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FDS vs JXN

FDS
FactSet Research Systems Inc.
BEARISH
Price
$224.12
Market Cap
$8.16B
Sector
Financial Services
AI Confidence
85%
JXN
Jackson Financial Inc.
NEUTRAL
Price
$115.49
Market Cap
$8.13B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
FDS
14.43
JXN
--
Forward P/E
FDS
11.54
JXN
4.44
P/B Ratio
FDS
3.86
JXN
0.82
P/S Ratio
FDS
3.4
JXN
1.2
EV/EBITDA
FDS
10.37
JXN
--

Profitability

Gross Margin
FDS
51.94%
JXN
51.24%
Operating Margin
FDS
29.8%
JXN
23.58%
Profit Margin
FDS
24.48%
JXN
0.4%
ROE
FDS
28.08%
JXN
0.71%
ROA
FDS
10.91%
JXN
0.12%

Growth

Revenue Growth
FDS
7.1%
JXN
718.8%
Earnings Growth
FDS
-4.5%
JXN
--

Financial Health

Debt/Equity
FDS
0.73
JXN
0.55
Current Ratio
FDS
1.43
JXN
1.66
Quick Ratio
FDS
1.2
JXN
0.28

Dividends

Dividend Yield
FDS
1.96%
JXN
3.12%
Payout Ratio
FDS
28.31%
JXN
43.36%

AI Verdict

FDS BEARISH

FDS presents a stable but mediocre financial profile with a Piotroski F-Score of 4/9, indicating a lack of strong fundamental momentum. The stock is severely overvalued relative to its deterministic baselines, trading at $224.12 against a Graham Number of $142.49 and an Intrinsic Value of $108.71. While the company maintains high profitability (ROE 28.08%), it is currently plagued by negative earnings growth and a maximum bearish technical trend (0/100). The long-term price trajectory is deeply concerning, with a 1-year decline of 46.9%.

Strengths
Strong Return on Equity (ROE) of 28.08%
Healthy operating margins at 29.80%
Low dividend payout ratio (28.31%) suggesting sustainability
Risks
Negative YoY earnings growth (-4.50%) and Q/Q earnings growth (-8.10%)
Significant premium over Graham and Intrinsic value estimates
Severe long-term price decay (5Y change of -30.1%)
JXN NEUTRAL

JXN presents a classic 'value trap' profile, characterized by a critically weak Piotroski F-Score of 2/9 and an abysmal ROE of 0.71%. While the company is fundamentally undervalued from a balance sheet perspective—trading at a Price/Book of 0.82 and a Forward P/E of 4.44—the underlying operational health is poor. Strong recent price momentum and revenue growth are offset by razor-thin profit margins (0.40%) and bearish insider sentiment. The investment case relies entirely on a mean-reversion of book value rather than operational excellence.

Strengths
Deep value valuation with Price/Book ratio of 0.82
Very low Forward P/E of 4.44 suggesting significant earnings potential relative to price
Strong long-term price performance (5Y Change: +358.8%)
Risks
Critical financial health weakness indicated by Piotroski F-Score of 2/9
Extremely low profitability with a Profit Margin of only 0.40%
Poor capital efficiency as evidenced by an ROE of 0.71%

Compare Another Pair

FDS vs JXN: Head-to-Head Comparison

This page compares FactSet Research Systems Inc. (FDS) and Jackson Financial Inc. (JXN) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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