Insurance - Life
Compare Stocks
2 / 10Stock Comparison
JXN vs BLK
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
JXN vs BLK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Insurance - Life | Asset Management |
| Market Cap | $8.09B | $166.54B |
| Revenue (TTM) | $5.86B | $20.41B |
| Net Income (TTM) | $-373M | $6.10B |
| Gross Margin | 103.0% | 49.4% |
| Operating Margin | -8.5% | 37.1% |
| Forward P/E | 4.9x | 20.2x |
| Total Debt | $4.61B | $14.22B |
| Cash & Equiv. | $5.70B | $12.76B |
JXN vs BLK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 21 | May 26 | Return |
|---|---|---|---|
| Jackson Financial I… (JXN) | 100 | 441.9 | +341.9% |
| BlackRock, Inc. (BLK) | 100 | 128.0 | +28.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JXN vs BLK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
JXN carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 116.1%, EPS growth -102.0%, 3Y rev CAGR -11.7%
- 303.8% 10Y total return vs BLK's 246.4%
- 116.1% revenue growth vs BLK's 14.3%
BLK is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 15 yrs, beta 1.28, yield 1.9%
- Lower volatility, beta 1.28, Low D/E 28.8%, current ratio 16.40x
- Beta 1.28, yield 1.9%, current ratio 16.40x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 116.1% revenue growth vs BLK's 14.3% | |
| Value | Lower P/E (4.9x vs 20.2x) | |
| Quality / Margins | 31.2% margin vs JXN's -6.4% | |
| Stability / Safety | Beta 1.28 vs JXN's 1.31, lower leverage | |
| Dividends | 2.8% yield, 4-year raise streak, vs BLK's 1.9% | |
| Momentum (1Y) | +44.5% vs BLK's +19.7% | |
| Efficiency (ROA) | 3.7% ROA vs JXN's -0.1%, ROIC 9.9% vs -0.9% |
JXN vs BLK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
JXN vs BLK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BLK leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BLK is the larger business by revenue, generating $20.4B annually — 3.5x JXN's $5.9B. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to JXN's -6.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.9B | $20.4B |
| EBITDAEarnings before interest/tax | -$422M | $8.3B |
| Net IncomeAfter-tax profit | -$373M | $6.1B |
| Free Cash FlowCash after capex | $4.2B | $3.9B |
| Gross MarginGross profit ÷ Revenue | +103.0% | +49.4% |
| Operating MarginEBIT ÷ Revenue | -8.5% | +37.1% |
| Net MarginNet income ÷ Revenue | -6.4% | +31.2% |
| FCF MarginFCF ÷ Revenue | +71.0% | +23.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -22.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -12.0% | -22.7% |
Valuation Metrics
JXN leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $8.1B | $166.5B |
| Enterprise ValueMkt cap + debt − cash | $7.0B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | -478.75x | 25.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.87x | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.15x |
| EV / EBITDAEnterprise value multiple | — | 20.73x |
| Price / SalesMarket cap ÷ Revenue | 1.21x | 8.16x |
| Price / BookPrice ÷ Book value/share | 0.78x | 3.30x |
| Price / FCFMarket cap ÷ FCF | 1.40x | 35.43x |
Profitability & Efficiency
BLK leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BLK delivers a 9.9% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-4 for JXN. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to JXN's 0.45x. On the Piotroski fundamental quality scale (0–9), JXN scores 7/9 vs BLK's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.6% | +9.9% |
| ROA (TTM)Return on assets | -0.1% | +3.7% |
| ROICReturn on invested capital | -0.9% | +9.9% |
| ROCEReturn on capital employed | -0.0% | +5.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.45x | 0.29x |
| Net DebtTotal debt minus cash | -$1.1B | $1.5B |
| Cash & Equiv.Liquid assets | $5.7B | $12.8B |
| Total DebtShort + long-term debt | $4.6B | $14.2B |
| Interest CoverageEBIT ÷ Interest expense | -4.22x | 9.27x |
Total Returns (Dividends Reinvested)
JXN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JXN five years ago would be worth $40,375 today (with dividends reinvested), compared to $13,522 for BLK. Over the past 12 months, JXN leads with a +44.5% total return vs BLK's +19.7%. The 3-year compound annual growth rate (CAGR) favors JXN at 51.8% vs BLK's 20.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +7.8% | -0.5% |
| 1-Year ReturnPast 12 months | +44.5% | +19.7% |
| 3-Year ReturnCumulative with dividends | +249.5% | +76.6% |
| 5-Year ReturnCumulative with dividends | +303.8% | +35.2% |
| 10-Year ReturnCumulative with dividends | +303.8% | +246.4% |
| CAGR (3Y)Annualised 3-year return | +51.8% | +20.9% |
Risk & Volatility
Evenly matched — JXN and BLK each lead in 1 of 2 comparable metrics.
