Profitability
Weight: 25%
D+
40
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.7%
- Operating Margin Trend -20.78 pp/yr
JXN
Jackson Financial Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A+
100
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 23.1%
- 5yr Share-Count CAGR -5.6%
Growth Quality
Weight: 10%
C+
61
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 76.2%
- 5yr EPS CAGR -31.1%
- Positive-EPS Years (5) 4/5
Cash Generation
Weight: 5%
A
90
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 45.51x
Balance Sheet
Weight: 30%
F
10
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 2.8%
- Interest Coverage (EBIT/Int) -0.14x
Stability
Weight: 10%
D-
33
- EPS Volatility (σ/μ) 0.94
- Piotroski F-Score 5
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 4 trimmed.
- Holders
- 4
- Avg Δ position
- -32.1%
- New buys
- 0
- Full exits
- 0