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.
Key characteristics
| EQH | PFG | |
|---|---|---|
| YTD Return | 22.10% | 7.11% |
| 1Y Return | 70.02% | 24.70% |
| 3Y Return (Ann) | 9.91% | 12.34% |
| 5Y Return (Ann) | 16.78% | 13.15% |
| Sharpe Ratio | 2.70 | 1.17 |
| Daily Std Dev | 24.85% | 20.50% |
| Max Drawdown | -61.33% | -91.53% |
| Current Drawdown | -0.81% | -7.40% |
Fundamentals
| EQH | PFG | |
|---|---|---|
| Market Cap | $13.25B | $19.95B |
| EPS | $3.33 | $5.35 |
| PE Ratio | 12.23 | 15.91 |
| PEG Ratio | 3.33 | 1.50 |
| Revenue (TTM) | $10.39B | $14.90B |
| Gross Profit (TTM) | $5.41B | $11.03B |
| EBITDA (TTM) | $2.43B | $1.86B |
Correlation
The correlation between EQH and PFG is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EQH vs. PFG - Performance Comparison
In the year-to-date period, EQH achieves a 22.10% return, which is significantly higher than PFG's 7.11% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
EQH vs. PFG - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.18%, less than PFG's 3.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 2.18% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFG Principal Financial Group, Inc. | 3.17% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% | 1.99% |
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.
Volatility
EQH vs. PFG - Volatility Comparison
Equitable Holdings, Inc. (EQH) has a higher volatility of 6.69% compared to Principal Financial Group, Inc. (PFG) at 5.25%. 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.
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