Correlation
The correlation between AOS and JXN is 0.59, 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.
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.
Performance
AOS vs. JXN - Performance Comparison
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Key characteristics
AOS:
-0.76
JXN:
0.26
AOS:
-0.96
JXN:
0.62
AOS:
0.88
JXN:
1.09
AOS:
-0.60
JXN:
0.29
AOS:
-1.05
JXN:
0.62
AOS:
19.75%
JXN:
17.43%
AOS:
26.76%
JXN:
46.34%
AOS:
-66.52%
JXN:
-48.34%
AOS:
-28.78%
JXN:
-26.75%
Fundamentals
AOS:
$9.13B
JXN:
$5.92B
AOS:
$3.61
JXN:
$1.32
AOS:
17.93
JXN:
62.73
AOS:
2.40
JXN:
0.80
AOS:
4.92
JXN:
0.61
AOS:
$3.80B
JXN:
$5.95B
AOS:
$1.45B
JXN:
$3.96B
AOS:
$768.80M
JXN:
$402.00M
Returns By Period
In the year-to-date period, AOS achieves a -4.76% return, which is significantly higher than JXN's -5.00% return.
AOS
-4.76%
-5.23%
-12.79%
-20.18%
4.30%
8.26%
7.85%
JXN
-5.00%
5.13%
-16.85%
12.19%
38.23%
N/A
N/A
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Risk-Adjusted Performance
AOS vs. JXN — Risk-Adjusted Performance Rank
AOS
JXN
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.
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Dividends
AOS vs. JXN - Dividend Comparison
AOS's dividend yield for the trailing twelve months is around 2.08%, less than JXN's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 2.08% | 1.91% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% | 1.06% |
JXN Jackson Financial Inc. | 3.54% | 3.22% | 4.84% | 6.32% | 1.20% | 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 -66.52%, 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.
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Volatility
AOS vs. JXN - Volatility Comparison
A. O. Smith Corporation (AOS) and Jackson Financial Inc. (JXN) have volatilities of 9.84% and 10.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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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
AOS vs. JXN - Profitability Comparison
AOS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a gross profit of 375.40M and revenue of 963.90M. Therefore, the gross margin over that period was 39.0%.
JXN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Jackson Financial Inc. reported a gross profit of 3.44B and revenue of 3.75B. Therefore, the gross margin over that period was 91.7%.
AOS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported an operating income of 182.80M and revenue of 963.90M, resulting in an operating margin of 19.0%.
JXN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Jackson Financial Inc. reported an operating income of 2.17B and revenue of 3.75B, resulting in an operating margin of 57.9%.
AOS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a net income of 136.60M and revenue of 963.90M, resulting in a net margin of 14.2%.
JXN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Jackson Financial Inc. reported a net income of -24.00M and revenue of 3.75B, resulting in a net margin of -0.6%.