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

Correlation

The correlation between PFG and CSCO 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

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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Key characteristics

Sharpe Ratio

PFG:

0.03

CSCO:

1.41

Sortino Ratio

PFG:

0.29

CSCO:

2.02

Omega Ratio

PFG:

1.04

CSCO:

1.30

Calmar Ratio

PFG:

0.09

CSCO:

1.36

Martin Ratio

PFG:

0.21

CSCO:

6.16

Ulcer Index

PFG:

9.38%

CSCO:

5.25%

Daily Std Dev

PFG:

29.00%

CSCO:

22.96%

Max Drawdown

PFG:

-91.53%

CSCO:

-89.26%

Current Drawdown

PFG:

-8.89%

CSCO:

-4.30%

Fundamentals

Market Cap

PFG:

$17.69B

CSCO:

$245.34B

EPS

PFG:

$4.67

CSCO:

$2.28

PE Ratio

PFG:

16.90

CSCO:

27.05

PEG Ratio

PFG:

1.50

CSCO:

2.78

PS Ratio

PFG:

1.12

CSCO:

4.53

PB Ratio

PFG:

1.58

CSCO:

5.21

Total Revenue (TTM)

PFG:

$15.77B

CSCO:

$41.47B

Gross Profit (TTM)

PFG:

$13.53B

CSCO:

$27.01B

EBITDA (TTM)

PFG:

$938.40M

CSCO:

$11.16B

Returns By Period

In the year-to-date period, PFG achieves a 6.51% return, which is significantly higher than CSCO's 5.58% return. Over the past 10 years, PFG has underperformed CSCO with an annualized return of 8.70%, while CSCO has yielded a comparatively higher 11.08% annualized return.


PFG

YTD

6.51%

1M

12.52%

6M

-4.66%

1Y

0.79%

5Y*

24.99%

10Y*

8.70%

CSCO

YTD

5.58%

1M

7.57%

6M

6.61%

1Y

32.17%

5Y*

11.40%

10Y*

11.08%

*Annualized

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Risk-Adjusted Performance

PFG vs. CSCO — Risk-Adjusted Performance Rank

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

PFG
The Risk-Adjusted Performance Rank of PFG is 4949
Overall Rank
The Sharpe Ratio Rank of PFG is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of PFG is 4545
Sortino Ratio Rank
The Omega Ratio Rank of PFG is 4545
Omega Ratio Rank
The Calmar Ratio Rank of PFG is 5353
Calmar Ratio Rank
The Martin Ratio Rank of PFG is 5151
Martin Ratio Rank

CSCO
The Risk-Adjusted Performance Rank of CSCO is 8888
Overall Rank
The Sharpe Ratio Rank of CSCO is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of CSCO is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CSCO is 8888
Omega Ratio Rank
The Calmar Ratio Rank of CSCO is 8888
Calmar Ratio Rank
The Martin Ratio Rank of CSCO is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current PFG Sharpe Ratio is 0.03, which is lower than the CSCO Sharpe Ratio of 1.41. 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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Dividends

PFG vs. CSCO - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.56%, more than CSCO's 2.61% yield.


TTM20242023202220212020201920182017201620152014
PFG
Principal Financial Group, Inc.
3.56%3.68%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%2.46%
CSCO
Cisco Systems, Inc.
2.61%2.69%3.07%3.17%2.32%3.20%2.88%2.95%2.95%3.28%3.02%2.66%

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.


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Volatility

PFG vs. CSCO - Volatility Comparison

Principal Financial Group, Inc. (PFG) has a higher volatility of 7.96% compared to Cisco Systems, Inc. (CSCO) at 5.80%. 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.


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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


2.00B4.00B6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
3.70B
13.99B
(PFG) Total Revenue
(CSCO) Total Revenue
Values in USD except per share items

PFG vs. CSCO - Profitability Comparison

The chart below illustrates the profitability comparison between Principal Financial Group, Inc. and Cisco Systems, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
39.4%
65.1%
(PFG) Gross Margin
(CSCO) Gross Margin
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%.

CSCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Cisco Systems, Inc. reported a gross profit of 9.11B and revenue of 13.99B. Therefore, the gross margin over that period was 65.1%.

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%.

CSCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cisco Systems, Inc. reported an operating income of 3.11B and revenue of 13.99B, resulting in an operating margin of 22.3%.

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%.

CSCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cisco Systems, Inc. reported a net income of 2.43B and revenue of 13.99B, resulting in a net margin of 17.4%.