WallStSmart

Jackson Financial Inc (JXN)vsMitsubishi UFJ Financial Group Inc ADR (MUFG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Mitsubishi UFJ Financial Group Inc ADR generates 110764% more annual revenue ($7.26T vs $6.55B). MUFG leads profitability with a 27.5% profit margin vs 1.6%. MUFG trades at a lower P/E of 16.2x. MUFG earns a higher WallStSmart Score of 79/100 (B+).

JXN

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 3.0Value: 4.0Quality: 6.3
Piotroski: 6/9

MUFG

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 7/9Altman Z: 0.37

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JXN4 strengths · Avg: 9.3/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
291.6%10/10

Earnings expanding 291.6% YoY

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$1.85B8/10

Generating 1.8B in free cash flow

MUFG6 strengths · Avg: 9.2/10
Market CapQuality
$271.15B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
45.6%10/10

Strong operational efficiency at 45.6%

EPS GrowthGrowth
50.9%10/10

Earnings expanding 50.9% YoY

Profit MarginProfitability
27.5%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

JXN4 concerns · Avg: 2.3/10
Profit MarginProfitability
1.6%3/10

1.6% margin — thin

P/E RatioValuation
148.5x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-3.9%2/10

ROE of -3.9% — below average capital efficiency

Revenue GrowthGrowth
-22.6%2/10

Revenue declined 22.6%

MUFG3 concerns · Avg: 2.3/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.372/10

Distress zone — elevated risk

Debt/EquityHealth
3.161/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : JXN

The strongest argument for JXN centers on Price/Book, EPS Growth, Debt/Equity.

Bull Case : MUFG

The strongest argument for MUFG centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 27.5% and operating margin at 45.6%. Revenue growth of 28.8% demonstrates continued momentum.

Bear Case : JXN

The primary concerns for JXN are Profit Margin, P/E Ratio, Return on Equity. A P/E of 148.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Bear Case : MUFG

The primary concerns for MUFG are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.16 is elevated, increasing financial risk.

Key Dynamics to Monitor

JXN profiles as a value stock while MUFG is a growth play — different risk/reward profiles.

JXN carries more volatility with a beta of 1.32 — expect wider price swings.

MUFG is growing revenue faster at 28.8% — sustainability is the question.

Monitor INSURANCE - LIFE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MUFG scores higher overall (79/100 vs 46/100), backed by strong 27.5% margins and 28.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Jackson Financial Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Jackson Financial Inc. is a prominent player in the U.S. life insurance and asset management sectors, renowned for its innovative retirement solutions that aim to bolster financial security for individuals and families. The company offers a diverse portfolio of fixed and variable annuities along with life insurance products, skillfully meeting the evolving needs of retirees and investors in a complex financial landscape. By harnessing cutting-edge technology and a robust distribution network, Jackson Financial is well-equipped to capitalize on demographic trends and the rising demand for efficient retirement planning, positioning itself for sustained growth and a competitive advantage in the industry.

Mitsubishi UFJ Financial Group Inc ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Mitsubishi UFJ Financial Group, Inc., a banking holding company, offers financial services in Japan, the United States, and Asia / Oceania. The company is headquartered in Tokyo, Japan.

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