Swiss Life (OTCMKTS:SWSDF – Get Free Report) and Jackson Financial (NYSE:JXN – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.
Analyst Ratings
This is a summary of current ratings and recommmendations for Swiss Life and Jackson Financial, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Swiss Life | 0 | 0 | 0 | 0 | 0.00 |
| Jackson Financial | 0 | 4 | 2 | 1 | 2.57 |
Jackson Financial has a consensus price target of $133.80, indicating a potential downside of 1.52%. Given Jackson Financial’s stronger consensus rating and higher possible upside, analysts plainly believe Jackson Financial is more favorable than Swiss Life.
Valuation & Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Swiss Life | N/A | N/A | N/A | N/A | N/A |
| Jackson Financial | $6.68 billion | 1.38 | $27.00 million | $0.71 | 191.36 |
Jackson Financial has higher revenue and earnings than Swiss Life.
Profitability
This table compares Swiss Life and Jackson Financial’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Swiss Life | N/A | N/A | N/A |
| Jackson Financial | 1.59% | 18.93% | 0.52% |
Institutional and Insider Ownership
90.0% of Jackson Financial shares are owned by institutional investors. 1.4% of Jackson Financial shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Summary
Jackson Financial beats Swiss Life on 10 of the 10 factors compared between the two stocks.
About Swiss Life
Swiss Life Holding AG provides life, pensions, and financial solutions for private and corporate clients. It operates through Switzerland, France, Germany, International, Asset Managers, and Other segments. The company offers a range of life, pension, health, annuity, and investment-type policies to groups and individuals, as well as disability coverage. It also provides property and casualty, liability and motor, accident, health, and payment protection insurance products. In addition, the company manages assets and provides advisory services for institutional clients. Further, it engages in the private equity, information technology, real estate, finance, banking, reinsurance, brokering, staff restaurant/canteen, and investment funds businesses. The company distributes its products through its sales force and distribution partners. It operates in Switzerland, France, Germany, and internationally under the Swiss Life Select, Tecis, Horbach, Proventus, Chase de Vere, and Fincentrum brands. Swiss Life Holding AG was founded in 1857 and is based in Zurich, Switzerland.
About Jackson Financial
Jackson Financial Inc., through its subsidiaries, provides 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 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; and 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, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.
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