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 buy?
- 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.
18.33%
1.10
39.50%
S&P 500
21.51%
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
89.22%
ROCE (avg)
2.41%
ROE (avg)
9.27%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
0.60
EV to EBIT
NA
EV to EBITDA
-134.84
EV to Capital Employed
-0.32
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
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend18What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
Highest at USD 6,056 MM
OPERATING PROFIT(Q)
Highest at USD 1,725 MM
OPERATING PROFIT MARGIN(Q)
Highest at 28.48 %
PRE-TAX PROFIT(Q)
Highest at USD 1,643 MM
NET PROFIT(Q)
Highest at USD 1,332 MM
EPS(Q)
Highest at USD 6.73
-19What is not working for the Company
INTEREST(HY)
At USD 163 MM has Grown at 103.75%
NET PROFIT(Q)
At USD 0 MM has Fallen at -100%
ROCE(HY)
Lowest at 0%
DIVIDEND PAYOUT RATIO(Y)
Lowest at 6.69%
Here's what is working for Lincoln National Corp.
Pre-Tax Profit
At USD 1,643 MM has Grown at 222%
over average net sales of the previous four periods of USD 510.25 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 1,332 MM has Grown at 208.69%
over average net sales of the previous four periods of USD 431.5 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Net Sales
Highest at USD 6,056 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 6,056 MM has Grown at 22.98%
over average net sales of the previous four periods of USD 4,924.25 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Operating Profit
Highest at USD 1,725 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 28.48 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 1,643 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 1,332 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 6.73
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (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 Lincoln National Corp.
Net Profit
At USD 0 MM has Fallen at -100%
over average net sales of the previous four periods of USD 431.5 MMMOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Interest
At USD 163 MM has Grown at 103.75%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Dividend Payout Ratio
Lowest at 6.69%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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