PFG
Price
$79.38
Change
-$6.81 (-7.90%)
Updated
Apr 3, 04:59 PM (EDT)
Capitalization
20.36B
20 days until earnings call
SCZ
Price
$62.52
Change
-$1.11 (-1.74%)
Updated
Apr 3, 04:59 PM (EDT)
Net Assets
9.03B
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PFG vs SCZ

Header iconPFG vs SCZ Comparison
Open Charts PFG vs SCZBanner chart's image
Principal Financial Group
Price$79.38
Change-$6.81 (-7.90%)
Volume$35.96K
Capitalization20.36B
iShares MSCI EAFE Small-Cap ETF
Price$62.52
Change-$1.11 (-1.74%)
Volume$4.32K
Net Assets9.03B
PFG vs SCZ Comparison Chart
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
PFG vs. SCZ commentary
Apr 04, 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 Buy and SCZ is a Hold.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (PFG: $79.32)
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, 4 bearish.

Price Growth

PFG (@Investment Managers) experienced а -6.77% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.35%. For the same industry, the average monthly price growth was -3.23%, and the average quarterly price growth was -1.72%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-2.35% 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
53
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
50
P/E GROWTH RATING
1..100
97
SEASONALITY SCORE
1..100
50

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
PFGSCZ
RSI
ODDS (%)
Bearish Trend 2 days ago
59%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
64%
Bearish Trend 2 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
66%
Bearish Trend 2 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
51%
Bullish Trend 2 days ago
80%
Advances
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
83%
Declines
ODDS (%)
Bearish Trend 7 days ago
62%
Bearish Trend 4 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
58%
Bullish Trend 2 days ago
86%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCZ
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 STT. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then STT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-7.97%
STT - PFG
64%
Loosely correlated
-7.55%
AMP - PFG
63%
Loosely correlated
-7.80%
VRTS - PFG
61%
Loosely correlated
-7.57%
BK - PFG
61%
Loosely correlated
-5.12%
BN - PFG
59%
Loosely correlated
-7.41%
More

SCZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCZ has been closely correlated with MT. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCZ jumps, then MT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCZ
1D Price
Change %
SCZ100%
-1.74%
MT - SCZ
72%
Closely correlated
-7.29%
PFG - SCZ
69%
Closely correlated
-7.97%
ING - SCZ
65%
Loosely correlated
-3.89%
SNN - SCZ
63%
Loosely correlated
-0.68%
CE - SCZ
63%
Loosely correlated
-16.58%
More