PFG
Price
$77.80
Change
+$0.40 (+0.52%)
Updated
Dec 24 closing price
39 days until earnings call
XLF
Price
$48.99
Change
+$0.57 (+1.18%)
Updated
Dec 24 closing price
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PFG vs XLF

Header iconPFG vs XLF Comparison
Open Charts PFG vs XLFBanner chart's image
Principal Financial Group
Price$77.80
Change+$0.40 (+0.52%)
Volume$271.25K
CapitalizationN/A
The Financial Select Sector SPDR® ETF
Price$48.99
Change+$0.57 (+1.18%)
Volume$18.35M
CapitalizationN/A
PFG vs XLF Comparison Chart
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
PFG vs. XLF commentary
Dec 26, 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 StrongBuy and XLF is a Buy.

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COMPARISON
Comparison
Dec 26, 2024
Stock price -- (PFG: $77.80)
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, 6 bearish.

Price Growth

PFG (@Investment Managers) experienced а +0.34% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.31%. For the same industry, the average monthly price growth was -0.36%, and the average quarterly price growth was +9.57%.

Reported Earning Dates

PFG is expected to report earnings on Feb 03, 2025.

Industries' Descriptions

@Investment Managers (-0.31% 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 RATINGS
PFG: Fundamental Ratings
PFG
OUTLOOK RATING
1..100
60
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
17
SEASONALITY SCORE
1..100
75

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
PFGXLF
RSI
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
78%
MACD
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
86%
Declines
ODDS (%)
Bearish Trend 8 days ago
64%
Bearish Trend 8 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
44%
Bullish Trend 2 days ago
86%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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 61% 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%
+0.52%
AMP - PFG
61%
Loosely correlated
+0.85%
STT - PFG
61%
Loosely correlated
+1.12%
BK - PFG
61%
Loosely correlated
+0.62%
IVZ - PFG
55%
Loosely correlated
+1.54%
JHG - PFG
54%
Loosely correlated
+1.40%
More

XLF and

Correlation & Price change

A.I.dvisor indicates that over the last year, XLF has been closely correlated with JPM. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLF jumps, then JPM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XLF
1D Price
Change %
XLF100%
+1.18%
JPM - XLF
78%
Closely correlated
+1.64%
HBAN - XLF
78%
Closely correlated
+1.11%
BAC - XLF
78%
Closely correlated
+1.12%
RF - XLF
77%
Closely correlated
+0.76%
TFC - XLF
77%
Closely correlated
+1.03%
More