COMP <GO>
VOYA vs BRK-A // 10Y YIELD & FRED MACRO BETA
Voya Financial Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: VOYA 9
— BRK-A 3
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRK-A
LAST: $99.42 (+1.40%) • MKT CAP: $8.88B
macro-sensitivity
0.91
LAST: $834,640.73 (+2.34%) • MKT CAP: $1.20T
macro-sensitivity
1.13
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | BRK-A | 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 | 9.7x | -5.68 | VOYA | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | 2.09% | +11.22 | 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) | 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 | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 66.0 | -12.20 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.91 | 1.13 | -0.22 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 24.3x | -11.74 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.88B | $1.20T | -$1.19T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | BRK-A REV | VOYA GROSS % | BRK-A GROSS % | VOYA FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $247.24B | — | — | $1.19B | $25.04B |
| FY 2024 | $2.15B | $249.71B | — | — | $1.25B | $11.62B |
| FY 2023 | $1.94B | $254.91B | — | — | $1.55B | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
BRK-A // BETA 1.13