Equitable Holdings, Inc. (EQH) vs Principal Financial Group, Inc. (PFG)
- Equitable Holdings, Inc. EQH 53.21 −0.52%
- Principal Financial Group, Inc. PFG 108.81 −0.14%
Equitable Holdings, Inc. and Principal Financial Group, Inc. are both Asset Management companies. Principal Financial Group, Inc. is the larger, with a market value of $23.3B against $14.6B — 1.6× the size. Equitable Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Principal Financial Group, Inc. trades at 15.2×. Principal Financial Group, Inc. grew revenue faster over the last twelve months: 3.72% against −22.1%. Principal Financial Group, Inc. has the higher net margin (9.93% vs −9.25%) and the higher return on invested capital (10.3% vs 0.00%). Both pay a dividend; Principal Financial Group, Inc. yields more (2.99% vs 2.14%). Across the 18 metrics below, Principal Financial Group, Inc. leads on 15 and Equitable Holdings, Inc. on 3.
Valuation
Profitability
| Metric | EQH | PFG | Asset Management median |
|---|---|---|---|
| Gross margin | 44.18% | 47.67% | 100.00% |
| Operating margin | (3.62%) | 11.87% | 33.42% |
| Net margin | (9.25%) | 9.93% | 13.37% |
| Free cash flow margin | 12.44% | 30.92% | 12.36% |
| Return on equity | (168.29%) | 13.18% | 4.79% |
| Return on assets | (0.31%) | 0.46% | 1.55% |
| Return on invested capital | 0.00% | 10.34% | 2.97% |
Growth
Health
Dividend
Size
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