Principal Financial Group (PFG) Competitors

$79.12
-1.94 (-2.39%)
(As of 05:27 PM 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 superior business? We will contrast the two businesses based on the strength of their dividends, earnings, community ranking, analyst recommendations, institutional ownership, risk, media sentiment, profitability and valuation.

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 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Unum Group has raised its dividend for 15 consecutive years and Principal Financial Group has raised its dividend for 2 consecutive years.

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

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
23
100.00%

Unum Group has a net margin of 10.36% compared to Unum Group's net margin of 4.56%. 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 4.56%15.14%0.54%

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

In the previous week, Principal Financial Group had 6 more articles in the media than Unum Group. MarketBeat recorded 11 mentions for Principal Financial Group and 5 mentions for Unum Group. Principal Financial Group's average media sentiment score of 1.29 beat Unum Group's score of 0.84 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
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
5 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Unum Group currently has a consensus price target of $56.38, suggesting a potential upside of 11.15%. Principal Financial Group has a consensus price target of $80.64, suggesting a potential upside of 2.77%. Given Principal Financial Group's stronger consensus rating and higher possible upside, 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)
9 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.82

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$6.497.81
Principal Financial Group$13.67B1.35$623.20M$2.4532.04

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$18.46B$19.81B$8.39B$17.49B
Dividend Yield3.36%2.69%10.49%3.53%
P/E Ratio32.0412.3658.9422.20
Price / Sales1.351.353,587.0310.52
Price / Cash10.358.9827.8317.68
Price / Book1.711.572.394.88
Net Income$623.20M$1.71B$991.53M$964.96M
7 Day Performance-2.41%-0.44%1.05%1.88%
1 Month Performance-7.09%-3.03%-1.16%-1.52%
1 Year Performance7.56%19.04%14.27%103.92%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.8783 of 5 stars
$51.36
+1.1%
$56.38
+9.8%
+27.0%$9.86B$12.39B7.9110,812Upcoming Earnings
Positive News
AFL
Aflac
4.432 of 5 stars
$83.23
+2.8%
$82.15
-1.3%
+27.3%$47.89B$18.70B10.7412,785Upcoming Earnings
High Trading Volume
CINF
Cincinnati Financial
4.7735 of 5 stars
$119.95
+2.1%
$123.57
+3.0%
+14.4%$18.79B$10.01B10.285,426Earnings Report
News Coverage
Positive News
KB
KB Financial Group
4.6962 of 5 stars
$46.24
+0.8%
N/A+37.9%$18.66B$26.44B5.24154News Coverage
Gap Up
HBAN
Huntington Bancshares
4.9871 of 5 stars
$13.28
+0.8%
$15.17
+14.2%
+24.1%$19.26B$10.84B11.9619,955Earnings Report
Dividend Announcement
Insider Selling
Short Interest ↓
Analyst Revision
High Trading Volume
BSBR
Banco Santander (Brasil)
1.5039 of 5 stars
$5.25
+2.5%
$5.60
+6.7%
-3.6%$19.52B$29.50B6.2555,611Upcoming Earnings
LPLA
LPL Financial
4.6406 of 5 stars
$262.59
+1.1%
$268.36
+2.2%
+32.4%$19.62B$10.05B19.248,400Upcoming Earnings
Short Interest ↓
EG
Everest Group
3.8846 of 5 stars
$370.26
+2.8%
$432.11
+16.7%
N/A$19.72B$14.46B6.202,844Upcoming Earnings
Positive News
ERIE
Erie Indemnity
3.5044 of 5 stars
$381.56
+0.3%
N/A+71.6%$19.96B$3.27B44.736,556Earnings Report
Short Interest ↓
News Coverage
ARE
Alexandria Real Estate Equities
4.5866 of 5 stars
$115.69
-0.7%
$137.13
+18.5%
-2.7%$20.24B$2.89B214.24568Analyst Report
Short Interest ↓
Analyst Revision
News Coverage

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This page (NYSE:PFG) was last updated on 4/26/2024 by MarketBeat.com Staff

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