PFG vs VRSK

Comparison between Principal Financial Group Inc (PFG, Company) and Verisk Analytics Inc (VRSK, Company).

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

5-Year PerformancePFG has outperformed VRSK, delivering a return of +13.0% compared to +1.4%

PFG vs VRSK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	VRSK(COMPANY)
Market Cap	$23B	$22B
Max Drawdown	91.69%	51.19%
Sharpe Ratio	1.37	-1.76
5Y Beta	1.04	0.20
Industry	Asset Management	Consulting Services
P/E Ratio	14.67	25.81
Forward P/E	9.39	24.10
PEG Ratio	0.30	1.66
Dividend Yield	3.04%	1.01%
5Y Dividends CAGR	18.65%	15.90%
5Y EPS CAGR	3.72%	8.68%
Debt to Equity	33.40%	-22.13%
Free Cash Flow Yield	16.55%	5.02%
P/S Ratio	1.46	7.24
P/B Ratio	1.91	74.89

Market Cap

Winner

PFG

$23B

VRSK

$22B

Max Drawdown

PFG

91.69%

Winner

VRSK

51.19%

Sharpe Ratio

Winner

PFG

1.37

VRSK

-1.76

5Y Beta

PFG

1.04

Winner

VRSK

0.20

Industry

PFG

Asset Management

VRSK

Consulting Services

P/E Ratio

Winner

PFG

14.67

VRSK

25.81

Forward P/E

Winner

PFG

9.39

VRSK

24.10

PEG Ratio

Winner

PFG

0.30

VRSK

1.66

Dividend Yield

Winner

PFG

3.04%

VRSK

1.01%

5Y Dividends CAGR

Winner

PFG

18.65%

VRSK

15.90%

5Y EPS CAGR

PFG

3.72%

Winner

VRSK

8.68%

Debt to Equity

PFG

33.40%

Winner

VRSK

-22.13%

Free Cash Flow Yield

Winner

PFG

16.55%

VRSK

5.02%

P/S Ratio

Winner

PFG

1.46

VRSK

7.24

P/B Ratio

Winner

PFG

1.91

VRSK

74.89

PFG vs VRSK - Historical Returns

Returns include dividend reinvestment.

Period	PFG	VRSK
1 month	+2.55%	-0.20%
3 months	+9.88%	-16.75%
6 months	+19.76%	-20.20%
1 year	+35.59%	-43.40%
5 years(CAGR)	+12.97%	+1.41%
10 years(CAGR)	+13.12%	+8.90%
Max(CAGR)	+9.53%	+12.27%

Winner

PFG

+2.55%

VRSK

-0.20%

Winner

PFG

+9.88%

VRSK

-16.75%

Winner

PFG

+19.76%

VRSK

-20.20%

Winner

PFG

+35.59%

VRSK

-43.40%

5Y(CAGR)

Winner

PFG

+12.97%

VRSK

+1.41%

10Y(CAGR)

Winner

PFG

+13.12%

VRSK

+8.90%

Max(CAGR)

PFG

+9.53%

Winner

VRSK

+12.27%

PFG vs VRSK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PFG	VRSK
2026	+15.10%	-19.11%
2025	+18.35%	-17.62%
2024	+1.32%	+16.43%
2023	-2.65%	+35.53%
2022	+18.61%	-19.85%
2021	+55.49%	+13.43%
2020	-6.29%	+38.25%
2019	+29.23%	+38.41%
2018	-34.82%	+13.78%
2017	+23.96%	+18.05%
2016	+35.95%	+7.80%
2015	-10.53%	+20.18%
2014	+9.56%	-1.64%
2013	+73.71%	+24.05%
2012	+16.26%	+29.50%
2011	-24.66%	+16.42%
2010	+32.83%	+14.17%
2009	+3.84%	+11.24%
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 VRSK Drawdown Comparison

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

The maximum drawdown for VRSK was -50.81%, occurring on May 14, 2026. This drawdown has not yet recovered.

The current PFG drawdown is -2.59%. The current VRSK drawdown is -44.07%.

Rank	PFG	VRSK
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-50.81% Jun 4, 2025 - May 14, 2026
#2	-64.71% Jan 26, 2018 - May 5, 2021	-30.87% Nov 19, 2021 - Jun 22, 2023
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-29.23% Feb 18, 2020 - May 29, 2020
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-22.28% Dec 28, 2020 - Sep 23, 2021
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-19.08% Oct 26, 2015 - Jul 5, 2016
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-17.73% Oct 29, 2013 - Feb 25, 2015
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-17.36% Dec 3, 2018 - Feb 15, 2019
#8	-16.25% Dec 23, 2002 - May 15, 2003	-16.78% Sep 6, 2019 - Jan 23, 2020
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-12.90% Feb 7, 2024 - May 16, 2024
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-12.13% Dec 29, 2009 - Dec 3, 2010
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-11.86% Jul 7, 2011 - Nov 2, 2011
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-10.56% Sep 14, 2023 - Feb 6, 2024
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-10.50% Jul 22, 2016 - Jul 18, 2017
#14	-10.65% May 17, 2021 - Aug 11, 2021	-10.49% Dec 27, 2010 - May 12, 2011
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-9.96% Jul 29, 2015 - Oct 2, 2015

Correlation

Correlation between PFG and VRSK is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2002 - 2026)

PFG vs VRSK dividend yield comparison.

Year	PFG	VRSK
2026	1.60%	0.28%
2025	3.49%	0.80%
2024	3.68%	0.57%
2023	3.30%	0.57%
2022	3.05%	0.70%
2021	3.37%	0.51%
2020	4.52%	0.52%
2019	3.96%	0.67%
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%	0.00%
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%