EQH vs JXN
EQH: A diversified financial services firm providing retirement, insurance, and asset management solutions, currently undergoing a strategic combination with Corebridge Financial. JXN: Jackson Financial is a retirement solutions company focused on helping Americans grow and protect their wealth through a comprehensive suite of annuity products.
Side-by-side fundamentals
| Metric | EQH | JXN | Edge |
|---|---|---|---|
| Price as of 2026-08-10 close | $52.67 | $130.40 | |
| Market cap as of 2026-08-11 | $14.4B | $8.8B | |
| P/E as of 2026-08-11 | n/a | 85.75 | |
| PEG as of 2026-08-11 | 0.32 | 0.44 | EQH lower |
| Net margin as of 2026-08-11 | -6.3% | +1.6% | JXN higher |
| Gross margin as of 2026-08-11 | +51.9% | n/a | |
| Operating margin as of 2026-08-11 | +17.5% | +1.0% | EQH higher |
| ROE as of 2026-08-11 | -198.2% | +1.0% | JXN higher |
| ROA as of 2026-08-11 | -0.3% | +0.0% | JXN higher |
| Debt / equity as of 2026-08-11 | 89.65 | 0.28 | JXN lower |
| Revenue growth (YoY) as of 2026-08-11 | -7.1% | +10.2% | JXN higher |
| Revenue CAGR (3y) SEC XBRL | -2.7% | -12.1% | EQH higher |
| Dividend yield as of 2026-08-11 | +2.3% | +2.8% | JXN higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | EQH higher |
| Beta as of 2026-08-11 | 1.13 | 1.33 | |
| 1-year return as of 2026-08-10 close | +1.3% | +44.0% | JXN higher |
Fundamentals: market data, as of 2026-08-11. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.