voya vs peers pe comparision
Here is how Voya's valuation compares to its peers, which directly quantifies the gap that activist investor TOMS Capital is pointing out -3-8.
📊 Valuation Comparison: Voya vs. Peers
| Metric | Voya (VOYA) | Peers / Industry | The Gap (Discount) |
|---|---|---|---|
| Forward P/E | 7.35x - 8.58x-1-2-4 | Sector Median: ~11.2x-2-5 | ~34% lower |
| Trailing P/E | ~12.1x-1-10 | Industry Average: ~17.3x-10 | ~30% lower |
| Price/Book (P/B) | ~1.6x-10 | Industry Average: ~3.0x-10 | ~47% lower |
Note: Some sources show a narrower gap vs. specific averages, but the consensus from financial data sites confirms a significant discount across all major metrics -7-9.
🏆 Stock Performance Comparison (YTD)
The market has recognized this gap, rewarding Voya's competitors more generously -3-6:
- Voya Financial: +9%
- Principal Financial Group: +17.5%
- Franklin Resources: +29.9%
🔍 What This Means for You
TOMS Capital argues that this gap is not due to poor operations (Voya has strong inflows and $1.1 trillion in AUM) -6-8.
Instead, they blame management's lack of strategic urgency-8. The data supports their case: the market is pricing Voya at a deep discount to peers because it lacks a clear plan to unlock value.
Would you like to see how Voya's profitability (ROE) compares to the industry standard?