VOYA-PB:NYE-Voya Financial Inc (USD)

PREFERRED STOCK | Financial Conglomerates |

Last Closing

USD 25.49

Change

-0.11 (-0.43)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Financial Conglomerates

Symbol Name Price(Change) Market Cap
IX Orix Corp Ads

-0.36 (-0.34%)

USD 24.26B
VOYA Voya Financial Inc

+0.50 (+0.62%)

USD 8.02B

ETFs Containing VOYA-PB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Conglomerates) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.73% 67% D+ 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.73% 67% D+ 63% D
Trailing 12 Months  
Capital Gain 20.69% 100% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.69% 100% F 61% D-
Trailing 5 Years  
Capital Gain -6.36% 33% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.36% 33% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain -1.27% 33% F 28% F
Dividend Return 2.34% 33% F 35% F
Total Return 3.61% 100% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.62% 100% F 72% C
Risk Adjusted Return 18.52% 33% F 36% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.