COMP <GO>
JXN vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Jackson Financial Inc. Class A Common Stock (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: JXN 6
— JPM 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
options-implied-move
6.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 17.37% | -17.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -18.14% | +40.14 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 42.07% | -42.37 | JPM | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 32.63% | -32.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 13.53% | +90.77 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 1.96% | +0.46 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | JXN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | JXN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.7 | 49.0 | +6.65 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 13.6x | +11.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.21B | $895.92B | -$886.71B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | JPM REV | JXN GROSS % | JPM GROSS % | JXN FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $182.45B | 44.0% | — | $5.46B | -$147.78B |
| FY 2024 | $3.27B | $177.56B | 44.0% | — | $5.65B | -$42.01B |
| FY 2023 | $3.08B | $158.10B | 44.0% | — | $5.17B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
JPM // BETA 1.00