COMP <GO>
JXN vs AEG // 10Y YIELD & FRED MACRO BETA
Jackson Financial Inc. (Class A) (NYSE) VS. Aegon Ltd. New York Registry Shares (NYSE) • 15-METRIC TALLY: JXN 5
— AEG 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: AEG
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
macro-sensitivity
1.00
LAST: $8.18 (-1.45%) • MKT CAP: $14.94B
macro-sensitivity
1.01
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. AEG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | AEG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 9.90% | -9.90 | AEG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.21% | +19.79 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 13.90% | -14.20 | AEG | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 10.90% | -11.20 | AEG | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | -2.20% | +106.50 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.00% | +2.42 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | AEG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.7 | 45.3 | +12.40 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 1.01 | -0.01 | AEG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 30.5x | -5.50 | JXN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.21B | $14.94B | -$5.73B | AEG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | AEG REV | JXN GROSS % | AEG GROSS % | JXN FCF | AEG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | — | — | — | $5.46B | — |
| FY 2024 | $3.27B | — | — | — | $5.65B | — |
| FY 2023 | $3.08B | — | — | — | $5.17B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
AEG // BETA 1.01