JXN vs XP

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

Both JXN and XP are from the Financial Services sector.

5-Year PerformanceJXN has outperformed XP, delivering a return of +40.6% compared to -17.6%

JXN vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JXN(COMPANY)	XP(COMPANY)
Market Cap	$8.91B	$8.92B
Max Drawdown	49.12%	79.19%
Sharpe Ratio	1.25	0.03
5Y Beta	1.39	1.02
Industry	Insurance - Life	Capital Markets
P/E Ratio	80.07	9.28
Forward P/E	N/A	9.53
PEG Ratio	0.49	0.47
Dividend Yield	2.61%	1.23%
5Y EPS CAGR	N/A	18.25%
Debt to Equity	27.80%	366.57%
Free Cash Flow Yield	66.06%	31.63%
P/S Ratio	N/A	0.48
P/B Ratio	N/A	1.92

Market Cap

JXN

$8.91B

Winner

$8.92B

Max Drawdown

Winner

JXN

49.12%

79.19%

Sharpe Ratio

Winner

JXN

1.25

0.03

5Y Beta

JXN

1.39

Winner

1.02

Industry

JXN

Insurance - Life

Capital Markets

P/E Ratio

JXN

80.07

Winner

9.28

Forward P/E

JXN

N/A

9.53

PEG Ratio

JXN

0.49

Winner

0.47

Dividend Yield

Winner

JXN

2.61%

1.23%

5Y EPS CAGR

JXN

N/A

18.25%

Debt to Equity

Winner

JXN

27.80%

366.57%

Free Cash Flow Yield

Winner

JXN

66.06%

31.63%

P/S Ratio

JXN

N/A

0.48

P/B Ratio

JXN

N/A

1.92

JXN vs XP - Historical Returns

Returns include dividend reinvestment.

Period	JXN	XP
1 month	+11.24%	-3.24%
3 months	+25.12%	-7.16%
6 months	+20.10%	-19.21%
1 year	+44.10%	-7.30%
5 years(CAGR)	+40.59%	-17.62%
Max(CAGR)	+40.59%	-9.28%

Winner

JXN

+11.24%

-3.24%

Winner

JXN

+25.12%

-7.16%

Winner

JXN

+20.10%

-19.21%

Winner

JXN

+44.10%

-7.30%

5Y(CAGR)

Winner

JXN

+40.59%

-17.62%

Max(CAGR)

Winner

JXN

+40.59%

-9.28%

JXN vs XP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	JXN	XP
2026	+27.19%	-0.79%
2025	+25.94%	+40.01%
2024	+79.11%	-51.35%
2023	+58.27%	+99.31%
2022	-12.59%	-47.09%
2021	+34.92%	-26.70%
2020	N/A	+2.80%
2019	N/A	+11.78%

JXN vs XP Drawdown Comparison

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

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current JXN drawdown is -0.13%. The current XP drawdown is -64.84%.

Rank	JXN	XP
#1	-48.33% Mar 25, 2022 - Feb 1, 2023	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-41.41% Feb 17, 2023 - Nov 27, 2023	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-37.09% Nov 6, 2024 - Jan 5, 2026	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-23.00% Jan 10, 2022 - Mar 25, 2022	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-21.53% Jul 31, 2024 - Aug 16, 2024	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-21.46% Sep 1, 2021 - Nov 11, 2021	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-16.31% Feb 2, 2026 - Jul 13, 2026	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-11.67% Nov 17, 2021 - Dec 6, 2021	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-11.27% Aug 30, 2024 - Sep 19, 2024	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-11.17% May 9, 2024 - Jul 12, 2024	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-7.49% Jul 16, 2026 - Aug 3, 2026	N/A
#12	-7.46% Dec 19, 2023 - Feb 12, 2024	N/A
#13	-6.93% Aug 16, 2024 - Aug 30, 2024	N/A
#14	-6.10% Apr 3, 2024 - Apr 23, 2024	N/A
#15	-5.92% Jan 9, 2026 - Jan 29, 2026	N/A

Correlation

Correlation between JXN and XP is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101