PFG vs. LNC
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Lincoln National Corporation (LNC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFG or LNC.
Performance
PFG vs. LNC - Performance Comparison
Returns By Period
In the year-to-date period, PFG achieves a 10.53% return, which is significantly lower than LNC's 37.02% return. Over the past 10 years, PFG has outperformed LNC with an annualized return of 8.50%, while LNC has yielded a comparatively lower -1.78% annualized return.
PFG
10.53%
-5.81%
5.88%
21.45%
13.52%
8.50%
LNC
37.02%
5.45%
13.25%
53.91%
-5.43%
-1.78%
Fundamentals
| PFG | LNC | |
|---|---|---|
| Market Cap | $19.25B | $5.84B |
| EPS | -$0.74 | $1.43 |
| PEG Ratio | 1.50 | 1.24 |
| Total Revenue (TTM) | $14.07B | $13.26B |
| Gross Profit (TTM) | $14.07B | $14.08B |
| EBITDA (TTM) | -$756.70M | $1.77B |
Key characteristics
| PFG | LNC | |
|---|---|---|
| Sharpe Ratio | 1.05 | 1.62 |
| Sortino Ratio | 1.47 | 2.22 |
| Omega Ratio | 1.20 | 1.29 |
| Calmar Ratio | 1.00 | 0.87 |
| Martin Ratio | 3.74 | 8.71 |
| Ulcer Index | 5.75% | 6.56% |
| Daily Std Dev | 20.45% | 35.34% |
| Max Drawdown | -91.53% | -92.87% |
| Current Drawdown | -7.19% | -46.67% |
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Correlation
The correlation between PFG and LNC is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
PFG vs. LNC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Lincoln National Corporation (LNC). 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.
Dividends
PFG vs. LNC - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.29%, less than LNC's 5.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFG Principal Financial Group, Inc. | 3.29% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% | 1.99% |
LNC Lincoln National Corporation | 5.17% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% | 0.93% |
Drawdowns
PFG vs. LNC - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.53%, roughly equal to the maximum LNC drawdown of -92.87%. Use the drawdown chart below to compare losses from any high point for PFG and LNC. For additional features, visit the drawdowns tool.
Volatility
PFG vs. LNC - Volatility Comparison
The current volatility for Principal Financial Group, Inc. (PFG) is 9.38%, while Lincoln National Corporation (LNC) has a volatility of 15.51%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than LNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFG vs. LNC - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Lincoln National 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