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Company Analysis

Jackson Financial Inc. JXN

A comprehensive view of key metrics, scores, and financial health for Jackson Financial Inc.

Overview of Jackson Financial Inc.

JXN NYQ
Financial Services Insurance - Life Mid Cap
Jackson Financial Inc. (JXN), is a Mid Cap company, in the Insurance - Life industry, last closed at $104.69, about 36.4% undervalued vs fair value, +25.6% 1Y return, ranked 552/1004 in sector.
$104.69
-0.02%
As of March 13, 2026
Previous close • Vol 90d: 33.2%
52-Week Range
Market Cap
$7.70B
Enterprise Value
$4.02B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.jackson.com
HQ Lansing, MI
Employees 3,090
Fiscal year Dec 31

Next Events

Dividend Mar 26 Ex-div: Mar 16
Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$79
$143
$268
Current: $104.69 +36% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$100.0M
14.9%%
Interest Expense
$100.0M
Net Interest Income
$-101.0M
7.3%%
Total Revenue
$6.7B
116.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
9.8%
Fair

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$665.0M
73.7% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Jackson Financial Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
37
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
41
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing JXN's balance between Growth (34.1%), Profitability (35.6%), and Safety (30.4%). Growth 34% Safety 30% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

48th percentile vs peers
49
Key Signals
Rev Growth YoY 1.16 95p EPS Growth YoY 9.2% 43p TSR 26.2% 56p EPS CAGR 3Y -31.3% 23p Revenue CAGR 3Y -11.7% 8p
Strengths
  • Rev Growth Yoy in top 20% of peers (1.16, 95th percentile)
  • Fcf Margin in top 20% of peers (1.87, 95th percentile)
  • Ebit Margin in top 20% of peers (36.3%, 95th percentile)
  • Gross Profit Margin in top 20% of peers (85.5%, 90th percentile)
  • Consistently strong margins across 4 metrics
Risks

No significant risks identified for this axis.

Profitability

50th percentile vs peers
51
Key Signals
Strengths
Risks
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Safety

43th percentile vs peers
43
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Jackson Financial Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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Bear
-
- - -
- upside
-
Base
$142.82
- - -
+36.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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