PFG
Price
$84.38
Change
-$2.18 (-2.52%)
Updated
Feb 21 closing price
Capitalization
20.36B
60 days until earnings call
PFI
Price
$57.94
Change
-$1.46 (-2.46%)
Updated
Feb 21 closing price
Net Assets
75.79M
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PFG vs PFI

Header iconPFG vs PFI Comparison
Open Charts PFG vs PFIBanner chart's image
Principal Financial Group
Price$84.38
Change-$2.18 (-2.52%)
Volume$1.86M
Capitalization20.36B
Invesco Dorsey Wright Financial Momt ETF
Price$57.94
Change-$1.46 (-2.46%)
Volume$5.54K
Net Assets75.79M
PFG vs PFI Comparison Chart
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PFI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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PFG vs. PFI commentary
Feb 23, 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 PFG is a Hold and PFI is a Hold.

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COMPARISON
Comparison
Feb 23, 2025
Stock price -- (PFG: $84.38)
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.

PFG’s TA Score shows that 6 TA indicator(s) are bullish.

  • PFG’s TA Score: 6 bullish, 5 bearish.

Price Growth

PFG (@Investment Managers) experienced а -1.48% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.66%. For the same industry, the average monthly price growth was +2.08%, and the average quarterly price growth was +9.71%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-0.66% 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 RATINGS
PFG: Fundamental Ratings
PFG
OUTLOOK RATING
1..100
71
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
49
P/E GROWTH RATING
1..100
97
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
PFGPFI
RSI
ODDS (%)
Bearish Trend 3 days ago
77%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
55%
Bullish Trend 3 days ago
85%
Momentum
ODDS (%)
Bullish Trend 3 days ago
69%
Bearish Trend 3 days ago
80%
MACD
ODDS (%)
Bullish Trend 3 days ago
64%
Bearish Trend 3 days ago
79%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
78%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
62%
Bearish Trend 3 days ago
76%
Advances
ODDS (%)
Bullish Trend 13 days ago
66%
Bullish Trend 6 days ago
88%
Declines
ODDS (%)
Bearish Trend 18 days ago
64%
Bearish Trend 3 days ago
78%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
67%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bullish Trend 3 days ago
58%
Bullish Trend 3 days ago
83%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PFI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been loosely correlated with BK. 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 BK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-2.52%
BK - PFG
61%
Loosely correlated
+0.10%
STT - PFG
60%
Loosely correlated
-0.94%
AMP - PFG
58%
Loosely correlated
-1.95%
BN - PFG
54%
Loosely correlated
-1.95%
APAM - PFG
54%
Loosely correlated
-3.92%
More