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PFG vs TROW
Which Stock Would AI Choose? Principal Financial Group (PFG) vs. T. Rowe Price Group (TROW) Stock Comparison
Key Takeaways
- PFG delivered a strong Q1 2026 earnings beat with 13% adjusted EPS (earnings per share) growth and returned $375 million to shareholders in recent weeks.
- TROW reported $1.71 trillion in AUM (assets under management) for March 2026 amid net outflows of $3.2 billion, with Q1 earnings upcoming.
- PFG shows superior year-to-date performance at +14% versus TROW's +0.5%, highlighting stronger recent momentum.
- Dividend yields stand out with TROW at 5.1% and PFG at 3.3%, appealing to income-focused investors.
- Both stocks trade at attractive P/E (price-to-earnings) ratios under 15, but PFG exhibits greater stability in recent market activity.
Introduction
This PFG vs. TROW stock comparison evaluates two leading players in the financial services sector, focusing on asset management and retirement solutions. Both companies cater to investors seeking exposure to wealth management amid shifting market dynamics, including interest rate environments and equity rallies. Dividend-oriented investors and those tracking relative performance in financials may find value here, as recent earnings and AUM trends reveal key differences in growth trajectories and stability.
PFG Overview and Recent Performance
Principal Financial Group (PFG) offers retirement plans, asset management, and insurance products globally through segments like Retirement and Income Solutions and Principal Asset Management. In recent market activity, PFG stock has climbed, supported by a Q1 2026 earnings report showing adjusted EPS of $2.07, beating estimates by nearly 3%, with 13% year-over-year growth. Pre-tax operating earnings rose due to higher net revenue and expense discipline, while the company returned substantial capital via dividends and buybacks. Positive sentiment stems from margin expansion to 41.5% and an 8% dividend hike, driving year-to-date gains amid favorable insurance sector tailwinds.
TROW Overview and Recent Performance
T. Rowe Price Group (TROW) is a global investment manager specializing in equity and fixed-income mutual funds for individuals and institutions. Recent weeks have seen steady trading for TROW, with shares around $101 amid anticipation for Q1 2026 earnings. March AUM reached $1.71 trillion, though net outflows of $3.2 billion reflect competitive pressures in active management. Performance has been muted year-to-date at +0.5%, influenced by market rotations away from traditional funds and broader outflows in the sector, tempered by a high dividend yield and expectations for EPS growth in the upcoming report.
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Head-to-Head Comparison
In business models, PFG blends asset management with insurance for diversified revenue via premiums and NII (net investment income), contrasting TROW's pure-play focus on fee-based AUM growth. Growth drivers favor PFG recently, with earnings beats versus TROW's outflows. Momentum tilts to PFG's 14% YTD rise over TROW's flat performance, though TROW offers a higher dividend yield. Risk factors include sector sensitivity to rates for both, but TROW faces greater outflow pressure. Market sentiment leans positive for PFG post-earnings, positioning it stronger in current financials rotation.
Tickeron AI Verdict
Tickeron's AI analysis currently favors PFG over TROW, driven by superior trend consistency, recent earnings momentum, and year-to-date outperformance. While TROW provides higher yield stability, PFG's catalysts like capital returns suggest higher probability of near-term upside in a risk-on environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
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 TROW is a Hold.
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 2 FA rating(s) are green whileTROW’s FA Score has 1 green FA rating(s).
- PFG’s FA Score: 2 green, 3 red.
- TROW’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 4 TA indicator(s) are bullish while TROW’s TA Score has 5 bullish TA indicator(s).
- PFG’s TA Score: 4 bullish, 4 bearish.
- TROW’s TA Score: 5 bullish, 4 bearish.
Price Growth
PFG (@Investment Managers) experienced а +0.59% price change this week, while TROW (@Investment Managers) price change was -0.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.27%. For the same industry, the average monthly price growth was -2.42%, and the average quarterly price growth was -7.83%.
Reported Earning Dates
PFG is expected to report earnings on Jul 23, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.27% 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.
| PFG | TROW | PFG / TROW | |
| Capitalization | 24B | 23.1B | 104% |
| EBITDA | N/A | 3.17B | - |
| Gain YTD | 28.258 | 8.335 | 339% |
| P/E Ratio | 15.96 | 11.59 | 138% |
| Revenue | 15.5B | 7.41B | 209% |
| Total Cash | 31.7B | 2.11B | 1,500% |
| Total Debt | 3.95B | 438M | 901% |
PFG | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 100 | 46 | |
PRICE GROWTH RATING 1..100 | 14 | 23 | |
P/E GROWTH RATING 1..100 | 55 | 43 | |
SEASONALITY SCORE 1..100 | n/a | 85 |
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 (12) in the Life Or Health Insurance industry is significantly better than the same rating for TROW (87) in the Investment Managers industry. This means that PFG’s stock grew significantly faster than TROW’s over the last 12 months.
PFG's Profit vs Risk Rating (100) in the Life Or Health Insurance industry is in the same range as TROW (100) in the Investment Managers industry. This means that PFG’s stock grew similarly to TROW’s over the last 12 months.
TROW's SMR Rating (46) in the Investment Managers industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that TROW’s stock grew somewhat faster than PFG’s over the last 12 months.
PFG's Price Growth Rating (14) in the Life Or Health Insurance industry is in the same range as TROW (23) in the Investment Managers industry. This means that PFG’s stock grew similarly to TROW’s over the last 12 months.
TROW's P/E Growth Rating (43) in the Investment Managers industry is in the same range as PFG (55) in the Life Or Health Insurance industry. This means that TROW’s stock grew similarly to PFG’s over the last 12 months.
| PFG | TROW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 58% |
| Momentum ODDS (%) | 6 days ago 70% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 59% |
| Advances ODDS (%) | 12 days ago 66% | 8 days ago 58% |
| Declines ODDS (%) | 6 days ago 57% | 6 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 60% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 47% |
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PFG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with EQH. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To PFG | 1D Price Change % | ||
|---|---|---|---|---|
| PFG | 100% | +1.52% | ||
| EQH - PFG | 61% Loosely correlated | -0.68% | ||
| AMP - PFG | 60% Loosely correlated | +0.85% | ||
| CRBG - PFG | 59% Loosely correlated | -0.31% | ||
| STT - PFG | 57% Loosely correlated | +3.21% | ||
| BBUC - PFG | 54% Loosely correlated | -0.48% | ||
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TROW and
Correlation & Price change
A.I.dvisor indicates that over the last year, TROW has been closely correlated with PFG. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then PFG could also see price increases.
| Ticker / NAME | Correlation To TROW | 1D Price Change % | ||
|---|---|---|---|---|
| TROW | 100% | +0.32% | ||
| PFG - TROW | 72% Closely correlated | +1.52% | ||
| APAM - TROW | 66% Closely correlated | +0.28% | ||
| CG - TROW | 61% Loosely correlated | -0.51% | ||
| IVZ - TROW | 60% Loosely correlated | +2.27% | ||
| BLK - TROW | 60% Loosely correlated | +0.16% | ||
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