No significant weaknesses identified
| Name | Market Cap | Current Price | P/E Ratio | Revenue Growth 1Y | Net Margin | ROE | FCF Yield | Debt/Equity |
|---|---|---|---|---|---|---|---|---|
| BHFBrighthouse Financial, Inc. | 3.66B | 64.09 | 13.81 | 10.61% | 16.4% | 15.04% | 0.63 | |
| JXNJackson Financial Inc. | 7.81B | 114.84 | 9.78 | -2.31% | 12.13% | 5.49% | 74.22% | 0.44 |
| JXN-PAJackson Financial Inc. | 26.34 | 2.25 | -2.31% | 12.13% | 5.49% | 0.44 |
| Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | |
|---|---|---|---|---|---|---|---|
| Revenue | 13.69B | 3.49B | 4.64B | 5.5B | 9.72B | 3.17B | 3.09B |
| Revenue Growth % | - | -0.75% | 0.33% | 0.19% | 0.77% | -0.67% | -0.02% |
| Medical Costs & Claims | 0 | 3.2B | 5.84B | 511M | 812M | 698M | 702M |
| Medical Cost Ratio % | - | - | - | - | - | - | - |
| Gross Profit | 13.69B | 293M | -1.2B | 4.99B | 8.91B | 2.47B | 2.39B |
| Gross Margin % | - | - | - | - | - | - | - |
| Gross Profit Growth % | - | -0.98% | -5.09% | 5.16% | 0.78% | -0.72% | -0.03% |
| Operating Expenses | -11.43B | 1.1B | 1.29B | 647M | 1.17B | 1.51B | 1.37B |
| OpEx / Revenue % | - | - | - | - | - | - | - |
| Depreciation & Amortization | 10.8M | 11M | 10.8M | 11M | 0 | 0 | 0 |
| Combined Ratio % | - | - | - | - | - | - | - |
| Operating Income | 2.26B | -811M | -2.49B | 4.34B | 7.73B | 958M | 1.02B |
| Operating Margin % | - | - | - | - | - | - | - |
| Operating Income Growth % | - | -1.36% | -2.07% | 2.74% | 0.78% | -0.88% | 0.07% |
| EBITDA | 2.27B | -800M | -2.48B | 4.36B | 7.83B | 1.07B | 1.12B |
| EBITDA Margin % | - | - | - | - | - | - | - |
| Interest Expense | 86.2M | 99M | 88M | 37M | 113M | 109M | 101M |
| Non-Operating Income | 9.61B | -99M | -88M | -37M | -98M | -109M | -101M |
| Pretax Income | 2.39B | -811M | -2.49B | 4.34B | 7.73B | 958M | 1.02B |
| Pretax Margin % | - | - | - | - | - | - | - |
| Income Tax | 338.3M | -369M | -854M | 666M | 1.5B | 4M | 46M |
| Effective Tax Rate % | - | - | - | - | - | - | - |
| Net Income | 1.99B | -497M | -1.63B | 3.42B | 6.19B | 934M | 946M |
| Net Margin % | - | - | - | - | - | - | - |
| Net Income Growth % | - | -1.25% | -2.29% | 3.09% | 0.81% | -0.85% | 0.01% |
| EPS (Diluted) | 21.02 | -5.26 | -17.29 | 35.89 | 69.75 | 10.76 | 11.70 |
| EPS Growth % | - | -1.25% | -2.29% | 3.08% | 0.94% | -0.85% | 0.09% |
| EPS (Basic) | 21.02 | -5.26 | -17.29 | 35.89 | 72.34 | 10.36 | 11.86 |
| Diluted Shares Outstanding | 94.46M | 94.46M | 94.46M | 88.69M | 88.69M | 83.58M | 76.81M |
| Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | |
|---|---|---|---|---|---|---|---|
| Total Assets | 259.33B | 297.06B | 353.46B | 375.56B | 314.98B | 330.25B | 338.45B |
| Asset Growth % | - | 0.15% | 0.19% | 0.06% | -0.16% | 0.05% | 0.02% |
| Total Investment Assets | 0 | 76.97B | 80.49B | 74.23B | 65.95B | 60.85B | 83.82B |
| Long-Term Investments | 0 | 58.81B | 60.65B | 53.65B | 45.16B | 43.04B | 43.53B |
