Jackson Financial Inc. Fundamental Analysis
Jackson Financial Inc. (JXN-PA) shows weak financial fundamentals with a PE ratio of -20.10, profit margin of -6.36%, and ROE of -3.73%. The company generates $5.9B 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 51.7/100 based on profitability, valuation, growth, and balance sheet metrics. The C grade reflects average fundamentals, with notable risks in certain areas.
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
ExcellentJXN-PA maintains a strong and stable balance sheet.
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 -20.10 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, JXN-PA's PEG of -0.06 indicates potential undervaluation.
Price to Book
The market values Jackson Financial Inc. at 0.79 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at -20.07 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 $-6.36 as profit after all expenses.
Operating Margin
Core operations generate -8.48 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 $5.23B, reflecting robust business health.
Free Cash Flow
Jackson Financial Inc. generates strong free cash flow of $5.23B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $74.72 in free cash annually.
FCF Yield
JXN-PA converts 69.46% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
-20.10
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-0.06
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.79
vs 25 benchmark
P/S Ratio
Price to sales ratio
1.28
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.48
vs 25 benchmark
Current Ratio
Current assets to current liabilities
4.78
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 | -20.10 | 19.38 | Better (Cheaper) |
| ROE | -3.73% | 804.00% | Weak |
| Net Margin | -6.36% | -7623.00% (disorted) | Weak |
| Debt/Equity | 0.48 | 1.07 | Strong (Low Leverage) |
| Current Ratio | 4.78 | 609.22 | Strong Liquidity |
| ROA | -0.11% | -20946.00% (disorted) | Weak |
JXN-PA outperforms its industry in 3 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