Principal Financial Group (PFG) Competitors

$79.85
+0.71 (+0.90%)
(As of 05/1/2024 ET)

PFG vs. UNM, AFL, CINF, KB, HBAN, BSBR, LPLA, EG, ERIE, and ARE

Should you be buying Principal Financial Group stock or one of its competitors? The main competitors of Principal Financial Group include Unum Group (UNM), Aflac (AFL), Cincinnati Financial (CINF), KB Financial Group (KB), Huntington Bancshares (HBAN), Banco Santander (Brasil) (BSBR), LPL Financial (LPLA), Everest Group (EG), Erie Indemnity (ERIE), and Alexandria Real Estate Equities (ARE). These companies are all part of the "finance" sector.

Principal Financial Group vs.

Unum Group (NYSE:UNM) and Principal Financial Group (NYSE:PFG) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, media sentiment, institutional ownership, community ranking, dividends, risk and profitability.

86.6% of Unum Group shares are held by institutional investors. Comparatively, 75.1% of Principal Financial Group shares are held by institutional investors. 0.9% of Unum Group shares are held by insiders. Comparatively, 1.1% of Principal Financial Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Unum Group has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500. Comparatively, Principal Financial Group has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

Unum Group has higher earnings, but lower revenue than Principal Financial Group. Unum Group is trading at a lower price-to-earnings ratio than Principal Financial Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Unum Group$12.39B0.79$1.28B$6.497.89
Principal Financial Group$13.67B1.37$623.20M$5.2415.15

Unum Group pays an annual dividend of $1.46 per share and has a dividend yield of 2.9%. Principal Financial Group pays an annual dividend of $2.76 per share and has a dividend yield of 3.5%. Unum Group pays out 22.5% of its earnings in the form of a dividend. Principal Financial Group pays out 52.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Unum Group has increased its dividend for 15 consecutive years and Principal Financial Group has increased its dividend for 2 consecutive years.

Unum Group has a net margin of 10.36% compared to Unum Group's net margin of 8.70%. Principal Financial Group's return on equity of 16.03% beat Unum Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Unum Group10.36% 16.03% 2.45%
Principal Financial Group 8.70%15.06%0.54%

Unum Group received 377 more outperform votes than Principal Financial Group when rated by MarketBeat users. Likewise, 46.37% of users gave Unum Group an outperform vote while only 0.00% of users gave Principal Financial Group an outperform vote.

CompanyUnderperformOutperform
Unum GroupOutperform Votes
377
46.37%
Underperform Votes
436
53.63%
Principal Financial GroupOutperform Votes
No Votes
Underperform Votes
24
100.00%

In the previous week, Principal Financial Group had 1 more articles in the media than Unum Group. MarketBeat recorded 19 mentions for Principal Financial Group and 18 mentions for Unum Group. Principal Financial Group's average media sentiment score of 0.50 beat Unum Group's score of 0.27 indicating that Unum Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Unum Group
9 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Principal Financial Group
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Unum Group presently has a consensus target price of $56.38, indicating a potential upside of 9.89%. Principal Financial Group has a consensus target price of $80.30, indicating a potential upside of 1.06%. Given Principal Financial Group's stronger consensus rating and higher probable upside, equities research analysts plainly believe Unum Group is more favorable than Principal Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unum Group
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Principal Financial Group
2 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80

Summary

Unum Group beats Principal Financial Group on 14 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PFG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PFG vs. The Competition

MetricPrincipal Financial GroupAccident & health insurance IndustryFinance SectorNYSE Exchange
Market Cap$18.67B$8.79B$8.68B$17.42B
Dividend Yield3.43%3.38%10.67%3.53%
P/E Ratio15.157.8857.7022.58
Price / Sales1.371.703,674.4710.26
Price / Cash10.147.7028.0217.73
Price / Book1.661.252.284.86
Net Income$623.20M$727.83M$1.02B$964.11M
7 Day Performance-3.35%-1.41%-0.64%-0.79%
1 Month Performance-7.67%-2.91%-2.20%-4.42%
1 Year Performance7.34%11.30%11.70%94.09%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.5477 of 5 stars
$51.36
+1.1%
$56.38
+9.8%
+20.1%$9.86B$12.39B7.9110,812Earnings Report
News Coverage
AFL
Aflac
4.4096 of 5 stars
$83.23
+2.8%
$82.15
-1.3%
+19.7%$47.89B$18.70B10.7412,785Dividend Increase
News Coverage
High Trading Volume
CINF
Cincinnati Financial
4.6095 of 5 stars
$119.95
+2.1%
$123.57
+3.0%
+8.7%$18.79B$10.01B10.285,426Earnings Report
Insider Buying
Analyst Revision
KB
KB Financial Group
4.6604 of 5 stars
$46.24
+0.8%
N/A+44.7%$18.66B$26.44B5.24154
HBAN
Huntington Bancshares
4.9937 of 5 stars
$13.28
+0.8%
$15.17
+14.2%
+20.3%$19.26B$10.84B11.9619,955Short Interest ↓
High Trading Volume
BSBR
Banco Santander (Brasil)
1.5884 of 5 stars
$5.25
+2.5%
$5.60
+6.7%
+2.7%$19.52B$29.50B6.2555,611News Coverage
LPLA
LPL Financial
4.7296 of 5 stars
$262.59
+1.1%
$268.36
+2.2%
+28.9%$19.62B$10.05B19.248,400Analyst Report
Short Interest ↓
News Coverage
Gap Up
EG
Everest Group
3.9748 of 5 stars
$370.26
+2.8%
$432.11
+16.7%
N/A$19.72B$14.46B6.202,844Earnings Report
ERIE
Erie Indemnity
3.519 of 5 stars
$381.56
+0.3%
N/A+76.1%$19.96B$3.27B44.736,556Earnings Report
Short Interest ↓
ARE
Alexandria Real Estate Equities
4.5765 of 5 stars
$115.69
-0.7%
$137.13
+18.5%
-6.7%$20.24B$2.89B214.24568Short Interest ↓

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This page (NYSE:PFG) was last updated on 5/1/2024 by MarketBeat.com Staff

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