Financial Analysis: Voya Financial (NYSE:VOYA) and Upexi (NASDAQ:UPXI)

Voya Financial (NYSE:VOYA – Get Free Report) and Upexi (NASDAQ:UPXI – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, analyst recommendations, valuation, dividends and profitability.

Institutional and Insider Ownership

96.1% of Voya Financial shares are held by institutional investors. Comparatively, 5.7% of Upexi shares are held by institutional investors. 1.6% of Voya Financial shares are held by insiders. Comparatively, 8.7% of Upexi shares are held by 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.

Analyst Ratings

This is a summary of current ratings and price targets for Voya Financial and Upexi, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Voya Financial 1 4 7 1 2.62
Upexi 1 0 1 0 2.00

Voya Financial presently has a consensus target price of $103.69, suggesting a potential downside of 2.75%. Upexi has a consensus target price of $5.00, suggesting a potential upside of 706.45%. Given Upexi’s higher possible upside, analysts clearly believe Upexi is more favorable than Voya Financial.

Profitability

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

Net Margins Return on Equity Return on Assets
Voya Financial 7.75% 12.67% 0.45%
Upexi -984.34% -157.49% -22.60%

Risk and Volatility

Voya Financial has a beta of 0.85, meaning that its share price is 15% less volatile than the S&P 500. Comparatively, Upexi has a beta of -0.28, meaning that its share price is 128% less volatile than the S&P 500.

Earnings and Valuation

This table compares Voya Financial and Upexi”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Voya Financial $8.19 billion 1.18 $654.00 million $6.22 17.14
Upexi $25.00 million 2.19 -$246.07 million ($4.06) -0.15

Voya Financial has higher revenue and earnings than Upexi. Upexi is trading at a lower price-to-earnings ratio than Voya Financial, indicating that it is currently the more affordable of the two stocks.

Summary

Voya Financial beats Upexi on 12 of the 15 factors compared between the two stocks.

About Voya Financial

(Get Free Report)

Voya Financial, Inc. is a U.S.-based financial services company focused on workplace benefits, retirement plans and investment management. It serves employers, plan sponsors, institutions and individuals, primarily in the United States. The company provides workplace retirement savings plans and related services, along with employee benefits such as group life, disability and supplemental health coverage. Through its investment management business, Voya offers investment strategies and services to institutional and individual clients.

About Upexi

(Get Free Report)

Upexi, Inc. (NASDAQ: UPXI) is a consumer products company that develops, acquires and manages brands sold through e-commerce and other retail channels. Its portfolio has included products in categories such as wellness, beauty, pet care, household goods and consumer accessories. The company uses a multichannel model that includes third-party online marketplaces, including Amazon, as well as direct-to-consumer websites and selected retail distribution. Its activities generally include product development, brand management, supply-chain coordination, marketing and fulfillment.

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