PFG vs. COST
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFG or COST.
Correlation
The correlation between PFG and COST is 0.58, 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
PFG vs. COST - Performance Comparison
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Key characteristics
PFG:
0.01
COST:
1.38
PFG:
0.21
COST:
2.02
PFG:
1.03
COST:
1.27
PFG:
0.01
COST:
1.88
PFG:
0.03
COST:
5.46
PFG:
9.45%
COST:
5.96%
PFG:
28.95%
COST:
21.93%
PFG:
-91.53%
COST:
-53.39%
PFG:
-9.06%
COST:
-4.61%
Fundamentals
PFG:
$18.28B
COST:
$455.14B
PFG:
$4.67
COST:
$17.18
PFG:
17.46
COST:
59.71
PFG:
1.50
COST:
5.35
PFG:
1.16
COST:
1.72
PFG:
1.63
COST:
17.53
PFG:
$15.77B
COST:
$264.09B
PFG:
$13.53B
COST:
$35.11B
PFG:
$938.40M
COST:
$11.25B
Returns By Period
In the year-to-date period, PFG achieves a 6.31% return, which is significantly lower than COST's 12.23% return. Over the past 10 years, PFG has underperformed COST with an annualized return of 8.35%, while COST has yielded a comparatively higher 23.96% annualized return.
PFG
6.31%
13.04%
-4.12%
-0.78%
21.87%
8.35%
COST
12.23%
3.28%
13.37%
29.57%
29.87%
23.96%
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Risk-Adjusted Performance
PFG vs. COST — Risk-Adjusted Performance Rank
PFG
COST
PFG vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Costco Wholesale Corporation (COST). 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
PFG vs. COST - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.57%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
PFG vs. COST - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.53%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for PFG and COST. For additional features, visit the drawdowns tool.
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Volatility
PFG vs. COST - Volatility Comparison
Principal Financial Group, Inc. (PFG) has a higher volatility of 7.57% compared to Costco Wholesale Corporation (COST) at 6.39%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PFG vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Costco Wholesale Corporation. 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
PFG vs. COST - Profitability Comparison
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%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
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%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
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%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.