RYAN vs. PFG
Compare and contrast key facts about Ryan Specialty Group Holdings, Inc. (RYAN) and Principal Financial Group, Inc. (PFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYAN or PFG.
Correlation
The correlation between RYAN and PFG is 0.38, 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
RYAN vs. PFG - Performance Comparison
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Key characteristics
RYAN:
1.05
PFG:
0.01
RYAN:
1.64
PFG:
0.21
RYAN:
1.21
PFG:
1.03
RYAN:
1.68
PFG:
0.01
RYAN:
4.21
PFG:
0.03
RYAN:
7.75%
PFG:
9.45%
RYAN:
30.19%
PFG:
28.95%
RYAN:
-30.16%
PFG:
-91.53%
RYAN:
-6.73%
PFG:
-9.06%
Fundamentals
RYAN:
$18.57B
PFG:
$18.28B
RYAN:
$0.36
PFG:
$4.67
RYAN:
196.39
PFG:
17.46
RYAN:
7.16
PFG:
1.16
RYAN:
16.50
PFG:
1.63
RYAN:
$2.66B
PFG:
$15.77B
RYAN:
$1.02B
PFG:
$13.53B
RYAN:
$572.64M
PFG:
$938.40M
Returns By Period
In the year-to-date period, RYAN achieves a 10.58% return, which is significantly higher than PFG's 6.31% return.
RYAN
10.58%
0.29%
0.01%
31.34%
N/A
N/A
PFG
6.31%
13.04%
-4.12%
-0.78%
21.87%
8.35%
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Risk-Adjusted Performance
RYAN vs. PFG — Risk-Adjusted Performance Rank
RYAN
PFG
RYAN vs. PFG - Risk-Adjusted Performance 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.
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Dividends
RYAN vs. PFG - Dividend Comparison
RYAN's dividend yield for the trailing twelve months is around 0.65%, less than PFG's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYAN Ryan Specialty Group Holdings, Inc. | 0.65% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
RYAN vs. PFG - Drawdown Comparison
The maximum RYAN drawdown since its inception was -30.16%, smaller than the maximum PFG drawdown of -91.53%. Use the drawdown chart below to compare losses from any high point for RYAN and PFG. For additional features, visit the drawdowns tool.
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Volatility
RYAN vs. PFG - Volatility Comparison
Ryan Specialty Group Holdings, Inc. (RYAN) has a higher volatility of 11.77% compared to Principal Financial Group, Inc. (PFG) at 7.57%. 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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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 May 2025, Ryan Specialty Group Holdings, Inc. reported a gross profit of 259.88M and revenue of 690.17M. Therefore, the gross margin over that period was 37.7%.
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%.
RYAN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ryan Specialty Group Holdings, Inc. reported an operating income of 100.24M and revenue of 690.17M, resulting in an operating margin of 14.5%.
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%.
RYAN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ryan Specialty Group Holdings, Inc. reported a net income of -4.39M and revenue of 690.17M, resulting in a net margin of -0.6%.
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%.