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Jack in the Box Inc. (JACK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4663671091

CUSIP

466367109

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Feb 24, 1987

Highlights

Market Cap

$806.89M

EPS (TTM)

-$1.87

PEG Ratio

1.00

Total Revenue (TTM)

$1.57B

Gross Profit (TTM)

$435.25M

EBITDA (TTM)

$258.61M

Year Range

$40.47 - $83.51

Target Price

$53.42

Short %

13.51%

Short Ratio

3.93

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
JACK vs. PRI JACK vs. WING JACK vs. LU JACK vs. VOO JACK vs. SCHD JACK vs. VTSAX JACK vs. LLY JACK vs. JNJ JACK vs. NNN JACK vs. SPY
Popular comparisons:
JACK vs. PRI JACK vs. WING JACK vs. LU JACK vs. VOO JACK vs. SCHD JACK vs. VTSAX JACK vs. LLY JACK vs. JNJ JACK vs. NNN JACK vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Jack in the Box Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


600.00%800.00%1,000.00%1,200.00%1,400.00%JulyAugustSeptemberOctoberNovemberDecember
537.33%
1,344.53%
JACK (Jack in the Box Inc.)
Benchmark (^GSPC)

Returns By Period

Jack in the Box Inc. had a return of -49.31% year-to-date (YTD) and -49.99% in the last 12 months. Over the past 10 years, Jack in the Box Inc. had an annualized return of -4.56%, while the S&P 500 had an annualized return of 11.01%, indicating that Jack in the Box Inc. did not perform as well as the benchmark.


JACK

YTD

-49.31%

1M

-13.20%

6M

-20.28%

1Y

-49.99%

5Y*

-10.47%

10Y*

-4.56%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of JACK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.48%-6.37%-5.62%-16.66%-3.00%-7.27%16.69%-16.22%-5.71%5.82%-0.81%-49.31%
202311.36%3.18%12.36%5.82%-6.14%12.67%1.93%-19.15%-13.60%-8.51%14.43%13.53%22.27%
20224.08%-5.25%8.88%-11.40%-17.47%-17.40%23.33%16.08%-7.25%19.12%-18.06%-5.03%-20.18%
20211.44%8.72%7.67%9.90%-5.48%-1.90%-2.32%-2.25%-8.14%1.66%-16.52%6.46%-4.11%
20204.77%-15.77%-48.80%72.04%11.14%10.55%10.82%0.84%-3.74%0.95%14.90%1.32%20.74%
20194.28%-0.51%1.15%-4.89%8.45%-2.18%-11.75%19.32%6.80%-7.79%-5.63%-1.09%2.50%
2018-7.26%-1.00%-4.86%5.12%-9.63%5.52%-1.03%8.07%-7.51%-5.85%12.37%-12.07%-19.42%
2017-3.33%-13.17%9.00%0.25%4.92%-7.58%-5.83%1.35%8.87%1.56%0.00%-4.85%-10.70%
20161.21%-11.07%-7.10%5.76%26.64%0.85%2.87%12.87%-3.54%-2.30%10.98%7.74%47.77%
20156.04%14.03%-0.59%-9.54%0.39%1.56%7.76%-17.40%-1.46%-3.26%-0.52%3.87%-2.81%
20141.10%13.60%2.59%-9.16%8.21%3.65%-4.43%4.29%14.70%4.18%5.16%7.33%61.39%
20131.50%9.06%9.25%3.64%1.78%7.67%2.04%-1.50%1.27%1.73%16.40%5.64%74.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of JACK is 4, meaning it’s performing worse than 96% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JACK is 44
Overall Rank
The Sharpe Ratio Rank of JACK is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of JACK is 22
Sortino Ratio Rank
The Omega Ratio Rank of JACK is 55
Omega Ratio Rank
The Calmar Ratio Rank of JACK is 66
Calmar Ratio Rank
The Martin Ratio Rank of JACK is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Jack in the Box Inc. (JACK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for JACK, currently valued at -1.28, compared to the broader market-4.00-2.000.002.00-1.281.90
The chart of Sortino ratio for JACK, currently valued at -2.12, compared to the broader market-4.00-2.000.002.004.00-2.122.54
The chart of Omega ratio for JACK, currently valued at 0.78, compared to the broader market0.501.001.502.000.781.35
The chart of Calmar ratio for JACK, currently valued at -0.78, compared to the broader market0.002.004.006.00-0.782.81
The chart of Martin ratio for JACK, currently valued at -1.50, compared to the broader market0.0010.0020.00-1.5012.39
JACK
^GSPC

The current Jack in the Box Inc. Sharpe ratio is -1.28. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Jack in the Box Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.28
1.90
JACK (Jack in the Box Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Jack in the Box Inc. provided a 4.39% dividend yield over the last twelve months, with an annual payout of $1.76 per share. The company has been increasing its dividends for 3 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.502014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$1.76$1.76$1.76$1.72$1.20$1.60$1.60$1.60$1.30$1.10$0.60

Dividend yield

4.39%2.16%2.58%1.97%1.29%2.05%2.06%1.63%1.16%1.43%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for Jack in the Box Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.44$0.00$0.00$0.00$0.44$1.76
2023$0.00$0.00$0.44$0.00$0.44$0.00$0.00$0.00$0.44$0.00$0.00$0.44$1.76
2022$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.44$0.00$0.00$0.00$0.44$1.76
2021$0.00$0.00$0.40$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.00$0.44$1.72
2020$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.40$1.20
2019$0.00$0.00$0.40$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.00$0.40$1.60
2018$0.00$0.00$0.40$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.00$0.40$1.60
2017$0.00$0.00$0.40$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.00$0.40$1.60
2016$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.00$0.40$1.30
2015$0.00$0.00$0.20$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.00$0.30$1.10
2014$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.60

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Jack in the Box Inc. has a dividend yield of 4.39%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%28.3%
Jack in the Box Inc. has a payout ratio of 28.30%, which is quite average when compared to the overall market. This suggests that Jack in the Box Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-64.24%
-3.58%
JACK (Jack in the Box Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Jack in the Box Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Jack in the Box Inc. was 82.47%, occurring on Mar 18, 2020. Recovery took 240 trading sessions.

The current Jack in the Box Inc. drawdown is 64.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.47%Dec 30, 2016808Mar 18, 2020240Mar 2, 20211048
-81.76%Mar 26, 1992725Feb 7, 1995625Jul 29, 19971350
-68.39%Jun 5, 2007372Nov 20, 20081155Jun 26, 20131527
-64.24%May 11, 2021909Dec 18, 2024
-55.82%May 15, 2002186Feb 7, 2003440Nov 5, 2004626

Volatility

Volatility Chart

The current Jack in the Box Inc. volatility is 12.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
12.64%
3.64%
JACK (Jack in the Box Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Jack in the Box Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Jack in the Box Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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