Risk & Volatility
BLK is the less volatile stock with a 1.28 beta — it tends to amplify market swings less than JXN's 1.31 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JXN currently trades 93.0% from its 52-week high vs BLK's 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.31x | 1.28x |
| 52-Week HighHighest price in past year | $123.61 | $1219.94 |
| 52-Week LowLowest price in past year | $78.76 | $906.57 |
| % of 52W HighCurrent price vs 52-week peak | +93.0% | +88.0% |
| RSI (14)Momentum oscillator 0–100 | 45.8 | 55.3 |
| Avg Volume (50D)Average daily shares traded | 540K | 798K |
Analyst Outlook
Evenly matched — JXN and BLK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates JXN as "Hold" and BLK as "Buy". Consensus price targets imply 22.2% upside for BLK (target: $1312) vs 4.4% for JXN (target: $120). For income investors, JXN offers the higher dividend yield at 2.76% vs BLK's 1.91%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $120.00 | $1311.78 |
| # AnalystsCovering analysts | 6 | 33 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +1.9% |
| Dividend StreakConsecutive years of raises | 4 | 15 |
| Dividend / ShareAnnual DPS | $3.17 | $20.46 |
| Buyback YieldShare repurchases ÷ mkt cap | +8.3% | +1.2% |
BLK leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JXN leads in 2 (Valuation Metrics, Total Returns). 2 tied.
JXN vs BLK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is JXN or BLK a better buy right now?
For growth investors, Jackson Financial Inc.
(JXN) is the stronger pick with 116. 1% revenue growth year-over-year, versus 14. 3% for BlackRock, Inc. (BLK). BlackRock, Inc. (BLK) offers the better valuation at 25. 6x trailing P/E (20. 2x forward), making it the more compelling value choice. Analysts rate BlackRock, Inc. (BLK) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JXN or BLK?
On forward P/E, Jackson Financial Inc.
is actually cheaper at 4. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — JXN or BLK?
Over the past 5 years, Jackson Financial Inc.
(JXN) delivered a total return of +303. 8%, compared to +35. 2% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: JXN returned +303. 8% versus BLK's +246. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JXN or BLK?
By beta (market sensitivity over 5 years), BlackRock, Inc.
(BLK) is the lower-risk stock at 1. 28β versus Jackson Financial Inc. 's 1. 31β — meaning JXN is approximately 2% more volatile than BLK relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 45% for Jackson Financial Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — JXN or BLK?
By revenue growth (latest reported year), Jackson Financial Inc.
(JXN) is pulling ahead at 116. 1% versus 14. 3% for BlackRock, Inc. (BLK). On earnings-per-share growth, the picture is similar: BlackRock, Inc. grew EPS 15. 1% year-over-year, compared to -102. 0% for Jackson Financial Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — JXN or BLK?
BlackRock, Inc.
(BLK) is the more profitable company, earning 31. 2% net margin versus 0. 4% for Jackson Financial Inc. — meaning it keeps 31. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BLK leads at 37. 1% versus -1. 7% for JXN. At the gross margin level — before operating expenses — JXN leads at 85. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is JXN or BLK more undervalued right now?
On forward earnings alone, Jackson Financial Inc.
(JXN) trades at 4. 9x forward P/E versus 20. 2x for BlackRock, Inc. — 15. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 2% to $1311. 78.
08Which pays a better dividend — JXN or BLK?
All stocks in this comparison pay dividends.
Jackson Financial Inc. (JXN) offers the highest yield at 2. 8%, versus 1. 9% for BlackRock, Inc. (BLK).
09Is JXN or BLK better for a retirement portfolio?
For long-horizon retirement investors, Jackson Financial Inc.
(JXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 8% yield, +303. 8% 10Y return). Both have compounded well over 10 years (JXN: +303. 8%, BLK: +246. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between JXN and BLK?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: JXN is a small-cap high-growth stock; BLK is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.