PFG
Price
$80.20
Change
+$1.46 (+1.85%)
Updated
Jul 22 closing price
Capitalization
20.36B
5 days until earnings call
SPDG
Price
$39.39
Change
+$0.33 (+0.84%)
Updated
Jul 22 closing price
Net Assets
10.15M
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PFG vs SPDG

Header iconPFG vs SPDG Comparison
Open Charts PFG vs SPDGBanner chart's image
Principal Financial Group
Price$80.20
Change+$1.46 (+1.85%)
Volume$981.09K
Capitalization20.36B
SPDR Portfolio S&P Sector Netrl Div ETF
Price$39.39
Change+$0.33 (+0.84%)
Volume$1.42K
Net Assets10.15M
PFG vs SPDG Comparison Chart in %
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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SPDG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
PFG vs. SPDG commentary
Jul 23, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PFG is a StrongBuy and SPDG is a Buy.

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COMPARISON
Comparison
Jul 23, 2025
Stock price -- (PFG: $80.20)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

PFG’s FA Score shows that 1 FA rating(s) are green while.

  • PFG’s FA Score: 1 green, 4 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

PFG’s TA Score shows that 3 TA indicator(s) are bullish.

  • PFG’s TA Score: 3 bullish, 4 bearish.

Price Growth

PFG (@Investment Managers) experienced а +1.03% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.46%. For the same industry, the average monthly price growth was +9.23%, and the average quarterly price growth was +16.46%.

Reported Earning Dates

PFG is expected to report earnings on Jul 28, 2025.

Industries' Descriptions

@Investment Managers (+1.46% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
PFG: Fundamental Ratings
PFG
OUTLOOK RATING
1..100
20
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
55
P/E GROWTH RATING
1..100
41
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
PFGSPDG
RSI
ODDS (%)
Bearish Trend 1 day ago
77%
Bearish Trend 1 day ago
72%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
67%
Bullish Trend 1 day ago
83%
Momentum
ODDS (%)
Bearish Trend 1 day ago
65%
Bullish Trend 1 day ago
80%
MACD
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
85%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
64%
Bullish Trend 1 day ago
85%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 1 day ago
88%
Advances
ODDS (%)
Bullish Trend 6 days ago
64%
Bullish Trend 1 day ago
85%
Declines
ODDS (%)
N/A
Bearish Trend 10 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
70%
Bearish Trend 1 day ago
65%
Aroon
ODDS (%)
Bullish Trend 1 day ago
56%
Bullish Trend 1 day ago
84%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
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SPDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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PFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFG has been closely correlated with TROW. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFG jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
+1.85%
TROW - PFG
77%
Closely correlated
+1.66%
AMP - PFG
77%
Closely correlated
+0.39%
CRBG - PFG
76%
Closely correlated
+1.16%
STT - PFG
76%
Closely correlated
+1.50%
BN - PFG
76%
Closely correlated
+0.20%
More

SPDG and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPDG has been closely correlated with ITW. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPDG jumps, then ITW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPDG
1D Price
Change %
SPDG100%
+0.87%
ITW - SPDG
76%
Closely correlated
+2.16%
ADI - SPDG
75%
Closely correlated
-2.07%
PH - SPDG
75%
Closely correlated
+1.39%
PFG - SPDG
74%
Closely correlated
+1.85%
TROW - SPDG
74%
Closely correlated
+1.66%
More