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JXN or PRU or UNM
Which Stock Would AI Choose? Jackson Financial Inc. (JXN) vs. Prudential Financial, Inc. (PRU) vs. Unum Group (UNM) Stock Comparison
Key Takeaways
- PRU leads year-to-date with an 11.45% return, supported by a low trailing P/E ratio (price-to-earnings) of 9.87 and a high dividend yield of 5.53%.
- JXN shows the strongest one-year performance at 51.85%, driven by its focus on annuities amid favorable interest rate environments.
- UNM recently beat Q1 earnings estimates, bolstering sentiment in group benefits, though its YTD return trails at 5.57%.
- All three operate in the life insurance sector, with PRU offering the largest market cap at $34.32 billion and highest dividend appeal for income-focused investors.
- JXN and PRU provide higher yields than UNM's 2.28%, highlighting trade-offs in growth versus stability.
- Recent international headwinds for PRU, including a Japan sales pause, contrast with domestic strengths across the group.
Introduction
Jackson Financial Inc. (JXN), Prudential Financial, Inc. (PRU), and Unum Group (UNM) are key players in the life insurance sector, offering exposure to annuities, group benefits, and diversified financial protection products. This comparison is particularly relevant for traders seeking momentum plays and investors prioritizing dividends or stability amid shifting interest rates and economic sentiment. With varying market caps, valuations, and recent catalysts, the stocks present distinct profiles in the current market environment, aiding decisions on relative performance and sector positioning.
JXN Overview and Recent Performance
Jackson Financial Inc. (JXN) is an annuity-focused provider operating through retail annuities, institutional products, and closed life blocks, headquartered in Michigan. In recent market activity, JXN has exhibited resilience, posting an 8% year-to-date return and a robust 51.85% over the past year, outperforming broader benchmarks. Sentiment has been influenced by favorable dynamics in fixed annuities and interest rate sensitivity, contributing to a 5% gain in recent weeks despite broader volatility. The stock trades near the upper end of its 52-week range, reflecting sustained momentum in retirement income products.
PRU Overview and Recent Performance
Prudential Financial, Inc. (PRU) delivers a broad array of insurance, retirement, and investment management services through segments like PGIM and international businesses, based in New Jersey. Recent performance shows a year-to-date gain of 11.45%, though longer-term returns have lagged due to challenges such as a prolonged sales pause in Japan, prompting earnings adjustments. In recent weeks, shares have stabilized with modest gains, supported by a compelling valuation and dividend yield, amid ongoing transformation efforts and governance reviews impacting sentiment.
UNM Overview and Recent Performance
Unum Group (UNM) specializes in group disability, life insurance, and voluntary benefits across U.S. and international markets, operating from Tennessee. The stock has delivered a 5.57% year-to-date return, with recent weeks buoyed by a Q1 earnings beat and revenue growth in core segments. Positive sentiment stems from strong sales in supplemental products and leadership transitions, though it remains sensitive to employment trends. Shares hover near 52-week highs, underscoring stability in group protection demand.
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Head-to-Head Comparison
JXN emphasizes retail annuities for retirement income, contrasting PRU's diversified model with asset management (PGIM) and international exposure, and UNM's focus on group disability benefits. Growth drivers differ: JXN benefits from rate hikes boosting annuities, PRU from scale but hampered by overseas risks, and UNM from workplace benefits demand. Recent momentum favors JXN (51.85% 1-year), while PRU offers value at lower P/E and higher yield. Risk profiles show UNM's low beta (0.18) for stability versus JXN's higher volatility (1.40). Market sentiment tilts toward dividend seekers for PRU, growth for JXN.
Tickeron AI Verdict
Tickeron's AI currently leans toward JXN for its consistent multi-year outperformance, annuity-driven momentum, and favorable positioning relative to peers in recent market activity. While PRU presents value and yield appeal, and UNM stability, JXN's trend strength suggests higher probability of near-term upside, based on observable catalysts and relative returns.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JXN’s FA Score shows that 2 FA rating(s) are green whilePRU’s FA Score has 1 green FA rating(s), and UNM’s FA Score reflects 2 green FA rating(s).
- JXN’s FA Score: 2 green, 3 red.
- PRU’s FA Score: 1 green, 4 red.