| Short-Term Investments | 0 | 57.09B | 59.08B | 51.55B | 42.49B | 40.42B | 40.29B |
| Total Current Assets | 3.97B | 0 | 0 | 0 | 0 | 0 | 66.01B |
| Cash & Equivalents | 3.97B | 1.93B | 2.02B | 2.62B | 4.3B | 2.69B | 3.77B |
| Receivables | 0 | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Other Current Assets | 0 | -67.4B | -96.36B | -87.3B | -75.85B | -68.68B | 0 |
| Goodwill & Intangibles | 10.66B | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 10.66B | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 20M |
| Other Assets | 244.71B | -58.81B | -60.65B | -53.65B | -45.16B | -43.04B | 225.26B |
| Total Liabilities | 251.47B | 289.74B | 343.53B | 364.49B | 305.61B | 319.92B | 328.47B |
| Total Debt | 331.9M | 2.69B | 322M | 4.05B | 4.37B | 4.03B | 4.38B |
| Net Debt | -3.64B | 757.3M | -1.7B | 1.43B | 69M | 1.34B | 610M |
| Long-Term Debt | 331.9M | 2.69B | 322M | 4.05B | 4.37B | 4.03B | 4.38B |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 8M |
| Total Current Liabilities | 121.1M | 0 | 0 | 0 | 0 | 0 | 16.74B |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Current Liabilities | -121.1M | -48.3M | -31.97B | -29.01B | -22.96B | 0 | 16.73B |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 251.14B | -2.69B | -322M | -4.05B | -4.37B | -4.03B | 307.35B |
| Total Equity | 7.86B | 7.32B | 9.92B | 11.07B | 9.38B | 10.33B | 9.98B |
| Equity Growth % | - | -0.07% | 0.36% | 0.12% | -0.15% | 0.1% | -0.03% |
| Shareholders Equity | 7.47B | 6.84B | 9.43B | 10.39B | 8.65B | 10.17B | 9.76B |
| Minority Interest | 390.2M | 484.1M | 494M | 680M | 732M | 164M | 218M |
| Retained Earnings | 2.74B | 1.37B | -324M | 2.81B | 6.4B | 7.04B | 7.71B |
| Common Stock | 0 | 0 | 1M | 1M | 1M | 1M | 1M |
| Accumulated OCI | -343.3M | 2.4B | 3.83B | 1.74B | -3.38B | -2.81B | -3.52B |
| Return on Equity (ROE) | 0.25% | -0.07% | -0.19% | 0.33% | 0.6% | 0.09% | 0.09% |
| Return on Assets (ROA) | 0.01% | -0% | -0.01% | 0.01% | 0.02% | 0% | 0% |
| Equity / Assets | - | - | - | - | - | - | - |
| Debt / Equity | 0.04x | 0.37x | 0.03x | 0.37x | 0.47x | 0.39x | 0.44x |
| Book Value per Share | 83.23 | 77.50 | 105.04 | 124.87 | 105.74 | 123.65 | 129.96 |
| Tangible BV per Share | - | - | - | - | - | - | - |
| Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | |
|---|---|---|---|---|---|---|---|
| Cash from Operations | 5.82B | 4.37B | 3.78B | 5.68B | 5.21B | 5.31B | 5.79B |
| Operating CF Growth % | - | -0.25% | -0.14% | 0.5% | -0.08% | 0.02% | 0.09% |
| Operating CF / Revenue % | - | - | - | - | - | - | - |
| Net Income | 2.05B | -442M | -1.64B | 3.68B | 6.23B | 954M | 976M |
| Depreciation & Amortization | 2.07B | 8.05B | 6.51B | 0 | 3.9B | 0 | 0 |
| Stock-Based Compensation | 38.6M | 79M | 56M | 129M | 131M | 107M | 191M |
| Deferred Taxes | 226.3M | -674M | -776M | 739M | 1.55B | -207M | 294M |
| Other Non-Cash Items | -30.8M | -274M | 588.3M | 1.77B | -6.29B | 4.46B | 4.63B |
