cyclical
High Growth