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PFG vs RJF
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 Buy and RJF is a Buy.
PFG's RSI Indicator recovers from oversold territory
The RSI Oscillator for PFG moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 22 similar instances when the indicator left oversold territory. In 19 of the 22 cases the stock moved higher. This puts the odds of a move higher at 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 30 of 48 cases where PFG's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on PFG as a result. In 56 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 65%.
The Moving Average Convergence Divergence (MACD) for PFG just turned positive on October 22, 2026. Looking at past instances where PFG's MACD turned positive, the stock continued to rise in 27 of 46 cases over the following month. The odds of a continued upward trend are 59%.
Following a +2.01% 3-day Advance, the price is estimated to grow further. Considering data from situations where PFG advanced for three days, in 205 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.
PFG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
PFG moved below its 50-day moving average on September 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for PFG crossed bearishly below the 50-day moving average on October 05, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 44%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PFG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
The Aroon Indicator for PFG entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 44 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 46 (best 1 - 100 worst), indicating steady price growth. PFG’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 78 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.941) is normal, around the industry mean (2.404). P/E Ratio (15.465) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.410) is also within normal values, averaging (1.319). Dividend Yield (0.031) settles around the average of (0.272) among similar stocks. P/S Ratio (1.647) is also within normal values, averaging (15.798).
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 100 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PFG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
RJF's RSI Indicator climbs out of oversold territory
The RSI Oscillator for RJF moved out of oversold territory on October 20, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 37 of 55 cases where RJF's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on RJF as a result. In 49 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for RJF just turned positive on October 06, 2026. Looking at past instances where RJF's MACD turned positive, the stock continued to rise in 25 of 46 cases over the following month. The odds of a continued upward trend are 54%.
Following a +2.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where RJF advanced for three days, in 210 of 354 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
RJF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RJF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for RJF entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 9 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 29 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 58 (best 1 - 100 worst), indicating steady price growth. RJF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 63 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.358) is normal, around the industry mean (2.404). P/E Ratio (13.318) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.791) is also within normal values, averaging (1.319). Dividend Yield (0.014) settles around the average of (0.272) among similar stocks. P/S Ratio (2.197) is also within normal values, averaging (15.798).
PFG | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 29 | |
SMR RATING 1..100 | 100 | 9 | |
PRICE GROWTH RATING 1..100 | 46 | 58 | |
P/E GROWTH RATING 1..100 | 44 | 63 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
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 (78) in the Life Or Health Insurance industry is in the same range as RJF (84) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew similarly to RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (29) in the Investment Banks Or Brokers industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that RJF’s stock grew significantly faster than PFG’s over the last 12 months.
RJF's SMR Rating (9) in the Investment Banks Or Brokers industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that RJF’s stock grew significantly faster than PFG’s over the last 12 months.
PFG's Price Growth Rating (46) in the Life Or Health Insurance industry is in the same range as RJF (58) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew similarly to RJF’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 RJF (63) in the Investment Banks Or Brokers industry. This means that PFG’s stock grew similarly to RJF’s over the last 12 months.
| PFG | RJF | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 86% | 1 day ago 83% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 67% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 43% | 1 day ago 60% |
| Advances ODDS (%) | 1 day ago 65% | 1 day ago 59% |
| Declines ODDS (%) | 4 days ago 57% | 4 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 74% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 25% | 1 day ago 59% |
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 overvalued. 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 0 FA rating(s) are green while RJF’s FA Score has 2 green FA rating(s).
- PFG’s FA Score: 0 green, 5 red.
- RJF’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.
PFG’s TA Score shows that 6 TA indicator(s) are bullish while RJF’s TA Score has 5 bullish TA indicator(s).
- PFG’s TA Score: 6 bullish, 4 bearish.
- RJF’s TA Score: 5 bullish, 4 bearish.
Price Growth
PFG (@Investment Managers) experienced а +1.06% price change this week, while RJF (@Investment Managers) price change was -0.99% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
PFG is expected to report earnings on Oct 26, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Managers (-1.39% 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.
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RJF and
Correlation & Price change
A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.