COMP <GO>
LNC vs JXN // EV/EBITDA & P/E VALUATION
Lincoln National Corporation (NYSE) VS. Jackson Financial Inc. (Class A) (NYSE) • 15-METRIC TALLY: LNC 5
— JXN 6
■ METRIC PARITY
LAST: $41.01 (-0.87%) • MKT CAP: $7.92B
valuation
60.3x
LAST: $134.93 (-0.76%) • MKT CAP: $9.21B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNC VS. JXN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNC | JXN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.90% | 0.00% | +0.90 | LNC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 60.3x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -12.46% | 22.00% | -34.46 | JXN | /fcf-yield <GO> |
| Operating Margin | 7.90% | -0.30% | +8.20 | LNC | /operating-margins <GO> |
| Net Profit Margin | 6.50% | -0.30% | +6.80 | LNC | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 104.30% | -105.50 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.10% | 2.42% | +1.68 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 6/9 | -3.00 | JXN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 57.7 | -3.90 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.00 | -0.07 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.2x | 25.0x | -18.80 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.92B | $9.21B | -$1.29B | JXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNC REV | JXN REV | LNC GROSS % | JXN GROSS % | LNC FCF | JXN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.21B | $6.68B | — | — | -$986.5M | $5.46B |
| FY 2024 | $18.44B | $3.27B | — | — | -$2.84B | $5.65B |
| FY 2023 | $11.64B | $3.08B | — | — | -$2.60B | $5.17B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNC // BETA 0.93
JXN // BETA 1.00