COMP <GO>
VOYA vs JXN // FREE CASH FLOW YIELD
Voya Financial Inc. (NYSE) VS. Jackson Financial Inc. (Class A) (NYSE) • 15-METRIC TALLY: VOYA 5
— JXN 6
▲ FREE CASH FLOW YIELD LEADER: JXN
LAST: $99.42 (+1.40%) • MKT CAP: $8.88B
fcf-yield
13.31%
LAST: $137.64 (+2.01%) • MKT CAP: $9.14B
fcf-yield
22.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. JXN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | JXN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 0.00% | +85.00 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.0x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 13.31% | 22.00% | -8.69 | JXN | /fcf-yield <GO> |
| Operating Margin | 46.00% | -0.30% | +46.30 | VOYA | /operating-margins <GO> |
| Net Profit Margin | 29.00% | -0.30% | +29.30 | VOYA | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 104.30% | -99.40 | JXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 2.42% | -0.42 | JXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 54.8 | -1.00 | JXN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JXN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 25.0x | -12.40 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.88B | $9.14B | -$255.7M | JXN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | JXN REV | VOYA GROSS % | JXN GROSS % | VOYA FCF | JXN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $6.68B | — | — | $1.19B | $5.46B |
| FY 2024 | $2.15B | $3.27B | — | — | $1.25B | $5.65B |
| FY 2023 | $1.94B | $3.08B | — | — | $1.55B | $5.17B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
JXN // BETA 1.00