RYAN vs. PFG
RYAN (Ryan Specialty Group Holdings, Inc.) and PFG (Principal Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — RYAN in Insurance - Specialty, PFG in Insurance - Diversified. Over the past 5 years, RYAN returned 8.98%/yr vs 16.95%/yr for PFG. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
RYAN vs. PFG - Performance Comparison
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Returns By Period
In the year-to-date period, RYAN achieves a -13.82% return, which is significantly lower than PFG's 31.09% return.
RYAN
- 1D
- 0.16%
- 1M
- 5.07%
- 6M
- -7.84%
- YTD
- -13.82%
- 1Y
- -22.77%
- 3Y*
- 1.25%
- 5Y*
- 8.98%
- 10Y*
- —
- ALL TIME*
- 12.06%
PFG
- 1D
- -0.22%
- 1M
- 2.55%
- 6M
- 22.08%
- YTD
- 31.09%
- 1Y
- 56.07%
- 3Y*
- 16.97%
- 5Y*
- 16.95%
- 10Y*
- 13.79%
- ALL TIME*
- 10.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $225.05M | $182.69M | $150.91M | |
| $108.70M | $91.50M | $93.39M |
RYAN vs. PFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RYAN Ryan Specialty Group Holdings, Inc. | -13.82% | -18.92% | 50.88% | 3.64% | 2.87% | 57.62% |
PFG Principal Financial Group, Inc. | 31.09% | 18.38% | 1.87% | -2.83% | 20.10% | 16.84% |
Correlation
The correlation between RYAN and PFG is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 2021 | 0.32 |
Fundamentals
RYAN:
$5.72B
PFG:
$24.40B
RYAN:
$1.10
PFG:
$6.97
RYAN:
40.02
PFG:
16.31
RYAN:
2.34
PFG:
1.61
RYAN:
$3.22B
PFG:
$15.69B
RYAN:
$1.72B
PFG:
$7.62B
RYAN:
$651.81M
PFG:
$1.90B
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Return for Risk
RYAN vs. PFG — Risk / Return Rank
RYAN
PFG
RYAN vs. PFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ryan Specialty Group Holdings, Inc. (RYAN) and Principal Financial Group, Inc. (PFG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYAN | PFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.97 | ||
| Sortino ratioReturn per unit of downside risk | -3.67 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.39 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.53 | 4.32 | -4.85 |
| Martin ratioReturn relative to average drawdown | -0.93 | 14.79 | -15.72 |
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Drawdowns
RYAN vs. PFG - Drawdown Comparison
The maximum RYAN drawdown since its inception was -60.94%, smaller than the maximum PFG drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for RYAN and PFG.
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Drawdown Indicators
| RYAN | PFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.94% | -91.50% | +30.56% |
Max Drawdown (1Y)Largest decline over 1 year | -51.53% | -11.96% | -39.57% |
Max Drawdown (3Y)Largest decline over 3 years | -60.94% | -22.43% | -38.51% |
Max Drawdown (5Y)Largest decline over 5 years | -60.94% | -29.32% | -31.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.73% | — |
Current DrawdownCurrent decline from peak | -41.06% | -0.34% | -40.72% |
Average DrawdownAverage peak-to-trough decline | -13.41% | -21.73% | +8.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.12% | 3.51% | +25.61% |
Volatility
RYAN vs. PFG - Volatility Comparison
Ryan Specialty Group Holdings, Inc. (RYAN) has a higher volatility of 13.89% compared to Principal Financial Group, Inc. (PFG) at 6.12%. This indicates that RYAN's price experiences larger fluctuations and is considered to be riskier than PFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYAN | PFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.89% | 6.12% | +7.77% |
Volatility (6M)Calculated over the trailing 6-month period | 36.89% | 16.34% | +20.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.14% | 22.09% | +21.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.10% | 26.48% | +8.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.22% | 31.73% | +3.49% |
Dividends
RYAN vs. PFG - Dividend Comparison
RYAN's dividend yield for the trailing twelve months is around 1.13%, less than PFG's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFG Principal Financial Group, Inc. | 2.81% | 3.49% | 3.68% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% |
RYAN Ryan Specialty Group Holdings, Inc. | 1.13% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RYAN vs. PFG - Financials Comparison
This section allows you to compare key financial metrics between Ryan Specialty Group Holdings, Inc. and Principal Financial Group, 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
RYAN vs. PFG - Profitability Comparison
RYAN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Ryan Specialty Group Holdings, Inc. reported a gross profit of -40.74M and revenue of 916.65M. Therefore, the gross margin over that period was -4.4%.
PFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Principal Financial Group, Inc. reported a gross profit of 1.91B and revenue of 3.91B. Therefore, the gross margin over that period was 49.0%.
RYAN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Ryan Specialty Group Holdings, Inc. reported an operating income of 130.83M and revenue of 916.65M, resulting in an operating margin of 14.3%.
PFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Principal Financial Group, Inc. reported an operating income of 496.30M and revenue of 3.91B, resulting in an operating margin of 12.7%.
RYAN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Ryan Specialty Group Holdings, Inc. reported a net income of 108.38M and revenue of 916.65M, resulting in a net margin of 11.8%.
PFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Principal Financial Group, Inc. reported a net income of 403.40M and revenue of 3.91B, resulting in a net margin of 10.3%.
Frequently Asked Questions
RYAN and PFG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYAN has higher volatility (13.89%) compared to PFG (6.12%). In terms of maximum drawdown, RYAN dropped -60.94% vs PFG's -91.50%.
PFG currently has the higher Sharpe Ratio (2.35 vs -0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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