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JXN Jackson Financial Inc.

Financial Services

137.35 USD 1D -3.31 -2.35% Close 11/4
Since 2024-12-04 +50.9%

Close 11/4

Open
144.63
High
150.00
Low
133.09
Prev close
140.65
Volume
1.13M
Amplitude
12.02%
P/E
11.5
P/B
1.1
Revenue YoY (TTM)
+41.3%
52W 89.67 150.00
FinLab Studio

From Jackson Financial Inc. to every stock like it

AI finds several complementary traits of Jackson Financial Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Jackson Financial Inc.

Is Jackson Financial Inc. a buy? Fundamentals and valuation first

As of 2026-11-03

Valuation: Fair, Quality: Good, Growth: Strong, Momentum: Strong, Risk / liquidity: Good.

Valuation Fair Free-cash-flow yield is Top; Price / book is Fair.
TTM P/E 11.5 31th percentile · Fair
Price / book 1.1 38th percentile · Fair
Free-cash-flow yield (%) 17.0 90th percentile · Top
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Good FCF margin, TTM is Top, but Operating margin, TTM is Average.
ROE, TTM (%) 10.3 66th percentile · Good
Operating margin, TTM (%) -0.3 35th percentile · Average
FCF margin, TTM (%) 24.2 81th percentile · Top
Quality Factor Investing: A US Quality Value Backtest
Growth Strong Revenue growth, TTM YoY is Top; Diluted EPS growth, TTM YoY is Good.
Revenue growth, TTM YoY (%) 41.3 85th percentile · Top
Diluted EPS growth, TTM YoY (%) 64.8 80th percentile · Good
Momentum Strong All 2 indicators are Top.
60-day return (%) 8.6 86th percentile · Top
240-day return (%) 58.7 89th percentile · Top
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Good 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 103,175,137.0 87th percentile · Top
60-day annualized volatility (%) 26.5 30th percentile · Good

Jackson Financial Inc. (JXN) today

3 quant signals active · As of 2026-11-03

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

Jackson Financial Inc. (JXN) peers and tracking

Watchlist

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Jackson Financial Inc. (JXN) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

9 historical occurrences (since 2023-02-01)

Average forward return after 52-week adjusted-price high

20-day: Win 75.0%, Sample 8, Median +7.0%, Excess +5.3%, Beat mkt rate 75.0%

60-day: Win 75.0%, Sample 8, Median +9.2%, Excess +6.8%, Beat mkt rate 62.5%

120-day: Win 83.3%, Sample 6, Median +8.8%, Excess +6.7%, Beat mkt rate 50.0%

120 days after: historical avg +15.3%

20-day +5.8%
60-day +9.9%
120-day +15.3%
20-day
60-day
120-day
Win
75.0%
75.0%
83.3%
Sample
8
8
6
Median
+7.0%
+9.2%
+8.8%
Excess
+5.3%
+6.8%
+6.7%
Beat mkt rate
75.0%
62.5%
50.0%

Over 6 occurrences, 120-day forward avg gained 15.3%, beat the market by 6.7 pts; win rate 83.3%.

Top-quintile 6-month momentum

Active · now 85.0%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

10 historical occurrences (since 2022-03-03)

Average forward return after Top-quintile 6-month momentum

20-day: Win 44.4%, Sample 9, Median -0.2%, Excess -0.3%, Beat mkt rate 55.6%

60-day: Win 37.5%, Sample 8, Median -3.6%, Excess +0.8%, Beat mkt rate 37.5%

120-day: Win 50.0%, Sample 8, Median +1.4%, Excess +2.1%, Beat mkt rate 50.0%

120 days after: historical avg +7.8%

20-day +0.1%
60-day +2.8%
120-day +7.8%
20-day
60-day
120-day
Win
44.4%
37.5%
50.0%
Sample
9
8
8
Median
-0.2%
-3.6%
+1.4%
Excess
-0.3%
+0.8%
+2.1%
Beat mkt rate
55.6%
37.5%
50.0%

Over 8 occurrences, 120-day forward avg gained 7.8%, beat the market by 2.1 pts; win rate 50.0%.

Filed revenue acceleration

Active · now 41.3%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

8 historical occurrences (since 2022-08-10)

Average forward return after Filed revenue acceleration

20-day: Win 42.9%, Sample 7, Median -1.6%, Excess -1.9%, Beat mkt rate 57.1%

60-day: Win 57.1%, Sample 7, Median +2.3%, Excess -0.7%, Beat mkt rate 42.9%

120-day: Win 83.3%, Sample 6, Median +22.4%, Excess +10.2%, Beat mkt rate 66.7%

120 days after: historical avg +18.0%

20-day -0.6%
60-day +3.7%
120-day +18.0%
20-day
60-day
120-day
Win
42.9%
57.1%
83.3%
Sample
7
7
6
Median
-1.6%
+2.3%
+22.4%
Excess
-1.9%
-0.7%
+10.2%
Beat mkt rate
57.1%
42.9%
66.7%

Over 6 occurrences, 120-day forward avg gained 18.0%, beat the market by 10.2 pts; win rate 83.3%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 0Insufficient data
20-40 0Insufficient data
40-60 0Insufficient data
60-80 Now0Insufficient data
80-100 114+53.5% +60.4% 100.0% +24.2%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 11.50, placing it in the 76.0 own-history percentile, inside the 60-80 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
Insufficient data
(0d)
Insufficient data
(0d)
Now
+22.5%
Win rate 82.2% Excess +10.9%
157d
60-day momentum down
Insufficient data
(0d)
Insufficient data
(0d)
+27.3%
Win rate 100.0% Excess +9.4%
77d

Currently in “Expensive (own-history top third) × 60-day momentum up”: across 157 historical days, 120-day forward avg gained 22.5%, win rate 82.2%, beat the market by 10.9%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,865 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.39%, a 58.3% positive-return rate, and +3.05 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

12 times historically; 60-day forward avg +14.8%, win rate 66.7%, beating the market by +10.6 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.