Contrasting Jackson Financial (NYSE:JXN) and Brighthouse Financial (NASDAQ:BHF)

Jackson Financial (NYSE:JXNGet Rating) and Brighthouse Financial (NASDAQ:BHFGet Rating) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, valuation, dividends, institutional ownership, profitability, earnings and risk.

Valuation & Earnings

This table compares Jackson Financial and Brighthouse Financial’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Jackson Financial $8.85 billion 0.28 $3.18 billion $25.16 1.12
Brighthouse Financial $7.14 billion 0.43 -$108.00 million $12.87 3.22

Jackson Financial has higher revenue and earnings than Brighthouse Financial. Jackson Financial is trading at a lower price-to-earnings ratio than Brighthouse Financial, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for Jackson Financial and Brighthouse Financial, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jackson Financial 0 4 1 0 2.20
Brighthouse Financial 0 7 1 0 2.13

Jackson Financial presently has a consensus price target of $38.25, suggesting a potential upside of 35.64%. Brighthouse Financial has a consensus price target of $59.00, suggesting a potential upside of 42.44%. Given Brighthouse Financial’s higher probable upside, analysts plainly believe Brighthouse Financial is more favorable than Jackson Financial.

Profitability

This table compares Jackson Financial and Brighthouse Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Jackson Financial 29.79% 20.22% 0.60%
Brighthouse Financial 12.49% 11.56% 0.70%

Institutional and Insider Ownership

81.2% of Jackson Financial shares are owned by institutional investors. Comparatively, 81.5% of Brighthouse Financial shares are owned by institutional investors. 0.8% of Brighthouse Financial shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Jackson Financial Company Profile (Get Rating)

Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, banks and other financial institutions, wirehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.

Brighthouse Financial Company Profile (Get Rating)

Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. It operates through three segments: Annuities, Life, and Run-off. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, and income security. The Life segment provides term, universal, whole, and variable life policies for policyholders' needs for financial security and protected wealth transfer. The Run-off segment manages structured settlements, pension risk transfer contracts, certain company-owned life insurance policies, funding agreements, and universal life with secondary guarantees. The company was incorporated in 2016 and is based in Charlotte, North Carolina.

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