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JXN-PAJackson Financial Inc.
$25.41$1.8B
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  4. Financial Ratios

Jackson Financial Inc. (JXN-PA) Financial Ratios

Latest Ratios: P/E Ratio -105.9x · EV/EBITDA N/A · ROE 0.3%. (2018–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

JXN-PA Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Market Cap$1.8B$1.8B$2.0B$2.1B—————
Enterprise Value$687M$736M$2.6B$3.4B—————
P/E Ratio →-105.88—2.242.35—————
P/S Ratio0.270.270.650.67—————
P/B Ratio0.170.180.200.20—————
P/FCF0.310.320.350.40—————
P/OCF0.310.320.350.40—————

P/E links to full P/E history page with 30-year chart

JXN-PA EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
EV / Revenue—0.110.851.09—————
EV / EBITDA——2.333.23—————
EV / EBIT——2.333.23—————
EV / FCF—0.130.450.65—————

JXN-PA Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Gross Margin85.5%85.5%77.3%77.9%91.6%90.7%-25.8%8.4%100.0%
Operating Margin-1.7%-1.7%33.1%30.3%79.6%79.0%-53.7%-23.2%16.5%
Net Profit Margin0.4%0.4%30.6%29.5%63.6%62.1%-35.2%-14.2%14.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
ROE0.3%0.3%9.3%9.5%60.5%32.5%-19.0%-6.5%25.3%
ROA0.0%0.0%0.3%0.3%1.8%0.9%-0.5%-0.2%0.8%
ROIC-0.9%-0.9%6.9%6.8%52.8%31.4%-22.9%-9.9%40.1%
ROCE-0.0%-0.0%0.3%0.3%2.2%1.2%-0.8%-0.3%0.9%

JXN-PA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Debt / Equity0.450.450.440.390.470.370.030.370.04
Debt / EBITDA——3.903.770.560.93——0.15
Net Debt / Equity—-0.110.060.130.010.13-0.170.10-0.46
Net Debt / EBITDA——0.541.250.010.33——-1.60
Debt / FCF—-0.190.110.250.010.25-0.450.17-0.62
Interest Coverage-0.14-0.1411.129.7969.31118.43-27.31-7.1928.76

Net cash position: cash ($5.7B) exceeds total debt ($4.6B)

JXN-PA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Current Ratio4.524.523.94—————32.77
Quick Ratio4.524.523.94—————32.77
Cash Ratio3.283.282.63—————32.77
Asset Turnover—0.020.010.010.030.010.010.010.05
Inventory Turnover—————————
Days Sales Outstanding—————————

JXN-PA Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Dividend Yield12.5%12.2%10.5%9.5%—————
Payout Ratio825.9%825.9%22.3%21.5%3.0%1.5%——22.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Earnings Yield——44.7%42.6%—————
FCF Yield100.0%314.3%288.3%251.7%—————
Buyback Yield37.5%36.5%22.0%14.5%—————
Total Shareholder Yield50.0%48.7%32.5%24.0%—————
Shares Outstanding—$70M$77M$84M$89M$89M$94M$94M$94M

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Derivative hedging volatility exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Deep Discount Reflects Complexity Risk

Based on reported figures, Jackson Financial trades at a P/B of 0.17, a valuation level that suggests the market heavily discounts the firm's equity due to the perceived risks of its variable annuity guarantee book and the inherent volatility of its GAAP-based financial reporting.

The extreme discount to book value appears to reflect investor skepticism regarding the long-term stability of earnings in a market-sensitive business model. While the low multiple may suggest an attractive entry point for value-oriented investors, it warrants further investigation into whether this discount is a permanent feature of the firm's complexity or a temporary mispricing of its underlying cash-generative capacity.

Erratic Underwriting Profitability Trends Observed

As evidenced by the combined ratio trajectory, which swung from 3.2% in 2023Q4 to 127.7% in 2024Q3, Jackson Financial's underwriting profitability remains highly sensitive to market-driven adjustments rather than consistent operational performance, according to the company's recent quarterly financial disclosures.

The volatility in the combined ratio suggests that traditional underwriting metrics are heavily distorted by the accounting treatment of derivative hedges and reserve adjustments. Investors should monitor whether the firm can achieve a more stable combined ratio as it pivots toward RILAs, which may offer a more predictable risk profile than legacy variable annuity products.

Capital Base Supports Dividend Commitment

According to recent SEC filings, the company maintains a consistent equity position despite reporting negative net income in several periods, which suggests that the firm's statutory capital position remains sufficient to support ongoing dividend distributions without compromising its long-term solvency profile.

The firm's ability to maintain dividends despite GAAP losses indicates a management priority on shareholder yield, supported by a robust liquidity cushion. However, the reliance on statutory capital to buffer against market volatility warrants close monitoring, as any significant deterioration in the RBC ratio could constrain future capital return initiatives.

GAAP Earnings Obscure Economic Reality

As reported in financial statements, the frequent swings between net losses and significant profits suggest that GAAP earnings may not accurately reflect the company's economic health, primarily due to the accounting mismatch between derivative gains and the valuation of long-term annuity liabilities.

The P/E ratio is the most commonly misapplied metric for Jackson Financial, as it fails to account for the non-cash volatility inherent in the firm's hedging program. Analysts should prioritize Adjusted Operating Earnings and cash-flow-based metrics to better understand the underlying profitability of the insurance operations, as GAAP net income is frequently distorted by market-related noise.

Download Financial Ratios Data

Includes 30+ ratios · 8 years · Updated daily

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JXN-PA — Frequently Asked Questions

Quick answers to the most common questions about buying JXN-PA stock.

What is Jackson Financial Inc.'s P/E ratio?

Jackson Financial Inc.'s current P/E ratio is -105.9x. The historical average is 2.3x.

What is Jackson Financial Inc.'s ROE?

Jackson Financial Inc.'s return on equity (ROE) is 0.3%. The historical average is 14.0%.

Is JXN-PA stock overvalued?

Based on historical data, Jackson Financial Inc. is trading at a P/E of -105.9x. Compare with industry peers and growth rates for a complete picture.

What is Jackson Financial Inc.'s dividend yield?

Jackson Financial Inc.'s current dividend yield is 12.49% with a payout ratio of 825.9%.

What are Jackson Financial Inc.'s profit margins?

Jackson Financial Inc. has 85.5% gross margin and -1.7% operating margin.