EQH
Price
$53.21
Change
-$0.28 (-0.52%)
Updated
Oct 16 closing price
Capitalization
14.27B
15 days until earnings call
Intraday BUY SELL Signals
PFG
Price
$108.81
Change
-$0.15 (-0.14%)
Updated
Oct 16 closing price
Capitalization
24.54B
8 days until earnings call
Intraday BUY SELL Signals
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EQH vs PFG

EQH vs PFG Comparison Chart in %
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EQH vs. PFG commentary
Oct 18, 2026

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 Hold and PFG is a Hold.

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SUMMARIES
A.I.Advisor
a Summary for EQH with price predictions
Oct 16, 2026

EQH in -1.20% downward trend, declining for three consecutive days on October 14, 2026

Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where EQH declined for three days, in 176 of 264 cases, the price declined further within the following month. The odds of a continued downward trend are 67%.

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 43 of 65 cases where EQH's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 66%.

The Moving Average Convergence Divergence Histogram (MACD) for EQH turned negative on September 22, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 47 similar instances when the indicator turned negative. In 30 of the 47 cases the stock turned lower in the days that followed. This puts the odds of success at 64%.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on EQH as a result. In 63 of 89 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.

Following a +3.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where EQH advanced for three days, in 235 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.

EQH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

The Aroon Indicator entered an Uptrend today. In 151 of 245 cases where EQH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of 13 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: EQH's P/B Ratio (17.301) is very high in comparison to the industry average of (3.246). P/E Ratio (37.876) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.030) is also within normal values, averaging (1.319). Dividend Yield (0.022) settles around the average of (0.081) among similar stocks. P/S Ratio (1.452) is also within normal values, averaging (15.798).

The Tickeron Profit vs. Risk Rating rating for this company is 32 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.

The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. EQH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

A.I.Advisor
a Summary for PFG with price predictions
Oct 16, 2026

PFG in -0.54% downward trend, declining for three consecutive days on October 14, 2026

Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where PFG declined for three days, in 152 of 269 cases, the price declined further within the following month. The odds of a continued downward trend are 57%.

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on September 18, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on PFG as a result. In 37 of 85 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 44%.

The Moving Average Convergence Divergence Histogram (MACD) for PFG turned negative on September 22, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In 20 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 44%.

PFG moved below its 50-day moving average on September 30, 2026 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for PFG crossed bearishly below the 50-day moving average on October 05, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 39%.

The Aroon Indicator for PFG entered a downward trend on October 16, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Bullish Trend Analysis

The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where PFG's RSI Oscillator exited the oversold zone, 17 of 22 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 77%.

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 35 of 48 cases where PFG's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.

Following a +0.75% 3-day Advance, the price is estimated to grow further. Considering data from situations where PFG advanced for three days, in 209 of 318 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.

PFG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Fundamental Analysis (Ratings)

The Tickeron Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.021) is normal, around the industry mean (3.246). P/E Ratio (16.330) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.410) is also within normal values, averaging (1.319). Dividend Yield (0.028) settles around the average of (0.081) among similar stocks. P/S Ratio (1.647) is also within normal values, averaging (15.798).

The Tickeron PE Growth Rating for this company is 39 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is 45 (best 1 - 100 worst), indicating steady price growth. PFG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PFG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.

FUNDAMENTALS RATINGS
EQH vs PFG: Fundamental Ratings
EQH
PFG
OUTLOOK RATING
1..100
7450
VALUATION
overvalued / fair valued / undervalued
1..100
13
Undervalued
11
Undervalued
PROFIT vs RISK RATING
1..100
32100
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
4245
P/E GROWTH RATING
1..100
639
SEASONALITY SCORE
1..100
8575

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 (11) 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 (32) in the Financial Conglomerates industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that EQH’s stock grew significantly 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.

EQH's Price Growth Rating (42) in the Financial Conglomerates industry is in the same range as PFG (45) in the Life Or Health Insurance industry. This means that EQH’s stock grew similarly to PFG’s over the last 12 months.

EQH's P/E Growth Rating (6) in the Financial Conglomerates industry is somewhat better than the same rating for PFG (39) in the Life Or Health Insurance industry. This means that EQH’s stock grew somewhat faster than PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EQHPFG
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
77%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
73%
Momentum
ODDS (%)
Bullish Trend 2 days ago
71%
Bearish Trend 2 days ago
44%
MACD
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
44%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
64%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
43%
Advances
ODDS (%)
Bullish Trend 12 days ago
67%
Bullish Trend 23 days ago
66%
Declines
ODDS (%)
Bearish Trend 4 days ago
67%
Bearish Trend 4 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
74%
Aroon
ODDS (%)
Bullish Trend 2 days ago
62%
Bearish Trend 2 days ago
25%
COMPARISON
Comparison
Oct 18, 2026
Stock price -- (EQH: $53.21 vs. PFG: $108.81)
Brand notoriety: EQH and PFG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: EQH: 116% vs. PFG: 94%
Market capitalization -- EQH: $14.27B vs. PFG: $24.54B
EQH [@Investment Managers] is valued at $14.27B. PFG’s [@Investment Managers] market capitalization is $24.54B. The market cap for tickers in the [@Investment Managers] industry ranges from $57 to $165.9B. The average market capitalization across the [@Investment Managers] industry is $8.64B.

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 overvalued. 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 3 FA rating(s) are green while PFG’s FA Score has 1 green FA rating(s).

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

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

  • EQH’s TA Score: 4 bullish, 3 bearish.
  • PFG’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, EQH is a better buy in the short-term than PFG.

Price Growth

EQH (@Investment Managers) experienced а +0.55% price change this week, while PFG (@Investment Managers) price change was +1.46% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.10%. For the same industry, the average monthly price growth was -1.67%, and the average quarterly price growth was -4.06%.

Reported Earning Dates

EQH is expected to report earnings on Nov 02, 2026.

PFG is expected to report earnings on Oct 26, 2026.

Industries' Descriptions

@Investment Managers (-3.10% 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.

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EQH
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PFG
Daily Signal:
Gain/Loss:
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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 59% 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.

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Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-0.14%
EQH - PFG
59%
Loosely correlated
-0.52%
CRBG - PFG
58%
Loosely correlated
N/A
BBUC - PFG
54%
Loosely correlated
-0.93%
RJF - PFG
54%
Loosely correlated
-0.37%
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52%
Loosely correlated
-1.12%
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