PFG vs. BRK-B
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFG or BRK-B.
Performance
PFG vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, PFG achieves a 10.53% return, which is significantly lower than BRK-B's 32.36% return. Over the past 10 years, PFG has underperformed BRK-B with an annualized return of 8.50%, while BRK-B has yielded a comparatively higher 12.38% annualized return.
PFG
10.53%
-5.81%
5.88%
21.45%
13.52%
8.50%
BRK-B
32.36%
2.30%
16.31%
30.48%
16.76%
12.38%
Fundamentals
| PFG | BRK-B | |
|---|---|---|
| Market Cap | $19.25B | $1.02T |
| EPS | -$0.74 | $49.47 |
| PEG Ratio | 1.50 | 10.06 |
| Total Revenue (TTM) | $14.07B | $315.76B |
| Gross Profit (TTM) | $14.07B | $66.19B |
| EBITDA (TTM) | -$756.70M | $149.77B |
Key characteristics
| PFG | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.05 | 2.15 |
| Sortino Ratio | 1.47 | 3.02 |
| Omega Ratio | 1.20 | 1.39 |
| Calmar Ratio | 1.00 | 4.06 |
| Martin Ratio | 3.74 | 10.57 |
| Ulcer Index | 5.75% | 2.91% |
| Daily Std Dev | 20.45% | 14.33% |
| Max Drawdown | -91.53% | -53.86% |
| Current Drawdown | -7.19% | -1.36% |
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Correlation
The correlation between PFG and BRK-B is 0.53, 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.
Risk-Adjusted Performance
PFG vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Berkshire Hathaway Inc. (BRK-B). 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
PFG vs. BRK-B - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.29%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFG Principal Financial Group, Inc. | 3.29% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% | 1.99% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFG vs. BRK-B - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.53%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PFG and BRK-B. For additional features, visit the drawdowns tool.
Volatility
PFG vs. BRK-B - Volatility Comparison
Principal Financial Group, Inc. (PFG) has a higher volatility of 9.38% compared to Berkshire Hathaway Inc. (BRK-B) at 6.66%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFG vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Berkshire Hathaway 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