STAG vs JXN

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

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

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

STAG vs JXN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

STAG

$7.32B

JXN

$7.30B

Max Drawdown

Winner

STAG

45.29%

JXN

49.12%

Sharpe Ratio

STAG

0.71

Winner

JXN

0.94

5Y Beta

Winner

STAG

0.63

JXN

1.52

Industry

STAG

Reit - Industrial

JXN

Insurance - Life

P/E Ratio

STAG

29.69

Winner

JXN

-19.19

Forward P/E

STAG

144.93

JXN

N/A

Dividend Yield

Winner

STAG

3.95%

JXN

3.09%

5Y Dividends CAGR

STAG

2.47%

JXN

N/A

5Y EPS CAGR

STAG

4.21%

JXN

N/A

Debt to Equity

STAG

89.36%

Winner

JXN

21.35%

Free Cash Flow Yield

STAG

6.52%

Winner

JXN

71.34%

STAG vs JXN - Historical Returns

Returns include dividend reinvestment.

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

Winner

STAG

-0.58%

JXN

-10.45%

Winner

STAG

-3.66%

JXN

-6.93%

STAG

-2.22%

Winner

JXN

+7.05%

STAG

+9.50%

Winner

JXN

+28.98%

5Y(CAGR)

STAG

+5.23%

Winner

JXN

+34.73%

10Y(CAGR)

STAG

+10.77%

JXN

N/A

Max(CAGR)

STAG

+13.58%

Winner

JXN

+34.73%

STAG vs JXN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

STAG vs JXN Drawdown Comparison

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

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

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

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

Correlation

Correlation between STAG and JXN 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)

STAG vs JXN dividend yield comparison.

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