EQH vs. PFG
Compare and contrast key facts about Equitable Holdings, Inc. (EQH) and Principal Financial Group, Inc. (PFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQH or PFG.
Correlation
The correlation between EQH and PFG is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EQH vs. PFG - Performance Comparison
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Key characteristics
EQH:
0.90
PFG:
-0.07
EQH:
1.42
PFG:
0.15
EQH:
1.21
PFG:
1.02
EQH:
1.60
PFG:
-0.04
EQH:
5.34
PFG:
-0.10
EQH:
6.20%
PFG:
9.36%
EQH:
36.31%
PFG:
28.73%
EQH:
-61.33%
PFG:
-91.53%
EQH:
-7.36%
PFG:
-12.02%
Fundamentals
EQH:
$15.60B
PFG:
$17.69B
EQH:
$3.71
PFG:
$4.67
EQH:
13.84
PFG:
16.90
EQH:
1.03
PFG:
1.12
EQH:
17.31
PFG:
1.58
EQH:
$14.78B
PFG:
$15.77B
EQH:
$10.94B
PFG:
$13.53B
EQH:
$2.88B
PFG:
$938.40M
Returns By Period
In the year-to-date period, EQH achieves a 9.35% return, which is significantly higher than PFG's 2.86% return.
EQH
9.35%
12.10%
9.45%
31.72%
27.91%
N/A
PFG
2.86%
9.64%
-6.03%
-2.67%
21.17%
8.24%
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Risk-Adjusted Performance
EQH vs. PFG — Risk-Adjusted Performance Rank
EQH
PFG
EQH vs. PFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and Principal Financial Group, Inc. (PFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
EQH vs. PFG - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 1.87%, less than PFG's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 1.87% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% |
PFG Principal Financial Group, Inc. | 3.69% | 3.68% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% |
Drawdowns
EQH vs. PFG - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, smaller than the maximum PFG drawdown of -91.53%. Use the drawdown chart below to compare losses from any high point for EQH and PFG. For additional features, visit the drawdowns tool.
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Volatility
EQH vs. PFG - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 11.88% compared to Principal Financial Group, Inc. (PFG) at 10.57%. This indicates that EQH's price experiences larger fluctuations and is considered to be riskier than PFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EQH vs. PFG - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and Principal Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EQH vs. PFG - Profitability Comparison
EQH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a gross profit of 3.98B and revenue of 4.58B. Therefore, the gross margin over that period was 86.9%.
PFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Principal Financial Group, Inc. reported a gross profit of 1.46B and revenue of 3.70B. Therefore, the gross margin over that period was 39.4%.
EQH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported an operating income of 229.00M and revenue of 4.58B, resulting in an operating margin of 5.0%.
PFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Principal Financial Group, Inc. reported an operating income of 28.90M and revenue of 3.70B, resulting in an operating margin of 0.8%.
EQH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a net income of 63.00M and revenue of 4.58B, resulting in a net margin of 1.4%.
PFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Principal Financial Group, Inc. reported a net income of 48.10M and revenue of 3.70B, resulting in a net margin of 1.3%.