Principal Financial Group (PFG) Competitors

$79.12
-1.94 (-2.39%)
(As of 04/26/2024 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.

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

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$13.67B1.36$623.20M$5.2415.10
Unum Group$12.39B0.79$1.28B$6.497.82

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

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
Principal Financial GroupOutperform Votes
No Votes
Underperform Votes
23
100.00%
Unum GroupOutperform Votes
377
46.37%
Underperform Votes
436
53.63%

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

Company Net Margins Return on Equity Return on Assets
Principal Financial Group8.70% 15.25% 0.55%
Unum Group 10.36%16.03%2.45%

In the previous week, Principal Financial Group had 8 more articles in the media than Unum Group. MarketBeat recorded 13 mentions for Principal Financial Group and 5 mentions for Unum Group. Unum Group's average media sentiment score of 1.22 beat Principal Financial Group's score of 0.45 indicating that Unum Group is being referred to more favorably in the news media.

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

Principal Financial Group pays an annual dividend of $2.76 per share and has a dividend yield of 3.5%. Unum Group pays an annual dividend of $1.46 per share and has a dividend yield of 2.9%. Principal Financial Group pays out 52.7% of its earnings in the form of a dividend. Unum Group pays out 22.5% 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.

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

Principal Financial Group currently has a consensus target price of $80.64, indicating a potential upside of 1.92%. Unum Group has a consensus target price of $56.38, indicating a potential upside of 11.09%. 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)
9 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.82
Unum Group
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

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$18.61B$20.00B$8.63B$17.46B
Dividend Yield3.40%2.73%10.05%3.55%
P/E Ratio15.108.9347.9621.12
Price / Sales1.361.35284.7010.47
Price / Cash10.218.8715.4517.65
Price / Book1.721.582.354.87
Net Income$623.20M$1.71B$1.00B$964.96M
7 Day Performance-1.64%-0.32%1.02%1.88%
1 Month Performance-8.07%-3.91%-2.21%-3.10%
1 Year Performance5.97%15.84%13.39%96.68%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.8698 of 5 stars
$51.36
+1.1%
$56.38
+9.8%
+25.9%$9.86B$12.39B7.9110,812Upcoming Earnings
Positive News
AFL
Aflac
4.4381 of 5 stars
$83.23
+2.8%
$82.15
-1.3%
+27.8%$47.89B$18.70B10.7412,785Upcoming Earnings
High Trading Volume
CINF
Cincinnati Financial
4.7644 of 5 stars
$119.95
+2.1%
$123.57
+3.0%
+8.9%$18.79B$10.01B10.285,426Earnings Report
Analyst Revision
News Coverage
KB
KB Financial Group
4.6799 of 5 stars
$46.24
+0.8%
N/A+50.9%$18.66B$26.44B5.24154News Coverage
Gap Up
HBAN
Huntington Bancshares
4.9871 of 5 stars
$13.28
+0.8%
$15.17
+14.2%
+25.1%$19.26B$10.84B11.9619,955Earnings Report
Dividend Announcement
Insider Selling
Short Interest ↓
Analyst Revision
News Coverage
High Trading Volume
BSBR
Banco Santander (Brasil)
1.1115 of 5 stars
$5.25
+2.5%
$5.60
+6.7%
+1.7%$19.52B$29.50B6.2555,611Upcoming Earnings
LPLA
LPL Financial
4.7531 of 5 stars
$262.59
+1.1%
$268.36
+2.2%
+33.5%$19.62B$10.05B19.248,400Upcoming Earnings
Short Interest ↓
EG
Everest Group
3.8941 of 5 stars
$370.26
+2.8%
$432.11
+16.7%
N/A$19.72B$14.46B6.202,844Upcoming Earnings
ERIE
Erie Indemnity
3.5397 of 5 stars
$381.56
+0.3%
N/A+75.0%$19.96B$3.27B44.736,556Earnings Report
Dividend Announcement
Short Interest ↓
News Coverage
ARE
Alexandria Real Estate Equities
4.5835 of 5 stars
$115.69
-0.7%
$137.13
+18.5%
-3.2%$20.24B$2.89B214.24568Analyst Report
Short Interest ↓
Analyst Revision
News Coverage

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This page (NYSE:PFG) was last updated on 4/27/2024 by MarketBeat.com Staff

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