COMP <GO>
JXN vs BAC // EV/EBITDA & P/E VALUATION
Jackson Financial Inc. Class A Common Stock (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: JXN 5
— BAC 7
■ METRIC PARITY
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
valuation
—
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
valuation
30.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 2.50% | -2.50 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.10% | +19.90 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 32.90% | -33.20 | BAC | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 27.00% | -27.30 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 6.80% | +97.50 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.00% | +2.42 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.60% | +0.30 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.7 | 27.7 | +28.03 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.90 | +0.10 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 10.9x | +14.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.21B | $357.61B | -$348.40B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | BAC REV | JXN GROSS % | BAC GROSS % | JXN FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $113.10B | 44.0% | 44.0% | $5.46B | $7.52B |
| FY 2024 | $3.27B | $105.86B | 44.0% | 44.0% | $5.65B | -$13.57B |
| FY 2023 | $3.08B | $102.77B | 44.0% | 44.0% | $5.17B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
BAC // BETA 0.90