AOS vs. JXN
Compare and contrast key facts about A. O. Smith Corporation (AOS) and Jackson Financial Inc. (JXN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOS or JXN.
Key characteristics
| AOS | JXN | |
|---|---|---|
| YTD Return | 1.33% | 37.49% |
| 1Y Return | 23.44% | 108.20% |
| Sharpe Ratio | 1.17 | 2.96 |
| Daily Std Dev | 22.22% | 38.37% |
| Max Drawdown | -66.53% | -48.34% |
| Current Drawdown | -7.42% | -1.47% |
Fundamentals
| AOS | JXN | |
|---|---|---|
| Market Cap | $12.66B | $5.00B |
| EPS | $3.69 | $10.76 |
| PE Ratio | 23.33 | 6.06 |
| Revenue (TTM) | $3.85B | $3.16B |
| Gross Profit (TTM) | $1.33B | $9.66B |
Correlation
The correlation between AOS and JXN is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AOS vs. JXN - Performance Comparison
In the year-to-date period, AOS achieves a 1.33% return, which is significantly lower than JXN's 37.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AOS vs. JXN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Jackson Financial Inc. (JXN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AOS vs. JXN - Dividend Comparison
AOS's dividend yield for the trailing twelve months is around 1.49%, less than JXN's 3.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 1.49% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% | 1.06% | 0.85% |
JXN Jackson Financial Inc. | 3.68% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOS vs. JXN - Drawdown Comparison
The maximum AOS drawdown since its inception was -66.53%, which is greater than JXN's maximum drawdown of -48.34%. Use the drawdown chart below to compare losses from any high point for AOS and JXN. For additional features, visit the drawdowns tool.
Volatility
AOS vs. JXN - Volatility Comparison
The current volatility for A. O. Smith Corporation (AOS) is 6.26%, while Jackson Financial Inc. (JXN) has a volatility of 7.72%. This indicates that AOS experiences smaller price fluctuations and is considered to be less risky than JXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AOS vs. JXN - Financials Comparison
This section allows you to compare key financial metrics between A. O. Smith Corporation and Jackson Financial Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities