Jackson Financial Inc JXN

Morningstar Rating

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

JXN is trading at a 439% premium.
Price
$92.28
Fair Value
$279.27
Uncertainty
High
1-Star Price
$314.61
5-Star Price
$64.73
Economic Moat
Jzyj
Capital Allocation

News

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
3.41
Price/Sales
1.72
Dividend Yield (Trailing)
2.95%
Dividend Yield (Forward)
3.04%
Total Yield
8.29%

Company Profile

Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail products offerings comprise annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. It manages the business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments.
Sector
Financial Services
Industry
Insurance - Life
Stock Style Box
Small Value
Total Number of Employees
3,840

Comparables

Valuation

Metric
JXN
BHF
LNC
Price/Earnings (Normalized)
3.412.607.75
Price/Book Value
0.730.650.74
Price/Sales
1.720.730.38
Price/Cash Flow
1.389.48
Price/Earnings
JXN
BHF
LNC

Financial Strength

Metric
JXN
BHF
LNC
Quick Ratio
Current Ratio
Interest Coverage
21.50−6.747.16
Quick Ratio
No chart available

Profitability

Metric
JXN
BHF
LNC
Return on Assets (Normalized)
0.38%0.33%−0.35%
Return on Equity (Normalized)
13.76%17.14%−23.93%
Return on Invested Capital (Normalized)
1.52%7.62%−4.31%
Return on Assets
JXN
BHF
LNC

Insurance - Life Industry Comparables

1-Day Chart
Name
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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Prudential Financial Inc
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Prudential PLC ADR
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