Jackson Financial Inc. (JXN) Valuation — DCF, Graham & Comparables

Jackson Financial Inc. (JXN) — Price $133.85 — Financial Services — Insurance - Life — NYSE

Latest reported results:

Valuation dashboard for Jackson Financial Inc. (JXN) with P/E 164.41, P/B 0.93, EV/EBITDA -455.61 and dividend yield 2.66%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments.

Analysis Summary

Jackson Financial Inc. reported revenue of $6.68B in the most recent fiscal year, growing at a 5-year CAGR of 7.6%.

Trailing-twelve-month margins: gross margin 86.8%, operating margin -0.3%, net margin 1.6%.

At the current price of $133.85, JXN trades at a P/E of 164.41 and an ROE of 0.27%. Market capitalisation stands at $9.3B.

Balance sheet quality for JXN: current ratio of 4.5. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio164.41
Price / Book0.93
EV / EBITDA-455.61
Dividend Yield2.66%

Valuation Models

DCF Fair Value$800.93
vs Current Price+498.4%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
JXNJackson Financial Inc.$9.2B164.410.930.3%
ACGLArch Capital Group Ltd.$32.7B7.221.3418.2%
RNRRenaissanceRe Holdings Ltd.$13.5B5.551.1423.1%
EQHEquitable Holdings, Inc.$14.4B8.5%
PRIPrimerica, Inc.$8.6B11.043.4132.5%
AMGAffiliated Managers Group, Inc.$9.7B11.923.2326.9%
JHGJanus Henderson Group plc$8.0B10.231.5015.1%
LNCLincoln National Corporation$7.8B3.360.6810.8%

Price

Price$133.85
Market Cap$9.3B
ExchangeNYSE
CountryUS

Profitability

Return on Equity0.27%
Return on Invested Capital0.02%
Return on Assets0.01%
Gross Margin86.76%
Operating Margin-0.32%
Net Margin1.58%

Related companies: ACGL · AMG · EQH · LNC · PRI · RNR

Explore sector: Financial Services · Insurance - Life

More sections of JXN: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Investment Academy — learn to analyze stocks