PFG
Price
$86.31
Change
+$0.24 (+0.28%)
Updated
Mar 28, 6:59 PM EST
27 days until earnings call
STT
Price
$77.28
Change
+$0.39 (+0.51%)
Updated
Mar 28, 6:59 PM EST
14 days until earnings call
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Compare trend and price PFG vs STT

Header iconPFG vs STT Comparison
Open Charts PFG vs STTBanner chart's image
Principal Financial Group
Price$86.31
Change+$0.24 (+0.28%)
Volume$591K
CapitalizationN/A
State Street
Price$77.28
Change+$0.39 (+0.51%)
Volume$409.91K
CapitalizationN/A
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PFG vs STT Comparison Chart

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PFGDaily Signal changed days agoGain/Loss if shorted
 
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STTDaily Signal changed days agoGain/Loss if shorted
 
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VS
PFG vs. STT commentary
Mar 29, 2024

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 STT is a Hold.

COMPARISON
Comparison
Mar 29, 2024
Stock price -- (PFG: $86.29 vs. STT: $77.32)
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: 61% vs. STT: 99%
Market capitalization -- PFG: $20.35B vs. STT: $23.35B
PFG [@Investment Managers] is valued at $20.35B. 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 $5.98B.

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 3 FA rating(s) are green whileSTT’s FA Score has 2 green FA rating(s).

  • PFG’s FA Score: 3 green, 2 red.
  • STT’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while STT’s TA Score has 6 bullish TA indicator(s).

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

Price Growth

PFG (@Investment Managers) experienced а +2.13% price change this week, while STT (@Investment Managers) price change was +2.75% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.05%. For the same industry, the average monthly price growth was +2.79%, and the average quarterly price growth was +6.69%.

Reported Earning Dates

PFG is expected to report earnings on Apr 25, 2024.

STT is expected to report earnings on Apr 12, 2024.

Industries' Descriptions

@Investment Managers (+0.05% 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
A.I.dvisor published
a Summary for PFG with price predictions.
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A.I.dvisor published
a Summary for STT with price predictions.
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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 (33.84) vs STT (13.86). PFG YTD gains are higher at: 10.641 vs. STT (0.723). 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 YTD10.6410.7231,471%
P/E Ratio33.8413.86244%
Revenue13.7B11.9B115%
Total Cash27.2B4.05B672%
Total Debt3.99B21.5B19%
FUNDAMENTALS RATINGS
PFG vs STT: Fundamental Ratings
PFG
STT
OUTLOOK RATING
1..100
2319
VALUATION
overvalued / fair valued / undervalued
1..100
22
Undervalued
97
Overvalued
PROFIT vs RISK RATING
1..100
10054
SMR RATING
1..100
1008
PRICE GROWTH RATING
1..100
2434
P/E GROWTH RATING
1..100
233
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 (22) in the Life Or Health Insurance industry is significantly better than the same rating for STT (97) in the Regional Banks industry. This means that PFG’s stock grew significantly faster than STT’s over the last 12 months.

STT's Profit vs Risk Rating (54) 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 (24) in the Life Or Health Insurance industry is in the same range as STT (34) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.

PFG's P/E Growth Rating (2) in the Life Or Health Insurance industry is in the same range as STT (33) in the Regional Banks industry. This means that PFG’s stock grew similarly to STT’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
PFGSTT
RSI
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
66%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
64%
Momentum
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
74%
MACD
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
71%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
70%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 1 day ago
67%
Advances
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
66%
Declines
ODDS (%)
Bearish Trend 23 days ago
63%
Bearish Trend 5 days ago
64%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
80%
Bearish Trend 1 day ago
64%
Aroon
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 1 day ago
70%
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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 74% 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.

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Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+0.26%
AMP - PFG
74%
Closely correlated
+0.56%
BK - PFG
62%
Loosely correlated
+1.21%
BEN - PFG
60%
Loosely correlated
+1.74%
IVZ - PFG
59%
Loosely correlated
+0.85%
BLK - PFG
58%
Loosely correlated
-0.17%
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