JXN Jackson Financial Inc.
Banks, Insurers & Asset Managers
C 52.6 / 100 composite

AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.

Profitability

Weight: 25%
D 35

Scored using loss ratio — insurer-archetype substitution.

  • Loss Ratio 622.1%
  • Loss Ratio Trend -17.16 pp/yr

Capital Efficiency

Weight: 15%
A+ 100
  • 5yr Avg ROE 24.7%
  • 5yr Share-Count CAGR -5.7%

Growth Quality

Weight: 10%
B+ 78

Scored using premium growth cross-checked against loss-ratio trend — insurer-archetype substitution.

  • 5yr Revenue CAGR (fallback) 7.6%
  • Loss Ratio Trend (growth quality check) -17.16 pp/yr
  • Revenue-Growth Years (5) 3/5

Cash Generation

Weight: 15%
C 55

Scored using reserve development and loss-ratio stability — insurer-archetype substitution.

  • Loss Ratio Stability (σ) 0.31

Balance Sheet

Weight: 25%
D 36

Scored using premiums-to-surplus — insurer-archetype substitution.

  • Premiums / Surplus 0.01x
  • Interest Coverage (EBIT/Int) -0.14x

Stability

Weight: 10%
D 36
  • EPS Volatility (σ/μ) 0.94
  • Negative-Revenue Years (5) 2/5
  • Piotroski F-Score 6

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Holding

4 of 4 gurus held; 1 added; 2 trimmed.

Holders
4
Avg Δ position
+39.3%
New buys
0
Full exits
0
As of Q2 2026