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PFG vs SOFI

Comparison between Principal Financial Group Inc (PFG, Company) and SoFi Technologies Inc (SOFI, Company).

Both PFG and SOFI are from the Financial Services sector.

5-Year PerformancePFG has outperformed SOFI, delivering a return of +16.9% compared to +0.9%

PFG vs SOFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PFG
$24B
Winner
SOFI
$24B
Max Drawdown
PFG
91.69%
Winner
SOFI
83.32%
Sharpe Ratio
Winner
PFG
1.58
SOFI
0.13
5Y Beta
Winner
PFG
0.98
SOFI
2.26
Industry
PFG
Asset Management
SOFI
Credit Services
P/E Ratio
Winner
PFG
15.28
SOFI
39.25
Forward P/E
Winner
PFG
9.39
SOFI
30.12
PEG Ratio
Winner
PFG
0.31
SOFI
5.86
Dividend Yield
PFG
2.82%
SOFI
N/A
5Y Dividends CAGR
PFG
18.65%
SOFI
N/A
5Y EPS CAGR
PFG
3.72%
SOFI
N/A
Debt to Equity
PFG
33.40%
Winner
SOFI
0.00%
Free Cash Flow Yield
Winner
PFG
15.89%
SOFI
-25.73%
P/S Ratio
Winner
PFG
1.52
SOFI
6.05
P/B Ratio
Winner
PFG
1.99
SOFI
2.19

PFG vs SOFI - Historical Returns

Returns include dividend reinvestment.

1M
PFG
+7.47%
Winner
SOFI
+7.58%
3M
Winner
PFG
+24.95%
SOFI
+10.18%
6M
Winner
PFG
+26.33%
SOFI
-34.26%
1Y
Winner
PFG
+45.88%
SOFI
-7.74%
5Y(CAGR)
Winner
PFG
+16.88%
SOFI
+0.94%
10Y(CAGR)
PFG
+15.09%
SOFI
N/A
Max(CAGR)
Winner
PFG
+9.98%
SOFI
+9.87%

PFG vs SOFI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPFGSOFI
2026+28.40%-35.36%
2025+18.35%+85.28%
2024+1.32%+59.59%
2023-2.65%+121.11%
2022+18.61%-70.60%
2021+55.49%+29.59%
2020-6.29%+18.70%
2019+29.23%N/A
2018-34.82%N/A
2017+23.96%N/A
2016+35.95%N/A
2015-10.53%N/A
2014+9.56%N/A
2013+73.71%N/A
2012+16.26%N/A
2011-24.66%N/A
2010+32.83%N/A
2009+3.84%N/A
2008-65.93%N/A
2007+17.59%N/A
2006+24.67%N/A
2005+18.46%N/A
2004+26.09%N/A
2003+9.71%N/A
2002+27.56%N/A
2001+14.29%N/A

PFG vs SOFI Drawdown Comparison

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

The maximum drawdown for SOFI was -83.32%, occurring on Dec 7, 2022. Recovery took 1146 trading sessions.

The current SOFI drawdown is -44.89%.

RankPFGSOFI
#1-91.47%
Dec 24, 2007 - Nov 10, 2016		-83.32%
Feb 1, 2021 - Aug 25, 2025
#2-64.71%
Jan 26, 2018 - May 5, 2021		-52.96%
Nov 12, 2025 - Mar 30, 2026
#3-29.31%
Nov 11, 2022 - Oct 11, 2024		-19.52%
Jan 19, 2021 - Jan 29, 2021
#4-26.00%
Jun 28, 2002 - Dec 23, 2002		-15.33%
Sep 22, 2025 - Oct 27, 2025
#5-22.42%
Oct 17, 2024 - Dec 5, 2025		-14.21%
Oct 28, 2025 - Nov 12, 2025
#6-21.12%
Feb 9, 2022 - Aug 12, 2022		-6.35%
Aug 25, 2025 - Sep 12, 2025
#7-17.66%
Apr 27, 2007 - Oct 1, 2007		-4.27%
Dec 28, 2020 - Jan 7, 2021
#8-16.25%
Dec 23, 2002 - May 15, 2003		-3.61%
Jan 7, 2021 - Jan 14, 2021
#9-13.46%
Jan 28, 2002 - Apr 4, 2002		-1.92%
Sep 15, 2025 - Sep 18, 2025
#10-12.59%
Feb 17, 2004 - Oct 4, 2004		-1.79%
Dec 1, 2020 - Dec 7, 2020
#11-11.96%
Feb 26, 2026 - Apr 22, 2026		-1.08%
Dec 14, 2020 - Dec 18, 2020
#12-11.61%
Feb 7, 2005 - Jun 27, 2005		-0.73%
Dec 9, 2020 - Dec 11, 2020
#13-11.55%
Jun 16, 2003 - Dec 2, 2003		N/A
#14-10.65%
May 17, 2021 - Aug 11, 2021		N/A
#15-10.58%
Sep 12, 2022 - Oct 18, 2022		N/A

Correlation

Correlation between PFG and SOFI is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

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