BK
Price
$73.31
Change
-$6.60 (-8.26%)
Updated
Apr 4 closing price
Capitalization
42.88B
6 days until earnings call
PFG
Price
$72.94
Change
-$6.38 (-8.04%)
Updated
Apr 4 closing price
Capitalization
20.36B
19 days 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$73.31
Change-$6.60 (-8.26%)
Volume$6.7M
Capitalization42.88B
Principal Financial Group
Price$72.94
Change-$6.38 (-8.04%)
Volume$2.22M
Capitalization20.36B
BK vs PFG Comparison Chart
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BK
Daily Signalchanged days ago
Gain/Loss if bought
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PFG
Daily Signalchanged days ago
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BK vs. PFG commentary
Apr 05, 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 Hold and PFG is a Hold.

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COMPARISON
Comparison
Apr 05, 2025
Stock price -- (PFG: $79.32)
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, 6 bearish.
  • PFG’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, both BK and PFG are a bad buy in the short-term.

Price Growth

PFG (@Investment Managers) experienced а -6.77% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.97%. For the same industry, the average monthly price growth was -4.65%, and the average quarterly price growth was -4.06%.

Reported Earning Dates

PFG is expected to report earnings on Apr 24, 2025.

Industries' Descriptions

@Investment Managers (-3.97% 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: 4.582 vs. PFG (3.403). 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 YTD4.5823.403135%
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
7555
VALUATION
overvalued / fair valued / undervalued
1..100
85
Overvalued
27
Undervalued
PROFIT vs RISK RATING
1..100
13100
SMR RATING
1..100
7100
PRICE GROWTH RATING
1..100
4349
P/E GROWTH RATING
1..100
5397
SEASONALITY SCORE
1..100
n/a50

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 (85) 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 (13) 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 (43) in the Major Banks industry is in the same range as PFG (49) in the Life Or Health Insurance industry. This means that BK’s stock grew similarly to PFG’s over the last 12 months.

BK's P/E Growth Rating (53) in the Major Banks industry is somewhat better than the same rating for PFG (97) in the Life Or Health Insurance industry. This means that BK’s stock grew somewhat faster than PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BKPFG
RSI
ODDS (%)
Bullish Trend 3 days ago
82%
Bearish Trend 4 days ago
59%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
68%
Momentum
ODDS (%)
Bearish Trend 3 days ago
58%
Bearish Trend 3 days ago
61%
MACD
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 3 days ago
74%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
56%
Bearish Trend 3 days ago
58%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
57%
Bearish Trend 3 days ago
51%
Advances
ODDS (%)
Bullish Trend 12 days ago
61%
Bullish Trend 4 days ago
67%
Declines
ODDS (%)
Bearish Trend 9 days ago
52%
Bearish Trend 9 days ago
62%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
69%
Bullish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
58%
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BK
Daily Signalchanged days ago
Gain/Loss if bought
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been loosely correlated with STT. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then STT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-7.97%
STT - PFG
64%
Loosely correlated
-7.55%
AMP - PFG
63%
Loosely correlated
-7.80%
TROW - PFG
62%
Loosely correlated
-8.18%
JHG - PFG
61%
Loosely correlated
-11.05%
IVZ - PFG
61%
Loosely correlated
-11.85%
More