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PFG vs. CSCO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

PFG vs. CSCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Financial Group, Inc. (PFG) and Cisco Systems, Inc. (CSCO). The values are adjusted to include any dividend payments, if applicable.

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PFG vs. CSCO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFG
Principal Financial Group, Inc.
3.07%18.38%1.87%-2.83%20.10%51.35%-5.19%29.71%-34.96%25.52%
CSCO
Cisco Systems, Inc.
1.27%33.47%21.00%9.30%-22.46%45.76%-3.49%13.81%16.57%31.27%

Fundamentals

Market Cap

PFG:

$20.04B

CSCO:

$309.35B

EPS

PFG:

$5.26

CSCO:

$2.77

PE Ratio

PFG:

17.12

CSCO:

27.98

PEG Ratio

PFG:

0.25

CSCO:

23.48

PS Ratio

PFG:

1.84

CSCO:

5.25

PB Ratio

PFG:

1.69

CSCO:

6.48

Total Revenue (TTM)

PFG:

$11.05B

CSCO:

$59.05B

Gross Profit (TTM)

PFG:

$4.91B

CSCO:

$38.28B

EBITDA (TTM)

PFG:

$780.40M

CSCO:

$14.30B

Returns By Period

In the year-to-date period, PFG achieves a 3.07% return, which is significantly higher than CSCO's 1.27% return. Over the past 10 years, PFG has underperformed CSCO with an annualized return of 12.60%, while CSCO has yielded a comparatively higher 13.89% annualized return.


PFG

1D
2.13%
1M
-4.72%
YTD
3.07%
6M
10.70%
1Y
10.93%
3Y*
10.57%
5Y*
12.13%
10Y*
12.60%

CSCO

1D
0.71%
1M
-2.35%
YTD
1.27%
6M
14.70%
1Y
28.79%
3Y*
17.35%
5Y*
11.52%
10Y*
13.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PFG vs. CSCO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFG
PFG Risk / Return Rank: 5454
Overall Rank
PFG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
PFG Sortino Ratio Rank: 4848
Sortino Ratio Rank
PFG Omega Ratio Rank: 4949
Omega Ratio Rank
PFG Calmar Ratio Rank: 5757
Calmar Ratio Rank
PFG Martin Ratio Rank: 6060
Martin Ratio Rank

CSCO
CSCO Risk / Return Rank: 7575
Overall Rank
CSCO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
CSCO Sortino Ratio Rank: 6767
Sortino Ratio Rank
CSCO Omega Ratio Rank: 7272
Omega Ratio Rank
CSCO Calmar Ratio Rank: 8181
Calmar Ratio Rank
CSCO Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFG vs. CSCO - Risk-Adjusted Trends 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.


PFGCSCODifference

Sharpe ratio

Return per unit of total volatility

0.38

1.03

-0.65

Sortino ratio

Return per unit of downside risk

0.70

1.44

-0.74

Omega ratio

Gain probability vs. loss probability

1.10

1.22

-0.12

Calmar ratio

Return relative to maximum drawdown

0.66

2.25

-1.60

Martin ratio

Return relative to average drawdown

1.75

5.80

-4.05

PFG vs. CSCO - Sharpe Ratio Comparison

The current PFG Sharpe Ratio is 0.38, which is lower than the CSCO Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of PFG and CSCO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PFGCSCODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

1.03

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.50

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.55

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.57

-0.36

Correlation

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.


Dividends

PFG vs. CSCO - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.47%, more than CSCO's 2.11% yield.


TTM20252024202320222021202020192018201720162015
PFG
Principal Financial Group, Inc.
3.47%3.49%3.68%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%
CSCO
Cisco Systems, Inc.
2.11%2.12%2.69%3.07%3.17%2.32%3.20%2.88%2.95%2.95%3.28%3.02%

Drawdowns

PFG vs. CSCO - Drawdown Comparison

The maximum PFG drawdown since its inception was -91.50%, 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.


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Drawdown Indicators


PFGCSCODifference

Max Drawdown

Largest peak-to-trough decline

-91.50%

-89.26%

-2.24%

Max Drawdown (1Y)

Largest decline over 1 year

-19.29%

-13.57%

-5.72%

Max Drawdown (5Y)

Largest decline over 5 years

-29.32%

-36.68%

+7.36%

Max Drawdown (10Y)

Largest decline over 10 years

-64.73%

-41.95%

-22.78%

Current Drawdown

Current decline from peak

-6.75%

-10.59%

+3.84%

Average Drawdown

Average peak-to-trough decline

-22.01%

-40.33%

+18.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.27%

5.28%

+1.99%

Volatility

PFG vs. CSCO - Volatility Comparison

The current volatility for Principal Financial Group, Inc. (PFG) is 6.42%, while Cisco Systems, Inc. (CSCO) has a volatility of 8.22%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than CSCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFGCSCODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.42%

8.22%

-1.80%

Volatility (6M)

Calculated over the trailing 6-month period

16.62%

21.41%

-4.79%

Volatility (1Y)

Calculated over the trailing 1-year period

28.66%

28.03%

+0.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.69%

23.34%

+3.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.03%

25.19%

+6.84%

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


0.005.00B10.00B15.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
-1.90M
15.35B
(PFG) Total Revenue
(CSCO) Total Revenue
Values in USD except per share items