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JACK vs. PRI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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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JACK vs. PRI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JACK
Jack in the Box Inc.
-48.97%-53.84%-47.35%22.24%-20.18%-4.11%20.74%2.50%-19.42%-10.70%
PRI
Primerica, Inc.
-2.60%-3.33%33.62%47.07%-5.94%15.86%3.91%35.11%-2.88%48.22%

Fundamentals

EPS

JACK:

-$4.22

PRI:

$23.14

PS Ratio

JACK:

0.13

PRI:

2.47

Total Revenue (TTM)

JACK:

$1.47B

PRI:

$3.29B

Gross Profit (TTM)

JACK:

$424.55M

PRI:

$1.02B

EBITDA (TTM)

JACK:

$36.19M

PRI:

$956.86M

Returns By Period

In the year-to-date period, JACK achieves a -48.97% return, which is significantly lower than PRI's -2.60% return. Over the past 10 years, JACK has underperformed PRI with an annualized return of -15.68%, while PRI has yielded a comparatively higher 20.43% annualized return.


JACK

1D
2.93%
1M
-42.85%
YTD
-48.97%
6M
-51.09%
1Y
-64.44%
3Y*
-51.03%
5Y*
-37.63%
10Y*
-15.68%

PRI

1D
1.38%
1M
-1.25%
YTD
-2.60%
6M
-8.99%
1Y
-10.52%
3Y*
14.92%
5Y*
12.22%
10Y*
20.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 55
Overall Rank
JACK Sharpe Ratio Rank: 66
Sharpe Ratio Rank
JACK Sortino Ratio Rank: 55
Sortino Ratio Rank
JACK Omega Ratio Rank: 88
Omega Ratio Rank
JACK Calmar Ratio Rank: 55
Calmar Ratio Rank
JACK Martin Ratio Rank: 22
Martin Ratio Rank

PRI
PRI Risk / Return Rank: 2222
Overall Rank
PRI Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
PRI Sortino Ratio Rank: 2222
Sortino Ratio Rank
PRI Omega Ratio Rank: 2222
Omega Ratio Rank
PRI Calmar Ratio Rank: 2020
Calmar Ratio Rank
PRI Martin Ratio Rank: 2222
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.


JACKPRIDifference

Sharpe ratio

Return per unit of total volatility

-0.93

-0.41

-0.52

Sortino ratio

Return per unit of downside risk

-1.56

-0.39

-1.17

Omega ratio

Gain probability vs. loss probability

0.83

0.95

-0.12

Calmar ratio

Return relative to maximum drawdown

-0.96

-0.64

-0.32

Martin ratio

Return relative to average drawdown

-1.89

-1.11

-0.78

JACK vs. PRI - Sharpe Ratio Comparison

The current JACK Sharpe Ratio is -0.93, which is lower than the PRI Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of JACK and PRI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JACKPRIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

-0.41

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.82

0.48

-1.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.34

0.67

-1.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.65

-0.62

Correlation

The correlation between JACK and PRI is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


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 1.72%.


TTM20252024202320222021202020192018201720162015
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.
1.72%1.61%1.22%1.26%1.55%1.23%1.19%1.04%1.02%0.77%1.01%1.36%

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

-67.38%

-15.91%

-51.47%

Max Drawdown (5Y)

Largest decline over 5 years

-91.50%

-36.66%

-54.84%

Max Drawdown (10Y)

Largest decline over 10 years

-91.50%

-54.47%

-37.03%

Current Drawdown

Current decline from peak

-91.25%

-16.19%

-75.06%

Average Drawdown

Average peak-to-trough decline

-29.95%

-8.91%

-21.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.26%

9.17%

+25.09%

Volatility

JACK vs. PRI - Volatility Comparison

Jack in the Box Inc. (JACK) has a higher volatility of 13.44% compared to Primerica, Inc. (PRI) at 5.99%. 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

13.44%

5.99%

+7.45%

Volatility (6M)

Calculated over the trailing 6-month period

50.19%

14.33%

+35.86%

Volatility (1Y)

Calculated over the trailing 1-year period

69.47%

26.01%

+43.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.29%

25.85%

+20.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.88%

30.41%

+15.47%

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


300.00M400.00M500.00M600.00M700.00M800.00M900.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
326.19M
853.68M
(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%10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
26.5%
0
Portfolio components
JACK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Jack in the Box Inc. reported a gross profit of 86.51M and revenue of 326.19M. Therefore, the gross margin over that period was 26.5%.

PRI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Primerica, Inc. reported a gross profit of 0.00 and revenue of 853.68M. 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 Apr 2026, Jack in the Box Inc. reported an operating income of 24.01M and revenue of 326.19M, resulting in an operating margin of 7.4%.

PRI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Primerica, Inc. reported an operating income of 197.05M and revenue of 853.68M, resulting in an operating margin of 23.1%.

JACK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Jack in the Box Inc. reported a net income of 5.80M and revenue of 326.19M, resulting in a net margin of 1.8%.

PRI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Primerica, Inc. reported a net income of 197.05M and revenue of 853.68M, resulting in a net margin of 23.1%.