| Working Capital Changes | 1.46B | -2.37B | -959.5M | -633M | -315M | -4M | -301M |
| Cash from Investing | -1.89B | -8.33B | -4.33B | -1.3B | -1.37B | -592M | -7.09B |
| Capital Expenditures | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Purchase of Investments | -9.22B | -18.23B | -33.82B | -19.68B | -12.53B | -13.91B | -18.21B |
| Sale/Maturity of Investments | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Other Investing | -173.3M | -646M | -654.3M | -1.23B | -464M | 1.51B | 312M |
| Cash from Financing | -2.27B | 1.93B | 639.7M | -3.77B | -2.16B | -6.33B | 2.37B |
| Dividends Paid | -450M | -875M | 0 | -50M | -186M | -236M | -255M |
| Share Repurchases | 0 | 0 | 0 | -211M | -321M | -306M | -442M |
| Stock Issued | 7.4M | 7M | 500M | 5M | 0 | 0 | 0 |
| Debt Issuance (Net) | -1000K | 1000K | 1000K | 1000K | -1000K | -1000K | 1000K |
| Other Financing | -1.82B | 2.46B | -980.5M | -5.47B | -1.58B | -5.91B | 671M |
| Net Change in Cash | 1.66B | -2.03B | 84.2M | 612M | 1.67B | -1.61B | 1.08B |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 2.31B | 3.97B | 1.93B | 2.02B | 2.63B | 4.3B | 2.69B |
| Cash at End | 3.97B | 1.94B | 2.02B | 2.63B | 4.3B | 2.69B | 3.77B |
| Free Cash Flow | 5.82B | 4.37B | 3.78B | 5.68B | 5.21B | 5.31B | 5.79B |
| FCF Growth % | - | -0.25% | -0.14% | 0.5% | -0.08% | 0.02% | 0.09% |
| FCF Margin % | - | - | - | - | - | - | - |
| FCF per Share | 61.63 | 46.24 | 39.98 | 64.07 | 58.7 | 63.53 | 75.42 |
| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|
| Combined Ratio | -83.5% | 123.24% | 153.65% | 21.04% | 20.43% | 69.73% | 66.95% |
| Medical Cost Ratio | 0% | 91.6% | 125.82% | 9.29% | 8.35% | 22.05% | 22.7% |
| Return on Equity (ROE) | 25.25% | -6.55% | -18.95% | 32.55% | 60.49% | 9.48% | 9.31% |
| Return on Assets (ROA) | 0.77% | -0.18% | -0.5% | 0.94% | 1.79% | 0.29% | 0.28% |
| Equity / Assets | 3.03% | 2.46% | 2.81% | 2.95% | 2.98% | 3.13% | 2.95% |
| Book Value / Share | 83.23 | 77.5 | 105.04 | 124.87 | 105.74 | 123.65 | 129.96 |
| Debt / Equity | 0.04x | 0.37x | 0.03x | 0.37x | 0.47x | 0.39x | 0.44x |
| Revenue Growth | - | -74.51% | 33.08% | 18.52% | 76.63% | -67.44% | -2.31% |
Jackson Financial Inc. (JXN-PA) has a price-to-earnings (P/E) ratio of 2.3x. This may indicate the stock is undervalued or faces growth challenges.
Jackson Financial Inc. (JXN-PA) saw revenue decline by 2.3% over the past year.
Yes, Jackson Financial Inc. (JXN-PA) is profitable, generating $576.0M in net income for fiscal year 2024 (30.6% net margin).
Yes, Jackson Financial Inc. (JXN-PA) pays a dividend with a yield of 10.43%. This makes it attractive for income-focused investors.
Jackson Financial Inc. (JXN-PA) has a return on equity (ROE) of 9.3%. This is below average, suggesting room for improvement.
Jackson Financial Inc. (JXN-PA) has a combined ratio of 66.9%. A ratio below 100% indicates underwriting profitability.