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Financial ServicesNYQUSD

Jackson Financial Inc.

$001234567890012345678900123456789.0012345678900123456789+14.5%
52w low (est.) $97.22$161.72 52w high (est.)
Market data
Market cap
USD8.50B
52-week range
USD82.65 – USD125.95
Beta (vs market)
1.33
Sector
Financial Services
Data quality
88/100
Valuation
DCF fair value
USD127.55
Margin of safety
+1.5%
Forward P/E
4.4x
Dividend yield
2.98%
Quality & efficiency
Moat score
33/100
Return on equity
-3.2%
Profit margin
-6.3%
Debt / equity
0.51
Growth & analysts
Revenue growth (YoY)
-22.6%
Analyst target
USD134.25
Target upside
+6.8%
Analysts covering
4

About Jackson Financial Inc.

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. The company also provides investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.

Valuation

ValueGrowthProfitHealthIncome41QUALITY
Overall Rating
48
Hold
Hold

Derived from filed metrics · High confidence (88% of the inputs available)

Moat Score33
DCF Intrinsic Value
USD127.55+1.5% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
USD8.50B
P/E Ratio
N/A
Dividend Yield
2.98%
Revenue Growth
-22.6%
Profit Margin
-6.3%
ROE
-3.2%
Debt / Equity
0.51
Beta
1.33
Dividend AristocratsMomentum
vs Financial Services sector:Moat 33 vs 0Yield 2.98% vs 0.0%

Statistics

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