PFG vs. RYAN
Compare and contrast key facts about Principal Financial Group, Inc. (PFG) and Ryan Specialty Group Holdings, Inc. (RYAN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFG or RYAN.
Key characteristics
| PFG | RYAN | |
|---|---|---|
| YTD Return | 7.60% | 24.01% |
| 1Y Return | 28.85% | 22.24% |
| Sharpe Ratio | 1.27 | 1.04 |
| Daily Std Dev | 20.81% | 22.35% |
| Max Drawdown | -91.53% | -30.16% |
| Current Drawdown | -6.98% | -5.13% |
Fundamentals
| PFG | RYAN | |
|---|---|---|
| Market Cap | $19.68B | $13.99B |
| EPS | $5.35 | $0.54 |
| PE Ratio | 15.69 | 99.46 |
| Revenue (TTM) | $14.90B | $2.12B |
| Gross Profit (TTM) | $11.03B | $605.82M |
| EBITDA (TTM) | $1.86B | $526.53M |
Correlation
The correlation between PFG and RYAN is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PFG vs. RYAN - Performance Comparison
In the year-to-date period, PFG achieves a 7.60% return, which is significantly lower than RYAN's 24.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PFG vs. RYAN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Ryan Specialty Group Holdings, Inc. (RYAN). 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. RYAN - Dividend Comparison
PFG's dividend yield for the trailing twelve months is around 3.16%, more than RYAN's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFG Principal Financial Group, Inc. | 3.16% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% | 2.46% | 1.99% |
RYAN Ryan Specialty Group Holdings, Inc. | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFG vs. RYAN - Drawdown Comparison
The maximum PFG drawdown since its inception was -91.53%, which is greater than RYAN's maximum drawdown of -30.16%. Use the drawdown chart below to compare losses from any high point for PFG and RYAN. For additional features, visit the drawdowns tool.
Volatility
PFG vs. RYAN - Volatility Comparison
The current volatility for Principal Financial Group, Inc. (PFG) is 5.24%, while Ryan Specialty Group Holdings, Inc. (RYAN) has a volatility of 8.30%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than RYAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFG vs. RYAN - Financials Comparison
This section allows you to compare key financial metrics between Principal Financial Group, Inc. and Ryan Specialty Group 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