BK
Price
$64.70
Change
+$3.23 (+5.25%)
Updated
Jul 12 closing price
94 days until earnings call
PFG
Price
$84.90
Change
+$1.02 (+1.22%)
Updated
Jul 12 closing price
12 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$64.70
Change+$3.23 (+5.25%)
Volume$3.17M
CapitalizationN/A
Principal Financial Group
Price$84.90
Change+$1.02 (+1.22%)
Volume$429.68K
CapitalizationN/A
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BK vs PFG Comparison Chart

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BK
 
Daily Signal changed days ago
Gain/Loss if shorted
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PFG
 
Daily Signal changed days ago
Gain/Loss if shorted
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VS
BK vs. PFG commentary
Jul 13, 2024

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 Buy.

COMPARISON
Comparison
Jul 13, 2024
Stock price -- (BK: $64.69 vs. PFG: $84.93)
Brand notoriety: BK: Notable vs. PFG: Not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BK: 277% vs. PFG: 88%
Market capitalization -- BK: $42.88B vs. PFG: $20.36B
BK [@Investment Managers] is valued at $42.88B. PFG’s [@Investment Managers] market capitalization is $20.36B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.96B.

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).

BK’s FA Score shows that 3 FA rating(s) are green whilePFG’s FA Score has 3 green FA rating(s).

  • BK’s FA Score: 3 green, 2 red.
  • PFG’s FA Score: 3 green, 2 red.
According to our system of comparison, BK is a better buy in the long-term than PFG.

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, 5 bearish.
According to our system of comparison, BK is a better buy in the short-term than PFG.

Price Growth

BK (@Investment Managers) experienced а +8.03% price change this week, while PFG (@Investment Managers) price change was +8.37% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.71%. For the same industry, the average monthly price growth was +0.87%, and the average quarterly price growth was +59.83%.

Reported Earning Dates

BK is expected to report earnings on Oct 15, 2024.

PFG is expected to report earnings on Oct 24, 2024.

Industries' Descriptions

@Investment Managers (+2.71% 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
A.I.dvisor published
a Summary for BK with price predictions.
OPEN
A.I.dvisor published
a Summary for PFG with price predictions.
OPEN
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: 26.162 vs. PFG (8.897). 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 YTD26.1628.897294%
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
1511
VALUATION
overvalued / fair valued / undervalued
1..100
60
Fair valued
23
Undervalued
PROFIT vs RISK RATING
1..100
26100
SMR RATING
1..100
7100
PRICE GROWTH RATING
1..100
525
P/E GROWTH RATING
1..100
455
SEASONALITY SCORE
1..100
50n/a

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 (23) in the Life Or Health Insurance industry is somewhat better than the same rating for BK (60) 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 (26) 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 (5) in the Major Banks industry is in the same range as PFG (25) in the Life Or Health Insurance industry. This means that BK’s stock grew similarly to PFG’s over the last 12 months.

PFG's P/E Growth Rating (5) in the Life Or Health Insurance industry is somewhat better than the same rating for BK (45) in the Major Banks industry. This means that PFG’s stock grew somewhat faster than BK’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BKPFG
RSI
ODDS (%)
Bearish Trend 1 day ago
48%
Bearish Trend 1 day ago
74%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
51%
Bearish Trend 1 day ago
64%
Momentum
ODDS (%)
Bullish Trend 1 day ago
61%
Bullish Trend 1 day ago
65%
MACD
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
64%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
62%
Bullish Trend 1 day ago
61%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 1 day ago
59%
Advances
ODDS (%)
Bullish Trend 1 day ago
58%
Bullish Trend 1 day ago
61%
Declines
ODDS (%)
Bearish Trend 5 days ago
58%
Bearish Trend 8 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
64%
Bearish Trend 1 day ago
65%
Aroon
ODDS (%)
Bullish Trend 1 day ago
61%
Bearish Trend 1 day ago
54%
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BK
 
Daily Signal changed days ago
Gain/Loss if shorted
Show more...
PFG
 
Daily Signal changed days ago
Gain/Loss if shorted
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with AMP. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then AMP could also see price increases.

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Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+1.25%
AMP - PFG
73%
Closely correlated
+1.47%
BK - PFG
58%
Loosely correlated
+5.24%
BLK - PFG
54%
Loosely correlated
+0.38%
IVZ - PFG
53%
Loosely correlated
+0.25%
BEN - PFG
53%
Loosely correlated
+0.52%
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