Principal Financial Group (PFG) Competitors

$85.13
+0.85 (+1.01%)
(As of 05/17/2024 ET)

PFG vs. UNM, AFL, LPLA, VTR, HBAN, WRB, BSBR, CINF, SYF, and BEKE

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), LPL Financial (LPLA), Ventas (VTR), Huntington Bancshares (HBAN), W. R. Berkley (WRB), Banco Santander (Brasil) (BSBR), Cincinnati Financial (CINF), Synchrony Financial (SYF), and KE (BEKE). 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 large-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their community ranking, media sentiment, analyst recommendations, profitability, valuation, institutional ownership, dividends, risk and earnings.

Unum Group pays an annual dividend of $1.46 per share and has a dividend yield of 2.8%. Principal Financial Group pays an annual dividend of $2.76 per share and has a dividend yield of 3.2%. Unum Group pays out 21.7% 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 raised its dividend for 15 consecutive years and Principal Financial Group has raised its dividend for 16 consecutive years. Principal Financial Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

Unum Group presently has a consensus target price of $57.38, suggesting a potential upside of 8.07%. Principal Financial Group has a consensus target price of $80.30, suggesting a potential downside of 5.67%. Given Principal Financial Group's stronger consensus rating and higher possible upside, equities research analysts clearly 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

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

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

Company Net Margins Return on Equity Return on Assets
Unum Group10.52% 16.02% 2.51%
Principal Financial Group 8.70%15.06%0.54%

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

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$12.39B0.81$1.28B$6.737.89
Principal Financial Group$13.67B1.46$623.20M$5.2416.25

In the previous week, Principal Financial Group had 7 more articles in the media than Unum Group. MarketBeat recorded 12 mentions for Principal Financial Group and 5 mentions for Unum Group. Unum Group's average media sentiment score of 1.13 beat Principal Financial Group's score of 0.40 indicating that Principal Financial Group is being referred to more favorably in the news media.

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

Summary

Unum Group beats Principal Financial Group on 12 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$19.95B$20.84B$9.67B$18.11B
Dividend Yield3.27%2.61%6.40%3.44%
P/E Ratio16.258.4646.5222.87
Price / Sales1.461.433,589.4211.34
Price / Cash10.629.3128.7719.45
Price / Book1.781.553.296.01
Net Income$623.20M$1.71B$1.01B$966.65M
7 Day Performance1.39%1.26%1.67%1.85%
1 Month Performance7.81%6.79%5.31%7.14%
1 Year Performance21.86%19.42%17.52%21.67%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.6263 of 5 stars
$53.09
+0.8%
$57.38
+8.1%
+15.5%$10.05B$12.39B7.8910,812
AFL
Aflac
4.5045 of 5 stars
$86.08
+0.8%
$82.38
-4.3%
+33.5%$48.91B$18.70B9.5012,785
LPLA
LPL Financial
4.7624 of 5 stars
$268.64
+1.4%
$276.20
+2.8%
+36.9%$20.07B$10.47B20.298,400Positive News
VTR
Ventas
3.7786 of 5 stars
$47.56
+0.0%
$51.25
+7.8%
+6.7%$19.25B$4.50B-250.30486Dividend Announcement
Analyst Forecast
Insider Selling
HBAN
Huntington Bancshares
4.9298 of 5 stars
$14.06
+0.3%
$15.17
+7.9%
+41.5%$20.38B$10.84B12.6719,955Short Interest ↓
WRB
W. R. Berkley
4.8343 of 5 stars
$79.74
+1.2%
$90.38
+13.3%
+38.1%$20.39B$12.14B14.148,329Analyst Revision
BSBR
Banco Santander (Brasil)
3.0137 of 5 stars
$5.55
flat
$5.60
+0.9%
-10.5%$20.64B$29.50B0.0055,611Short Interest ↓
Positive News
CINF
Cincinnati Financial
4.4385 of 5 stars
$118.87
+0.5%
$124.50
+4.7%
+16.9%$18.61B$10.01B7.915,426Analyst Revision
Positive News
SYF
Synchrony Financial
4.8522 of 5 stars
$45.73
-0.8%
$43.74
-4.4%
+52.8%$18.36B$20.71B6.5620,000
BEKE
KE
3.6037 of 5 stars
$17.10
+1.0%
$21.45
+25.4%
+19.4%$21.09B$10.95B24.78116,344Upcoming Earnings
Options Volume
Gap Up

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This page (NYSE:PFG) was last updated on 5/18/2024 by MarketBeat.com Staff

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