Stock comparison
Jackson Financial
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
JXN
Jackson Financial
Market cap
$7.46B
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | JXN | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 48D | 80A | MSCI |
| Benjamin Graham | 51C | 71B | MSCI |
| Philip Fisher | 29F | 82A | MSCI |
| Peter Lynch | 17F | 70B | MSCI |
| Joel Greenblatt | 4F | 80A | MSCI |
| Charlie Munger | 36D | 87C | MSCI |
| Terry Smith | 40D | 88C | MSCI |
Side-by-side metrics
| Metric | JXN | MSCI |
|---|---|---|
| Market cap | $7.46B | $42.85B |
| P/E (TTM) | - | 31.2x |
| EV/EBIT | - | 27.5x |
| ROIC (TTM) | -0.1% | 38.53% |
| Gross margin | 102.95% | 82.86% |
| Net margin | -6.36% | 40.74% |
| Revenue CAGR 5y | 4.98% | 11.29% |
| EPS CAGR 5y | - | 15.35% |
| Debt / Equity | 0.5x | - |
| Dividend yield | 3.0% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
JXN leads on
- P/E (TTM)-vs 31.2x+166%
- EV/EBIT-vs 27.5x+147%
- Dividend yield3.0%vs 1.37%+54%
- Gross margin102.95%vs 82.86%+20%
MSCI leads on
- Debt / Equity-vs 0.5x+120%
- Net margin40.74%vs -6.36%+116%
- ROIC (TTM)38.53%vs -0.1%+100%
- Market cap$42.85Bvs $7.46B+83%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.