PFG vs SYM

Comparison between Principal Financial Group Inc (PFG, Company) and Symbotic Inc - Class A (SYM, Company).

PFG is from the Financial Services sector, while SYM is from the Industrials sector.

5-Year PerformanceSYM has outperformed PFG, delivering a return of +36.2% compared to +16.9%

PFG vs SYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	SYM(COMPANY)
Market Cap	$24B	$24B
Max Drawdown	91.69%	72.46%
Sharpe Ratio	1.88	0.18
5Y Beta	0.98	2.46
Industry	Asset Management	Specialty Industrial Machinery
P/E Ratio	15.87	-3189.18
Forward P/E	9.39	109.89
PEG Ratio	0.32	2.88
Dividend Yield	2.80%	N/A
5Y Dividends CAGR	18.65%	N/A
5Y EPS CAGR	3.72%	N/A
Debt to Equity	33.40%	0.00%
Free Cash Flow Yield	15.29%	3.48%
P/S Ratio	1.55	9.67
P/B Ratio	2.07	7.85

Market Cap

Winner

PFG

$24B

SYM

$24B

Max Drawdown

PFG

91.69%

Winner

SYM

72.46%

Sharpe Ratio

Winner

PFG

1.88

SYM

0.18

5Y Beta

Winner

PFG

0.98

SYM

2.46

Industry

PFG

Asset Management

SYM

Specialty Industrial Machinery

P/E Ratio

PFG

15.87

Winner

SYM

-3189.18

Forward P/E

Winner

PFG

9.39

SYM

109.89

PEG Ratio

Winner

PFG

0.32

SYM

2.88

Dividend Yield

PFG

2.80%

SYM

N/A

5Y Dividends CAGR

PFG

18.65%

SYM

N/A

5Y EPS CAGR

PFG

3.72%

SYM

N/A

Debt to Equity

PFG

33.40%

Winner

SYM

0.00%

Free Cash Flow Yield

Winner

PFG

15.29%

SYM

3.48%

P/S Ratio

Winner

PFG

1.55

SYM

9.67

P/B Ratio

Winner

PFG

2.07

SYM

7.85

PFG vs SYM - Historical Returns

Returns include dividend reinvestment.

Period	PFG	SYM
1 month	+3.84%	+7.28%
3 months	+16.68%	-19.56%
6 months	+22.89%	-18.30%
1 year	+57.24%	-18.95%
5 years(CAGR)	+16.91%	+36.16%
10 years(CAGR)	+13.81%	N/A
Max(CAGR)	+10.04%	+31.96%

PFG

+3.84%

Winner

SYM

+7.28%

Winner

PFG

+16.68%

SYM

-19.56%

Winner

PFG

+22.89%

SYM

-18.30%

Winner

PFG

+57.24%

SYM

-18.95%

5Y(CAGR)

PFG

+16.91%

Winner

SYM

+36.16%

10Y(CAGR)

PFG

+13.81%

SYM

N/A

Max(CAGR)

PFG

+10.04%

Winner

SYM

+31.96%

PFG vs SYM - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PFG	SYM
2026	+30.96%	-29.32%
2025	+18.35%	+140.79%
2024	+1.32%	-52.28%
2023	-2.65%	+326.33%
2022	+18.61%	+19.16%
2021	+55.49%	-2.44%
2020	-6.29%	N/A
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 SYM Drawdown Comparison

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

The maximum drawdown for SYM was -72.46%, occurring on Apr 4, 2025. Recovery took 546 trading sessions.

The current SYM drawdown is -47.48%.

Rank	PFG	SYM
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-72.46% Jul 31, 2023 - Oct 2, 2025
#2	-64.71% Jan 26, 2018 - May 5, 2021	-56.10% Jun 8, 2022 - Mar 20, 2023
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-55.82% Nov 26, 2025 - Jun 23, 2026
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-35.30% Nov 3, 2025 - Nov 26, 2025
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-27.61% Jun 16, 2023 - Jul 18, 2023
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-26.71% Jul 18, 2023 - Jul 31, 2023
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-23.43% Apr 21, 2023 - May 18, 2023
#8	-16.25% Dec 23, 2002 - May 15, 2003	-14.49% Oct 15, 2025 - Oct 29, 2025
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-13.66% Apr 23, 2021 - Jun 8, 2022
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-12.15% May 30, 2023 - Jun 7, 2023
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-8.84% Mar 27, 2023 - Apr 3, 2023
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-7.37% May 18, 2023 - May 24, 2023
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-7.37% Oct 8, 2025 - Oct 13, 2025
#14	-10.65% May 17, 2021 - Aug 11, 2021	-5.50% Jun 9, 2023 - Jun 13, 2023
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-4.87% Mar 22, 2023 - Mar 27, 2023