LNC vs. PFG
Compare and contrast key facts about Lincoln National Corporation (LNC) and Principal Financial Group, Inc. (PFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LNC or PFG.
Correlation
The correlation between LNC and PFG is 0.68, 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
LNC vs. PFG - Performance Comparison
Loading data...
Key characteristics
LNC:
0.50
PFG:
-0.02
LNC:
1.00
PFG:
0.22
LNC:
1.14
PFG:
1.03
LNC:
0.40
PFG:
0.02
LNC:
2.31
PFG:
0.05
LNC:
9.69%
PFG:
9.43%
LNC:
41.03%
PFG:
28.96%
LNC:
-92.87%
PFG:
-91.53%
LNC:
-46.24%
PFG:
-9.21%
Fundamentals
LNC:
$5.89B
PFG:
$18.17B
LNC:
$7.07
PFG:
$4.67
LNC:
4.88
PFG:
17.35
LNC:
1.24
PFG:
1.50
LNC:
0.32
PFG:
1.15
LNC:
0.84
PFG:
1.63
LNC:
$18.10B
PFG:
$15.77B
LNC:
-$335.00M
PFG:
$13.53B
LNC:
$1.54B
PFG:
$938.40M
Returns By Period
In the year-to-date period, LNC achieves a 10.68% return, which is significantly higher than PFG's 6.14% return. Over the past 10 years, LNC has underperformed PFG with an annualized return of -1.87%, while PFG has yielded a comparatively higher 8.47% annualized return.
LNC
10.68%
12.76%
0.45%
20.54%
5.87%
-1.87%
PFG
6.14%
11.40%
-4.06%
-0.53%
23.87%
8.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LNC vs. PFG — Risk-Adjusted Performance Rank
LNC
PFG
LNC vs. PFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lincoln National Corporation (LNC) 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.
Loading data...
Dividends
LNC vs. PFG - Dividend Comparison
LNC's dividend yield for the trailing twelve months is around 5.28%, more than PFG's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | 5.28% | 5.68% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% |
PFG Principal Financial Group, Inc. | 3.57% | 3.68% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% |
Drawdowns
LNC vs. PFG - Drawdown Comparison
The maximum LNC drawdown since its inception was -92.87%, roughly equal to the maximum PFG drawdown of -91.53%. Use the drawdown chart below to compare losses from any high point for LNC and PFG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
LNC vs. PFG - Volatility Comparison
Lincoln National Corporation (LNC) has a higher volatility of 10.25% compared to Principal Financial Group, Inc. (PFG) at 8.01%. This indicates that LNC'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.
Loading data...
Financials
LNC vs. PFG - Financials Comparison
This section allows you to compare key financial metrics between Lincoln National Corporation 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
LNC vs. PFG - Profitability Comparison
LNC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lincoln National Corporation reported a gross profit of -80.00M and revenue of 4.69B. Therefore, the gross margin over that period was -1.7%.
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%.
LNC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lincoln National Corporation reported an operating income of -949.00M and revenue of 4.69B, resulting in an operating margin of -20.2%.
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%.
LNC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lincoln National Corporation reported a net income of -722.00M and revenue of 4.69B, resulting in a net margin of -15.4%.
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%.