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Jackson Financial Inc.

JXN

$129.97 ▼ -3.32 (-2.49%) at close

7 Visible periods

36 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Weak

Bearish

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Analytical Summary

Jackson Financial Inc. faces fundamental challenges with weakness in Operating Margin (%). The fundamentals warrant careful consideration of downside risks.

Market Cap $9.2B

Dividend Yield —

Revenue Growth 104.3% ↗

Op. Margin -1.7% ↘

ROIC None

FCF / Share None

Trailing P/E —

Price / Book 0.9x

FCF Yield —

Debt / Equity 0.20

info Valuation on last close. End-of-day price, Aug 7, 2026.

7-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$6.68B

↑ +104.3% —

Net Income Profit after all expenses

$27.00M

↓ -97.1% —

Operating Margin Operating profit as % of sales

-1.7%

↓ -105.5% 25th

Long-Term Debt Long-term obligations

$2.03B

— -0.2% —

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Bullish Indicators

No bullish signals detected.

warning

Bearish Risks

Operating Margin (%)Operating Margin (%) is in the bottom quartile

Health Breakdown

Profitability ↓

Returns ↓

Financial Health ↓

Dividend History

Dividend / share · sourced from SEC filings

$0.50 Latest / share

FY 2019

FY 2020

$0.50

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Financial view

Statement lens

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Annual Quarterly

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue Growth YoY (%)	104.3% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+1639%)	6.1% Fair ↓ Fair Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: At sector avg	-68.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-1246%)	11.5% Good ↓ Good Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+91%)	176.0% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+2833%)	-7.8% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-230%)	—
EPS Growth YoY (%)	N/M	7.9% Fair ↓ Fair Declining Year-over-year change in earnings per share Optimal: > 10%	-84.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	113.6% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	-83.4% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	—
Net Income Growth YoY (%)	-97.1% Weak ↓ Weak Declining Year-over-year change in net income	1.3% Caution ↓ Caution Declining Year-over-year change in net income	-84.9% Weak ↓ Weak Declining Year-over-year change in net income	94.3% Excellent Excellent Year-over-year change in net income	N/M	-228.8% Weak Weak Year-over-year change in net income	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	-12.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-28.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-1.3% Weak Weak Compound annual revenue growth over 3 years	41.5% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—
Revenue CAGR 5Y (%)	15.8% Excellent Excellent Compound annual revenue growth over 5 years	-1.2% Weak Weak Compound annual revenue growth over 5 years	—	—	—	—	—
EPS CAGR 3Y (%)	—	-29.5% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Operating Margin (%) (%)	-1.7% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-107%)	31.2% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+25%)	31.1% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+24%)	78.4% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+214%)	45.7% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+83%)	-77.7% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-411%)	-23.3% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-193%)
Effective Tax Rate (%) (%)	163.2% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	4.5% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.4% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.5% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	14.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	34.3% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%	45.5% Weak Weak Actual taxes paid relative to pre-tax income Optimal: 15-25%
Profit Margin (%) (%)	0.4% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-98%)	28.9% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+31%)	30.3% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+38%)	62.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+185%)	36.0% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+64%)	-51.0% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-332%)	-14.3% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-165%)
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	0.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	2.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.8% Weak Weak Operating profit relative to total assets Optimal: > 10%	-0.5% Weak Weak Operating profit relative to total assets Optimal: > 10%	—
Return on Common Equity (%) (%)	0.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-98%)	9.7% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-19%)	9.2% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-23%)	71.5% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+496%)	30.6% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+155%)	-17.3% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-244%)	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Debt to Equity (x)	0.20x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.21x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.20x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.34x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-72%)	0.25x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-79%)	0.03x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-97%)	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 8 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Revenue per Share (USD)	$94.15	$43.01	$37.69	$115.34	$94.13	$47.38	$92.05
Basic EPS, GAAP (USD)	$-0.24	$11.86	$10.99	$72.34	$33.86	$-24.14	$-13.16
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	—	—	—	—	$0.50	—	—
Book Value per Share (USD)	$148.94	$133.06	$129.29	$104.56	$117.20	$99.82	—
Tangible Book Value per Share (USD)	$148.94	$133.06	$129.29	$104.56	$117.20	$99.82	—
Basic Weighted Avg Shares (shares)	70.98M	76.05M	81.80M	85.51M	93.99M	67.66M	37.79M
Dividend Payout Ratio (%)	—	—	—	—	1.5% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LT Debt (USD)	$2.03B	$2.03B	$2.04B	$2.63B	$2.65B	$322.00M	—
Total Equity (USD)	$9.95B	$9.76B	$10.17B	$8.65B	$10.39B	$9.43B	—

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Sales/Revenue/Turnover (USD)	$6.68B	$3.27B	$3.08B	$9.86B	$8.85B	$3.21B	$3.48B
Depreciation Expense (USD)	—	—	—	—	$11.00M	$11.00M	$11.00M
Net Income, GAAP (USD)	$27.00M	$946.00M	$934.00M	$6.19B	$3.18B	$-1.63B	$-497.00M
Operating Cash Flow (USD)	$5.76B	$5.79B	$5.31B	$5.21B	$5.74B	$3.78B	$4.37B

🏛️ Sector-Specific 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Jan 1, 2023 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗
Premiums Earned (USD)	$149.00M	$146.00M	$147.00M	$132.00M	$133.00M	$160.00M	$567.00M
Loss Ratio (%) (%)	622.1%	594.5%	656.5%	804.5%	686.5%	802.5%	258.2%

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 7 years · 25 quarters

Jackson Financial Inc.

Analytical Summary

7-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

Dividend History

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