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 20.08%, its profits have fallen by -1.8%
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.
21.82%
0.76
39.33%
S&P 500
13.22%
0.64
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
1.74%
EBIT Growth (5y)
-21.96%
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
9.78%
Pledged Shares
0
Institutional Holding
82.23%
ROCE (avg)
2.41%
ROE (avg)
9.27%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
4
Industry P/E
Price to Book Value
0.70
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
0.54
EV to Sales
0.16
PEG Ratio
NA
Dividend Yield
0.09%
ROCE (Latest)
ROE (Latest)
16.25%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend14What is working for the Company
DEBT-EQUITY RATIO
(HY)
Lowest at -14.41 %
PRE-TAX PROFIT(Q)
At USD 848 MM has Grown at 119.69%
NET PROFIT(Q)
At USD 699 MM has Grown at 110.07%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(9M)
Higher at USD 14,906 MM
-7What is not working for the Company
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%
Here's what is working for Lincoln National Corp.
Pre-Tax Profit
At USD 848 MM has Grown at 119.69%
over average net sales of the previous four periods of USD 386 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 699 MM has Grown at 110.07%
over average net sales of the previous four periods of USD 332.75 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Debt-Equity Ratio
Lowest at -14.41 % 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
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 Lincoln National Corp.
Net Sales
At USD 8,529 MM has Grown at -21.53%
Year on Year (YoY)MOJO Watch
Near term sales trend is very negative
Net Sales (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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