Principal Financial Group
Price
$67.77
Change
+$0.98 (+1.47%)
Volume
$740.81K
PFG vs EQH Comparison
Open Charts PFG vs EQH
Equitable Holdings
Price
$26.33
Change
+$0.40 (+1.54%)
Volume
$943.13K
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PFG vs EQH. Compare Fundamental and Technical Ratings
PFG vs EQH Comparison Chart
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PFG vs. EQH commentary
Jul 02, 2022
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 EQH is a Buy and PFG is a Sell.
COMPARISON
Comparison
Jul 02, 2022
Stock price -- (PFG: $67.77 vs. EQH: $26.32)
Brand notoriety: PFG and EQH are both not notable
Both companies represent the Multi-Line Insurance industry
Current volume relative to the 65-day Moving Average: PFG: 87% vs. EQH: 102%
Market capitalization -- PFG: $16.88B vs. EQH: $10.03B
PFG [@Multi-Line Insurance] is valued at $16.88B. EQH’s [@Multi-Line Insurance] market capitalization is $10.03B. The market cap for tickers in the [@Multi-Line Insurance] industry ranges from $634.15B to $0. The average market capitalization across the [@Multi-Line Insurance] industry is $15.76B.
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 whileEQH’s FA Score has 2 green FA rating(s).
- PFG’s FA Score: 1 green, 4 red.
- EQH’s FA Score: 2 green, 3 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.
PFG’s TA Score shows that 5 TA indicator(s) are bullish while EQH’s TA Score has 5 bullish TA indicator(s).
- PFG’s TA Score: 5 bullish, 5 bearish.
- EQH’s TA Score: 5 bullish, 5 bearish.
Price Growth
PFG (@Multi-Line Insurance) experienced а -1.14% price change this week, while EQH (@Multi-Line Insurance) price change was -3.41% for the same time period.
The average weekly price growth across all stocks in the @Multi-Line Insurance industry was +0.45%. For the same industry, the average monthly price growth was 0.00%, and the average quarterly price growth was 0.00%.
Reported Earning Dates
PFG is expected to report earnings on Jul 28, 2022.
EQH is expected to report earnings on Aug 04, 2022.
Industries' Descriptions
@Multi-Line Insurance (+0.45% weekly)A multi-line insurance contract bundles together exposures to risk and covers them under a single contract. For providers of such policies, the bundle is a potential risk diversification strategy since their exposure gets spread over several factors, which helps them mitigate a financial burden if a catastrophic event were to occur. Other potential benefits include getting more premiums from including more than one type of insurance in a bundle, and getting a competitive edge by procuring multiple insurance contracts with a customer. Examples of companies in this industry are Berkshire Hathaway (which owns several insurance companies), Chubb Limited, American International Group, Inc. and Sun Life Financial Inc.
SUMMARIES
A.I.dvisor published
a Summary for PFG with price predictions.
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A.I.dvisor published
a Summary for EQH with price predictions.
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FUNDAMENTALS
Fundamentals
PFG($16.9B) has a higher market cap than EQH($10B). PFG has higher P/E ratio than EQH: PFG (11.63) vs EQH (7.21). PFG YTD gains are higher at: -4.533 vs. EQH (-18.724). EQH has more cash in the bank: 79.7B vs. PFG (74.2B). PFG has less debt than EQH: PFG (4.56B) vs EQH (5.23B). PFG (14.2B) and EQH (13.8B) have equivalent revenues.
| PFG | EQH | PFG / EQH | |
| Capitalization | 16.9B | 10B | 169% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -4.533 | -18.724 | 24% |
| P/E Ratio | 11.63 | 7.21 | 161% |
| Revenue | 14.2B | 13.8B | 103% |
| Total Cash | 74.2B | 79.7B | 93% |
| Total Debt | 4.56B | 5.23B | 87% |
FUNDAMENTALS RATINGS
PFG: Fundamental Ratings
PFG | ||
|---|---|---|
OUTLOOK RATING 1..100 | 12 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 42 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 100 | |
PRICE GROWTH RATING 1..100 | 50 | |
P/E GROWTH RATING 1..100 | 18 | |
SEASONALITY SCORE 1..100 | n/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.
TECHNICAL ANALYSIS
Technical Analysis
| PFG | EQH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 2 days ago 54% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 71% |
| Momentum ODDS (%) | 2 days ago 61% | 2 days ago 79% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 59% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 66% |
| Advances ODDS (%) | 11 days ago 61% | 11 days ago 68% |
| Declines ODDS (%) | 3 days ago 61% | 3 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 76% |
| Aroon ODDS (%) | N/A | 2 days ago 61% |
