Principal Financial Group (PFG) Competitors

$83.96
+0.47 (+0.56%)
(As of 05/10/2024 ET)

PFG vs. UNM, AFL, VTR, EG, SYF, CINF, RF, HBAN, WRB, and CRBG

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), Ventas (VTR), Everest Group (EG), Synchrony Financial (SYF), Cincinnati Financial (CINF), Regions Financial (RF), Huntington Bancshares (HBAN), W. R. Berkley (WRB), and Corebridge Financial (CRBG). These companies are all part of the "finance" sector.

Principal Financial Group vs.

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

75.1% of Principal Financial Group shares are owned by institutional investors. Comparatively, 86.6% of Unum Group shares are owned by institutional investors. 1.1% of Principal Financial Group shares are owned by company insiders. Comparatively, 0.9% of Unum Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Unum Group had 6 more articles in the media than Principal Financial Group. MarketBeat recorded 13 mentions for Unum Group and 7 mentions for Principal Financial Group. Principal Financial Group's average media sentiment score of 1.01 beat Unum Group's score of 0.75 indicating that Principal Financial Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Principal Financial Group
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Unum Group
7 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Principal Financial Group has a beta of 1.24, suggesting that its share price is 24% more volatile than the S&P 500. Comparatively, Unum Group has a beta of 0.87, suggesting that its share price is 13% less volatile than the S&P 500.

Unum Group received 378 more outperform votes than Principal Financial Group when rated by MarketBeat users. Likewise, 46.44% of users gave Unum Group an outperform vote while only 0.00% of users gave Principal Financial Group an outperform vote.

CompanyUnderperformOutperform
Principal Financial GroupOutperform Votes
No Votes
Underperform Votes
24
100.00%
Unum GroupOutperform Votes
378
46.44%
Underperform Votes
436
53.56%

Unum Group has lower revenue, but higher earnings 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
Principal Financial Group$13.67B1.44$623.20M$5.2416.02
Unum Group$12.39B0.81$1.28B$6.737.89

Principal Financial Group currently has a consensus price target of $80.30, indicating a potential downside of 4.36%. Unum Group has a consensus price target of $57.38, indicating a potential upside of 8.07%. Given Unum Group's stronger consensus rating and higher probable upside, analysts clearly believe Unum Group is more favorable than Principal Financial Group.

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

Unum Group has a net margin of 10.52% compared to Principal Financial Group's net margin of 8.70%. Unum Group's return on equity of 16.02% beat Principal Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Principal Financial Group8.70% 15.06% 0.54%
Unum Group 10.52%16.02%2.51%

Principal Financial Group pays an annual dividend of $2.76 per share and has a dividend yield of 3.3%. Unum Group pays an annual dividend of $1.46 per share and has a dividend yield of 2.8%. Principal Financial Group pays out 52.7% of its earnings in the form of a dividend. Unum Group pays out 21.7% 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.

Summary

Unum Group beats Principal Financial Group on 13 of the 20 factors compared between the two stocks.

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$19.68B$20.43B$9.65B$17.98B
Dividend Yield3.31%2.64%6.27%3.46%
P/E Ratio16.028.3351.1425.17
Price / Sales1.441.393,413.6210.41
Price / Cash10.529.1828.6118.08
Price / Book1.751.533.086.05
Net Income$623.20M$1.71B$1.00B$967.12M
7 Day Performance3.39%2.79%1.04%1.48%
1 Month Performance4.62%6.14%1.84%0.92%
1 Year Performance22.18%23.22%18.95%122.16%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.715 of 5 stars
$51.62
-0.1%
$57.38
+11.1%
+22.0%$9.78B$12.39B7.6710,812Insider Selling
News Coverage
AFL
Aflac
4.5322 of 5 stars
$83.21
-1.0%
$82.31
-1.1%
+29.1%$47.88B$18.70B9.1812,785Earnings Report
Analyst Forecast
VTR
Ventas
3.7867 of 5 stars
$46.79
+1.2%
$51.25
+9.5%
+1.8%$18.91B$4.50B-246.25486Insider Selling
EG
Everest Group
3.9095 of 5 stars
$369.65
-0.7%
$432.11
+16.9%
N/A$19.69B$14.59B5.492,844Positive News
SYF
Synchrony Financial
4.7597 of 5 stars
$45.60
+0.8%
$43.74
-4.1%
+66.8%$18.31B$20.71B6.5420,000Options Volume
Analyst Revision
News Coverage
CINF
Cincinnati Financial
4.4564 of 5 stars
$116.94
+0.7%
$124.50
+6.5%
+14.4%$18.31B$10.01B7.785,426Dividend Announcement
RF
Regions Financial
4.806 of 5 stars
$19.80
+0.8%
$20.34
+2.7%
+27.8%$18.19B$9.15B10.7620,101Insider Selling
HBAN
Huntington Bancshares
4.9426 of 5 stars
$13.80
+1.0%
$15.17
+9.9%
+51.5%$20.00B$10.84B12.4319,955Insider Selling
Short Interest ↓
WRB
W. R. Berkley
4.8858 of 5 stars
$78.56
-0.6%
$90.38
+15.0%
+35.4%$20.15B$12.14B13.938,329Positive News
CRBG
Corebridge Financial
3.908 of 5 stars
$28.68
+2.0%
$29.08
+1.4%
+76.5%$17.85B$18.88B7.555,700Earnings Report
Dividend Announcement
Analyst Forecast
Options Volume

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This page (NYSE:PFG) was last updated on 5/12/2024 by MarketBeat.com Staff

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