COMP <GO>
VOYA vs BRK-B // REVENUE GROWTH (YOY)
Voya Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: VOYA 10
— BRK-B 2
▲ REVENUE GROWTH (YOY) LEADER: VOYA
LAST: $103.11 (+3.71%) • MKT CAP: $9.01B
revenue-growth
4.90%
LAST: $557.07 (+0.17%) • MKT CAP: $1.23T
revenue-growth
3.93%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 11.47% | +73.53 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.0x | 10.0x | -5.98 | VOYA | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | 2.03% | +11.28 | VOYA | /fcf-yield <GO> |
| Operating Margin | 46.00% | 27.80% | +18.20 | VOYA | /operating-margins <GO> |
| Net Profit Margin | 29.00% | 22.30% | +6.70 | VOYA | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 4.90% | 3.93% | +0.97 | VOYA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 0.00% | +2.00 | VOYA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.63% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 71.6 | -12.70 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.61 | +0.30 | VOYA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 25.0x | -12.36 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.01B | $1.23T | -$1.22T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | BRK-B REV | VOYA GROSS % | BRK-B GROSS % | VOYA FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $371.44B | — | — | $1.19B | $25.04B |
| FY 2024 | $2.15B | $371.43B | — | — | $1.25B | $11.62B |
| FY 2023 | $1.94B | $364.48B | — | — | $1.55B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
BRK-B // BETA 0.61