Critical Comparison: Athene Holding (ATH) and Voya Financial (VOYA)

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

Institutional & Insider Ownership

96.6% of Voya Financial shares are owned by institutional investors. Comparatively, 47.5% of Athene Holding shares are owned by institutional investors. 0.2% of Voya Financial shares are owned by company insiders. Comparatively, 10.6% of Athene Holding shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Valuation and Earnings

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

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
Voya Financial $10.78 billion 0.70 -$428.00 million ($1.79) -23.38
Athene Holding $4.11 billion 2.32 $805.00 million N/A N/A

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

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 -2.2% of its earnings in the form of a dividend.

Analyst Ratings

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

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Voya Financial 1 1 8 0 2.70
Athene Holding 0 4 12 0 2.75

Voya Financial currently has a consensus target price of $47.60, suggesting a potential upside of 13.74%. Athene Holding has a consensus target price of $59.25, suggesting a potential upside of 24.55%. Given Athene Holding’s stronger consensus rating and higher possible upside, analysts clearly believe Athene Holding is more favorable than Voya Financial.

Profitability

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

Net Margins Return on Equity Return on Assets
Voya Financial -3.64% 3.92% 0.25%
Athene Holding N/A N/A N/A

Summary

Athene Holding beats Voya Financial on 7 of the 13 factors compared between the two stocks.

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.

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.

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