GAIN
Price
$13.25
Change
+$0.55 (+4.33%)
Updated
Apr 11 closing price
Capitalization
510.72M
25 days until earnings call
PFG
Price
$72.61
Change
+$0.65 (+0.90%)
Updated
Apr 11 closing price
Capitalization
20.36B
12 days until earnings call
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GAIN vs PFG

Header iconGAIN vs PFG Comparison
Open Charts GAIN vs PFGBanner chart's image
Gladstone Investment
Price$13.25
Change+$0.55 (+4.33%)
Volume$159.29K
Capitalization510.72M
Principal Financial Group
Price$72.61
Change+$0.65 (+0.90%)
Volume$2.09M
Capitalization20.36B
GAIN vs PFG Comparison Chart
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GAIN
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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GAIN vs. PFG commentary
Apr 12, 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 GAIN is a Buy and PFG is a Hold.

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COMPARISON
Comparison
Apr 12, 2025
Stock price -- (GAIN: $13.25 vs. PFG: $72.61)
Brand notoriety: GAIN and PFG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: GAIN: 119% vs. PFG: 127%
Market capitalization -- GAIN: $510.72M vs. PFG: $20.36B
GAIN [@Investment Managers] is valued at $510.72M. 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 $5.99B.

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).

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

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

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

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

Price Growth

GAIN (@Investment Managers) experienced а +6.77% price change this week, while PFG (@Investment Managers) price change was -0.45% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.84%. For the same industry, the average monthly price growth was -6.22%, and the average quarterly price growth was -6.52%.

Reported Earning Dates

GAIN is expected to report earnings on May 07, 2025.

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

Industries' Descriptions

@Investment Managers (-0.84% 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 GAIN($511M). PFG has higher P/E ratio than GAIN: PFG (33.73) vs GAIN (7.05). GAIN YTD gains are higher at: 1.782 vs. PFG (-5.344). PFG has more cash in the bank: 27.2B vs. GAIN (3.05M). GAIN has less debt than PFG: GAIN (414M) vs PFG (3.99B). PFG has higher revenues than GAIN: PFG (13.7B) vs GAIN (60.8M).
GAINPFGGAIN / PFG
Capitalization511M20.4B3%
EBITDAN/AN/A-
Gain YTD1.782-5.344-33%
P/E Ratio7.0533.7321%
Revenue60.8M13.7B0%
Total Cash3.05M27.2B0%
Total Debt414M3.99B10%
FUNDAMENTALS RATINGS
GAIN vs PFG: Fundamental Ratings
GAIN
PFG
OUTLOOK RATING
1..100
7460
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
26
Undervalued
PROFIT vs RISK RATING
1..100
7100
SMR RATING
1..100
16100
PRICE GROWTH RATING
1..100
5361
P/E GROWTH RATING
1..100
4897
SEASONALITY SCORE
1..100
n/an/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 (26) in the Life Or Health Insurance industry is significantly better than the same rating for GAIN (95) in the null industry. This means that PFG’s stock grew significantly faster than GAIN’s over the last 12 months.

GAIN's Profit vs Risk Rating (7) in the null industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that GAIN’s stock grew significantly faster than PFG’s over the last 12 months.

GAIN's SMR Rating (16) in the null industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that GAIN’s stock grew significantly faster than PFG’s over the last 12 months.

GAIN's Price Growth Rating (53) in the null industry is in the same range as PFG (61) in the Life Or Health Insurance industry. This means that GAIN’s stock grew similarly to PFG’s over the last 12 months.

GAIN's P/E Growth Rating (48) in the null industry is somewhat better than the same rating for PFG (97) in the Life Or Health Insurance industry. This means that GAIN’s stock grew somewhat faster than PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
GAINPFG
RSI
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
41%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 2 days ago
60%
MACD
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
65%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
54%
Bearish Trend 2 days ago
59%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
51%
Bearish Trend 2 days ago
51%
Advances
ODDS (%)
Bullish Trend 11 days ago
57%
Bullish Trend 11 days ago
67%
Declines
ODDS (%)
Bearish Trend 5 days ago
52%
Bearish Trend 5 days ago
63%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
75%
Aroon
ODDS (%)
Bullish Trend 4 days ago
58%
Bearish Trend 2 days ago
35%
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GAIN
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with STT. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then STT could also see price increases.

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Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+0.90%
STT - PFG
75%
Closely correlated
+0.52%
AMP - PFG
74%
Closely correlated
+2.68%
BN - PFG
72%
Closely correlated
+3.54%
JHG - PFG
72%
Closely correlated
+0.43%
NTRS - PFG
71%
Closely correlated
+0.40%
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