WallStSmart

Jackson Financial Inc (JXN)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 1012% more annual revenue ($65.72B vs $5.91B). RY leads profitability with a 33.7% profit margin vs -6.3%. RY earns a higher WallStSmart Score of 70/100 (B-).

JXN

Hold

45

out of 100

Grade: D+

Growth: 2.0Profit: 4.0Value: 5.0Quality: 7.8
Piotroski: 6/9

RY

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 4.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JXN3 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.6%10/10

Strong operational efficiency at 44.6%

Free Cash FlowQuality
$1.04B8/10

Generating 1.0B in free cash flow

RY6 strengths · Avg: 9.3/10
Market CapQuality
$277.29B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.7%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.3%10/10

Strong operational efficiency at 45.3%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.1%8/10

16.1% revenue growth

Areas to Watch

JXN4 concerns · Avg: 1.8/10
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%

EPS GrowthGrowth
-31.8%2/10

Earnings declined 31.8%

Profit MarginProfitability
-6.3%1/10

Currently unprofitable

RY1 concerns · Avg: 2.0/10
PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : JXN

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

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.7% and operating margin at 45.3%. Revenue growth of 16.1% demonstrates continued momentum.

Bear Case : JXN

The primary concerns for JXN are Return on Equity, Revenue Growth, EPS Growth.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

JXN profiles as a turnaround stock while RY is a growth play — different risk/reward profiles.

JXN carries more volatility with a beta of 1.33 — expect wider price swings.

RY is growing revenue faster at 16.1% — sustainability is the question.

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

Bottom Line

RY scores higher overall (70/100 vs 45/100), backed by strong 33.7% margins and 16.1% 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, focusing on innovative retirement solutions that enhance financial security for individuals and families. The company provides a diverse portfolio of fixed and variable annuities as well as life insurance products, expertly tailored to address the evolving needs of retirees and investors in a dynamic financial landscape. Leveraging advanced technology and a robust distribution network, Jackson Financial is well-equipped to capitalize on demographic shifts and the rising demand for effective retirement planning, positioning itself for sustainable growth and a competitive advantage in the market.

Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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