PFG
Price
$78.88
Change
+$1.08 (+1.39%)
Updated
Jan 14, 04:59 PM (EDT)
Capitalization
20.36B
19 days until earnings call
VFH
Price
$117.96
Change
+$1.77 (+1.52%)
Updated
Jan 14, 04:59 PM (EDT)
Net Assets
12.43B
Ad is loading...

PFG vs VFH

Header iconPFG vs VFH Comparison
Open Charts PFG vs VFHBanner chart's image
Principal Financial Group
Price$78.88
Change+$1.08 (+1.39%)
Volume$21.15K
Capitalization20.36B
Vanguard Financials ETF
Price$117.96
Change+$1.77 (+1.52%)
Volume$1.03K
Net Assets12.43B
PFG vs VFH Comparison Chart
Loading...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VFH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
PFG vs. VFH commentary
Jan 15, 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 VFH is a Hold.

Ad is loading...
COMPARISON
Comparison
Jan 15, 2025
Stock price -- (PFG: $78.84)
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 2 FA rating(s) are green while.

  • PFG’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 4 TA indicator(s) are bullish.

  • PFG’s TA Score: 4 bullish, 3 bearish.

Price Growth

PFG (@Investment Managers) experienced а +0.69% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.14%. For the same industry, the average monthly price growth was -2.94%, and the average quarterly price growth was +4.85%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-1.14% 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
Loading...
FUNDAMENTALS RATINGS
PFG: Fundamental Ratings
PFG
OUTLOOK RATING
1..100
11
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
58
P/E GROWTH RATING
1..100
17
SEASONALITY SCORE
1..100
n/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.

TECHNICAL ANALYSIS
Technical Analysis
PFGVFH
RSI
ODDS (%)
Bullish Trend 7 days ago
81%
Bullish Trend 7 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 7 days ago
67%
Bullish Trend 7 days ago
90%
Momentum
ODDS (%)
Bullish Trend 7 days ago
65%
Bullish Trend 7 days ago
90%
MACD
ODDS (%)
Bullish Trend 7 days ago
67%
N/A
TrendWeek
ODDS (%)
Bullish Trend 7 days ago
65%
Bullish Trend 7 days ago
88%
TrendMonth
ODDS (%)
Bearish Trend 7 days ago
55%
Bearish Trend 7 days ago
80%
Advances
ODDS (%)
Bullish Trend 7 days ago
65%
Bullish Trend 20 days ago
85%
Declines
ODDS (%)
Bearish Trend 16 days ago
65%
Bearish Trend 8 days ago
80%
BollingerBands
ODDS (%)
N/A
Bullish Trend 7 days ago
89%
Aroon
ODDS (%)
Bearish Trend 7 days ago
42%
Bearish Trend 7 days ago
78%
View a ticker or compare two or three
Ad is loading...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VFH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KBWP112.952.14
+1.93%
Invesco KBW Property & Casualty Ins ETF
AVDS50.670.14
+0.28%
Avantis International Small Cp Eq ETF
OPER100.220.01
+0.01%
ClearShares Ultra-Short Maturity ETF
IBTF23.32N/A
N/A
iShares iBonds Dec 2025 Term Tr ETF
OCEN19.85N/A
N/A
NYLI Clean Oceans ETF

PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been loosely correlated with AMP. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then AMP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+1.34%
AMP - PFG
62%
Loosely correlated
+1.75%
STT - PFG
61%
Loosely correlated
+1.05%
BK - PFG
61%
Loosely correlated
-0.22%
BN - PFG
55%
Loosely correlated
+0.82%
IVZ - PFG
55%
Loosely correlated
+0.97%
More

VFH and

Correlation & Price change

A.I.dvisor indicates that over the last year, VFH has been closely correlated with FNB. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if VFH jumps, then FNB could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VFH
1D Price
Change %
VFH100%
+1.51%
FNB - VFH
83%
Closely correlated
+4.43%
WTFC - VFH
82%
Closely correlated
+3.02%
IBOC - VFH
82%
Closely correlated
+2.91%
UBSI - VFH
81%
Closely correlated
+3.80%
SSB - VFH
81%
Closely correlated
+4.76%
More