ScoreComparison
Why is Lincoln National Corp. ?
1
Strong Long Term Fundamental Strength with a -21.96% CAGR growth in Operating Profits
2
The company declared negative results in Mar'25 after outstanding results in Dec'24
- NET PROFIT(HY) At USD -23 MM has Grown at -101.09%
- NET SALES(HY) At USD 8,529 MM has Grown at -21.53%
3
With ROE of 16.25%, it has a fair valuation with a 0.70 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 40.57%, its profits have fallen by -1.8%
4
Market Beating Performance
- The stock has generated a return of 40.57% in the last 1 year, much higher than market (S&P 500) returns of 14.11%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Lincoln National Corp. 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 Lincoln National Corp. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Lincoln National Corp.
-7.52%
1.10
39.50%
S&P 500
14.9%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
1.55%
EBIT Growth (5y)
-147.35%
EBIT to Interest (avg)
0.44
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
13.80%
Dividend Payout Ratio
30.84%
Pledged Shares
0
Institutional Holding
78.55%
ROCE (avg)
2.41%
ROE (avg)
9.27%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
5
Industry P/E
Price to Book Value
0.58
EV to EBIT
NA
EV to EBITDA
-152.42
EV to Capital Employed
-0.37
EV to Sales
-0.06
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
10.78%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD -167 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -29.09 %
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
PRE-TAX PROFIT(Q)
At USD 915 MM has Grown at 45.07%
NET PROFIT(Q)
At USD 754 MM has Grown at 43.07%
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Lincoln National Corp.
Operating Cash Flow
Highest at USD -167 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Debt-Equity Ratio
Lowest at -29.09 % and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Pre-Tax Profit
At USD 915 MM has Grown at 45.07%
over average net sales of the previous four periods of USD 630.75 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 754 MM has Grown at 43.07%
over average net sales of the previous four periods of USD 527 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
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
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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