COMP <GO>
JXN vs MS // FREE CASH FLOW YIELD
Jackson Financial Inc. Class A Common Stock (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: JXN 6
— MS 7
▲ FREE CASH FLOW YIELD LEADER: JXN
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
fcf-yield
22.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | MS | 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% | 3.00% | -3.00 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 22.00% | -7.25% | +29.25 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 24.60% | -24.90 | MS | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 20.20% | -20.50 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 5.50% | +98.80 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 2.21% | +0.21 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | JXN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | JXN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.7 | 43.3 | +12.41 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.04 | -0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 16.5x | +8.50 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.21B | $298.41B | -$289.20B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | MS REV | JXN GROSS % | MS GROSS % | JXN FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $0 | 44.0% | — | $5.46B | -$17.89B |
| FY 2024 | $3.27B | $0 | 44.0% | — | $5.65B | $1.36B |
| FY 2023 | $3.08B | $0 | 44.0% | — | $5.17B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
MS // BETA 1.04