Added to YB: 2025-05-05
Pitch date: 2025-05-01
JXN [bullish]
Jackson Financial Inc.
+37.35%
current return
Author Info
Miroslav Stepanek is investing in small cap companies. Sign up for the newsletter.
Company Info
Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States.
Market Cap
$6.6B
Pitch Price
$77.04
Price Target
311.40 (+194%)
Dividend
3.27%
EV/EBITDA
-7.65
P/E
13.38
EV/Sales
1.72
Sector
Financial Services
Category
value
Jackson Financial - I´m buying like crazy and here is why
JXN: Largest US variable annuity provider at just 4.15x P/E ($78 price on $18.79 adj EPS). Returned 11.2% via dividends/buybacks in 2024, targeting $700-800M in 2025. Annuity sales +39% YoY. Complex accounting due to hedging makes analysis difficult. Trades at 0.5x book value. Potential 3-4x upside from multiple expansion + capital returns. Risks: retail investing growth.
Read full article (6 min)