XP vs JXN

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

Both XP and JXN are from the Financial Services sector.

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

XP vs JXN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$8.92B

JXN

$8.91B

Max Drawdown

79.19%

Winner

JXN

49.12%

Sharpe Ratio

0.03

Winner

JXN

1.25

5Y Beta

Winner

1.02

JXN

1.39

Industry

Capital Markets

JXN

Insurance - Life

P/E Ratio

Winner

9.28

JXN

80.07

Forward P/E

9.53

JXN

N/A

PEG Ratio

Winner

0.47

JXN

0.49

Dividend Yield

1.23%

Winner

JXN

2.61%

5Y EPS CAGR

18.25%

JXN

N/A

Debt to Equity

366.57%

Winner

JXN

27.80%

Free Cash Flow Yield

31.63%

Winner

JXN

66.06%

P/S Ratio

0.48

JXN

N/A

P/B Ratio

1.92

JXN

N/A

XP vs JXN - Historical Returns

Returns include dividend reinvestment.

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

-3.24%

Winner

JXN

+11.24%

-7.16%

Winner

JXN

+25.12%

-19.21%

Winner

JXN

+20.10%

-7.30%

Winner

JXN

+44.10%

5Y(CAGR)

-17.62%

Winner

JXN

+40.59%

Max(CAGR)

-9.28%

Winner

JXN

+40.59%

XP vs JXN - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

XP vs JXN Drawdown Comparison

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

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

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

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

Correlation

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

-0.34

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