PFG
Price
$86.19
Change
+$1.04 (+1.22%)
Updated
Apr 2 closing price
Capitalization
20.36B
21 days until earnings call
VRTS
Price
$163.33
Change
-$11.68 (-6.67%)
Updated
Apr 3, 01:11 PM (EDT)
Capitalization
1.71B
22 days until earnings call
Ad is loading...

PFG vs VRTS

Header iconPFG vs VRTS Comparison
Open Charts PFG vs VRTSBanner chart's image
Principal Financial Group
Price$86.19
Change+$1.04 (+1.22%)
Volume$1.04M
Capitalization20.36B
Virtus Investment Partners
Price$163.33
Change-$11.68 (-6.67%)
Volume$100
Capitalization1.71B
PFG vs VRTS Comparison Chart
Loading...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
PFG vs. VRTS 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 VRTS is a Hold.

Ad is loading...
COMPARISON
Comparison
Apr 03, 2025
Stock price -- (PFG: $86.19 vs. VRTS: $175.01)
Brand notoriety: PFG and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: PFG: 65% vs. VRTS: 103%
Market capitalization -- PFG: $20.36B vs. VRTS: $1.71B
PFG [@Investment Managers] is valued at $20.36B. VRTS’s [@Investment Managers] market capitalization is $1.71B. 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 whileVRTS’s FA Score has 1 green FA rating(s).

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

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 VRTS’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

PFG (@Investment Managers) experienced а +0.69% price change this week, while VRTS (@Investment Managers) price change was +0.14% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.99%. For the same industry, the average monthly price growth was -2.21%, and the average quarterly price growth was -0.67%.

Reported Earning Dates

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

VRTS is expected to report earnings on Apr 25, 2025.

Industries' Descriptions

@Investment Managers (-1.99% 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
Fundamentals
PFG($20.4B) has a higher market cap than VRTS($1.72B). PFG has higher P/E ratio than VRTS: PFG (33.73) vs VRTS (13.66). PFG YTD gains are higher at: 12.359 vs. VRTS (-19.805). PFG has more cash in the bank: 27.2B vs. VRTS (340M). VRTS has less debt than PFG: VRTS (2.18B) vs PFG (3.99B). PFG has higher revenues than VRTS: PFG (13.7B) vs VRTS (841M).
PFGVRTSPFG / VRTS
Capitalization20.4B1.72B1,190%
EBITDAN/A434M-
Gain YTD12.359-19.805-62%
P/E Ratio33.7313.66247%
Revenue13.7B841M1,629%
Total Cash27.2B340M8,000%
Total Debt3.99B2.18B183%
FUNDAMENTALS RATINGS
PFG vs VRTS: Fundamental Ratings
PFG
VRTS
OUTLOOK RATING
1..100
538
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
17
Undervalued
PROFIT vs RISK RATING
1..100
10053
SMR RATING
1..100
10057
PRICE GROWTH RATING
1..100
5079
P/E GROWTH RATING
1..100
9778
SEASONALITY SCORE
1..100
5050

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.

VRTS's Valuation (17) in the Investment Managers industry is in the same range as PFG (28) in the Life Or Health Insurance industry. This means that VRTS’s stock grew similarly to PFG’s over the last 12 months.

VRTS's Profit vs Risk Rating (53) 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 VRTS’s stock grew somewhat faster than PFG’s over the last 12 months.

VRTS's SMR Rating (57) 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 VRTS’s stock grew somewhat faster than PFG’s over the last 12 months.

PFG's Price Growth Rating (50) in the Life Or Health Insurance industry is in the same range as VRTS (79) in the Investment Managers industry. This means that PFG’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's P/E Growth Rating (78) in the Investment Managers industry is in the same range as PFG (97) in the Life Or Health Insurance industry. This means that VRTS’s stock grew similarly to PFG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
PFGVRTS
RSI
ODDS (%)
Bearish Trend 1 day ago
59%
Bullish Trend 1 day ago
65%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
71%
Momentum
ODDS (%)
Bullish Trend 1 day ago
69%
Bearish Trend 1 day ago
67%
MACD
ODDS (%)
Bullish Trend 1 day ago
64%
Bullish Trend 1 day ago
59%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 1 day ago
71%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
51%
Bearish Trend 1 day ago
66%
Advances
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
71%
Declines
ODDS (%)
Bearish Trend 7 days ago
62%
Bearish Trend 4 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 1 day ago
84%
Aroon
ODDS (%)
Bullish Trend 1 day ago
58%
Bearish Trend 1 day ago
68%
View a ticker or compare two or three
Ad is loading...
PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CAVA90.353.15
+3.61%
CAVA Group
ITRN36.550.40
+1.11%
Ituran Location and Control Ltd
PLUG1.320.01
+0.76%
Plug Power
LGO1.60-0.03
-2.14%
Largo
TNON1.47-0.22
-13.02%
Tenon Medical Inc

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