BN
Price
$58.89
Change
+$0.77 (+1.32%)
Updated
Jun 6, 04:59 PM (EDT)
Capitalization
62.67B
62 days until earnings call
PFG
Price
$76.96
Change
+$1.02 (+1.34%)
Updated
Jun 6, 04:59 PM (EDT)
Capitalization
20.36B
48 days until earnings call
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BN vs PFG

Header iconBN vs PFG Comparison
Open Charts BN vs PFGBanner chart's image
Brookfield
Price$58.89
Change+$0.77 (+1.32%)
Volume$7.12K
Capitalization62.67B
Principal Financial Group
Price$76.96
Change+$1.02 (+1.34%)
Volume$30.9K
Capitalization20.36B
BN vs PFG Comparison Chart
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BN
Daily Signalchanged days ago
Gain/Loss if bought
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PFG
Daily Signalchanged days ago
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BN vs. PFG commentary
Jun 07, 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 BN is a Buy and PFG is a Hold.

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COMPARISON
Comparison
Jun 07, 2025
Stock price -- (BN: $58.12 vs. PFG: $75.94)
Brand notoriety: BN and PFG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BN: 35% vs. PFG: 79%
Market capitalization -- BN: $62.67B vs. PFG: $20.36B
BN [@Investment Managers] is valued at $62.67B. 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 $6.13B.

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).

BN’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 1 green FA rating(s).

  • BN’s FA Score: 2 green, 3 red.
  • PFG’s FA Score: 1 green, 4 red.
According to our system of comparison, BN 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.

BN’s TA Score shows that 5 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).

  • BN’s TA Score: 5 bullish, 4 bearish.
  • PFG’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, BN is a better buy in the short-term than PFG.

Price Growth

BN (@Investment Managers) experienced а +0.71% price change this week, while PFG (@Investment Managers) price change was -2.37% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.57%. For the same industry, the average monthly price growth was +4.65%, and the average quarterly price growth was +2.49%.

Reported Earning Dates

BN is expected to report earnings on Aug 07, 2025.

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

Industries' Descriptions

@Investment Managers (+0.57% 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
BN($62.7B) has a higher market cap than PFG($20.4B). BN has higher P/E ratio than PFG: BN (67.52) vs PFG (33.73). BN YTD gains are higher at: 1.354 vs. PFG (-0.028). PFG has more cash in the bank: 27.2B vs. BN (16.9B). PFG has less debt than BN: PFG (3.99B) vs BN (234B). BN has higher revenues than PFG: BN (95.9B) vs PFG (13.7B).
BNPFGBN / PFG
Capitalization62.7B20.4B307%
EBITDA30.7BN/A-
Gain YTD1.354-0.028-4,882%
P/E Ratio67.5233.73200%
Revenue95.9B13.7B700%
Total Cash16.9B27.2B62%
Total Debt234B3.99B5,862%
FUNDAMENTALS RATINGS
BN vs PFG: Fundamental Ratings
BN
PFG
OUTLOOK RATING
1..100
2061
VALUATION
overvalued / fair valued / undervalued
1..100
79
Overvalued
27
Undervalued
PROFIT vs RISK RATING
1..100
25100
SMR RATING
1..100
88100
PRICE GROWTH RATING
1..100
4659
P/E GROWTH RATING
1..100
440
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 BN (79) in the Investment Managers industry. This means that PFG’s stock grew somewhat faster than BN’s over the last 12 months.

BN's Profit vs Risk Rating (25) in the Investment Managers industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that BN’s stock grew significantly faster than PFG’s over the last 12 months.

BN's SMR Rating (88) in the Investment Managers industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that BN’s stock grew similarly to PFG’s over the last 12 months.

BN's Price Growth Rating (46) in the Investment Managers industry is in the same range as PFG (59) in the Life Or Health Insurance industry. This means that BN’s stock grew similarly to PFG’s over the last 12 months.

BN's P/E Growth Rating (4) in the Investment Managers industry is somewhat better than the same rating for PFG (40) in the Life Or Health Insurance industry. This means that BN’s stock grew somewhat faster than PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BNPFG
RSI
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
74%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
65%
Momentum
ODDS (%)
Bullish Trend 2 days ago
78%
Bearish Trend 2 days ago
68%
MACD
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
61%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
68%
Bearish Trend 2 days ago
59%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
61%
Bullish Trend 2 days ago
60%
Advances
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 22 days ago
65%
Declines
ODDS (%)
Bearish Trend 17 days ago
66%
Bearish Trend 2 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
76%
Aroon
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
52%
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BN
Daily Signalchanged days ago
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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BN and

Correlation & Price change

A.I.dvisor indicates that over the last year, BN has been closely correlated with BAM. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BN jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BN
1D Price
Change %
BN100%
+0.38%
BAM - BN
86%
Closely correlated
N/A
BX - BN
82%
Closely correlated
-0.72%
JHG - BN
80%
Closely correlated
-0.42%
IVZ - BN
80%
Closely correlated
-1.18%
KKR - BN
79%
Closely correlated
+0.11%
More

PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with TROW. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-0.52%
TROW - PFG
77%
Closely correlated
-0.59%
STT - PFG
77%
Closely correlated
+0.50%
BN - PFG
75%
Closely correlated
+0.38%
CRBG - PFG
75%
Closely correlated
+0.58%
AMP - PFG
75%
Closely correlated
+0.17%
More