Principal Competitors
| PFG Stock | USD 96.94 0.54 0.56% |
Principal Financial vs Loews Corp Correlation
Modest diversification
The correlation between Principal Financial Group and L is 0.24 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Principal Financial Group and L in the same portfolio, assuming nothing else is changed.
Moving together with Principal Stock
Moving against Principal Stock
At this time, Principal Financial's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Principal Financial's current Return On Assets is estimated to increase to 0, while Return On Capital Employed is projected to decrease to 0.01. At this time, Principal Financial's Return On Tangible Assets are most likely to increase slightly in the upcoming years. The Principal Financial's current Debt To Assets is estimated to increase to 0.02, while Non Currrent Assets Other are projected to decrease to (71.1 B).Principal Financial Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Principal Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Principal and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Principal Financial does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Principal Stock performing well and Principal Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Principal Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BNT | 1.28 | (0.08) | (0.02) | 0.01 | 2.27 | 2.32 | 9.72 | |||
| EQH | 1.28 | (0.16) | 0.00 | (0.09) | 0.00 | 2.61 | 9.66 | |||
| KEY | 1.02 | 0.37 | 0.31 | 0.81 | 0.72 | 2.76 | 5.63 | |||
| FNF | 1.18 | 0.04 | 0.03 | 0.10 | 1.43 | 2.67 | 9.24 | |||
| CRBG | 1.47 | (0.09) | (0.03) | 0.00 | 2.14 | 2.57 | 7.68 | |||
| AEG | 1.16 | 0.01 | 0.00 | 0.07 | 2.02 | 2.39 | 11.41 | |||
| UNM | 0.93 | 0.06 | 0.02 | 0.28 | 0.90 | 1.99 | 10.28 | |||
| EG | 0.97 | 0.10 | 0.05 | 0.26 | 1.18 | 2.03 | 5.45 | |||
| RF | 1.09 | 0.30 | 0.24 | 0.30 | 0.81 | 3.11 | 6.55 | |||
| L | 0.68 | 0.12 | 0.11 | 0.52 | 0.58 | 1.82 | 3.68 |
Cross Equities Net Income Analysis
Compare Principal Financial and related stocks such as Brookfield Wealth, Axa Equitable Holdings, and KeyCorp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BNT | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | (507 K) | 6 M | 1000 K | (112 M) | 499 M | 796 M | 1.2 B | 1.4 B | 1.5 B |
| EQH | 1.6 B | 1.6 B | 1.6 B | 1.6 B | 1.6 B | 333 M | 1.3 B | 834 M | 1.9 B | (1.8 B) | (648 M) | 1.8 B | 2.2 B | 1.3 B | 1.3 B | 1.5 B | 1 B |
| KEY | 60.3 M | 920 M | 858 M | 910 M | 900 M | 916 M | 791 M | 1.3 B | 1.9 B | 1.7 B | 1.3 B | 2.6 B | 1.9 B | 967 M | (161 M) | 1.8 B | 1.9 B |
| FNF | 128.1 M | 369 M | 607 M | 394 M | 583 M | 527 M | 650 M | 771 M | 628 M | 1.1 B | 1.4 B | 2.8 B | 1.3 B | 517 M | 1.3 B | 1.5 B | 765.8 M |
| CRBG | (80 M) | (80 M) | (80 M) | (80 M) | (80 M) | (80 M) | (80 M) | (80 M) | (80 M) | 50 M | 642 M | 8.2 B | 8.2 B | 1.1 B | 2.2 B | 2.6 B | 3.2 B |
| AEG | 139.5 M | 869 M | 1.6 B | 846 M | 1.2 B | (432 M) | 586 M | 2.4 B | 710 M | 1.2 B | 45 M | 2 B | (570 M) | (179 M) | 688 M | 791.2 M | 1 B |
| UNM | 886.1 M | 284.2 M | 894.4 M | 847 M | 402.1 M | 867.1 M | 931.4 M | 994.2 M | 523.4 M | 1.1 B | 793 M | 981 M | 1.4 B | 1.3 B | 1.8 B | 2 B | 2.1 B |
| EG | 700 K | (80.5 M) | 829 M | 1.3 B | 1.2 B | 977.9 M | 996.3 M | 482.8 M | 89 M | 1 B | 514.2 M | 1.4 B | 597 M | 2.5 B | 1.4 B | 1.6 B | 1.7 B |
| RF | 51.1 M | (215 M) | 1.1 B | 1.1 B | 1.1 B | 1.1 B | 1.2 B | 1.3 B | 1.8 B | 1.6 B | 1.1 B | 2.5 B | 2.2 B | 2.1 B | 1.9 B | 2.2 B | 2.3 B |
| L | 589 M | 1.1 B | 568 M | 595 M | 591 M | 260 M | 654 M | 1.2 B | 636 M | 932 M | (931 M) | 1.6 B | 822 M | 1.4 B | 1.4 B | 1.6 B | 1 B |
Principal Financial and related stocks such as Brookfield Wealth, Axa Equitable Holdings, and KeyCorp Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Principal Financial financial statement analysis. It represents the amount of money remaining after all of Principal Financial Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Principal Financial Competitive Analysis
The better you understand Principal Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Principal Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Principal Financial's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Principal Financial Competition Performance Charts
Five steps to successful analysis of Principal Financial Competition
Principal Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Principal Financial in relation to its competition. Principal Financial's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Principal Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Principal Financial's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Principal Financial, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Principal Financial position
In addition to having Principal Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Railroads
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 45 constituents at this time.
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Check out Principal Financial Correlation with its peers. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Can Life & Health Insurance industry sustain growth momentum? Does Principal have expansion opportunities? Factors like these will boost the valuation of Principal Financial. Anticipated expansion of Principal directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Principal Financial demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 0.201 | Dividend Share 3.02 | Earnings Share 6.82 | Revenue Per Share | Quarterly Revenue Growth 0.222 |
Investors evaluate Principal Financial using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Principal Financial's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Principal Financial's market price to deviate significantly from intrinsic value.
It's important to distinguish between Principal Financial's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Principal Financial should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Principal Financial's market price signifies the transaction level at which participants voluntarily complete trades.