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.
Performance
PFG vs. RYAN - Performance Comparison
Returns By Period
In the year-to-date period, PFG achieves a 10.53% return, which is significantly lower than RYAN's 68.34% return.
PFG
10.53%
-5.81%
5.88%
21.45%
13.52%
8.50%
RYAN
68.34%
5.55%
31.61%
58.57%
N/A
N/A
Fundamentals
| PFG | RYAN | |
|---|---|---|
| Market Cap | $19.25B | $18.56B |
| EPS | -$0.74 | $0.77 |
| Total Revenue (TTM) | $14.07B | $2.42B |
| Gross Profit (TTM) | $14.07B | $1.23B |
| EBITDA (TTM) | -$756.70M | $571.76M |
Key characteristics
| PFG | RYAN | |
|---|---|---|
| Sharpe Ratio | 1.05 | 2.20 |
| Sortino Ratio | 1.47 | 3.19 |
| Omega Ratio | 1.20 | 1.41 |
| Calmar Ratio | 1.00 | 3.90 |
| Martin Ratio | 3.74 | 11.26 |
| Ulcer Index | 5.75% | 5.28% |
| Daily Std Dev | 20.45% | 27.07% |
| Max Drawdown | -91.53% | -30.16% |
| Current Drawdown | -7.19% | -0.88% |
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Correlation
The correlation between PFG and RYAN is 0.33, 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.
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 3.29%, more than RYAN's 0.78% 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% |
RYAN Ryan Specialty Group Holdings, Inc. | 0.78% | 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
Principal Financial Group, Inc. (PFG) has a higher volatility of 9.38% compared to Ryan Specialty Group Holdings, Inc. (RYAN) at 7.21%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier 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