Jackson Financial (JXN) vs Unum Group (UNM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Jackson Financial (JXN) has outperformed Unum Group (UNM) over the past year, gaining 29.7% versus a gain of 19.4%. Over five years, JXN leads with a +361.4% price change compared with +237.1% for UNM. Unum Group is the larger company by market cap ($14.51 billion vs $8.79 billion), about 1.7 times the size, while Jackson Financial is growing revenue faster (+104.3% vs +1.5%).
On valuation, Jackson Financial trades at a lower forward P/E (4.1x vs 9.7x for Unum Group). Jackson Financial offers the higher dividend yield (2.62% vs 2.06%). Unum Group converts more of its revenue into profit, with a net margin of 5.6% versus 0.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | JXN | UNM |
|---|---|---|
| Share price | $129.71 | $91.67 |
| Market cap | $8.79B | $14.51B |
| 1-day change | -2.52% | -1.05% |
| YTD return | +21.62% | +18.28% |
| 1-year return | +29.72% | +19.41% |
| 5-year return | +361.44% | +237.12% |
| P/E ratio (TTM) | 142.54 | 21.42 |
| Forward P/E | 4.06 | 9.72 |
| EPS (TTM) | $0.91 | $4.28 |
| Dividend yield | 2.62% | 2.06% |
| Annual dividend | $3.40 | $1.89 |
| Revenue (latest FY) | $6.68B | $13.08B |
| Revenue growth (YoY) | +104.31% | +1.46% |
| Net income (latest FY) | $27.00M | $738.50M |
| Net margin | 0.40% | 5.65% |
| 52-week high | $140.90 | $96.77 |
| 52-week low | $89.67 | $69.02 |
| Distance from 52-week high | -7.94% | -5.27% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +15.06% | +11.11% |
| Average volume | 692.90K | 1.64M |
| Shares outstanding | 67.73M | 158.31M |
| Employees | 3,090 | 10,684 |
| Sector | Financial Services | Finance |
| Industry | Insurance - Life | Accident &Health Insurance |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- JXN has outperformed UNM by 10.3 percentage points over the past year.
- Jackson Financial trades at a higher earnings multiple (142.5x vs 21.4x trailing P/E).
- Unum Group is more profitable, keeping 5.6 cents of every revenue dollar as net income versus 0.4 cents for Jackson Financial.
- Jackson Financial grew revenue faster in its latest fiscal year (+104.31% vs +1.46%).
- The two companies sit in different sectors: Jackson Financial in Financial Services and Unum Group in Finance.
About Jackson Financial
JXN stock →Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks.
Financial Services · Insurance - Life · 3,090 employees
About Unum Group
UNM stock →Unum Group, together with its subsidiaries, provides financial protection benefit solutions in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments.
Finance · Accident &Health Insurance · 10,684 employees
JXN vs UNM FAQ
Which is bigger, Jackson Financial or Unum Group?
Unum Group (UNM) is larger, with a market capitalization of $14.51B compared with $8.79B for Jackson Financial (JXN).
Which stock has performed better over the past year, JXN or UNM?
JXN returned +29.72% over the past 12 months, compared with +19.41% for UNM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, JXN or UNM?
UNM has the lower trailing P/E at 21.4, versus 142.5 for JXN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Jackson Financial or Unum Group?
Jackson Financial has the higher yield at 2.62%, compared with 2.06% for Unum Group.
Are Jackson Financial and Unum Group in the same industry?
No. Jackson Financial is in the Financial Services sector, while Unum Group is in Finance.