Loading stock…

Jackson Financial Inc. (JXN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Jackson Financial Inc.

JXNMarket cap $9.01BPrice $133.1

Country🇺🇸United States

SectorFinancials

Sells annuities and retirement income products that help millions of Americans avoid outliving their savings. Spun off from Prudential plc in 2021, it's now one of the largest annuity providers in the U.S., betting big on variable and fixed indexed products.

In Bastion Portfolios?

52W Return+41%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-12%1

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+11%7

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+12%7

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin5%3

Net Income Margin2%2

Free Cash Flow Margin90%10

Debt

Net Debt/EBITDA-0.810

Efficiency

ROE1%2

ROA0%2

Earnings Stability55

GEAR+AVERAGE67

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)410

P/E Ratio (Forward 3y)410

P/BV1.010

EV Multiples

EV/EBITDA Fwd1810

EV/EBIT Fwd010

Yield

Free Cash Flow Yieldna1

Dividend Yield2.7%7

Momentum

Short term

1 month return-3%6

3 month return+21%10

YTD return+28%8

Mid term

Price vs 52wHigh95%10

1 year return+37%8

Long term

3 year return+296%10

5 year return+508%10

Risk Shield

Price Risk

Beta1.32

Volatility33%6

Free Cash Flow

Free Cash Flow Margin90%10

Free Cash Flow Yieldna1

Quality

ROCE0%2

Earnings Stability55

Net Debt/EBITDA-0.810

02Growth

Is it actually growing, and how fast?

JXNJackson Financial

Revenue FY25$6.8B

GROWTH RATING↗

AVERAGE61 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-12%1

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+12%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 11%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 61% of companies worldwide.

WEAKNESSES

Revenue fell 12%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG97 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+21%10

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+37%8

3-year return+296%10

5-year return+508%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +296% over three years and +508% over five, ahead of 90% of the market.

It's up 37% over the past year, now 5% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+21%) and so far this year (+28%).

WATCH

Returns sit at the market level over the past month (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Jackson Financial Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

JXNJackson Financial

Revenue FY25$6.8B

GROWTH RATING↗

AVERAGE61 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-12%1

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E+12%7

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 11%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 61% of companies worldwide.

WEAKNESSES

Revenue fell 12%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG97 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+21%10

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+37%8

3-year return+296%10

5-year return+508%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +296% over three years and +508% over five, ahead of 90% of the market.

It's up 37% over the past year, now 5% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+21%) and so far this year (+28%).

WATCH

Returns sit at the market level over the past month (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Jackson Financial Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community