JXN vs STAG

Comparison between Jackson Financial Inc - Class A (JXN, Company) and STAG Industrial Inc (STAG, Company).

JXN is from the Financial Services sector, while STAG is from the Real Estate sector.

5-Year PerformanceJXN has outperformed STAG, delivering a return of +34.7% compared to +5.2%

JXN vs STAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXN(COMPANY)	STAG(COMPANY)
Market Cap	$7.30B	$7.32B
Max Drawdown	49.12%	45.29%
Sharpe Ratio	0.94	0.71
5Y Beta	1.52	0.63
Industry	Insurance - Life	Reit - Industrial
P/E Ratio	-19.19	29.69
Forward P/E	N/A	144.93
Dividend Yield	3.09%	3.95%
5Y Dividends CAGR	N/A	2.47%
5Y EPS CAGR	N/A	4.21%
Debt to Equity	21.35%	89.36%
Free Cash Flow Yield	71.34%	6.52%

Market Cap

JXN

$7.30B

Winner

STAG

$7.32B

Max Drawdown

JXN

49.12%

Winner

STAG

45.29%

Sharpe Ratio

Winner

JXN

0.94

STAG

0.71

5Y Beta

JXN

1.52

Winner

STAG

0.63

Industry

JXN

Insurance - Life

STAG

Reit - Industrial

P/E Ratio

Winner

JXN

-19.19

STAG

29.69

Forward P/E

JXN

N/A

STAG

144.93

Dividend Yield

JXN

3.09%

Winner

STAG

3.95%

5Y Dividends CAGR

JXN

N/A

STAG

2.47%

5Y EPS CAGR

JXN

N/A

STAG

4.21%

Debt to Equity

Winner

JXN

21.35%

STAG

89.36%

Free Cash Flow Yield

Winner

JXN

71.34%

STAG

6.52%

JXN vs STAG - Historical Returns

Returns include dividend reinvestment.

Period	JXN	STAG
1 month	-10.45%	-0.58%
3 months	-6.93%	-3.66%
6 months	+7.05%	-2.22%
1 year	+28.98%	+9.50%
5 years(CAGR)	+34.73%	+5.23%
10 years(CAGR)	N/A	+10.77%
Max(CAGR)	+34.73%	+13.58%

JXN

-10.45%

Winner

STAG

-0.58%

JXN

-6.93%

Winner

STAG

-3.66%

Winner

JXN

+7.05%

STAG

-2.22%

Winner

JXN

+28.98%

STAG

+9.50%

5Y(CAGR)

Winner

JXN

+34.73%

STAG

+5.23%

10Y(CAGR)

JXN

N/A

STAG

+10.77%

Max(CAGR)

Winner

JXN

+34.73%

STAG

+13.58%

JXN vs STAG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	JXN	STAG
2026	-3.16%	+3.68%
2025	+25.94%	+16.10%
2024	+79.11%	-11.11%
2023	+58.27%	+26.54%
2022	-12.59%	-28.26%
2021	+34.92%	+64.10%
2020	N/A	+5.35%
2019	N/A	+36.75%
2018	N/A	-3.01%
2017	N/A	+21.51%
2016	N/A	+39.68%
2015	N/A	-20.05%
2014	N/A	+28.62%
2013	N/A	+18.29%
2012	N/A	+62.04%
2011	N/A	-0.16%

JXN vs STAG Drawdown Comparison

The maximum drawdown for JXN was -48.33%, occurring on Jul 14, 2022. Recovery took 214 trading sessions.

The maximum drawdown for STAG was -45.07%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current JXN drawdown is -14.85%. The current STAG drawdown is -5.80%.

Rank	JXN	STAG
#1	-48.33% Mar 25, 2022 - Feb 1, 2023	-45.07% Feb 12, 2020 - Jul 29, 2020
#2	-41.41% Feb 17, 2023 - Nov 27, 2023	-42.23% Dec 31, 2021 - Oct 10, 2022
#3	-37.09% Nov 6, 2024 - Jan 5, 2026	-40.47% Jan 27, 2015 - Jul 19, 2016
#4	-23.00% Jan 10, 2022 - Mar 25, 2022	-23.70% Jul 7, 2011 - Jan 26, 2012
#5	-21.53% Jul 31, 2024 - Aug 16, 2024	-20.62% Nov 21, 2017 - Jul 6, 2018
#6	-21.46% Sep 1, 2021 - Nov 11, 2021	-20.05% May 16, 2013 - Feb 13, 2014
#7	-16.31% Feb 2, 2026 - Mar 27, 2026	-18.33% Aug 20, 2018 - Feb 11, 2019
#8	-11.67% Nov 17, 2021 - Dec 6, 2021	-15.85% Jun 6, 2014 - Nov 3, 2014
#9	-11.27% Aug 30, 2024 - Sep 19, 2024	-13.90% Jul 29, 2016 - Feb 21, 2017
#10	-11.17% May 9, 2024 - Jul 12, 2024	-12.03% Aug 7, 2020 - Mar 12, 2021
#11	-7.46% Dec 19, 2023 - Feb 12, 2024	-10.99% May 10, 2012 - Jun 19, 2012
#12	-6.93% Aug 16, 2024 - Aug 30, 2024	-10.42% Jun 20, 2019 - Oct 30, 2019
#13	-6.10% Apr 3, 2024 - Apr 23, 2024	-9.02% Sep 3, 2021 - Oct 18, 2021
#14	-5.92% Jan 9, 2026 - Jan 29, 2026	-7.94% Apr 2, 2012 - May 8, 2012
#15	-5.26% Dec 10, 2021 - Dec 15, 2021	-7.40% Mar 2, 2017 - Apr 11, 2017

Correlation

Correlation between JXN and STAG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2011 - 2026)

JXN vs STAG dividend yield comparison.

Year	JXN	STAG
2026	0.87%	1.02%
2025	3.00%	4.05%
2024	3.22%	4.37%
2023	4.84%	3.74%
2022	6.32%	4.52%
2021	1.20%	3.02%
2020	0.00%	4.60%
2019	0.00%	4.53%
2018	0.00%	5.71%
2017	0.00%	5.14%
2016	0.00%	5.82%
2015	0.00%	7.40%
2014	0.00%	5.27%
2013	0.00%	5.89%
2012	0.00%	5.95%
2011	0.00%	6.36%