COMP <GO>
JXN vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Jackson Financial Inc. Class A Common Stock (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: JXN 5
— BRK-B 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
roic
0.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.00% | 11.47% | -11.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.09% | +19.91 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 27.80% | -28.10 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 22.30% | -22.60 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 3.93% | +100.37 | 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 | 2.85 | -2.40 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | JXN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 3.55% | +3.35 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.7 | 66.8 | -11.12 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.61 | +0.39 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 24.3x | +0.66 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.21B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | BRK-B REV | JXN GROSS % | BRK-B GROSS % | JXN FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $371.44B | 44.0% | — | $5.46B | $25.04B |
| FY 2024 | $3.27B | $371.43B | 44.0% | — | $5.65B | $11.62B |
| FY 2023 | $3.08B | $364.48B | 44.0% | — | $5.17B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
BRK-B // BETA 0.61