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Principal Financial Group (PFG) Competitors

$85.13
+0.85 (+1.01%)
(As of 05/17/2024 08:54 PM 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 compare the two companies based on the strength of their dividends, media sentiment, institutional ownership, community ranking, profitability, earnings, analyst recommendations, valuation and risk.

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$14.90B1.34$623.20M$5.2416.25

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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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 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%

In the previous week, Principal Financial Group had 7 more articles in the media than Unum Group. MarketBeat recorded 13 mentions for Principal Financial Group and 6 mentions for Unum Group. Unum Group's average media sentiment score of 1.18 beat Principal Financial Group's score of 0.58 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
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
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

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 $2.84 per share and has a dividend yield of 3.3%. Unum Group pays out 21.7% of its earnings in the form of a dividend. Principal Financial Group pays out 54.2% 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.

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

Unum Group presently has a consensus target price of $57.38, indicating a potential upside of 8.07%. Principal Financial Group has a consensus target price of $80.30, indicating 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

Summary

Unum Group beats Principal Financial Group on 12 of the 21 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$19.95B$20.84B$10.16B$18.08B
Dividend Yield3.27%2.59%5.84%3.44%
P/E Ratio16.258.4636.6525.73
Price / Sales1.341.40148.6610.64
Price / Cash10.739.3916.0919.24
Price / Book1.781.553.156.00
Net Income$623.20M$1.71B$1.01B$966.17M
7 Day Performance1.39%1.26%1.73%1.85%
1 Month Performance5.83%5.14%4.62%6.59%
1 Year Performance22.63%20.07%19.69%23.69%

Principal Financial Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
UNM
Unum Group
4.6238 of 5 stars
$53.09
+0.8%
$57.38
+8.1%
+14.5%$10.05B$12.39B7.8910,812
AFL
Aflac
4.4958 of 5 stars
$86.08
+0.8%
$82.38
-4.3%
+32.1%$48.91B$18.70B9.5012,785
LPLA
LPL Financial
4.7 of 5 stars
$268.64
+1.4%
$276.20
+2.8%
+35.3%$20.07B$10.47B20.298,400Positive News
VTR
Ventas
3.6504 of 5 stars
$47.56
+0.0%
$51.25
+7.8%
+9.2%$19.25B$4.50B-250.30486Dividend Announcement
HBAN
Huntington Bancshares
4.9073 of 5 stars
$14.06
+0.3%
$15.17
+7.9%
+39.7%$20.38B$10.84B12.6719,955
WRB
W. R. Berkley
4.8237 of 5 stars
$79.74
+1.2%
$90.38
+13.3%
+37.6%$20.39B$12.14B14.148,329Positive News
BSBR
Banco Santander (Brasil)
3.2551 of 5 stars
$5.55
flat
$5.60
+0.9%
-9.2%$20.64B$29.50B0.0055,611
CINF
Cincinnati Financial
4.4423 of 5 stars
$118.87
+0.5%
$124.50
+4.7%
+14.4%$18.61B$10.01B7.915,426Analyst Revision
Positive News
SYF
Synchrony Financial
4.8885 of 5 stars
$45.73
-0.8%
$43.74
-4.4%
+46.4%$18.36B$20.71B6.5620,000
BEKE
KE
3.6598 of 5 stars
$17.10
+1.0%
$21.45
+25.4%
+31.4%$21.09B$10.95B24.78116,344Upcoming Earnings
Gap Up

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This page (NYSE:PFG) was last updated on 5/20/2024 by MarketBeat.com Staff

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