NTRS
Price
$88.92
Change
+$1.17 (+1.33%)
Updated
Mar 28, 6:59 PM EST
19 days until earnings call
PFG
Price
$86.27
Change
+$0.20 (+0.23%)
Updated
Mar 28, 2:21 PM EST
28 days until earnings call
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Compare predictions NTRS vs PFG

Header iconNTRS vs PFG Comparison
Open Charts NTRS vs PFGBanner chart's image
Northern Trust
Price$88.92
Change+$1.17 (+1.33%)
Volume$621.05K
CapitalizationN/A
Principal Financial Group
Price$86.27
Change+$0.20 (+0.23%)
Volume$100
CapitalizationN/A
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NTRS vs PFG Comparison Chart

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NTRSDaily Signal changed days agoGain/Loss if shorted
 
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PFGDaily Signal changed days agoGain/Loss if shorted
 
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VS
NTRS vs. PFG commentary
Mar 29, 2024

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 NTRS is a Hold and PFG is a Buy.

COMPARISON
Comparison
Mar 29, 2024
Stock price -- (NTRS: $88.92 vs. PFG: $86.31)
Brand notoriety: NTRS and PFG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: NTRS: 39% vs. PFG: 50%
Market capitalization -- NTRS: $17.9B vs. PFG: $20.3B
NTRS [@Investment Managers] is valued at $17.9B. PFG’s [@Investment Managers] market capitalization is $20.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.38B to $0. The average market capitalization across the [@Investment Managers] industry is $5.97B.

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).

NTRS’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 3 green FA rating(s).

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

NTRS’s TA Score shows that 6 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

NTRS (@Investment Managers) experienced а +2.80% price change this week, while PFG (@Investment Managers) price change was +2.15% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.22%. For the same industry, the average monthly price growth was +2.97%, and the average quarterly price growth was +6.76%.

Reported Earning Dates

NTRS is expected to report earnings on Apr 16, 2024.

PFG is expected to report earnings on Apr 25, 2024.

Industries' Descriptions

@Investment Managers (+0.22% 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
A.I.dvisor published
a Summary for NTRS with price predictions.
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A.I.dvisor published
a Summary for PFG with price predictions.
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FUNDAMENTALS
Fundamentals
PFG($20.3B) has a higher market cap than NTRS($17.9B). PFG has higher P/E ratio than NTRS: PFG (33.75) vs NTRS (17.27). PFG YTD gains are higher at: 10.359 vs. NTRS (6.362). PFG has more cash in the bank: 27.2B vs. NTRS (4.79B). PFG has less debt than NTRS: PFG (3.99B) vs NTRS (13.4B). PFG has higher revenues than NTRS: PFG (13.7B) vs NTRS (6.77B).
NTRSPFGNTRS / PFG
Capitalization17.9B20.3B88%
EBITDAN/AN/A-
Gain YTD6.36210.35961%
P/E Ratio17.2733.7551%
Revenue6.77B13.7B49%
Total Cash4.79B27.2B18%
Total Debt13.4B3.99B336%
FUNDAMENTALS RATINGS
NTRS vs PFG: Fundamental Ratings
NTRS
PFG
OUTLOOK RATING
1..100
4522
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
22
Undervalued
PROFIT vs RISK RATING
1..100
76100
SMR RATING
1..100
9100
PRICE GROWTH RATING
1..100
5024
P/E GROWTH RATING
1..100
402
SEASONALITY SCORE
1..100
85n/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 (22) in the Life Or Health Insurance industry is in the same range as NTRS (29) in the Regional Banks industry. This means that PFG’s stock grew similarly to NTRS’s over the last 12 months.

NTRS's Profit vs Risk Rating (76) in the Regional Banks industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that NTRS’s stock grew similarly to PFG’s over the last 12 months.

NTRS's SMR Rating (9) in the Regional Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that NTRS’s stock grew significantly faster than PFG’s over the last 12 months.

PFG's Price Growth Rating (24) in the Life Or Health Insurance industry is in the same range as NTRS (50) in the Regional Banks industry. This means that PFG’s stock grew similarly to NTRS’s over the last 12 months.

PFG's P/E Growth Rating (2) in the Life Or Health Insurance industry is somewhat better than the same rating for NTRS (40) in the Regional Banks industry. This means that PFG’s stock grew somewhat faster than NTRS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
NTRSPFG
RSI
ODDS (%)
Bearish Trend 1 day ago
70%
Bearish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
70%
Bearish Trend 2 days ago
57%
Momentum
ODDS (%)
Bullish Trend 1 day ago
69%
Bullish Trend 2 days ago
65%
MACD
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 2 days ago
65%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 2 days ago
63%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
52%
Bullish Trend 2 days ago
59%
Advances
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 2 days ago
63%
Declines
ODDS (%)
N/A
Bearish Trend 22 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
81%
Bearish Trend 2 days ago
66%
Aroon
ODDS (%)
Bullish Trend 1 day ago
53%
Bullish Trend 2 days ago
55%
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NTRSDaily Signal changed days agoGain/Loss if shorted
 
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PFGDaily Signal changed days agoGain/Loss if shorted
 
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with AMP. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then AMP could also see price increases.

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Correlation
To PFG
1D Price
Change %
PFG100%
+1.87%
AMP - PFG
74%
Closely correlated
+1.10%
BK - PFG
62%
Loosely correlated
+0.57%
BEN - PFG
60%
Loosely correlated
+3.41%
IVZ - PFG
59%
Loosely correlated
+2.49%
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Loosely correlated
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