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IVZ vs PFG
Which Stock Would AI Choose? Invesco Ltd. (IVZ) vs. Principal Financial Group (PFG) Stock Comparison
Key Takeaways
- PFG has outperformed IVZ year-to-date with a 13.63% gain compared to IVZ's 2.11%, driven by strong Q1 earnings.
- Both stocks offer attractive dividend yields around 3.3%, appealing to income-focused investors.
- IVZ shows higher volatility (beta 1.63) versus PFG's more stable profile (beta 0.88).
- PFG recently beat Q1 earnings estimates with 14% adjusted EPS (earnings per share) growth, while IVZ AUM (assets under management) declined 4.4% in March.
- IVZ trades at a lower forward P/E of 9.59 compared to PFG's 9.39, suggesting similar valuation appeal.
- Recent momentum favors PFG with a 13% rise over the past 30 days amid sector tailwinds.
Introduction
In the competitive financial services sector, IVZ and PFG represent distinct approaches to asset management and insurance. IVZ, a pure-play global investment manager, contrasts with PFG's diversified model spanning retirement solutions and protection products. This stock comparison analyzes their recent performance, business drivers, and market positioning, aiding traders seeking momentum plays and investors prioritizing stability or income. With both offering solid dividends and exposure to interest rate-sensitive operations, understanding relative strengths helps navigate current market dynamics.
IVZ Overview and Recent Performance
Invesco Ltd. (IVZ) is a leading global asset manager overseeing approximately $2.16 trillion in AUM (assets under management) as of late March 2026, focusing on equities, fixed income, and alternatives for retail and institutional clients. In recent market activity, IVZ shares have traded around $25.50, reflecting modest YTD gains of 2.11% amid broader sector pressures. The stock rose about 4.8% over the past month and nearly 88% over the last year, buoyed by equity market rallies but tempered by a 4.4% AUM decline in March due to money market outflows and weak markets. Sentiment has been influenced by upcoming earnings expectations and analyst adjustments, with a forward P/E of 9.59 signaling value potential despite higher beta-driven volatility.
PFG Overview and Recent Performance
Principal Financial Group, Inc. (PFG) delivers retirement, asset management, and insurance services through segments like Retirement and Income Solutions and Benefits and Protection, serving businesses and individuals globally. Shares recently hovered near $99, up 13.63% YTD and 13% in the past 30 days, propelled by robust Q1 2026 results announced in late April, including 14% adjusted EPS growth to $2.17 (beating estimates) despite a 4.5% revenue dip. The company returned $374 million to shareholders and hiked its dividend 8%, enhancing appeal. Trading at a trailing P/E of 14.25 with a lower beta of 0.88, PFG has benefited from earnings momentum and capital return focus, though sensitive to interest rates and economic shifts.
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Head-to-Head Comparison
IVZ and PFG operate in financial services but differ in models: IVZ's asset management purity ties performance to AUM flows and markets, while PFG's insurance and retirement diversification offers fee stability. Growth drivers include IVZ's global equity exposure versus PFG's annuity sales. Recent momentum favors PFG post-earnings, but IVZ boasts superior one-year returns. Risk factors: IVZ's higher beta amplifies downturns; PFG faces rate sensitivity. Both yield ~3.3%, with similar forward valuations, but PFG edges in stability and sentiment.
Tickeron AI Verdict
Tickeron's AI currently leans toward PFG based on consistent recent momentum, earnings outperformance, lower volatility, and strong capital returns amid favorable sector positioning. While IVZ offers value and longer-term upside potential, PFG's stability provides higher probability of near-term relative gains in the prevailing environment.
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 IVZ is a Hold and PFG is a Buy.
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).
IVZ’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 2 green FA rating(s).
- IVZ’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.
IVZ’s TA Score shows that 4 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).
- IVZ’s TA Score: 4 bullish, 3 bearish.
- PFG’s TA Score: 4 bullish, 4 bearish.
Price Growth
IVZ (@Investment Managers) experienced а -1.10% price change this week, while PFG (@Investment Managers) price change was +0.59% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
IVZ is expected to report earnings on Jul 28, 2026.
PFG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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.
| IVZ | PFG | IVZ / PFG | |
| Capitalization | 12.8B | 24B | 53% |
| EBITDA | 1.5B | N/A | - |
| Gain YTD | 11.302 | 28.258 | 40% |
| P/E Ratio | 19.48 | 15.96 | 122% |
| Revenue | 6.59B | 15.5B | 43% |
| Total Cash | 1.71B | 31.7B | 5% |
| Total Debt | 9.44B | 3.95B | 239% |
IVZ | PFG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 67 | 100 | |
SMR RATING 1..100 | 94 | 100 | |
PRICE GROWTH RATING 1..100 | 15 | 14 | |
P/E GROWTH RATING 1..100 | 34 | 55 | |
SEASONALITY SCORE 1..100 | 85 | 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 IVZ (13) in the Investment Managers industry. This means that PFG’s stock grew similarly to IVZ’s over the last 12 months.
IVZ's Profit vs Risk Rating (67) in the Investment Managers industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that IVZ’s stock grew somewhat faster than PFG’s over the last 12 months.
IVZ's SMR Rating (94) in the Investment Managers industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that IVZ’s stock grew similarly to PFG’s over the last 12 months.
PFG's Price Growth Rating (14) in the Life Or Health Insurance industry is in the same range as IVZ (15) in the Investment Managers industry. This means that PFG’s stock grew similarly to IVZ’s over the last 12 months.
IVZ's P/E Growth Rating (34) in the Investment Managers industry is in the same range as PFG (55) in the Life Or Health Insurance industry. This means that IVZ’s stock grew similarly to PFG’s over the last 12 months.
| IVZ | PFG | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 78% | 6 days ago 70% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 65% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 58% |
| Advances ODDS (%) | 8 days ago 68% | 12 days ago 66% |
| Declines ODDS (%) | 6 days ago 69% | 6 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 56% |
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with PFG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then PFG 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% | +1.52% | ||
| EQH - PFG | 61% Loosely correlated | -0.68% | ||
| AMP - PFG | 60% Loosely correlated | +0.85% | ||
| CRBG - PFG | 59% Loosely correlated | -0.31% | ||
| STT - PFG | 57% Loosely correlated | +3.21% | ||
| BBUC - PFG | 54% Loosely correlated | -0.48% | ||
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