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3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Jackson Financial's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Jackson Financial's 3-Year ROIIC % or its related term are showing as below:
FRA:8WF's 3-Year ROIIC % is not ranked *
in the Insurance industry.
Industry Median: 5.35 * Ranked among companies with meaningful 3-Year ROIIC % only.
Jackson Financial (FRA:8WF) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Jackson Financial 3-Year ROIIC % Related Terms
Jackson Financial 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Jackson Financial's 3-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
FRA:8WF vs LNC, PRI, CNO: 3-Year ROIIC % Comparison
For the Insurance - Life subindustry, Jackson Financial's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Jackson Financial 3-Year ROIIC % vs Insurance Industry
For the Insurance industry and Financial Services sector, Jackson Financial's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Jackson Financial's 3-Year ROIIC % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Jackson Financial (FRA:8WF) has a 3-Year ROIIC % of 0.00 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Jackson Financial and its competitors. According to the industry distribution chart, Jackson Financial ranks #999999 out of 333 companies in the Insurance industry.
Is Jackson Financial's 3-Year ROIIC % too high?
Jackson Financial's current 3-Year ROIIC % is 0.00. Based on the distribution chart, Jackson Financial ranks #999999 out of 333 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Jackson Financial has a GF Score™ of 74/100, reflecting its overall financial health beyond just this single metric.
How does Jackson Financial's 3-Year ROIIC % compare to LNC and PRI?
According to the Insurance industry distribution chart, Jackson Financial ranks #999999 out of 333 companies for 3-Year ROIIC %. This places Jackson Financial in the lower half of its industry. The industry median 3-Year ROIIC % is 5.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Insurance company?
The median 3-Year ROIIC % among Insurance companies is 5.35, based on 333 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Jackson Financial and its competitors. For the Insurance industry, the median 3-Year ROIIC % is 5.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Financial's current 3-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jackson Financial stock overvalued right now?
Jackson Financial (FRA:8WF) has a current 3-Year ROIIC % of 0.00. The stock's GF Value™ is €128.28, compared to a current price of €100.55 — trading 21.6% below its estimated fair value. The current 3-Year ROIIC % is 0.00. Jackson Financial's overall GF Score™ is 74/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current 3-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Jackson Financial (FRA:8WF) Overvalued in 2026?
Based on GuruFocus' analysis, Jackson Financial stock appears to be undervalued.
The current stock price of €100.55 is trading 21.6% below its estimated GF Value™ of €128.28.
Key valuation signals for FRA:8WF:
3-Year ROIIC %: 0.00
GF Value™: €128.28 vs. price of €100.55 (21.6% below fair value)
No single metric tells the full story. See the FRA:8WF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail product offerings are comprised of annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities segment, which offers a variety of retirement income and savings products of variable annuities, registered index-linked annuities ("RILA"), fixed index annuities, fixed annuities, and payout annuities.
74GF Score
Get the complete analysis for FRA:8WF
3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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