- UNM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JXN’s TA Score shows that 5 TA indicator(s) are bullish while PRU’s TA Score has 4 bullish TA indicator(s), and UNM’s TA Score reflects 3 bullish TA indicator(s).
- JXN’s TA Score: 5 bullish, 4 bearish.
- PRU’s TA Score: 4 bullish, 4 bearish.
- UNM’s TA Score: 3 bullish, 4 bearish.
Price Growth
JXN (@Life/Health Insurance) experienced а -0.25% price change this week, while PRU (@Life/Health Insurance) price change was -0.40% , and UNM (@Life/Health Insurance) price fluctuated -1.35% for the same time period.
The average weekly price growth across all stocks in the @Life/Health Insurance industry was +0.22%. For the same industry, the average monthly price growth was +2.35%, and the average quarterly price growth was +3.09%.
Reported Earning Dates
JXN is expected to report earnings on Aug 11, 2026.
PRU is expected to report earnings on Aug 04, 2026.
UNM is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Life/Health Insurance (+0.22% weekly)Life insurance companies mainly sell policies that pay a death benefit as a lump sum upon the death of the insured to their beneficiaries. Life insurance policies may be sold as term life, (which guarantees payment of a stated death benefit and expires at the end of a specified term) or permanent /typically whole life (which is more expensive but lasts a lifetime and carries a cash accumulation component). Life insurance firms may also sell long-term disability policies that help to replace the insured individual’s income if they become sick or disabled. Health insurance, on the other hand, helps pay for medical expenses. Anthem, Inc., MetLife, Inc. and Aflac Incorporated are some of the largest U.S. companies in this industry.
| JXN | PRU | UNM | |
| Capitalization | 7.63B | 37.6B | 14.5B |
| EBITDA | N/A | N/A | N/A |
| Gain YTD | 4.330 | -1.467 | 18.286 |
| P/E Ratio | 15.31 | 11.15 | 19.61 |
| Revenue | 5.7B | 63B | 13.2B |
| Total Cash | N/A | 83.5B | 35.5B |
| Total Debt | 4.57B | 23.1B | 3.76B |
PRU | UNM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 10 Undervalued | 45 Fair valued | |
PROFIT vs RISK RATING 1..100 | 57 | 4 | |
SMR RATING 1..100 | 99 | 91 | |
PRICE GROWTH RATING 1..100 | 49 | 44 | |
P/E GROWTH RATING 1..100 | 82 | 10 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PRU's Valuation (10) in the Financial Conglomerates industry is somewhat better than the same rating for UNM (45) in the Life Or Health Insurance industry. This means that PRU’s stock grew somewhat faster than UNM’s over the last 12 months.
UNM's Profit vs Risk Rating (4) in the Life Or Health Insurance industry is somewhat better than the same rating for PRU (57) in the Financial Conglomerates industry. This means that UNM’s stock grew somewhat faster than PRU’s over the last 12 months.
UNM's SMR Rating (91) in the Life Or Health Insurance industry is in the same range as PRU (99) in the Financial Conglomerates industry. This means that UNM’s stock grew similarly to PRU’s over the last 12 months.
UNM's Price Growth Rating (44) in the Life Or Health Insurance industry is in the same range as PRU (49) in the Financial Conglomerates industry. This means that UNM’s stock grew similarly to PRU’s over the last 12 months.
UNM's P/E Growth Rating (10) in the Life Or Health Insurance industry is significantly better than the same rating for PRU (82) in the Financial Conglomerates industry. This means that UNM’s stock grew significantly faster than PRU’s over the last 12 months.
| JXN | PRU | UNM | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 75% | 2 days ago 47% |
| Stochastic ODDS (%) | 2 days ago 73% | 2 days ago 55% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 65% | N/A |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 59% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 58% | 2 days ago 44% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 54% | 2 days ago 70% |
| Advances ODDS (%) | 8 days ago 78% | 8 days ago 59% | 12 days ago 70% |
| Declines ODDS (%) | 6 days ago 64% | 6 days ago 56% | 6 days ago 43% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 71% | 2 days ago 47% |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 44% | 2 days ago 67% |
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UNM and
Correlation & Price change
A.I.dvisor indicates that over the last year, UNM has been loosely correlated with CNO. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if UNM jumps, then CNO could also see price increases.