PFG vs PHM
Comparison between Principal Financial Group Inc (PFG, Company) and PulteGroup Inc (PHM, Company).
PFG is from the Financial Services sector, while PHM is from the Consumer Cyclical sector.
5-Year PerformancePHM has outperformed PFG, delivering a return of +17.0% compared to +13.6%
PFG vs PHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs PHM - Historical Returns
Returns include dividend reinvestment.
PFG vs PHM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | PHM |
|---|---|---|
| 2026 | +17.27% | -2.12% |
| 2025 | +18.35% | +9.82% |
| 2024 | +1.32% | +7.98% |
| 2023 | -2.65% | +125.46% |
| 2022 | +18.61% | -17.68% |
| 2021 | +55.49% | +36.94% |
| 2020 | -6.29% | +13.00% |
| 2019 | +29.23% | +49.88% |
| 2018 | -34.82% | -21.05% |
| 2017 | +23.96% | +81.73% |
| 2016 | +35.95% | +9.17% |
| 2015 | -10.53% | -14.74% |
| 2014 | +9.56% | +8.11% |
| 2013 | +73.71% | +10.47% |
| 2012 | +16.26% | +178.53% |
| 2011 | -24.66% | -18.89% |
| 2010 | +32.83% | -26.56% |
| 2009 | +3.84% | -10.47% |
| 2008 | -65.93% | +6.27% |
| 2007 | +17.59% | -67.13% |
| 2006 | +24.67% | -19.29% |
| 2005 | +18.46% | +24.89% |
| 2004 | +26.09% | +40.78% |
| 2003 | +9.71% | +84.87% |
| 2002 | +27.56% | +8.56% |
| 2001 | +14.29% | +11.32% |
| 2000 | N/A | +101.03% |
| 1999 | N/A | +9.65% |
PFG vs PHM Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The current PHM drawdown is -21.02%.
| Rank | PFG | PHM |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -92.39% Jul 28, 2005 - Jan 21, 2020 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -62.09% Feb 11, 2020 - Aug 21, 2020 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -45.40% Apr 27, 2001 - Feb 26, 2002 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -40.98% May 10, 2021 - Apr 18, 2023 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -38.01% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -37.85% Jun 24, 2002 - May 7, 2003 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -31.65% Nov 16, 1999 - May 16, 2000 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -25.43% Sep 21, 2004 - Dec 15, 2004 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -25.27% Dec 5, 2000 - Apr 24, 2001 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -20.93% Mar 5, 2004 - Aug 16, 2004 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -19.11% Oct 9, 2000 - Nov 3, 2000 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -18.85% Aug 8, 2023 - Nov 14, 2023 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -18.38% Jun 16, 2003 - Oct 2, 2003 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -17.87% Oct 12, 2020 - Feb 10, 2021 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -15.44% Mar 4, 2002 - May 1, 2002 |
Correlation
Correlation between PFG and PHM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
PFG vs PHM dividend yield comparison.
| Year | PFG | PHM |
|---|---|---|
| 2026 | 0.77% | 0.22% |
| 2025 | 3.49% | 0.78% |
| 2024 | 3.68% | 0.75% |
| 2023 | 3.30% | 0.66% |
| 2022 | 3.05% | 1.34% |
| 2021 | 3.37% | 1.00% |
| 2020 | 4.52% | 1.16% |
| 2019 | 3.96% | 1.16% |
| 2018 | 4.75% | 1.46% |
| 2017 | 2.65% | 1.08% |
| 2016 | 2.78% | 1.96% |
| 2015 | 3.33% | 1.85% |
| 2014 | 2.46% | 1.07% |
| 2013 | 1.99% | 0.74% |
| 2012 | 2.73% | 0.00% |
| 2011 | 2.85% | 0.00% |
| 2010 | 1.69% | 0.00% |
| 2009 | 2.08% | 0.00% |
| 2008 | 1.99% | 1.46% |
| 2007 | 1.31% | 1.52% |
| 2006 | 1.36% | 0.48% |
| 2005 | 1.37% | 0.33% |
| 2004 | 1.34% | 0.31% |
| 2003 | 1.36% | 0.18% |
| 2002 | 0.83% | 0.33% |
| 2001 | 0.00% | 0.36% |
| 2000 | 0.00% | 0.38% |
| 1999 | 0.00% | 0.18% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks