Jackson Financial Inc. (JXN)
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No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $bn | 5 | 6 | 10 | 3 | 3 | 7 | 7 | 8 |
| Operating profit | $bn | -0 | -0 | ||||||
| Net profit | $bn | -2 | 3 | 6 | 1 | 1 | 0 | 0 | 2 |
| EPS reported | $ | -0.24 | 0.78 | ||||||
| Operating cashflow per share | $ | 82.16 | 83.87 | ||||||
| Capex per share | $ | 0.00 | 0.00 | ||||||
| FCF per share | $ | 82.16 | 83.87 | ||||||
| Free cash flow | $bn | 6 | 6 | ||||||
| Net debt | $bn | -49 | -55 | ||||||
| Book value equity | $bn | 10 | 10 | ||||||
| Book value per share | $ | 141.6 | 141.7 | ||||||
| Number of shares | m | 70.28 | 70.29 | ||||||
| DPS (TTM paid) | $ | 3.20 | 3.50 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | - | 170.67 | ||||||
| P/B LTM | x | 0.75 | 0.75 | ||||||
| P/S LTM | x | 1.12 | 1.15 | ||||||
| P/FCF LTM | x | 1.30 | 1.27 | ||||||
| EV/EBITDA LTM | x | -455.61 | 15.91 | ||||||
| EV/Sales LTM | x | 0.95 | 0.96 | ||||||
| Earnings Yield LTM | % | +0.36% | +0.59% | ||||||
| FCF Yield | % | +77.04% | +78.73% | ||||||
| Quality | |||||||||
| ROE | % | +0.27% | +1.04% | ||||||
| ROIC | % | +0.02% | +0.04% | ||||||
| Operating margin | % | -1.71% | -0.32% | ||||||
| Gross margin | % | +85.47% | +86.76% | ||||||
| FCF/Sales | % | +86.16% | +90.36% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | - | -93.36% | ||||||
| Sales Growth YoY | % | +116.14% | +110.64% | ||||||
| Net Income Growth YoY | % | -97.15% | -89.11% | ||||||
| FCF Growth | % | -0.60% | +1.59% | ||||||
| Operating Profit Growth | % | - | - | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +3.57% | +2.51% | ||||||
| Dividend Growth | % | +14.29% | +25.00% | ||||||
| Payout Ratio | % | -1583.0% | +508.14% | ||||||
| FCF/Debt | x | 1.25 | 2.13 | ||||||
| Net Debt/EBITDA | x | 78.29 | -8.02 | ||||||
| EBIT/Net interest | x | -1.14 | -0.21 | ||||||
| Net debt/market cap | % | +61.65% | +29.34% | ||||||
| Net debt/Equity | x | -4.91 | -5.56 | ||||||
| Gross debt/equity | x | 0.46 | 0.28 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
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. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Jackson Financial Inc. (JXN)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
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. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.
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