COMP <GO>
JXN vs LNC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Jackson Financial Inc. (Class A) (NYSE) VS. Lincoln National Corporation (NYSE) • 15-METRIC TALLY: JXN 6
— LNC 5
■ METRIC PARITY
LAST: $137.64 (+2.01%) • MKT CAP: $9.14B
options-implied-move
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LAST: $41.63 (+1.51%) • MKT CAP: $7.85B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. LNC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | LNC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 0.90% | -0.90 | LNC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 60.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -12.46% | +34.46 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 7.90% | -8.20 | LNC | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 6.50% | -6.80 | LNC | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | -1.20% | +105.50 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 4.10% | -1.68 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 3/9 | +3.00 | JXN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 50.8 | +4.00 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.93 | +0.07 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 6.2x | +18.80 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.14B | $7.85B | $1.29B | JXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | LNC REV | JXN GROSS % | LNC GROSS % | JXN FCF | LNC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $18.21B | — | — | $5.46B | -$986.5M |
| FY 2024 | $3.27B | $18.44B | — | — | $5.65B | -$2.84B |
| FY 2023 | $3.08B | $11.64B | — | — | $5.17B | -$2.60B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
LNC // BETA 0.93