PFG vs DLTR

Comparison between Principal Financial Group Inc (PFG, Company) and Dollar Tree Inc (DLTR, Company).

PFG is from the Financial Services sector, while DLTR is from the Consumer Defensive sector.

5-Year PerformancePFG has outperformed DLTR, delivering a return of +14.4% compared to +3.7%

PFG vs DLTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	DLTR(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	91.69%	67.06%
Sharpe Ratio	1.54	0.53
5Y Beta	0.99	0.62
Industry	Asset Management	Discount Stores
P/E Ratio	14.97	18.40
Forward P/E	9.39	17.06
PEG Ratio	0.30	N/A
Dividend Yield	2.81%	N/A
5Y Dividends CAGR	18.65%	N/A
5Y EPS CAGR	3.72%	0.66%
Debt to Equity	33.40%	83.62%
Free Cash Flow Yield	16.22%	0.00%

Market Cap

Winner

PFG

$23B

DLTR

$23B

Max Drawdown

PFG

91.69%

Winner

DLTR

67.06%

Sharpe Ratio

Winner

PFG

1.54

DLTR

0.53

5Y Beta

PFG

0.99

Winner

DLTR

0.62

Industry

PFG

Asset Management

DLTR

Discount Stores

P/E Ratio

Winner

PFG

14.97

DLTR

18.40

Forward P/E

Winner

PFG

9.39

DLTR

17.06

PEG Ratio

PFG

0.30

DLTR

N/A

Dividend Yield

PFG

2.81%

DLTR

N/A

5Y Dividends CAGR

PFG

18.65%

DLTR

N/A

5Y EPS CAGR

Winner

PFG

3.72%

DLTR

0.66%

Debt to Equity

Winner

PFG

33.40%

DLTR

83.62%

Free Cash Flow Yield

Winner

PFG

16.22%

DLTR

0.00%

PFG vs DLTR - Historical Returns

Returns include dividend reinvestment.

Period	PFG	DLTR
1 month	+1.50%	+26.16%
3 months	+19.79%	+10.85%
6 months	+19.71%	-3.11%
1 year	+41.80%	+18.86%
5 years(CAGR)	+14.38%	+3.75%
10 years(CAGR)	+14.37%	+2.55%
Max(CAGR)	+9.69%	+10.06%

PFG

+1.50%

Winner

DLTR

+26.16%

Winner

PFG

+19.79%

DLTR

+10.85%

Winner

PFG

+19.71%

DLTR

-3.11%

Winner

PFG

+41.80%

DLTR

+18.86%

5Y(CAGR)

Winner

PFG

+14.38%

DLTR

+3.75%

10Y(CAGR)

Winner

PFG

+14.37%

DLTR

+2.55%

Max(CAGR)

PFG

+9.69%

Winner

DLTR

+10.06%

PFG vs DLTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFG	DLTR
2026	+19.93%	-7.43%
2025	+18.35%	+60.86%
2024	+1.32%	-47.43%
2023	-2.65%	+1.28%
2022	+18.61%	+0.19%
2021	+55.49%	+31.40%
2020	-6.29%	+15.21%
2019	+29.23%	+3.12%
2018	-34.82%	-16.90%
2017	+23.96%	+38.55%
2016	+35.95%	-2.07%
2015	-10.53%	+9.77%
2014	+9.56%	+24.79%
2013	+73.71%	+41.40%
2012	+16.26%	-1.59%
2011	-24.66%	+46.97%
2010	+32.83%	+74.63%
2009	+3.84%	+14.86%
2008	-65.93%	+64.72%
2007	+17.59%	-15.54%
2006	+24.67%	+24.38%
2005	+18.46%	-16.12%
2004	+26.09%	-2.84%
2003	+9.71%	+16.78%
2002	+27.56%	-19.71%
2001	+14.29%	+34.39%
2000	N/A	-23.25%
1999	N/A	+17.26%

PFG vs DLTR Drawdown Comparison

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.

The current PFG drawdown is -6.16%. The current DLTR drawdown is -32.09%.

Rank	PFG	DLTR
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-67.06% Jul 12, 2000 - Aug 26, 2009
#2	-64.71% Jan 26, 2018 - May 5, 2021	-64.84% Apr 20, 2022 - Nov 11, 2024
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-44.64% Oct 22, 2019 - Apr 5, 2021
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-40.08% Jan 10, 2000 - Apr 3, 2000
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-33.54% Jun 19, 2012 - Sep 18, 2013
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-32.34% Aug 10, 2016 - Nov 21, 2017
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-31.66% Jan 29, 2018 - Oct 15, 2019
#8	-16.25% Dec 23, 2002 - May 15, 2003	-29.11% Apr 5, 2021 - Nov 15, 2021
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-26.76% Mar 20, 2015 - May 26, 2016
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-17.08% Nov 15, 2013 - Oct 31, 2014
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-15.45% May 16, 2000 - Jul 6, 2000
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-15.31% Dec 17, 2010 - Apr 20, 2011
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-13.90% Nov 24, 2021 - Mar 8, 2022
#14	-10.65% May 17, 2021 - Aug 11, 2021	-13.19% Jul 7, 2011 - Aug 26, 2011
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-12.76% Nov 3, 1999 - Nov 30, 1999