PFG vs WST
Comparison between Principal Financial Group Inc (PFG, Company) and West Pharmaceutical Services Inc (WST, Company).
PFG is from the Financial Services sector, while WST is from the Healthcare sector.
5-Year PerformancePFG has outperformed WST, delivering a return of +15.2% compared to -0.5%
PFG vs WST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs WST - Historical Returns
Returns include dividend reinvestment.
PFG vs WST - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | WST |
|---|---|---|
| 2026 | +24.22% | +19.93% |
| 2025 | +18.35% | -15.94% |
| 2024 | +1.32% | -5.84% |
| 2023 | -2.65% | +50.57% |
| 2022 | +18.61% | -47.09% |
| 2021 | +55.49% | +64.56% |
| 2020 | -6.29% | +87.30% |
| 2019 | +29.23% | +56.73% |
| 2018 | -34.82% | -0.92% |
| 2017 | +23.96% | +18.08% |
| 2016 | +35.95% | +48.33% |
| 2015 | -10.53% | +16.38% |
| 2014 | +9.56% | +10.38% |
| 2013 | +73.71% | +79.66% |
| 2012 | +16.26% | +45.86% |
| 2011 | -24.66% | -7.81% |
| 2010 | +32.83% | +6.19% |
| 2009 | +3.84% | +4.65% |
| 2008 | -65.93% | -5.20% |
| 2007 | +17.59% | -19.56% |
| 2006 | +24.67% | +101.02% |
| 2005 | +18.46% | +0.67% |
| 2004 | +26.09% | -24.94% |
| 2003 | +9.71% | +42.16% |
| 2002 | +27.56% | -5.31% |
| 2001 | +14.29% | +11.83% |
| 2000 | N/A | -16.46% |
| 1999 | N/A | -9.51% |
PFG vs WST Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for WST was -59.29%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current WST drawdown is -28.94%.
| Rank | PFG | WST |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -59.29% Dec 30, 2021 - Apr 8, 2025 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -52.13% Jul 1, 2004 - Sep 12, 2006 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -48.66% Nov 24, 1999 - Sep 8, 2003 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -45.13% Sep 19, 2008 - Jun 13, 2012 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -30.04% Apr 26, 2007 - Aug 5, 2008 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -26.21% Feb 19, 2020 - Apr 23, 2020 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -24.89% Oct 3, 2018 - Apr 26, 2019 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -22.51% Jan 16, 2014 - Oct 31, 2014 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -19.92% Jan 4, 2007 - Apr 26, 2007 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -18.63% Jan 29, 2018 - Jul 26, 2018 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -16.29% Jan 8, 2021 - Apr 15, 2021 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -15.87% Sep 2, 2016 - Dec 8, 2016 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -14.87% Jun 7, 2017 - Oct 26, 2017 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -14.62% Nov 27, 2015 - Mar 3, 2016 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -14.14% Sep 8, 2021 - Dec 30, 2021 |
Correlation
Correlation between PFG and WST is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
PFG vs WST dividend yield comparison.
| Year | PFG | WST |
|---|---|---|
| 2026 | 1.48% | 0.13% |
| 2025 | 3.49% | 0.31% |
| 2024 | 3.68% | 0.25% |
| 2023 | 3.30% | 0.22% |
| 2022 | 3.05% | 0.31% |
| 2021 | 3.37% | 0.15% |
| 2020 | 4.52% | 0.23% |
| 2019 | 3.96% | 0.41% |
| 2018 | 4.75% | 0.58% |
| 2017 | 2.65% | 0.54% |
| 2016 | 2.78% | 0.58% |
| 2015 | 3.33% | 0.75% |
| 2014 | 2.46% | 0.77% |
| 2013 | 1.99% | 0.78% |
| 2012 | 2.73% | 1.33% |
| 2011 | 2.85% | 1.82% |
| 2010 | 1.69% | 1.58% |
| 2009 | 2.08% | 1.56% |
| 2008 | 1.99% | 1.51% |
| 2007 | 1.31% | 1.31% |
| 2006 | 1.36% | 0.96% |
| 2005 | 1.37% | 1.80% |
| 2004 | 1.34% | 2.96% |
| 2003 | 1.36% | 2.39% |
| 2002 | 0.83% | 3.16% |
| 2001 | 0.00% | 2.74% |
| 2000 | 0.00% | 2.81% |
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