Head to Head Analysis: Jackson Financial (NYSE:JXN) and Swiss Re (OTCMKTS:SSREY)

Jackson Financial (NYSE:JXN) and Swiss Re (OTCMKTS:SSREY) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, profitability, valuation, risk, dividends and analyst recommendations.

Profitability

This table compares Jackson Financial and Swiss Re’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Jackson Financial	N/A	13.26%	0.39%
Swiss Re	N/A	N/A	N/A

Dividends

Jackson Financial pays an annual dividend of $2.80 per share and has a dividend yield of 2.9%. Swiss Re pays an annual dividend of $1.07 per share and has a dividend yield of 3.2%. Jackson Financial pays out 7.4% of its earnings in the form of a dividend.

Institutional and Insider Ownership

90.0% of Jackson Financial shares are held by institutional investors. 1.3% of Jackson Financial shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Earnings and Valuation

This table compares Jackson Financial and Swiss Re”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Jackson Financial	$4.41 billion	1.69	$934.00 million	$37.86	2.57
Swiss Re	$49.80 billion	N/A	$3.21 billion	N/A	N/A

Swiss Re has higher revenue and earnings than Jackson Financial.

Volatility and Risk

Jackson Financial has a beta of 1.5, suggesting that its share price is 50% more volatile than the S&P 500. Comparatively, Swiss Re has a beta of 0.88, suggesting that its share price is 12% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations for Jackson Financial and Swiss Re, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Jackson Financial	0	5	1	0	2.17
Swiss Re	1	0	0	0	1.00

Jackson Financial presently has a consensus price target of $80.33, indicating a potential downside of 17.53%. Given Jackson Financial’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Jackson Financial is more favorable than Swiss Re.

Summary

Jackson Financial beats Swiss Re on 8 of the 12 factors compared between the two stocks.

About Jackson Financial

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities; and a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.

About Swiss Re

Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide. The company operates through three segments: Property & Casualty Reinsurance, Life & Health Reinsurance, and Corporate Solutions. The Property & Casualty Reinsurance segment underwrites property reinsurance, including property, credit and surety, engineering, aviation, marine, agriculture, retakaful, and facultative reinsurance solutions; and casualty reinsurance, such as liability, motor, worker's compensation, personal accident, management and professional liability, cyber, and facultative reinsurance solutions. The Life & Health Reinsurance segment underwrites life and health insurance products. The Corporate Solutions segment offers standard risk transfer covers and multi-line programs to customized solutions. It serves stock and mutual insurance companies, public sector and governmental entities, mid-sized and large corporations, and individuals. The company was founded in 1863 and is headquartered in Zurich, Switzerland.