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PFG vs. CSCO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


PFGCSCO
YTD Return8.06%-2.78%
1Y Return25.86%4.65%
3Y Return (Ann)11.95%-0.01%
5Y Return (Ann)13.41%0.00%
10Y Return (Ann)10.18%10.51%
Sharpe Ratio1.450.33
Daily Std Dev20.59%18.72%
Max Drawdown-91.53%-89.26%
Current Drawdown-6.58%-18.37%

Fundamentals


PFGCSCO
Market Cap$19.68B$194.60B
EPS$5.35$3.29
PE Ratio15.6914.61
PEG Ratio1.503.43
Revenue (TTM)$14.90B$57.23B
Gross Profit (TTM)$11.03B$35.75B
EBITDA (TTM)$1.86B$17.67B

Correlation

-0.50.00.51.00.5

The correlation between PFG and CSCO is 0.46, 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. CSCO - Performance Comparison

In the year-to-date period, PFG achieves a 8.06% return, which is significantly higher than CSCO's -2.78% return. Both investments have delivered pretty close results over the past 10 years, with PFG having a 10.18% annualized return and CSCO not far ahead at 10.51%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


300.00%350.00%400.00%450.00%500.00%550.00%600.00%650.00%December2024FebruaryMarchAprilMay
617.34%
334.36%
PFG
CSCO

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Principal Financial Group, Inc.

Cisco Systems, Inc.

Risk-Adjusted Performance

PFG vs. CSCO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Cisco Systems, Inc. (CSCO). 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.


PFG
Sharpe ratio
The chart of Sharpe ratio for PFG, currently valued at 1.45, compared to the broader market-2.00-1.000.001.002.003.004.001.45
Sortino ratio
The chart of Sortino ratio for PFG, currently valued at 2.08, compared to the broader market-4.00-2.000.002.004.006.002.08
Omega ratio
The chart of Omega ratio for PFG, currently valued at 1.25, compared to the broader market0.501.001.502.001.25
Calmar ratio
The chart of Calmar ratio for PFG, currently valued at 1.02, compared to the broader market0.002.004.006.001.02
Martin ratio
The chart of Martin ratio for PFG, currently valued at 3.58, compared to the broader market-10.000.0010.0020.0030.003.58
CSCO
Sharpe ratio
The chart of Sharpe ratio for CSCO, currently valued at 0.33, compared to the broader market-2.00-1.000.001.002.003.004.000.33
Sortino ratio
The chart of Sortino ratio for CSCO, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.006.000.53
Omega ratio
The chart of Omega ratio for CSCO, currently valued at 1.08, compared to the broader market0.501.001.502.001.08
Calmar ratio
The chart of Calmar ratio for CSCO, currently valued at 0.28, compared to the broader market0.002.004.006.000.28
Martin ratio
The chart of Martin ratio for CSCO, currently valued at 0.61, compared to the broader market-10.000.0010.0020.0030.000.61

PFG vs. CSCO - Sharpe Ratio Comparison

The current PFG Sharpe Ratio is 1.45, which is higher than the CSCO Sharpe Ratio of 0.33. The chart below compares the 12-month rolling Sharpe Ratio of PFG and CSCO.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2024FebruaryMarchAprilMay
1.45
0.33
PFG
CSCO

Dividends

PFG vs. CSCO - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.14%, less than CSCO's 3.25% yield.


TTM20232022202120202019201820172016201520142013
PFG
Principal Financial Group, Inc.
3.14%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%2.46%1.99%
CSCO
Cisco Systems, Inc.
3.25%3.07%3.17%2.32%3.20%2.88%2.95%2.95%3.28%3.02%2.66%2.27%

Drawdowns

PFG vs. CSCO - Drawdown Comparison

The maximum PFG drawdown since its inception was -91.53%, roughly equal to the maximum CSCO drawdown of -89.26%. Use the drawdown chart below to compare losses from any high point for PFG and CSCO. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%December2024FebruaryMarchAprilMay
-6.58%
-18.37%
PFG
CSCO

Volatility

PFG vs. CSCO - Volatility Comparison

Principal Financial Group, Inc. (PFG) has a higher volatility of 4.99% compared to Cisco Systems, Inc. (CSCO) at 4.49%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier than CSCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
4.99%
4.49%
PFG
CSCO

Financials

PFG vs. CSCO - Financials Comparison

This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Cisco Systems, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items