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

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Jackson Financial, Inc.

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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 16.89%, its profits have fallen by -96.1%

Consistent Returns over the last 3 years

Along with generating 16.89% returns in the last 1 year, the stock has outperformed S&P 500 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

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

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Jackson Financial, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Jackson Financial, Inc.

24.68%

1.12

39.44%

S&P 500

14.9%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

15.82%

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

Pledged Shares

Institutional Holding

93.50%

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

271

Industry P/E

Price to Book Value

0.74

EV to EBIT

EV to EBITDA

EV to Capital Employed

0.70

EV to Sales

0.93

PEG Ratio

Dividend Yield

ROCE (Latest)

ROE (Latest)

0.27%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bearish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Dow Theory

Mildly Bearish

Bullish

OBV

Mildly Bearish

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

5What is working for the Company

NET SALES(HY)

At USD 3,404 MM has Grown at 45.1%

DIVIDEND PER SHARE(HY)

Highest at USD 0

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

-20What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 4,137 MM

NET SALES(9M)

At USD 2,933 MM has Grown at -18.37%

ROCE(HY)

Lowest at 0.27%

OPERATING PROFIT(Q)

Lowest at USD -333 MM

PRE-TAX PROFIT(Q)

Lowest at USD -358 MM

NET PROFIT(Q)

Lowest at USD -204 MM

EPS(Q)

Lowest at USD -3.12

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

Net Sales

At USD 3,404 MM has Grown at 45.1%

Year on Year (YoY)

MOJO Watch

Near term sales trend is positive

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)

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.

Pre-Tax Profit

At USD -358 MM has Fallen at -329.49%

over average net sales of the previous four periods of USD 156 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD -204 MM has Fallen at -241.67%

over average net sales of the previous four periods of USD 144 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Operating Cash Flow

Lowest at USD 4,137 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Operating Profit

Lowest at USD -333 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (USD MM)

Pre-Tax Profit

Lowest at USD -358 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD -204 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD -3.12

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)