COMP <GO>
JXN vs VOYA // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Jackson Financial Inc. (Class A) (NYSE) VS. Voya Financial Inc. (NYSE) • 15-METRIC TALLY: JXN 6
— VOYA 5
■ METRIC PARITY
LAST: $137.64 (+2.01%) • MKT CAP: $9.14B
options-implied-move
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LAST: $99.42 (+1.40%) • MKT CAP: $8.88B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JXN VS. VOYA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JXN | VOYA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 85.00% | -85.00 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 4.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 13.31% | +8.69 | JXN | /fcf-yield <GO> |
| Operating Margin | -0.30% | 46.00% | -46.30 | VOYA | /operating-margins <GO> |
| Net Profit Margin | -0.30% | 29.00% | -29.30 | VOYA | /net-margins <GO> |
| Revenue Growth (YoY) | 104.30% | 4.90% | +99.40 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 2.00% | +0.42 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 53.8 | +1.00 | 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 | 12.6x | +12.40 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.14B | $8.88B | $255.7M | JXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JXN REV | VOYA REV | JXN GROSS % | VOYA GROSS % | JXN FCF | VOYA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.68B | $2.25B | — | — | $5.46B | $1.19B |
| FY 2024 | $3.27B | $2.15B | — | — | $5.65B | $1.25B |
| FY 2023 | $3.08B | $1.94B | — | — | $5.17B | $1.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JXN // BETA 1.00
VOYA // BETA 0.91