WallStSmart

Aflac Incorporated (AFL)vsJackson Financial Inc (JXN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Aflac Incorporated generates 154% more annual revenue ($17.16B vs $6.76B). AFL leads profitability with a 21.2% profit margin vs 0.4%. AFL earns a higher WallStSmart Score of 63/100 (C+).

AFL

Buy

63

out of 100

Grade: C+

Growth: 2.0Profit: 7.0Value: 7.3Quality: 5.8
Piotroski: 3/9Altman Z: 1.11

JXN

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.8
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AFLSignificantly Overvalued (-150.7%)

Margin of Safety

-150.7%

Fair Value

$46.38

Current Price

$107.21

$60.83 premium

UndervaluedFair: $46.38Overvalued

Intrinsic value data unavailable for JXN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AFL5 strengths · Avg: 8.8/10
Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Market CapQuality
$56.19B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

JXN3 strengths · Avg: 8.7/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

Free Cash FlowQuality
$1.62B8/10

Generating 1.6B in free cash flow

Areas to Watch

AFL4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-9.9%2/10

Revenue declined 9.9%

EPS GrowthGrowth
-22.9%2/10

Earnings declined 22.9%

Altman Z-ScoreHealth
1.112/10

Distress zone — elevated risk

JXN3 concerns · Avg: 2.7/10
Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

EPS GrowthGrowth
-31.8%2/10

Earnings declined 31.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : AFL

The strongest argument for AFL centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.2% and operating margin at 33.6%. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bull Case : JXN

The strongest argument for JXN centers on Price/Book, Operating Margin, Free Cash Flow.

Bear Case : AFL

The primary concerns for AFL are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : JXN

The primary concerns for JXN are Return on Equity, Profit Margin, EPS Growth. Thin 0.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

AFL profiles as a declining stock while JXN is a value play — different risk/reward profiles.

JXN carries more volatility with a beta of 1.47 — expect wider price swings.

JXN is growing revenue faster at 7.2% — sustainability is the question.

JXN generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

AFL scores higher overall (63/100 vs 56/100), backed by strong 21.2% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Aflac Incorporated

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Aflac Inc. (American Family Life Assurance Company) is an American insurance company and is the largest provider of supplemental insurance in the United States.

Jackson Financial Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Jackson Financial Inc. is a prominent provider in the U.S. life insurance and asset management sectors, focusing on innovative retirement solutions that prioritize long-term financial security for individuals and families. The company specializes in a diverse range of fixed and variable annuities, as well as life insurance products, designed to address the unique needs of retirees and investors in an evolving financial landscape. With a robust commitment to customer service and the use of advanced technology, Jackson Financial is well-equipped to capitalize on demographic trends and the increasing demand for comprehensive retirement planning. Its extensive distribution network and emphasis on sustainable growth further enhance its competitive positioning within the market.

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