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JACK vs. PRI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JACK vs. PRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jack in the Box Inc. (JACK) and Primerica, Inc. (PRI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JACK achieves a -38.89% return, which is significantly lower than PRI's 10.80% return. Over the past 10 years, JACK has underperformed PRI with an annualized return of -16.70%, while PRI has yielded a comparatively higher 19.57% annualized return.


JACK

1D
1.49%
1M
0.26%
YTD
-38.89%
6M
-38.54%
1Y
-35.77%
3Y*
-48.69%
5Y*
-36.17%
10Y*
-16.70%

PRI

1D
1.30%
1M
1.42%
YTD
10.80%
6M
9.15%
1Y
8.16%
3Y*
16.19%
5Y*
15.32%
10Y*
19.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JACK vs. PRI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JACK
Jack in the Box Inc.
-38.89%-53.84%-47.35%22.24%-20.18%-4.11%20.74%2.50%-19.42%-10.70%
PRI
Primerica, Inc.
10.80%-3.33%33.62%47.07%-5.94%15.86%3.91%35.11%-2.88%48.22%

Correlation

The correlation between JACK and PRI is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Apr 1, 2010

0.32

The correlation between JACK and PRI shifts across timeframes, from 0.19 (3 years) to 0.32 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

JACK:

$223.34M

PRI:

$9.00B

EPS

JACK:

$2.85

PRI:

$23.92

PE Ratio

JACK:

4.06

PRI:

11.86

PEG Ratio

JACK:

0.19

PRI:

0.42

PS Ratio

JACK:

0.34

PRI:

2.74

PB Ratio

JACK:

1.54K

PRI:

3.57

Total Revenue (TTM)

JACK:

$659.18M

PRI:

$3.34B

Gross Profit (TTM)

JACK:

$181.29M

PRI:

$1.37B

EBITDA (TTM)

JACK:

$173.13M

PRI:

$785.68M

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Return for Risk

JACK vs. PRI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JACK
JACK Risk / Return Rank: 2222
Overall Rank
JACK Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
JACK Sortino Ratio Rank: 2424
Sortino Ratio Rank
JACK Omega Ratio Rank: 2525
Omega Ratio Rank
JACK Calmar Ratio Rank: 2121
Calmar Ratio Rank
JACK Martin Ratio Rank: 2020
Martin Ratio Rank

PRI
PRI Risk / Return Rank: 5252
Overall Rank
PRI Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
PRI Sortino Ratio Rank: 4747
Sortino Ratio Rank
PRI Omega Ratio Rank: 4646
Omega Ratio Rank
PRI Calmar Ratio Rank: 5656
Calmar Ratio Rank
PRI Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JACK vs. PRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jack in the Box Inc. (JACK) and Primerica, Inc. (PRI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JACKPRIDifference
Sharpe ratioReturn per unit of total volatility

-0.88

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

0.96

1.08

-0.12

Calmar ratioReturn relative to maximum drawdown

-0.58

0.62

-1.19

Martin ratioReturn relative to average drawdown

-1.04

1.15

-2.20

JACK vs. PRI - Sharpe Ratio Comparison

The current JACK Sharpe Ratio is -0.50, which is lower than the PRI Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of JACK and PRI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JACK vs. PRI - Drawdown Comparison

The maximum JACK drawdown since its inception was -91.50%, which is greater than PRI's maximum drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for JACK and PRI.


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Drawdown Indicators


JACKPRIDifference

Max Drawdown

Largest peak-to-trough decline

-91.50%

-54.47%

-37.03%

Max Drawdown (1Y)

Largest decline over 1 year

-62.24%

-13.28%

-48.96%

Max Drawdown (3Y)

Largest decline over 3 years

-90.00%

-19.55%

-70.45%

Max Drawdown (5Y)

Largest decline over 5 years

-91.35%

-36.66%

-54.69%

Max Drawdown (10Y)

Largest decline over 10 years

-91.50%

-54.47%

-37.03%

Current Drawdown

Current decline from peak

-89.53%

-4.66%

-84.87%

Average Drawdown

Average peak-to-trough decline

-30.34%

-8.90%

-21.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.35%

7.09%

+27.26%

Volatility

JACK vs. PRI - Volatility Comparison

Jack in the Box Inc. (JACK) has a higher volatility of 24.09% compared to Primerica, Inc. (PRI) at 7.36%. This indicates that JACK's price experiences larger fluctuations and is considered to be riskier than PRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JACKPRIDifference

Volatility (1M)

Calculated over the trailing 1-month period

24.09%

7.36%

+16.73%

Volatility (6M)

Calculated over the trailing 6-month period

52.57%

15.77%

+36.80%

Volatility (1Y)

Calculated over the trailing 1-year period

72.24%

21.75%

+50.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.77%

25.73%

+23.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.89%

30.21%

+16.68%

Dividends

JACK vs. PRI - Dividend Comparison

JACK has not paid dividends to shareholders, while PRI's dividend yield for the trailing twelve months is around 1.58%.


PositionTTM20252024202320222021202020192018201720162015
JACK
Jack in the Box Inc.
0.00%2.32%4.23%2.16%2.58%1.97%1.29%2.05%2.06%1.63%1.16%1.43%
PRI
Primerica, Inc.
1.58%1.61%1.22%1.26%1.55%1.23%1.19%1.04%1.02%0.77%1.01%1.36%

Financials

JACK vs. PRI - Financials Comparison

This section allows you to compare key financial metrics between Jack in the Box Inc. and Primerica, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-400.00M-200.00M0.00200.00M400.00M600.00M800.00M20222023202420252026
-349.52M
872.69M
(JACK) Total Revenue
(PRI) Total Revenue
Values in USD except per share items

JACK vs. PRI - Profitability Comparison

The chart below illustrates the profitability comparison between Jack in the Box Inc. and Primerica, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
26.3%
0
Portfolio components
JACK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jack in the Box Inc. reported a gross profit of -91.77M and revenue of -349.52M. Therefore, the gross margin over that period was 26.3%.

PRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Primerica, Inc. reported a gross profit of 0.00 and revenue of 872.69M. Therefore, the gross margin over that period was 0.0%.

JACK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jack in the Box Inc. reported an operating income of 27.36M and revenue of -349.52M, resulting in an operating margin of -7.8%.

PRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Primerica, Inc. reported an operating income of 0.00 and revenue of 872.69M, resulting in an operating margin of 0.0%.

JACK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jack in the Box Inc. reported a net income of -18.04M and revenue of -349.52M, resulting in a net margin of 5.2%.

PRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Primerica, Inc. reported a net income of 190.10M and revenue of 872.69M, resulting in a net margin of 21.8%.


Frequently Asked Questions


JACK and PRI have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JACK has higher volatility (24.09%) compared to PRI (7.36%). In terms of maximum drawdown, JACK dropped -91.50% vs PRI's -54.47%.

PRI currently has the higher Sharpe Ratio (0.38 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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