PMTS vs. JXN
PMTS (CPI Card Group Inc.) and JXN (Jackson Financial Inc.) are both stocks. Both are in the Financial Services sector — PMTS in Credit Services, JXN in Asset Management. Over the past 3 years, PMTS returned -15.96%/yr vs 57.89%/yr for JXN. At a 0.26 correlation, their price movements are largely independent.
Performance
PMTS vs. JXN - Performance Comparison
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Returns By Period
In the year-to-date period, PMTS achieves a 10.42% return, which is significantly higher than JXN's -1.28% return.
PMTS
- 1D
- -3.17%
- 1M
- -5.48%
- YTD
- 10.42%
- 6M
- 14.40%
- 1Y
- -28.81%
- 3Y*
- -15.96%
- 5Y*
- -3.48%
- 10Y*
- -2.04%
JXN
- 1D
- -1.96%
- 1M
- -7.97%
- YTD
- -1.28%
- 6M
- 6.17%
- 1Y
- 27.97%
- 3Y*
- 57.89%
- 5Y*
- —
- 10Y*
- —
PMTS vs. JXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PMTS CPI Card Group Inc. | 10.42% | -50.89% | 55.76% | -46.81% | 94.50% | -34.34% |
JXN Jackson Financial Inc. | -1.28% | 26.93% | 76.45% | 57.22% | -11.54% | 34.86% |
Correlation
The correlation between PMTS and JXN is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 2, 2021 | 0.26 |
Fundamentals
PMTS:
$1.24
JXN:
-$7.23
PMTS:
0.34
JXN:
0.95
PMTS:
$567.88M
JXN:
$5.86B
PMTS:
$173.52M
JXN:
$5.39B
PMTS:
$69.95M
JXN:
-$22.00M
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Return for Risk
PMTS vs. JXN — Risk / Return Rank
PMTS
JXN
PMTS vs. JXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CPI Card Group Inc. (PMTS) 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.
| PMTS | JXN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.17 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.72 | -2.25 |
| Martin ratioReturn relative to average drawdown | -0.77 | 4.02 | -4.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMTS | JXN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | 0.88 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.14 | 0.80 | -0.93 |
Drawdowns
PMTS vs. JXN - Drawdown Comparison
The maximum PMTS drawdown since its inception was -99.04%, which is greater than JXN's maximum drawdown of -48.34%. Use the drawdown chart below to compare losses from any high point for PMTS and JXN.
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Drawdown Indicators
| PMTS | JXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.04% | -48.34% | -50.70% |
Max Drawdown (1Y)Largest decline over 1 year | -55.04% | -16.31% | -38.73% |
Max Drawdown (3Y)Largest decline over 3 years | -67.08% | -37.09% | -29.99% |
Max Drawdown (5Y)Largest decline over 5 years | -74.92% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -98.09% | — | — |
Current DrawdownCurrent decline from peak | -73.11% | -13.85% | -59.26% |
Average DrawdownAverage peak-to-trough decline | -72.72% | -15.11% | -57.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.26% | 6.98% | +30.28% |
Volatility
PMTS vs. JXN - Volatility Comparison
CPI Card Group Inc. (PMTS) has a higher volatility of 16.13% compared to Jackson Financial Inc. (JXN) at 11.64%. This indicates that PMTS's price experiences larger fluctuations and is considered to be riskier than JXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMTS | JXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.13% | 11.64% | +4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 50.95% | 23.33% | +27.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.76% | 31.89% | +43.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.39% | 44.06% | +29.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 83.16% | 44.06% | +39.10% |
Dividends
PMTS vs. JXN - Dividend Comparison
PMTS has not paid dividends to shareholders, while JXN's dividend yield for the trailing twelve months is around 3.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 3.16% | 3.00% | 3.22% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PMTS CPI Card Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.26% | 4.34% |
Financials
PMTS vs. JXN - Financials Comparison
This section allows you to compare key financial metrics between CPI Card Group Inc. 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
PMTS vs. JXN - Profitability Comparison
PMTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CPI Card Group Inc. reported a gross profit of 44.12M and revenue of 147.11M. Therefore, the gross margin over that period was 30.0%.
JXN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.
PMTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CPI Card Group Inc. reported an operating income of 10.99M and revenue of 147.11M, resulting in an operating margin of 7.5%.
JXN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported an operating income of 0.00 and revenue of 2.90B, resulting in an operating margin of 0.0%.
PMTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CPI Card Group Inc. reported a net income of 4.53M and revenue of 147.11M, resulting in a net margin of 3.1%.
JXN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jackson Financial Inc. reported a net income of -435.00M and revenue of 2.90B, resulting in a net margin of -15.0%.
Frequently Asked Questions
PMTS and JXN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMTS has higher volatility (16.13%) compared to JXN (11.64%). In terms of maximum drawdown, PMTS dropped -99.04% vs JXN's -48.34%.
JXN currently has the higher Sharpe Ratio (0.88 vs -0.38), 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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