PFG
Price
$71.96
Change
-$5.31 (-6.87%)
Updated
Apr 10, 04:59 PM (EDT)
Capitalization
20.36B
14 days until earnings call
PFI
Price
$49.11
Change
-$1.67 (-3.29%)
Updated
Apr 10, 04:59 PM (EDT)
Net Assets
60.04M
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PFG vs PFI

Header iconPFG vs PFI Comparison
Open Charts PFG vs PFIBanner chart's image
Principal Financial Group
Price$71.96
Change-$5.31 (-6.87%)
Volume$54.09K
Capitalization20.36B
Invesco Dorsey Wright Financial Momt ETF
Price$49.11
Change-$1.67 (-3.29%)
Volume$100
Net Assets60.04M
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
Apr 11, 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
Apr 11, 2025
Stock price -- (PFG: $77.27)
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 4 TA indicator(s) are bullish.

  • PFG’s TA Score: 4 bullish, 6 bearish.

Price Growth

PFG (@Investment Managers) experienced а -10.35% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.31%. For the same industry, the average monthly price growth was -6.27%, and the average quarterly price growth was -6.86%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-5.31% 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
55
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
62
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 (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
89%
Momentum
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
80%
MACD
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
78%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 2 days ago
76%
Advances
ODDS (%)
Bullish Trend 9 days ago
67%
Bullish Trend 9 days ago
87%
Declines
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
78%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
37%
Bearish Trend 2 days ago
76%
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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 closely correlated with AMP. These tickers have moved in lockstep 73% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+11.08%
AMP - PFG
73%
Closely correlated
+11.03%
STT - PFG
71%
Closely correlated
+9.28%
JHG - PFG
69%
Closely correlated
+12.56%
TROW - PFG
69%
Closely correlated
+12.32%
AMG - PFG
68%
Closely correlated
+11.50%
More

PFI and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFI has been closely correlated with GS. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFI jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFI
1D Price
Change %
PFI100%
+7.70%
GS - PFI
87%
Closely correlated
+11.82%
PIPR - PFI
86%
Closely correlated
+14.02%
AMP - PFI
86%
Closely correlated
+11.03%
SF - PFI
85%
Closely correlated
+12.88%
EQH - PFI
84%
Closely correlated
+12.78%
More