BK
Price
$100.92
Change
+$0.95 (+0.95%)
Updated
Jul 25 closing price
Capitalization
42.88B
86 days until earnings call
PFG
Price
$81.05
Change
+$0.72 (+0.90%)
Updated
Jul 25 closing price
Capitalization
20.36B
One day until earnings call
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BK vs PFG

Header iconBK vs PFG Comparison
Open Charts BK vs PFGBanner chart's image
Bank of New York Mellon
Price$100.92
Change+$0.95 (+0.95%)
Volume$4.12M
Capitalization42.88B
Principal Financial Group
Price$81.05
Change+$0.72 (+0.90%)
Volume$737.93K
Capitalization20.36B
BK vs PFG Comparison Chart in %
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BK
Daily Signalchanged days ago
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PFG
Daily Signalchanged days ago
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BK vs. PFG commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BK is a StrongBuy and PFG is a Hold.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (PFG: $81.05)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

PFG’s FA Score shows that 1 FA rating(s) are green while.

  • PFG’s FA Score: 1 green, 4 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BK’s TA Score shows that 4 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).

  • BK’s TA Score: 4 bullish, 4 bearish.
  • PFG’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, both BK and PFG are a good buy in the short-term.

Price Growth

PFG (@Investment Managers) experienced а -0.01% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.66%. For the same industry, the average monthly price growth was +8.49%, and the average quarterly price growth was +15.57%.

Reported Earning Dates

PFG is expected to report earnings on Oct 23, 2025.

Industries' Descriptions

@Investment Managers (+0.66% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BK($42.9B) has a higher market cap than PFG($20.4B). PFG has higher P/E ratio than BK: PFG (33.73) vs BK (14.72). BK YTD gains are higher at: 33.605 vs. PFG (6.699). PFG has more cash in the bank: 27.2B vs. BK (5.72B). PFG has less debt than BK: PFG (3.99B) vs BK (31.7B). BK has higher revenues than PFG: BK (17.3B) vs PFG (13.7B).
BKPFGBK / PFG
Capitalization42.9B20.4B210%
EBITDAN/AN/A-
Gain YTD33.6056.699502%
P/E Ratio14.7233.7344%
Revenue17.3B13.7B126%
Total Cash5.72B27.2B21%
Total Debt31.7B3.99B794%
FUNDAMENTALS RATINGS
BK vs PFG: Fundamental Ratings
BK
PFG
OUTLOOK RATING
1..100
3726
VALUATION
overvalued / fair valued / undervalued
1..100
91
Overvalued
27
Undervalued
PROFIT vs RISK RATING
1..100
9100
SMR RATING
1..100
7100
PRICE GROWTH RATING
1..100
652
P/E GROWTH RATING
1..100
5342
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

PFG's Valuation (27) in the Life Or Health Insurance industry is somewhat better than the same rating for BK (91) in the Major Banks industry. This means that PFG’s stock grew somewhat faster than BK’s over the last 12 months.

BK's Profit vs Risk Rating (9) in the Major Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that BK’s stock grew significantly faster than PFG’s over the last 12 months.

BK's SMR Rating (7) in the Major Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that BK’s stock grew significantly faster than PFG’s over the last 12 months.

BK's Price Growth Rating (6) in the Major Banks industry is somewhat better than the same rating for PFG (52) in the Life Or Health Insurance industry. This means that BK’s stock grew somewhat faster than PFG’s over the last 12 months.

PFG's P/E Growth Rating (42) in the Life Or Health Insurance industry is in the same range as BK (53) in the Major Banks industry. This means that PFG’s stock grew similarly to BK’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BKPFG
RSI
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
69%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
58%
Momentum
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
68%
MACD
ODDS (%)
Bullish Trend 3 days ago
68%
Bearish Trend 3 days ago
61%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
65%
Bearish Trend 3 days ago
58%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 3 days ago
59%
Advances
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 5 days ago
64%
Declines
ODDS (%)
Bearish Trend 27 days ago
52%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
50%
Bullish Trend 3 days ago
81%
Aroon
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
57%
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BK
Daily Signalchanged days ago
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PFG
Daily Signalchanged days ago
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