PFG
Price
$81.06
Change
-$1.10 (-1.34%)
Updated
Apr 25, 6:59 PM EST
90 days until earnings call
SLF
Price
$51.30
Change
-$0.42 (-0.81%)
Updated
Apr 25, 6:59 PM EST
13 days until earnings call
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Compare predictions PFG vs SLF

Header iconPFG vs SLF Comparison
Open Charts PFG vs SLFBanner chart's image
Principal Financial Group
Price$81.06
Change-$1.10 (-1.34%)
Volume$472.67K
CapitalizationN/A
Sun Life Financial
Price$51.30
Change-$0.42 (-0.81%)
Volume$78.17K
CapitalizationN/A
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PFG vs SLF Comparison Chart

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PFGDaily Signal changed days agoGain/Loss if shorted
 
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SLFDaily Signal changed days agoGain/Loss if shorted
 
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VS
PFG vs. SLF commentary
Apr 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 Buy and SLF is a Hold.

COMPARISON
Comparison
Apr 26, 2024
Stock price -- (PFG: $81.06 vs. SLF: $51.32)
Brand notoriety: PFG and SLF are both not notable
PFG represents the Investment Managers, while SLF is part of the Multi-Line Insurance industry
Current volume relative to the 65-day Moving Average: PFG: 80% vs. SLF: 197%
Market capitalization -- PFG: $20.36B vs. SLF: $31.65B
PFG [@Investment Managers] is valued at $20.36B. SLF’s [@Multi-Line Insurance] market capitalization is $31.65B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The market cap for tickers in the [@Multi-Line Insurance] industry ranges from $634.15B to $0. The average market capitalization across the [@Investment Managers] industry is $5.79B. The average market capitalization across the [@Multi-Line Insurance] industry is $21.01B.

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 whileSLF’s FA Score has 1 green FA rating(s).

  • PFG’s FA Score: 2 green, 3 red.
  • SLF’s FA Score: 1 green, 4 red.
According to our system of comparison, SLF 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 5 TA indicator(s) are bullish while SLF’s TA Score has 5 bullish TA indicator(s).

  • PFG’s TA Score: 5 bullish, 5 bearish.
  • SLF’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, SLF is a better buy in the short-term than PFG.

Price Growth

PFG (@Investment Managers) experienced а +2.66% price change this week, while SLF (@Multi-Line Insurance) price change was +1.30% 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 +0.65%, and the average quarterly price growth was +24.68%.

The average weekly price growth across all stocks in the @Multi-Line Insurance industry was +0.16%. For the same industry, the average monthly price growth was -2.12%, and the average quarterly price growth was +15.65%.

Reported Earning Dates

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

SLF is expected to report earnings on Aug 12, 2024.

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.

@Multi-Line Insurance (+0.16% weekly)

A multi-line insurance contract bundles together exposures to risk and covers them under a single contract. For providers of such policies, the bundle is a potential risk diversification strategy since their exposure gets spread over several factors, which helps them mitigate a financial burden if a catastrophic event were to occur. Other potential benefits include getting more premiums from including more than one type of insurance in a bundle, and getting a competitive edge by procuring multiple insurance contracts with a customer. Examples of companies in this industry are Berkshire Hathaway (which owns several insurance companies), Chubb Limited, American International Group, Inc. and Sun Life Financial Inc.

SUMMARIES
A.I.dvisor published
a Summary for PFG with price predictions.
OPEN
A.I.dvisor published
a Summary for SLF with price predictions.
OPEN
FUNDAMENTALS
Fundamentals
SLF($31.6B) has a higher market cap than PFG($20.4B). PFG has higher P/E ratio than SLF: PFG (33.73) vs SLF (13.86). PFG YTD gains are higher at: 3.935 vs. SLF (-1.041). SLF (27.5B) and PFG (27.2B) have equal amount of cash in the bank . PFG has less debt than SLF: PFG (3.99B) vs SLF (13.3B). SLF has higher revenues than PFG: SLF (32.7B) vs PFG (13.7B).
PFGSLFPFG / SLF
Capitalization20.4B31.6B65%
EBITDAN/AN/A-
Gain YTD3.935-1.041-378%
P/E Ratio33.7313.86243%
Revenue13.7B32.7B42%
Total Cash27.2B27.5B99%
Total Debt3.99B13.3B30%
FUNDAMENTALS RATINGS
PFG vs SLF: Fundamental Ratings
PFG
SLF
OUTLOOK RATING
1..100
1156
VALUATION
overvalued / fair valued / undervalued
1..100
22
Undervalued
22
Undervalued
PROFIT vs RISK RATING
1..100
10043
SMR RATING
1..100
10098
PRICE GROWTH RATING
1..100
5055
P/E GROWTH RATING
1..100
250
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 in the same range as SLF (22) in the Financial Conglomerates industry. This means that PFG’s stock grew similarly to SLF’s over the last 12 months.

SLF's Profit vs Risk Rating (43) in the Financial Conglomerates industry is somewhat better than the same rating for PFG (100) in the Life Or Health Insurance industry. This means that SLF’s stock grew somewhat faster than PFG’s over the last 12 months.

SLF's SMR Rating (98) in the Financial Conglomerates industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that SLF’s stock grew similarly to 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 SLF (55) in the Financial Conglomerates industry. This means that PFG’s stock grew similarly to SLF’s over the last 12 months.

PFG's P/E Growth Rating (2) in the Life Or Health Insurance industry is somewhat better than the same rating for SLF (50) in the Financial Conglomerates industry. This means that PFG’s stock grew somewhat faster than SLF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
PFGSLF
RSI
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
59%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
61%
Bullish Trend 1 day ago
63%
Momentum
ODDS (%)
Bullish Trend 1 day ago
71%
Bearish Trend 1 day ago
41%
MACD
ODDS (%)
Bearish Trend 1 day ago
56%
Bullish Trend 1 day ago
60%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
51%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
54%
Bearish Trend 1 day ago
49%
Advances
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 4 days ago
50%
Declines
ODDS (%)
Bearish Trend 11 days ago
63%
Bearish Trend 1 day ago
50%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
54%
Aroon
ODDS (%)
Bullish Trend 1 day ago
48%
Bearish Trend 1 day ago
40%
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PFGDaily Signal changed days agoGain/Loss if shorted
 
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SLFDaily Signal changed days agoGain/Loss if shorted
 
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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.

1D
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6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-1.34%
AMP - PFG
74%
Closely correlated
-0.47%
BK - PFG
66%
Loosely correlated
-0.61%
BEN - PFG
60%
Loosely correlated
-1.03%
STT - PFG
59%
Loosely correlated
-1.35%
BN - PFG
58%
Loosely correlated
-0.74%
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