JXN vs. AOS
Compare and contrast key facts about Jackson Financial Inc. (JXN) and A. O. Smith Corporation (AOS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JXN or AOS.
Key characteristics
| JXN | AOS | |
|---|---|---|
| YTD Return | 49.96% | 6.07% |
| 1Y Return | 183.74% | 31.82% |
| Sharpe Ratio | 5.11 | 1.37 |
| Daily Std Dev | 34.49% | 21.91% |
| Max Drawdown | -48.34% | -66.53% |
| Current Drawdown | -3.53% | -3.09% |
Fundamentals
| JXN | AOS | |
|---|---|---|
| Market Cap | $5.77B | $12.67B |
| EPS | $38.81 | $3.85 |
| PE Ratio | 1.95 | 22.44 |
| Revenue (TTM) | $3.60B | $3.87B |
| Gross Profit (TTM) | $9.66B | $1.33B |
Correlation
The correlation between JXN and AOS is 0.42, 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
JXN vs. AOS - Performance Comparison
In the year-to-date period, JXN achieves a 49.96% return, which is significantly higher than AOS's 6.07% 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
JXN vs. AOS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and A. O. Smith Corporation (AOS). 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
JXN vs. AOS - Dividend Comparison
JXN's dividend yield for the trailing twelve months is around 3.37%, more than AOS's 1.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 3.37% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOS A. O. Smith Corporation | 1.80% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% | 1.06% | 0.85% |
Drawdowns
JXN vs. AOS - Drawdown Comparison
The maximum JXN drawdown since its inception was -48.34%, smaller than the maximum AOS drawdown of -66.53%. Use the drawdown chart below to compare losses from any high point for JXN and AOS. For additional features, visit the drawdowns tool.
Volatility
JXN vs. AOS - Volatility Comparison
Jackson Financial Inc. (JXN) has a higher volatility of 10.01% compared to A. O. Smith Corporation (AOS) at 6.48%. This indicates that JXN's price experiences larger fluctuations and is considered to be riskier than AOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JXN vs. AOS - Financials Comparison
This section allows you to compare key financial metrics between Jackson Financial Inc. and A. O. Smith Corporation. 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