PFG vs ULTA

Comparison between Principal Financial Group Inc (PFG, Company) and Ulta Beauty Inc (ULTA, Company).

PFG is from the Financial Services sector, while ULTA is from the Consumer Cyclical sector.

5-Year PerformancePFG has outperformed ULTA, delivering a return of +13.0% compared to +7.2%

PFG vs ULTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	ULTA(COMPANY)
Market Cap	$23B	$22B
Max Drawdown	91.69%	87.89%
Sharpe Ratio	1.37	0.03
5Y Beta	1.04	0.89
Industry	Asset Management	Specialty Retail
P/E Ratio	14.67	19.63
Forward P/E	9.39	17.61
PEG Ratio	0.30	24.00
Dividend Yield	3.04%	N/A
5Y Dividends CAGR	18.65%	N/A
5Y EPS CAGR	3.72%	52.59%
Debt to Equity	33.40%	2.22%
Free Cash Flow Yield	16.55%	4.77%
P/S Ratio	1.46	1.79
P/B Ratio	1.91	8.02

Market Cap

Winner

PFG

$23B

ULTA

$22B

Max Drawdown

PFG

91.69%

Winner

ULTA

87.89%

Sharpe Ratio

Winner

PFG

1.37

ULTA

0.03

5Y Beta

PFG

1.04

Winner

ULTA

0.89

Industry

PFG

Asset Management

ULTA

Specialty Retail

P/E Ratio

Winner

PFG

14.67

ULTA

19.63

Forward P/E

Winner

PFG

9.39

ULTA

17.61

PEG Ratio

Winner

PFG

0.30

ULTA

24.00

Dividend Yield

PFG

3.04%

ULTA

N/A

5Y Dividends CAGR

PFG

18.65%

ULTA

N/A

5Y EPS CAGR

PFG

3.72%

Winner

ULTA

52.59%

Debt to Equity

PFG

33.40%

Winner

ULTA

2.22%

Free Cash Flow Yield

Winner

PFG

16.55%

ULTA

4.77%

P/S Ratio

Winner

PFG

1.46

ULTA

1.79

P/B Ratio

Winner

PFG

1.91

ULTA

8.02

PFG vs ULTA - Historical Returns

Returns include dividend reinvestment.

Period	PFG	ULTA
1 month	+2.55%	-9.03%
3 months	+9.88%	-29.56%
6 months	+19.76%	-13.46%
1 year	+35.59%	-0.40%
5 years(CAGR)	+12.97%	+7.19%
10 years(CAGR)	+13.12%	+7.13%
Max(CAGR)	+9.53%	+16.06%

Winner

PFG

+2.55%

ULTA

-9.03%

Winner

PFG

+9.88%

ULTA

-29.56%

Winner

PFG

+19.76%

ULTA

-13.46%

Winner

PFG

+35.59%

ULTA

-0.40%

5Y(CAGR)

Winner

PFG

+12.97%

ULTA

+7.19%

10Y(CAGR)

Winner

PFG

+13.12%

ULTA

+7.13%

Max(CAGR)

PFG

+9.53%

Winner

ULTA

+16.06%

PFG vs ULTA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PFG	ULTA
2026	+15.10%	-24.00%
2025	+18.35%	+40.98%
2024	+1.32%	-10.62%
2023	-2.65%	+3.89%
2022	+18.61%	+13.51%
2021	+55.49%	+45.98%
2020	-6.29%	+12.81%
2019	+29.23%	+2.08%
2018	-34.82%	+6.62%
2017	+23.96%	-12.86%
2016	+35.95%	+40.22%
2015	-10.53%	+45.85%
2014	+9.56%	+33.29%
2013	+73.71%	-4.93%
2012	+16.26%	+55.02%
2011	-24.66%	+89.16%
2010	+32.83%	+80.37%
2009	+3.84%	+118.80%
2008	-65.93%	-49.97%
2007	+17.59%	-42.49%
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 ULTA Drawdown Comparison

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

The maximum drawdown for ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.

The current PFG drawdown is -2.59%. The current ULTA drawdown is -33.33%.

Rank	PFG	ULTA
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-87.89% Oct 30, 2007 - Dec 1, 2010
#2	-64.71% Jan 26, 2018 - May 5, 2021	-64.92% Jul 17, 2019 - Aug 11, 2021
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-44.56% Mar 13, 2024 - Dec 5, 2025
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-39.39% Jun 5, 2017 - Nov 13, 2018
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-38.46% Nov 5, 2013 - Jan 8, 2015
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-33.33% Feb 17, 2026 - Jun 3, 2026
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-32.57% Apr 28, 2023 - Feb 26, 2024
#8	-16.25% Dec 23, 2002 - May 15, 2003	-28.84% Jul 8, 2011 - Sep 12, 2011
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-27.48% Jan 3, 2013 - Aug 2, 2013
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-27.11% Nov 13, 2018 - Mar 1, 2019
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-20.70% Apr 20, 2022 - Sep 7, 2022
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-19.86% Dec 16, 2015 - Mar 11, 2016
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-17.30% Aug 23, 2016 - Feb 21, 2017
#14	-10.65% May 17, 2021 - Aug 11, 2021	-16.55% Jan 4, 2022 - Apr 19, 2022
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-15.84% Sep 19, 2011 - Nov 4, 2011

Correlation

Correlation between PFG and ULTA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2002 - 2026)

PFG vs ULTA dividend yield comparison.

Year	PFG	ULTA
2026	1.60%	0.00%
2025	3.49%	0.00%
2024	3.68%	0.00%
2023	3.30%	0.00%
2022	3.05%	0.00%
2021	3.37%	0.00%
2020	4.52%	0.00%
2019	3.96%	0.00%
2018	4.75%	0.00%
2017	2.65%	0.00%
2016	2.78%	0.00%
2015	3.33%	0.00%
2014	2.46%	0.00%
2013	1.99%	0.00%
2012	2.73%	1.02%
2011	2.85%	0.00%
2010	1.69%	0.00%
2009	2.08%	0.00%
2008	1.99%	0.00%
2007	1.31%	0.00%
2006	1.36%	0.00%
2005	1.37%	0.00%
2004	1.34%	0.00%
2003	1.36%	0.00%
2002	0.83%	0.00%