Critical Survey: Athene Holding (ATH) vs. Voya Financial (VOYA)

Athene Holding (NYSE: ATH) and Voya Financial (NYSE:VOYA) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, profitability, analyst recommendations, institutional ownership, earnings, valuation and risk.

Insider & Institutional Ownership

47.4% of Athene Holding shares are held by institutional investors. Comparatively, 97.4% of Voya Financial shares are held by institutional investors. 10.6% of Athene Holding shares are held by insiders. Comparatively, 0.2% of Voya Financial shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent ratings and price targets for Athene Holding and Voya Financial, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Athene Holding 0 4 11 0 2.73
Voya Financial 1 1 8 0 2.70

Athene Holding presently has a consensus target price of $58.92, indicating a potential upside of 10.64%. Voya Financial has a consensus target price of $46.89, indicating a potential upside of 16.61%. Given Voya Financial’s higher probable upside, analysts plainly believe Voya Financial is more favorable than Athene Holding.

Profitability

This table compares Athene Holding and Voya Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Athene Holding N/A N/A N/A
Voya Financial -7.67% 3.68% 0.25%

Dividends

Voya Financial pays an annual dividend of $0.04 per share and has a dividend yield of 0.1%. Athene Holding does not pay a dividend. Voya Financial pays out -1.0% of its earnings in the form of a dividend.

Valuation and Earnings

This table compares Athene Holding and Voya Financial’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Athene Holding $5.72 billion 1.86 N/A N/A N/A
Voya Financial $9.88 billion 0.73 -$508.80 million ($3.83) -10.50

Athene Holding has higher revenue, but lower earnings than Voya Financial.

Summary

Voya Financial beats Athene Holding on 7 of the 12 factors compared between the two stocks.

Athene Holding Company Profile

Athene Holding Ltd. is an insurance holding company. The Company’s segments include Retirement Services, Corporate and Other. Retirement Services segment consists of the United States and Bermuda operations, which issue and reinsure retirement savings products and institutional products. Retirement Services has retail operations, which provide annuity retirement solutions to its policyholders. Retirement Services has reinsurance operations, which reinsure multi-year guaranteed annuities, fixed indexed annuities, traditional one year guarantee fixed deferred annuities, immediate annuities and institutional products from its reinsurance partners. It offers two product lines: annuities and funding agreements. It offers deferred and immediate annuities, which are focused on the needs and objectives of people preparing for, approaching or living in retirement. It focuses on issuing funding agreements to institutional investors. Its life and other products include other retail products.

Voya Financial Company Profile

Voya Financial, Inc. is a retirement, investment and insurance company. The Company operates through five segments: Retirement, Investment Management, Annuities, Individual Life and Employee Benefits. The Retirement segment is a provider of retirement services and products in the United States. The Investment Management segment offers domestic and international fixed income, equity, multi-asset and alternatives products and solutions. The Annuities segment provides fixed and indexed annuities, tax-qualified mutual fund custodial and other investment-only products and payout annuities for pre-retirement wealth accumulation and post-retirement income management sold through multiple channels. The Individual Life segment provides wealth protection and transfer opportunities through universal and variable products. The Employee Benefits segment provides stop loss, group life, voluntary employee-paid and disability products to mid-sized and large businesses.

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