PFG
Price
$75.53
Change
-$2.30 (-2.96%)
Updated
Aug 1, 04:59 PM (EDT)
Capitalization
20.36B
83 days until earnings call
PNW
Price
$90.69
Change
+$0.07 (+0.08%)
Updated
Aug 1, 04:59 PM (EDT)
Capitalization
8.48B
5 days until earnings call
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PFG vs PNW

Header iconPFG vs PNW Comparison
Open Charts PFG vs PNWBanner chart's image
Principal Financial Group
Price$75.53
Change-$2.30 (-2.96%)
Volume$422.66K
Capitalization20.36B
Pinnacle West Capital
Price$90.69
Change+$0.07 (+0.08%)
Volume$8.28K
Capitalization8.48B
PFG vs PNW Comparison Chart in %
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PFG
Daily Signalchanged days ago
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PNW
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PFG vs. PNW commentary
Aug 02, 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 StrongBuy and PNW is a Buy.

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COMPARISON
Comparison
Aug 02, 2025
Stock price -- (PFG: $77.83 vs. PNW: $90.62)
Brand notoriety: PFG and PNW are both not notable
PFG represents the Investment Managers, while PNW is part of the Electric Utilities industry
Current volume relative to the 65-day Moving Average: PFG: 255% vs. PNW: 116%
Market capitalization -- PFG: $20.36B vs. PNW: $8.48B
PFG [@Investment Managers] is valued at $20.36B. PNW’s [@Electric Utilities] market capitalization is $8.48B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The market cap for tickers in the [@Electric Utilities] industry ranges from $131.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B. The average market capitalization across the [@Electric Utilities] industry is $18.65B.

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 whilePNW’s FA Score has 1 green FA rating(s).

  • PFG’s FA Score: 1 green, 4 red.
  • PNW’s FA Score: 1 green, 4 red.
According to our system of comparison, PFG is a better buy in the long-term than PNW.

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 while PNW’s TA Score has 5 bullish TA indicator(s).

  • PFG’s TA Score: 4 bullish, 5 bearish.
  • PNW’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, both PFG and PNW are a good buy in the short-term.

Price Growth

PFG (@Investment Managers) experienced а -3.77% price change this week, while PNW (@Electric Utilities) price change was -1.35% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.07%. For the same industry, the average monthly price growth was +1.79%, and the average quarterly price growth was +13.31%.

The average weekly price growth across all stocks in the @Electric Utilities industry was -0.49%. For the same industry, the average monthly price growth was +0.50%, and the average quarterly price growth was +10.87%.

Reported Earning Dates

PFG is expected to report earnings on Oct 23, 2025.

PNW is expected to report earnings on Oct 31, 2025.

Industries' Descriptions

@Investment Managers (-2.07% 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.

@Electric Utilities (-0.49% weekly)

Electric utilities companies generate, transmit and distribute electricity to businesses/offices and residences. Companies may be owned by the government or investors or public shareholders, or a combination thereof. The industry also includes firms that buy and sell electricity. Companies in this industry typically require significant investments in infrastructure. Many firms in this industry pay substantial and regular dividends to shareholders. However, changes in interest rates (and their impact on debt burdens), natural disasters and changing commodity prices could be factors affecting energy utilities’ profit margins. NextEra Energy, Inc., Duke Energy Corporation, Dominion Energy Inc. and Southern Company are among U.S. electric utilities companies with the largest market capitalizations.

SUMMARIES
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FUNDAMENTALS
Fundamentals
PFG($20.4B) has a higher market cap than PNW($8.48B). PFG has higher P/E ratio than PNW: PFG (33.73) vs PNW (16.79). PNW YTD gains are higher at: 9.047 vs. PFG (2.460). PFG has more cash in the bank: 27.2B vs. PNW (4.96M). PFG has less debt than PNW: PFG (3.99B) vs PNW (10.3B). PFG has higher revenues than PNW: PFG (13.7B) vs PNW (4.7B).
PFGPNWPFG / PNW
Capitalization20.4B8.48B241%
EBITDAN/A1.78B-
Gain YTD2.4609.04727%
P/E Ratio33.7316.79201%
Revenue13.7B4.7B292%
Total Cash27.2B4.96M548,940%
Total Debt3.99B10.3B39%
FUNDAMENTALS RATINGS
PFG vs PNW: Fundamental Ratings
PFG
PNW
OUTLOOK RATING
1..100
665
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
65
Fair valued
PROFIT vs RISK RATING
1..100
10032
SMR RATING
1..100
10072
PRICE GROWTH RATING
1..100
5955
P/E GROWTH RATING
1..100
4453
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 somewhat better than the same rating for PNW (65) in the Electric Utilities industry. This means that PFG’s stock grew somewhat faster than PNW’s over the last 12 months.

PNW's Profit vs Risk Rating (32) in the Electric Utilities industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that PNW’s stock grew significantly faster than PFG’s over the last 12 months.

PNW's SMR Rating (72) in the Electric Utilities industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that PNW’s stock grew similarly to PFG’s over the last 12 months.

PNW's Price Growth Rating (55) in the Electric Utilities industry is in the same range as PFG (59) in the Life Or Health Insurance industry. This means that PNW’s stock grew similarly to PFG’s over the last 12 months.

PFG's P/E Growth Rating (44) in the Life Or Health Insurance industry is in the same range as PNW (53) in the Electric Utilities industry. This means that PFG’s stock grew similarly to PNW’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
PFGPNW
RSI
ODDS (%)
Bearish Trend 2 days ago
49%
Bearish Trend 2 days ago
54%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
63%
Momentum
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
51%
MACD
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
51%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
50%
Bullish Trend 2 days ago
51%
Advances
ODDS (%)
Bullish Trend 10 days ago
64%
Bullish Trend 11 days ago
53%
Declines
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 5 days ago
53%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
70%
Bearish Trend 2 days ago
46%
Aroon
ODDS (%)
Bullish Trend 2 days ago
53%
Bullish Trend 2 days ago
45%
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PFG
Daily Signalchanged days ago
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PNW
Daily Signalchanged days ago
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with CRBG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then CRBG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+1.62%
CRBG - PFG
77%
Closely correlated
+1.17%
TROW - PFG
77%
Closely correlated
-2.36%
AMP - PFG
76%
Closely correlated
-0.30%
STT - PFG
75%
Closely correlated
-1.20%
BN - PFG
75%
Closely correlated
-0.62%
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