VOYA vs AOS

Comparison between Voya Financial Inc (VOYA, Company) and A.O. Smith Corp (AOS, Company).

VOYA is from the Financial Services sector, while AOS is from the Industrials sector.

5-Year PerformanceVOYA has outperformed AOS, delivering a return of +10.5% compared to -1.1%

VOYA vs AOS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOYA(COMPANY)	AOS(COMPANY)
Market Cap	$8.33B	$8.32B
Max Drawdown	52.28%	62.43%
Sharpe Ratio	1.14	-0.14
5Y Beta	1.09	0.61
Industry	Financial Conglomerates	Specialty Industrial Machinery
P/E Ratio	12.52	15.74
Forward P/E	9.83	16.45
PEG Ratio	0.56	22.90
Dividend Yield	2.06%	2.29%
5Y Dividends CAGR	24.25%	11.53%
5Y EPS CAGR	-2.47%	9.51%
Debt to Equity	53.67%	32.79%
Free Cash Flow Yield	17.18%	8.50%
P/S Ratio	0.99	2.18
P/B Ratio	1.75	4.22

Market Cap

Winner

VOYA

$8.33B

AOS

$8.32B

Max Drawdown

Winner

VOYA

52.28%

AOS

62.43%

Sharpe Ratio

Winner

VOYA

1.14

AOS

-0.14

5Y Beta

VOYA

1.09

Winner

AOS

0.61

Industry

VOYA

Financial Conglomerates

AOS

Specialty Industrial Machinery

P/E Ratio

Winner

VOYA

12.52

AOS

15.74

Forward P/E

Winner

VOYA

9.83

AOS

16.45

PEG Ratio

Winner

VOYA

0.56

AOS

22.90

Dividend Yield

VOYA

2.06%

Winner

AOS

2.29%

5Y Dividends CAGR

Winner

VOYA

24.25%

AOS

11.53%

5Y EPS CAGR

VOYA

-2.47%

Winner

AOS

9.51%

Debt to Equity

VOYA

53.67%

Winner

AOS

32.79%

Free Cash Flow Yield

Winner

VOYA

17.18%

AOS

8.50%

P/S Ratio

Winner

VOYA

0.99

AOS

2.18

P/B Ratio

Winner

VOYA

1.75

AOS

4.22

VOYA vs AOS - Historical Returns

Returns include dividend reinvestment.

Period	VOYA	AOS
1 month	+11.87%	+8.73%
3 months	+36.59%	-2.59%
6 months	+22.90%	-8.44%
1 year	+31.20%	-3.96%
5 years(CAGR)	+10.50%	-1.07%
10 years(CAGR)	+15.43%	+5.52%
Max(CAGR)	+12.96%	+12.61%

Winner

VOYA

+11.87%

AOS

+8.73%

Winner

VOYA

+36.59%

AOS

-2.59%

Winner

VOYA

+22.90%

AOS

-8.44%

Winner

VOYA

+31.20%

AOS

-3.96%

5Y(CAGR)

Winner

VOYA

+10.50%

AOS

-1.07%

10Y(CAGR)

Winner

VOYA

+15.43%

AOS

+5.52%

Max(CAGR)

Winner

VOYA

+12.96%

AOS

+12.61%

VOYA vs AOS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VOYA	AOS
2026	+21.68%	-8.76%
2025	+11.35%	+1.37%
2024	-3.99%	-14.89%
2023	+20.41%	+43.08%
2022	-8.17%	-30.23%
2021	+15.52%	+61.78%
2020	-2.80%	+17.16%
2019	+54.13%	+11.60%
2018	-19.24%	-29.66%
2017	+24.71%	+30.37%
2016	+7.53%	+27.46%
2015	-12.72%	+38.32%
2014	+20.29%	+7.12%
2013	+68.77%	+68.88%
2012	N/A	+54.52%
2011	N/A	+6.71%
2010	N/A	+30.07%
2009	N/A	+47.94%
2008	N/A	-10.58%
2007	N/A	-3.83%
2006	N/A	+3.56%
2005	N/A	+22.44%
2004	N/A	-13.25%
2003	N/A	+25.12%
2002	N/A	+44.49%
2001	N/A	+19.05%
2000	N/A	-19.50%
1999	N/A	-12.90%

VOYA vs AOS Drawdown Comparison

The maximum drawdown for VOYA was -52.15%, occurring on Mar 23, 2020. Recovery took 260 trading sessions.

The maximum drawdown for AOS was -60.17%, occurring on Mar 9, 2009. Recovery took 990 trading sessions.

The current VOYA drawdown is -1.62%. The current AOS drawdown is -30.27%.

Rank	VOYA	AOS
#1	-52.15% Feb 20, 2020 - Mar 3, 2021	-60.17% Apr 17, 2006 - Mar 23, 2010
#2	-51.38% Jun 23, 2015 - Dec 21, 2017	-52.94% Nov 3, 1999 - Jan 31, 2002
#3	-34.55% Oct 17, 2024 - Apr 27, 2026	-46.84% Jan 26, 2018 - Mar 10, 2021
#4	-32.76% May 17, 2018 - Apr 16, 2019	-42.68% Dec 31, 2021 - Dec 29, 2023
#5	-23.29% Jan 14, 2022 - Feb 8, 2023	-36.93% Jul 16, 2024 - Jun 1, 2026
#6	-17.88% Feb 16, 2023 - Apr 18, 2023	-35.46% Dec 3, 2003 - Nov 17, 2005
#7	-16.21% Apr 19, 2023 - May 31, 2024	-33.98% May 9, 2002 - May 9, 2003
#8	-16.01% Jul 26, 2019 - Nov 6, 2019	-31.59% Jul 22, 2011 - Feb 3, 2012
#9	-15.26% Jun 3, 2024 - Sep 16, 2024	-23.25% Nov 27, 2015 - May 20, 2016
#10	-14.92% May 5, 2021 - Oct 29, 2021	-22.44% Sep 2, 2003 - Dec 1, 2003
#11	-14.11% Jan 19, 2018 - May 17, 2018	-19.95% Apr 14, 2010 - Sep 15, 2010
#12	-11.89% Nov 1, 2021 - Jan 4, 2022	-18.32% Nov 26, 2013 - Nov 21, 2014
#13	-11.26% Sep 19, 2014 - Nov 7, 2014	-18.01% Jun 23, 2015 - Oct 23, 2015
#14	-10.59% Jan 8, 2014 - Apr 2, 2014	-17.15% Sep 2, 2021 - Nov 1, 2021
#15	-10.58% Aug 2, 2013 - Nov 6, 2013	-14.56% Oct 6, 2016 - Feb 27, 2017

Correlation

Correlation between VOYA and AOS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

VOYA vs AOS dividend yield comparison.

Year	VOYA	AOS
2026	1.03%	1.17%
2025	2.44%	2.06%
2024	2.47%	1.91%
2023	1.64%	1.84%
2022	1.37%	1.99%
2021	1.11%	1.23%
2020	1.02%	1.79%
2019	1.00%	1.89%
2018	0.10%	1.78%
2017	0.08%	0.91%
2016	0.10%	1.01%
2015	0.11%	0.99%
2014	0.09%	1.06%
2013	0.06%	0.85%
2012	0.00%	0.82%
2011	0.00%	1.50%
2010	0.00%	1.42%
2009	0.00%	1.78%
2008	0.00%	2.51%
2007	0.00%	2.00%
2006	0.00%	1.76%
2005	0.00%	1.83%
2004	0.00%	2.07%
2003	0.00%	1.94%
2002	0.00%	2.33%
2001	0.00%	2.67%
2000	0.00%	2.23%