COMP <GO>
JXN vs GL // RETURN ON INVESTED CAPITAL (ROIC)
Jackson Financial Inc. (Class A) (NYSE) VS. Globe Life Inc. (NYSE) • 15-METRIC TALLY: JXN 5
— GL 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: GL
LAST: $134.93 (-0.76%) • MKT CAP: $9.14B
roic
0.00%
LAST: $159.08 (-0.85%) • MKT CAP: $12.23B
roic
24.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. GL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | GL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.00% | 24.30% | -24.30 | GL | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 7.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 10.17% | +11.83 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 23.60% | -23.90 | GL | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 19.40% | -19.70 | GL | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 3.70% | +100.60 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 0.70% | +1.72 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | GL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 39.1 | +15.70 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.91 | +0.09 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 9.9x | +15.10 | GL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.14B | $12.23B | -$3.09B | GL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | GL REV | JXN GROSS % | GL GROSS % | JXN FCF | GL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $5.99B | — | — | $5.46B | $1.25B |
| FY 2024 | $3.27B | $5.78B | — | — | $5.65B | $1.33B |
| FY 2023 | $3.08B | $5.45B | — | — | $5.17B | $1.24B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
GL // BETA 0.91