JXN (Jackson Financial Inc) vs S&P 500 Comparison

JXN

S&P 500

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JXN

S&P 500

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JXN

S&P 500

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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S&P 500

JXN

APO

BAJAJFINSV

8591

EQH

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Jackson Financial Inc
Glance View

Market Cap

6.7B USD

Industry

Financial Services

Once a subsidiary of the global insurance and financial juggernaut Prudential plc, Jackson Financial Inc. embarked on a transformative journey when it spun off as an independent entity in 2021. Established primarily to serve the U.S. market, Jackson took root in the fertile grounds of Michigan, where it focuses on providing retirement income solutions through a suite of annuities tailored to the needs of the American populace. Leveraging decades of expertise and extensive distribution networks, Jackson has positioned itself as a formidable player among financial services companies, crafting products that promise steady income streams for individuals navigating the complexities of retirement. At the heart of Jackson Financial's business model is the sale of annuity products, which are essentially contracts designed to provide steady financial returns to customers in exchange for an initial investment of capital. This process allows the company to generate consistent revenue through management fees, alongside investment income derived from managing the underlying assets of these annuities. It's a model built on understanding demographic trends and risk management, with Jackson actively seeking to balance its investment portfolio between predictable income and growth opportunities. By doing so, the company not only fulfills its promises to clients but also ensures its financial stability and capacity to adapt amidst the ebb and flow of economic cycles.

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JXN Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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JXN

vs

S&P 500

Stocks Performance
JXN vs S&P 500

Performance Gap
JXN vs S&P 500

Performance By Year
JXN vs S&P 500

Competitors Performance
Jackson Financial Inc vs Peers

Jackson Financial Inc
Glance View

Company

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JXN vs S&P 500

Stocks Performance JXN vs S&P 500

Performance Gap JXN vs S&P 500

Performance By Year JXN vs S&P 500

Competitors Performance Jackson Financial Inc vs Peers

Jackson Financial Inc Glance View

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JXN

vs

S&P 500

Stocks Performance
JXN vs S&P 500

Performance Gap
JXN vs S&P 500

Performance By Year
JXN vs S&P 500

Competitors Performance
Jackson Financial Inc vs Peers

Jackson Financial Inc
Glance View