COMP <GO>
VOYA vs MS // GROSS PROFIT MARGIN
Voya Financial Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: VOYA 9
— MS 5
■ METRIC PARITY
LAST: $98.05 (-0.35%) • MKT CAP: $8.91B
gross-margins
41.00%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VOYA VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VOYA | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 3.00% | +82.00 | VOYA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.0x | 31.0x | -27.00 | VOYA | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | -7.25% | +20.56 | VOYA | /fcf-yield <GO> |
| Operating Margin | 46.00% | 24.60% | +21.40 | VOYA | /operating-margins <GO> |
| Net Profit Margin | 29.00% | 20.20% | +8.80 | VOYA | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 5.50% | -0.60 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.00% | 2.21% | -0.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | VOYA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | VOYA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.3 | 43.3 | +10.97 | VOYA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.04 | -0.13 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 16.5x | -3.90 | VOYA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.91B | $298.41B | -$289.49B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VOYA REV | MS REV | VOYA GROSS % | MS GROSS % | VOYA FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.25B | $0 | 44.0% | — | $1.19B | -$17.89B |
| FY 2024 | $2.15B | $0 | 44.0% | — | $1.25B | $1.36B |
| FY 2023 | $1.94B | $0 | 44.0% | — | $1.55B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VOYA // BETA 0.91
MS // BETA 1.04