Jackson Financial Inc (JXN) Stock Analysis
Verdict: HOLD
Deep value play converting high FCF into aggressive 2027 EPS growth targets, though GAAP volatility and -9% margins remain structural risks.
Investment score: 62/100
Analysis as of
Is Jackson Financial Inc stock worth reviewing? The TradeMates thesis
Jackson Financial offers a strong 3.25% yield and trades at a steep discount to book value (0.73x), but negative operating margins and recent earnings inconsistency warrant caution after the 15% monthly rally.
7-factor investment score
- Valuation: 70/100 (weight 20%)
- Financial Health: 40/100 (weight 15%)
- Technical Momentum: 85/100 (weight 15%)
- Earnings Quality: 55/100 (weight 15%)
- Insider Sentiment: 50/100 (weight 10%)
- Analyst Consensus: 75/100 (weight 10%)
- Risk-Adjusted Return: 60/100 (weight 15%)
Jackson Financial Inc opportunities and risks
What speaks for JXN
- Significant P/B Discount
What speaks against JXN
- Market Sensitivity and Hedging Gains/Losses
Peers and competitors
- APO
- CRBG
- EQH
- VOYA
- ALRS
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| JXN | n/a | 1.4x | n/a | 103.0% | -6.4% | 62.3% |
| APO | 35.9x | 2.4x | 6.1x | 89.3% | 7.2% | 8.6% |
| CRBG | 55.6x | 2.2x | 15.4x | 77.7% | 3.9% | 11.9% |
| EQH | n/a | 1.1x | 15.6x | 63.5% | -7.3% | 6.3% |
| VOYA | 14.5x | 4.7x | 9.4x | 90.4% | 36.3% | 16.2% |
| ALRS | 29.1x | 2.4x | 17.5x | 70.6% | 8.2% | 11.1% |
| Peer median | 29.1x | 2.4x | 15.4x | 77.7% | 7.2% | 11.1% |
Frequently asked questions about Jackson Financial Inc (JXN)
Is JXN stock a good investment?
The TradeMates model rates Jackson Financial Inc as HOLD with an investment score of 62/100. Jackson Financial offers a strong 3.25% yield and trades at a steep discount to book value (0.73x), but negative operating margins and recent earnings inconsistency warrant caution after the 15% monthly rally. This is algorithmic model output, not personal investment advice.
Is JXN stock a buy?
The TradeMates model verdict for JXN is HOLD with an investment score of 62/100. Treat this as a model signal to review, not a personal buy recommendation.