PFG
Price
$75.90
Change
-$1.12 (-1.45%)
Updated
Jun 13 closing price
Capitalization
20.36B
39 days until earnings call
SPDV
Price
$32.02
Change
-$0.24 (-0.74%)
Updated
Jun 13 closing price
Net Assets
67.33M
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PFG vs SPDV

Header iconPFG vs SPDV Comparison
Open Charts PFG vs SPDVBanner chart's image
Principal Financial Group
Price$75.90
Change-$1.12 (-1.45%)
Volume$1.26M
Capitalization20.36B
AAM S&P 500 High Dividend Value ETF
Price$32.02
Change-$0.24 (-0.74%)
Volume$5.98K
Net Assets67.33M
PFG vs SPDV Comparison Chart
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPDV
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
PFG vs. SPDV commentary
Jun 15, 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 Hold and SPDV is a Hold.

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COMPARISON
Comparison
Jun 15, 2025
Stock price -- (PFG: $75.90)
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 5 TA indicator(s) are bullish.

  • PFG’s TA Score: 5 bullish, 5 bearish.

Price Growth

PFG (@Investment Managers) experienced а -1.39% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.10%. For the same industry, the average monthly price growth was +0.64%, and the average quarterly price growth was +2.00%.

Reported Earning Dates

PFG is expected to report earnings on Jul 24, 2025.

Industries' Descriptions

@Investment Managers (-0.10% 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
52
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
59
P/E GROWTH RATING
1..100
36
SEASONALITY SCORE
1..100
50

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
PFGSPDV
RSI
ODDS (%)
Bearish Trend 3 days ago
59%
Bearish Trend 3 days ago
74%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
68%
Bearish Trend 3 days ago
78%
Momentum
ODDS (%)
Bearish Trend 3 days ago
59%
Bullish Trend 3 days ago
84%
MACD
ODDS (%)
Bearish Trend 3 days ago
55%
Bullish Trend 3 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
59%
Bullish Trend 3 days ago
83%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
51%
Bullish Trend 3 days ago
83%
Advances
ODDS (%)
Bullish Trend about 1 month ago
65%
Bullish Trend 6 days ago
85%
Declines
ODDS (%)
Bearish Trend 5 days ago
63%
Bearish Trend 25 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 3 days ago
84%
Aroon
ODDS (%)
Bullish Trend 3 days ago
56%
Bullish Trend 3 days ago
82%
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PFG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPDV
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 STT. 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 STT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFG
1D Price
Change %
PFG100%
-1.45%
STT - PFG
77%
Closely correlated
-1.50%
TROW - PFG
76%
Closely correlated
-1.85%
AMP - PFG
76%
Closely correlated
-2.69%
BN - PFG
75%
Closely correlated
-2.30%
JHG - PFG
75%
Closely correlated
-2.38%
More

SPDV and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPDV has been closely correlated with PFG. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPDV jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPDV
1D Price
Change %
SPDV100%
-0.73%
PFG - SPDV
80%
Closely correlated
-1.45%
PRU - SPDV
79%
Closely correlated
-1.84%
TFC - SPDV
76%
Closely correlated
-2.43%
IVZ - SPDV
75%
Closely correlated
-2.81%
CVX - SPDV
68%
Closely correlated
+0.65%
More