Jackson Financial, Inc. () Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Voya Financial, Inc.

Prudential Financial, Inc.

Jackson Financial, Inc.

Lincoln National Corp.

Genworth Financial, Inc.

American National Group, Inc.

Equitable Holdings, Inc.

Why is Jackson Financial, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 30.79%

Positive results in Jun 25

PRE-TAX PROFIT(Q) At USD 189 MM has Grown at 641.18%
NET PROFIT(Q) At USD 179 MM has Grown at 463.78%
DIVIDEND PAYOUT RATIO(Y) Highest at 34.26%

With ROE of 1.23%, it has a expensive valuation with a 0.58 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -1.48%, its profits have fallen by -96.1%

Underperformed the market in the last 1 year

Even though the market (S&P 500) has generated returns of 13.22% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -1.48% returns

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Jackson Financial, Inc. should be less than 10%
Overall Portfolio exposure to Insurance should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Jackson Financial, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Jackson Financial, Inc.

-1.48%

0.85

39.71%

S&P 500

13.22%

0.65

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-3.37%

EBIT Growth (5y)

EBIT to Interest (avg)

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Tax Ratio is Negative%

Dividend Payout Ratio

23.84%

Pledged Shares

Institutional Holding

99.94%

ROCE (avg)

ROE (avg)

30.79%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.58

EV to EBIT

EV to EBITDA

EV to Capital Employed

0.36

EV to Sales

0.33

PEG Ratio

Dividend Yield

ROCE (Latest)

ROE (Latest)

1.23%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

RSI

Bullish

No Signal

Bollinger Bands

Sideways

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Mildly Bearish

Mildly Bullish

OBV

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

25What is working for the Company

PRE-TAX PROFIT(Q)

At USD 189 MM has Grown at 641.18%

NET PROFIT(Q)

At USD 179 MM has Grown at 463.78%

DIVIDEND PAYOUT RATIO(Y)

Highest at 34.26%

NET SALES(HY)

Higher at USD 3,279 MM

DIVIDEND PER SHARE(HY)

Highest at USD 0

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

-9What is not working for the Company

NET PROFIT(HY)

At USD 155 MM has Grown at -85.51%

OPERATING CASH FLOW(Y)

Lowest at USD 5,656 MM

ROCE(HY)

Lowest at 0.3%

Here's what is working for Jackson Financial, Inc.

Net Sales

At USD 3,279 MM has Grown at 254.49%

Year on Year (YoY)

MOJO Watch

Sales trend is very positive

Net Sales (USD MM)

Pre-Tax Profit

At USD 189 MM has Grown at 641.18%

over average net sales of the previous four periods of USD 25.5 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 179 MM has Grown at 463.78%

over average net sales of the previous four periods of USD 31.75 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Net Sales

Higher at USD 3,279 MM

than preceding 12 month period ended Jun 2025

MOJO Watch

In the half year the company has already crossed sales of the previous twelve months

Net Sales (USD MM)

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Dividend Payout Ratio

Highest at 34.26% and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by 0% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Jackson Financial, Inc.

Operating Cash Flow

Lowest at USD 5,656 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)