Performance of PFG Principal Financial | 6.7% in 12m
Compare PFG with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Principal Financial with its related Sector/Index XLF
Performance Duell PFG vs XLF
| TimeFrame | PFG | XLF |
|---|---|---|
| 1 Week | -3.93% | -3.17% |
| 1 Month | 6.62% | 6.72% |
| 3 Months | -1.46% | 7.69% |
| 6 Months | -1.41% | 9.90% |
| 12 Months | 6.71% | 30.74% |
| YTD | 0.61% | 18.20% |
| Rel. Perf. 1m | 0.02 | |
| Rel. Perf. 3m | -1.09 | |
| Rel. Perf. 6m | -0.98 | |
| Rel. Perf. 12m | -0.98 | |
| Spearman 1m | 0.91 | 0.92 |
| Spearman 3m | -0.07 | 0.86 |
Is Principal Financial a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Principal Financial is currently (September 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 5.03 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PFG as of September 2024 is 78.39. This means that PFG is currently overvalued and has a potential downside of 1.11% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PFG as of September 2024 is 78.39. This means that PFG is currently overvalued and has a potential downside of 1.11% (Sold with Premium).
Is PFG a buy, sell or hold?
- Strong Buy: 1
- Buy: 0
- Hold: 10
- Sell: 0
- Strong Sell: 1
Values above 0%: PFG is performing better - Values below 0%: PFG is underperforming
Compare PFG with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.21% | 3.13% | -8.09% | -15.47% |
| US NASDAQ 100 | QQQ | 1.86% | 4.54% | -3.96% | -13.14% |
| US Dow Jones Industrial 30 | DIA | -1.11% | 2.82% | -6.71% | -11.79% |
| German DAX 40 | DBXD | -0.69% | 1.22% | -4.24% | -7.89% |
| UK FTSE 100 | ISFU | -1.68% | 0.35% | -13.73% | -11.45% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.25% | 8.93% | 4.86% | 17.62% |
| Hongkong Hang Seng | HSI | -1.71% | 1.85% | -1.92% | 12.55% |
| Japan Nikkei 225 | EXX7 | 3.19% | 0.94% | 8.72% | 0.85% |
| India NIFTY 50 | INDA | -1.83% | 4.01% | -9.85% | -17.60% |
| Brasil Bovespa | EWZ | -2.22% | -0.26% | 7.10% | 6.47% |
PFG Principal Financial vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.14% | 6.03% | -8.78% | -17.81% |
| Consumer Discretionary | XLY | -1.41% | 1.23% | -3.40% | 0.62% |
| Consumer Staples | XLP | -4.51% | 0.55% | -13.23% | -11.44% |
| Energy | XLE | 1.84% | 7.74% | -1.73% | 8.85% |
| Financial | XLF | -0.76% | -0.10% | -11.31% | -24.03% |
| Health Care | XLV | -1.86% | 2.25% | -7.64% | -10.94% |
| Industrial | XLI | 0.31% | 3.47% | -5.62% | -14.36% |
| Materials | XLB | 0.73% | 5.03% | -3.51% | -4.94% |
| Real Estate | XLRE | -4.11% | 1.61% | -13.18% | -16.66% |
| Technology | XLK | 3.52% | 4.96% | -0.16% | -11.61% |
| Utilities | XLU | -3.43% | 2.45% | -23.53% | -17.05% |
| Aerospace & Defense | XAR | 1.28% | 2.62% | -5.88% | -19.63% |
| Biotech | XBI | 0.75% | 4.42% | 2.07% | -15.90% |
| Homebuilder | XHB | 0.47% | 3.20% | -9.25% | -30.89% |
| Retail | XRT | 1.05% | 7.13% | 1.84% | -11.94% |
Does Principal Financial outperform its market, is PFG a Sector Leader?
No, over the last 12 months Principal Financial (PFG) made 6.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months PFG made -1.46%, while XLF made 7.69%.
No, over the last 12 months Principal Financial (PFG) made 6.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months PFG made -1.46%, while XLF made 7.69%.
| Period | PFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 6.62% | 6.72% | 3.49% |
| 3 Months | -1.46% | 7.69% | 1.39% |
| 12 Months | 6.71% | 30.74% | 22.18% |