PFG vs. EQH
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Equitable Holdings, Inc. (EQH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFG or EQH.
Correlation
The correlation between PFG and EQH is 0.62, 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. EQH - Performance Comparison
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Key characteristics
PFG:
0.01
EQH:
0.99
PFG:
0.21
EQH:
1.51
PFG:
1.03
EQH:
1.22
PFG:
0.01
EQH:
1.75
PFG:
0.03
EQH:
5.82
PFG:
9.45%
EQH:
6.22%
PFG:
28.95%
EQH:
36.70%
PFG:
-91.53%
EQH:
-61.33%
PFG:
-9.06%
EQH:
-3.30%
Fundamentals
PFG:
$18.28B
EQH:
$16.29B
PFG:
$4.67
EQH:
$3.71
PFG:
17.46
EQH:
14.44
PFG:
1.16
EQH:
1.08
PFG:
1.63
EQH:
17.97
PFG:
$15.77B
EQH:
$14.78B
PFG:
$13.53B
EQH:
$10.94B
PFG:
$938.40M
EQH:
$2.88B
Returns By Period
In the year-to-date period, PFG achieves a 6.31% return, which is significantly lower than EQH's 14.14% return.
PFG
6.31%
13.04%
-4.12%
-0.78%
21.87%
8.35%
EQH
14.14%
14.34%
14.05%
34.49%
27.52%
N/A
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Risk-Adjusted Performance
PFG vs. EQH — Risk-Adjusted Performance Rank
PFG
EQH
PFG vs. EQH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Equitable Holdings, Inc. (EQH). 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. EQH - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.57%, more than EQH's 1.79% 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% |
EQH Equitable Holdings, Inc. | 1.79% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFG vs. EQH - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.53%, which is greater than EQH's maximum drawdown of -61.33%. Use the drawdown chart below to compare losses from any high point for PFG and EQH. For additional features, visit the drawdowns tool.
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Volatility
PFG vs. EQH - Volatility Comparison
The current volatility for Principal Financial Group, Inc. (PFG) is 7.57%, while Equitable Holdings, Inc. (EQH) has a volatility of 9.31%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than EQH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PFG vs. EQH - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Equitable Holdings, 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
PFG vs. EQH - 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%.
EQH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a gross profit of 3.98B and revenue of 4.58B. Therefore, the gross margin over that period was 86.9%.
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%.
EQH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported an operating income of 229.00M and revenue of 4.58B, resulting in an operating margin of 5.0%.
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%.
EQH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equitable Holdings, Inc. reported a net income of 63.00M and revenue of 4.58B, resulting in a net margin of 1.4%.