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EQH vs PFG
Which Stock Would AI Choose? Equitable Holdings (EQH) vs. Principal Financial Group (PFG) Stock Comparison
Key Takeaways
- Principal Financial Group (PFG) demonstrates superior recent momentum with year-to-date (YTD) gains of 15.63% versus Equitable Holdings' (EQH) 10.89%.
- PFG reports positive earnings per share (EPS) of $6.97 and a price-to-earnings (P/E) ratio of 14.50, contrasting EQH's negative EPS of -$4.83.
- Both stocks offer solid dividends, with PFG at 3.25% and EQH at 2.56%.
- PFG's market capitalization stands at $21.8 billion, nearly double EQH's $11.9 billion.
- Recent quarters highlight PFG's 13% adjusted EPS growth and dividend increase, while EQH anticipates earnings amid improving life insurance fundamentals.
- PFG exhibits lower volatility with a beta of 0.88 compared to EQH's 1.11.
Introduction
Equitable Holdings (EQH) and Principal Financial Group (PFG) operate in the competitive financial services sector, focusing on insurance, retirement solutions, and asset management. This stock comparison is relevant for investors navigating interest rate fluctuations and economic uncertainty, as both companies exhibit sensitivity to these factors. Traders seeking relative performance insights, dividend stability, or sector momentum will find value in evaluating their business models, recent results, and market positioning amid broader financial sector trends.
EQH Overview and Recent Performance
Equitable Holdings, Inc. (EQH) is a leading financial services firm offering life insurance, annuities, and wealth management through subsidiaries like Equitable Financial Life Insurance Company. In recent market activity, EQH shares have traded around $42, reflecting YTD gains of about 11% within a 52-week range of $35 to $57. Sentiment has been shaped by valuation discussions following share price softness, offset by positive analyst views on improving life insurance sector fundamentals. Upcoming first-quarter results and initiatives like a new 403(b) pooled employer plan for nonprofits have supported modest recovery, though profitability challenges persist with negative trailing EPS.
PFG Overview and Recent Performance
Principal Financial Group, Inc. (PFG) provides retirement, asset management, and insurance services globally, managing substantial assets under management. Shares recently hovered near $101, achieving YTD returns of 15.6% and one-year gains exceeding 41%, with a 52-week range from $75 to $102. Strong first-quarter performance, including 13% adjusted EPS growth to $3.84 and an 8% dividend hike, alongside $374 million returned to shareholders, has bolstered sentiment. Stable credit ratings and leadership transitions further reinforce stability amid revenue pressures from prior-year comparisons.
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Head-to-Head Comparison
Both EQH and PFG thrive in financial services but differ in emphasis: EQH leans toward annuities and life insurance, while PFG prioritizes retirement services and broader asset management. Growth drivers favor PFG's recent EPS expansion versus EQH's profitability hurdles. Momentum tilts to PFG with superior YTD and one-year returns, though EQH offers a lower forward P/E. Risk profiles show PFG's lower beta and positive ROE (return on equity) at 13%, contrasting EQH's higher leverage. Market sentiment aligns with PFG's post-earnings strength in a sector benefiting from rate stability.
Tickeron AI Verdict
Tickeron’s AI analysis would likely favor PFG in the current environment due to its consistent earnings momentum, superior relative performance, positive profitability metrics, and lower volatility. While EQH presents value potential ahead of earnings and sector tailwinds, PFG's catalysts position it more favorably for near-term trends, though outcomes depend on evolving market dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 StrongBuy.
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).
EQH’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 2 green FA rating(s).
- EQH’s FA Score: 2 green, 3 red.
- PFG’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.
EQH’s TA Score shows that 5 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).
- EQH’s TA Score: 5 bullish, 4 bearish.
- PFG’s TA Score: 4 bullish, 4 bearish.
Price Growth
EQH (@Investment Managers) experienced а +7.89% price change this week, while PFG (@Investment Managers) price change was +5.60% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
EQH is expected to report earnings on Aug 05, 2026.
PFG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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.
| EQH | PFG | EQH / PFG | |
| Capitalization | 12.4B | 24B | 52% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -6.299 | 28.114 | -22% |
| P/E Ratio | 37.88 | 15.94 | 238% |
| Revenue | 11.3B | 15.5B | 73% |
| Total Cash | 41.1B | 31.7B | 130% |
| Total Debt | 6.93B | 3.95B | 176% |
EQH | PFG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 46 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 59 | 100 | |
SMR RATING 1..100 | 100 | 100 | |
PRICE GROWTH RATING 1..100 | 50 | 11 | |
P/E GROWTH RATING 1..100 | 10 | 55 | |
SEASONALITY SCORE 1..100 | 36 | 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.
PFG's Valuation (12) in the Life Or Health Insurance industry is in the same range as EQH (13) in the Financial Conglomerates industry. This means that PFG’s stock grew similarly to EQH’s over the last 12 months.
EQH's Profit vs Risk Rating (59) in the Financial Conglomerates industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that EQH’s stock grew somewhat faster than PFG’s over the last 12 months.
EQH's SMR Rating (100) in the Financial Conglomerates industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that EQH’s stock grew similarly to PFG’s over the last 12 months.
PFG's Price Growth Rating (11) in the Life Or Health Insurance industry is somewhat better than the same rating for EQH (50) in the Financial Conglomerates industry. This means that PFG’s stock grew somewhat faster than EQH’s over the last 12 months.
EQH's P/E Growth Rating (10) in the Financial Conglomerates industry is somewhat better than the same rating for PFG (55) in the Life Or Health Insurance industry. This means that EQH’s stock grew somewhat faster than PFG’s over the last 12 months.
| EQH | PFG | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 68% | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 58% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 65% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 67% |
| TrendWeek ODDS (%) | 3 days ago 63% | 3 days ago 65% |
| TrendMonth ODDS (%) | 3 days ago 62% | 3 days ago 58% |
| Advances ODDS (%) | 3 days ago 65% | 3 days ago 66% |
| Declines ODDS (%) | 18 days ago 70% | 18 days ago 57% |
| BollingerBands ODDS (%) | 3 days ago 69% | 3 days ago 53% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 57% |
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EQH and
Correlation & Price change
A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.
PFG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with EQH. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To PFG | 1D Price Change % | ||
|---|---|---|---|---|
| PFG | 100% | +1.30% | ||
| EQH - PFG | 61% Loosely correlated | +0.94% | ||
| CRBG - PFG | 61% Loosely correlated | +1.91% | ||
| AMP - PFG | 60% Loosely correlated | +1.94% | ||
| STT - PFG | 57% Loosely correlated | +1.69% | ||
| BBUC - PFG | 54% Loosely correlated | +2.44% | ||
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