COMP <GO>
JXN vs PRI // FREE CASH FLOW YIELD
Jackson Financial Inc. (Class A) (NYSE) VS. Primerica Inc. (NYSE) • 15-METRIC TALLY: JXN 5
— PRI 6
▲ FREE CASH FLOW YIELD LEADER: JXN
LAST: $137.64 (+2.01%) • MKT CAP: $9.14B
fcf-yield
22.00%
LAST: $283.52 (+0.86%) • MKT CAP: $8.65B
fcf-yield
8.63%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. PRI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | PRI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 5.20% | -5.20 | PRI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 22.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 22.00% | 8.63% | +13.37 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 13.90% | -14.20 | PRI | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 10.90% | -11.20 | PRI | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 6.60% | +97.70 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 3.11% | -0.69 | PRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | PRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 49.5 | +5.30 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.97 | +0.03 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 22.7x | +2.30 | PRI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.14B | $8.65B | $487.4M | JXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | PRI REV | JXN GROSS % | PRI GROSS % | JXN FCF | PRI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $3.29B | — | — | $5.46B | $753.1M |
| FY 2024 | $3.27B | $3.09B | — | — | $5.65B | $723.1M |
| FY 2023 | $3.08B | $2.75B | — | — | $5.17B | $568.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
PRI // BETA 0.97