COMP <GO>
VOYA vs JPM // REVENUE GROWTH (YOY)
Voya Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: VOYA 8
— JPM 4
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $99.42 (+1.40%) • MKT CAP: $9.01B
revenue-growth
4.90%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 17.72% | +67.28 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.0x | 9.5x | -5.50 | VOYA | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | -9.41% | +22.72 | VOYA | /fcf-yield <GO> |
| Operating Margin | 46.00% | 41.98% | +4.02 | VOYA | /operating-margins <GO> |
| Net Profit Margin | 29.00% | 32.48% | -3.48 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 4.90% | 13.23% | -8.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 1.95% | +0.05 | VOYA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 53.6 | +5.30 | VOYA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 13.3x | -0.67 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.01B | $905.33B | -$896.32B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | JPM REV | VOYA GROSS % | JPM GROSS % | VOYA FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $182.45B | — | — | $1.19B | -$147.78B |
| FY 2024 | $2.15B | $177.56B | — | — | $1.25B | -$42.01B |
| FY 2023 | $1.94B | $158.10B | — | — | $1.55B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
JPM // BETA 1.00