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PFG vs NTAP

Comparison between Principal Financial Group Inc (PFG, Company) and Netapp Inc (NTAP, Company).

PFG is from the Financial Services sector, while NTAP is from the Technology sector.

5-Year PerformancePFG has outperformed NTAP, delivering a return of +12.5% compared to +10.8%

PFG vs NTAP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PFG
$22B
Winner
NTAP
$22B
Max Drawdown
Winner
PFG
91.69%
NTAP
96.21%
Sharpe Ratio
Winner
PFG
1.29
NTAP
0.87
5Y Beta
Winner
PFG
1.04
NTAP
1.25
Industry
PFG
Asset Management
NTAP
Software - Infrastructure
P/E Ratio
Winner
PFG
14.24
NTAP
18.37
Forward P/E
Winner
PFG
9.39
NTAP
12.99
PEG Ratio
Winner
PFG
0.29
NTAP
1.98
Dividend Yield
Winner
PFG
3.13%
NTAP
1.84%
5Y Dividends CAGR
Winner
PFG
11.61%
NTAP
6.25%
5Y EPS CAGR
PFG
3.72%
Winner
NTAP
17.86%
Debt to Equity
Winner
PFG
33.40%
NTAP
214.68%
Free Cash Flow Yield
Winner
PFG
17.04%
NTAP
7.27%
P/S Ratio
Winner
PFG
1.42
NTAP
3.34
P/B Ratio
Winner
PFG
1.82
NTAP
19.45

PFG vs NTAP - Historical Returns

Returns include dividend reinvestment.

1M
PFG
+6.69%
Winner
NTAP
+18.63%
3M
PFG
+5.71%
Winner
NTAP
+14.38%
6M
Winner
PFG
+23.51%
NTAP
+5.49%
1Y
Winner
PFG
+32.35%
NTAP
+27.36%
5Y(CAGR)
Winner
PFG
+12.52%
NTAP
+10.76%
10Y(CAGR)
PFG
+13.30%
Winner
NTAP
+20.75%
Max(CAGR)
Winner
PFG
+9.50%
NTAP
+8.49%

PFG vs NTAP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFGNTAP
2026+13.41%+11.39%
2025+18.35%-5.71%
2024+1.32%+37.20%
2023-2.65%+49.33%
2022+18.61%-33.23%
2021+55.49%+45.48%
2020-6.29%+9.14%
2019+29.23%+6.25%
2018-34.82%+9.17%
2017+23.96%+58.58%
2016+35.95%+39.25%
2015-10.53%-34.70%
2014+9.56%+4.23%
2013+73.71%+20.85%
2012+16.26%-8.77%
2011-24.66%-36.82%
2010+32.83%+60.75%
2009+3.84%+132.63%
2008-65.93%-43.26%
2007+17.59%-37.52%
2006+24.67%+40.74%
2005+18.46%-17.43%
2004+26.09%+60.25%
2003+9.71%+91.03%
2002+27.56%-57.95%
2001+14.29%-57.48%
2000N/A+51.04%
1999N/A+124.49%

PFG vs NTAP Drawdown Comparison

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

The maximum drawdown for NTAP was -96.21%, occurring on Oct 8, 2002. Recovery took 5932 trading sessions.

The current PFG drawdown is -1.03%. The current NTAP drawdown is -9.26%.

RankPFGNTAP
#1-91.47%
Dec 24, 2007 - Nov 10, 2016
-96.21%
Oct 20, 2000 - May 22, 2024
#2-64.71%
Jan 26, 2018 - May 5, 2021
-58.09%
Mar 9, 2000 - Sep 18, 2000
#3-29.31%
Nov 11, 2022 - Oct 11, 2024
-42.59%
Jul 10, 2024 - Apr 4, 2025
#4-26.00%
Jun 28, 2002 - Dec 23, 2002
-22.80%
Sep 22, 2000 - Oct 20, 2000
#5-22.42%
Oct 17, 2024 - Dec 5, 2025
-17.94%
Dec 22, 1999 - Jan 10, 2000
#6-21.12%
Feb 9, 2022 - Aug 12, 2022
-16.01%
Jan 18, 2000 - Feb 4, 2000
#7-17.66%
Apr 27, 2007 - Oct 1, 2007
-11.77%
Dec 14, 1999 - Dec 22, 1999
#8-16.25%
Dec 23, 2002 - May 15, 2003
-11.64%
Nov 29, 1999 - Dec 2, 1999
#9-13.46%
Jan 28, 2002 - Apr 4, 2002
-9.67%
Nov 9, 1999 - Nov 16, 1999
#10-12.59%
Feb 17, 2004 - Oct 4, 2004
-8.00%
Feb 24, 2000 - Mar 6, 2000
#11-11.96%
Feb 26, 2026 - Apr 22, 2026
-6.92%
Jan 10, 2000 - Jan 14, 2000
#12-11.61%
Feb 7, 2005 - Jun 27, 2005
-6.61%
Nov 17, 1999 - Nov 26, 1999
#13-11.55%
Jun 16, 2003 - Dec 2, 2003
-4.62%
Feb 16, 2000 - Feb 23, 2000
#14-10.65%
May 17, 2021 - Aug 11, 2021
-4.26%
Feb 11, 2000 - Feb 16, 2000
#15-10.58%
Sep 12, 2022 - Oct 18, 2022
-3.26%
Sep 20, 2000 - Sep 22, 2000

Correlation

Correlation between PFG and NTAP is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2002 - 2026)

PFG vs NTAP dividend yield comparison.

YearPFGNTAP
20260.80%0.88%
20253.49%1.94%
20243.68%1.76%
20233.30%2.27%
20223.05%3.33%
20213.37%2.13%
20204.52%2.90%
20193.96%2.83%
20184.75%2.01%
20172.65%1.41%
20162.78%2.10%
20153.33%2.60%
20142.46%1.52%
20131.99%0.73%
20122.73%0.00%
20112.85%0.00%
20101.69%0.00%
20092.08%0.00%
20081.99%0.00%
20071.31%0.00%
20061.36%0.00%
20051.37%0.00%
20041.34%0.00%
20031.36%0.00%
20020.83%0.00%

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