PFG
Price
$86.19
Change
+$1.04 (+1.22%)
Updated
Apr 2 closing price
Capitalization
20.36B
21 days until earnings call
STT
Price
$89.59
Change
+$0.77 (+0.87%)
Updated
Apr 2 closing price
Capitalization
23.35B
14 days until earnings call
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PFG vs STT

Header iconPFG vs STT Comparison
Open Charts PFG vs STTBanner chart's image
Principal Financial Group
Price$86.19
Change+$1.04 (+1.22%)
Volume$1.04M
Capitalization20.36B
State Street
Price$89.59
Change+$0.77 (+0.87%)
Volume$1.11M
Capitalization23.35B
PFG vs STT Comparison Chart
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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STT
Daily Signalchanged days ago
Gain/Loss if bought
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VS
PFG vs. STT commentary
Apr 03, 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 STT is a StrongBuy.

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COMPARISON
Comparison
Apr 03, 2025
Stock price -- (PFG: $85.15 vs. STT: $88.82)
Brand notoriety: PFG and STT are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: PFG: 70% vs. STT: 109%
Market capitalization -- PFG: $20.36B vs. STT: $23.35B
PFG [@Investment Managers] is valued at $20.36B. STT’s [@Investment Managers] market capitalization is $23.35B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

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

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

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 STT’s TA Score has 5 bullish TA indicator(s).

  • PFG’s TA Score: 6 bullish, 4 bearish.
  • STT’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, PFG is a better buy in the short-term than STT.

Price Growth

PFG (@Investment Managers) experienced а -0.61% price change this week, while STT (@Investment Managers) price change was -3.18% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.29%. For the same industry, the average monthly price growth was -2.42%, and the average quarterly price growth was +0.32%.

Reported Earning Dates

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

STT is expected to report earnings on Apr 17, 2025.

Industries' Descriptions

@Investment Managers (-1.29% 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
Fundamentals
STT($23.3B) has a higher market cap than PFG($20.4B). PFG has higher P/E ratio than STT: PFG (33.73) vs STT (13.84). PFG YTD gains are higher at: 12.359 vs. STT (-7.221). PFG has more cash in the bank: 27.2B vs. STT (4.05B). PFG has less debt than STT: PFG (3.99B) vs STT (21.5B). PFG has higher revenues than STT: PFG (13.7B) vs STT (11.9B).
PFGSTTPFG / STT
Capitalization20.4B23.3B88%
EBITDAN/AN/A-
Gain YTD12.359-7.221-171%
P/E Ratio33.7313.84244%
Revenue13.7B11.9B115%
Total Cash27.2B4.05B672%
Total Debt3.99B21.5B19%
FUNDAMENTALS RATINGS
PFG vs STT: Fundamental Ratings
PFG
STT
OUTLOOK RATING
1..100
5217
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
38
Fair valued
PROFIT vs RISK RATING
1..100
10035
SMR RATING
1..100
1008
PRICE GROWTH RATING
1..100
5157
P/E GROWTH RATING
1..100
9773
SEASONALITY SCORE
1..100
50n/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 (28) in the Life Or Health Insurance industry is in the same range as STT (38) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.

STT's Profit vs Risk Rating (35) in the Regional Banks industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that STT’s stock grew somewhat faster than PFG’s over the last 12 months.

STT's SMR Rating (8) in the Regional Banks industry is significantly better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that STT’s stock grew significantly faster than PFG’s over the last 12 months.

PFG's Price Growth Rating (51) in the Life Or Health Insurance industry is in the same range as STT (57) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.

STT's P/E Growth Rating (73) in the Regional Banks industry is in the same range as PFG (97) in the Life Or Health Insurance industry. This means that STT’s stock grew similarly to PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
PFGSTT
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Bullish Trend 2 days ago
89%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
70%
MACD
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
59%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 2 days ago
55%
Advances
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
64%
Declines
ODDS (%)
Bearish Trend 6 days ago
62%
Bearish Trend 6 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
81%
Aroon
ODDS (%)
Bullish Trend 2 days ago
57%
Bearish Trend 2 days ago
56%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
STT
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+1.22%
STT - PFG
64%
Loosely correlated
+0.87%
AMP - PFG
63%
Loosely correlated
+1.16%
VRTS - PFG
61%
Loosely correlated
+0.57%
BK - PFG
61%
Loosely correlated
+0.54%
BN - PFG
59%
Loosely correlated
+1.08%
More

STT and

Correlation & Price change

A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STT
1D Price
Change %
STT100%
+0.87%
NTRS - STT
73%
Closely correlated
+0.80%
BK - STT
71%
Closely correlated
+0.54%
BN - STT
66%
Loosely correlated
+1.08%
PFG - STT
64%
Loosely correlated
+1.22%
VRTS - STT
63%
Loosely correlated
+0.57%
More