EQH
Price
$52.91
Change
+$0.30 (+0.57%)
Updated
Jul 18, 01:51 PM (EDT)
Capitalization
12.53B
18 days until earnings call
PFG
Price
$81.08
Change
+$0.11 (+0.14%)
Updated
Jul 18, 02:55 PM (EDT)
Capitalization
20.36B
10 days until earnings call
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EQH vs PFG

Header iconEQH vs PFG Comparison
Open Charts EQH vs PFGBanner chart's image
Equitable Holdings
Price$52.91
Change+$0.30 (+0.57%)
Volume$1.14K
Capitalization12.53B
Principal Financial Group
Price$81.08
Change+$0.11 (+0.14%)
Volume$296
Capitalization20.36B
EQH vs PFG Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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PFG
Daily Signalchanged days ago
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EQH vs. PFG commentary
Jul 18, 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 EQH is a Hold and PFG is a Hold.

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COMPARISON
Comparison
Jul 18, 2025
Stock price -- (PFG: $80.97)
Brand notoriety:
Market capitalization --

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 while.

  • PFG’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while PFG’s TA Score has 3 bullish TA indicator(s).

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

Price Growth

PFG (@Investment Managers) experienced а -0.77% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.07%. For the same industry, the average monthly price growth was +9.28%, and the average quarterly price growth was +16.58%.

Reported Earning Dates

PFG is expected to report earnings on Oct 23, 2025.

Industries' Descriptions

@Investment Managers (+2.07% 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
PFG($20.4B) has a higher market cap than EQH($12.5B). PFG has higher P/E ratio than EQH: PFG (33.73) vs EQH (10.76). EQH YTD gains are higher at: 12.632 vs. PFG (6.594). EQH has more cash in the bank: 75.3B vs. PFG (27.2B). PFG has less debt than EQH: PFG (3.99B) vs EQH (5.63B). PFG has higher revenues than EQH: PFG (13.7B) vs EQH (10.5B).
EQHPFGEQH / PFG
Capitalization12.5B20.4B61%
EBITDAN/AN/A-
Gain YTD12.6326.594192%
P/E Ratio10.7633.7332%
Revenue10.5B13.7B77%
Total Cash75.3B27.2B277%
Total Debt5.63B3.99B141%
FUNDAMENTALS RATINGS
EQH vs PFG: Fundamental Ratings
EQH
PFG
OUTLOOK RATING
1..100
7821
VALUATION
overvalued / fair valued / undervalued
1..100
38
Fair valued
27
Undervalued
PROFIT vs RISK RATING
1..100
8100
SMR RATING
1..100
12100
PRICE GROWTH RATING
1..100
5252
P/E GROWTH RATING
1..100
3441
SEASONALITY SCORE
1..100
75n/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 (27) in the Life Or Health Insurance industry is in the same range as EQH (38) 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 (8) 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 (12) 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 Price Growth Rating (52) in the Financial Conglomerates industry is in the same range as PFG (52) 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 (34) in the Financial Conglomerates industry is in the same range as PFG (41) in the Life Or Health Insurance industry. This means that EQH’s stock grew similarly to PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EQHPFG
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
75%
Bearish Trend 2 days ago
68%
Momentum
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
68%
MACD
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
66%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
58%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
59%
Advances
ODDS (%)
Bullish Trend 23 days ago
69%
Bullish Trend 2 days ago
64%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
N/A
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
87%
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
55%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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EQH and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQH has been closely correlated with AIG. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then AIG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
+1.72%
AIG - EQH
69%
Closely correlated
N/A
HIG - EQH
62%
Loosely correlated
+1.48%
AEG - EQH
61%
Loosely correlated
+1.43%
ORI - EQH
45%
Loosely correlated
+0.08%
AVVIY - EQH
44%
Loosely correlated
+0.25%
More