PFG vs XPO

Comparison between Principal Financial Group Inc (PFG, Company) and XPO Inc (XPO, Company).

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

5-Year PerformanceXPO has outperformed PFG, delivering a return of +31.4% compared to +14.4%

PFG vs XPO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFG(COMPANY)	XPO(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	91.69%	82.85%
Sharpe Ratio	1.54	1.17
5Y Beta	0.99	1.49
Industry	Asset Management	Trucking
P/E Ratio	14.97	66.35
Forward P/E	9.39	42.02
PEG Ratio	0.30	N/A
Dividend Yield	2.81%	N/A
5Y Dividends CAGR	18.65%	N/A
5Y EPS CAGR	3.72%	22.17%
Debt to Equity	33.40%	171.37%
Free Cash Flow Yield	16.22%	1.22%

Market Cap

Winner

PFG

$23B

XPO

$23B

Max Drawdown

PFG

91.69%

Winner

XPO

82.85%

Sharpe Ratio

Winner

PFG

1.54

XPO

1.17

5Y Beta

Winner

PFG

0.99

XPO

1.49

Industry

PFG

Asset Management

XPO

Trucking

P/E Ratio

Winner

PFG

14.97

XPO

66.35

Forward P/E

Winner

PFG

9.39

XPO

42.02

PEG Ratio

PFG

0.30

XPO

N/A

Dividend Yield

PFG

2.81%

XPO

N/A

5Y Dividends CAGR

PFG

18.65%

XPO

N/A

5Y EPS CAGR

PFG

3.72%

Winner

XPO

22.17%

Debt to Equity

Winner

PFG

33.40%

XPO

171.37%

Free Cash Flow Yield

Winner

PFG

16.22%

XPO

1.22%

PFG vs XPO - Historical Returns

Returns include dividend reinvestment.

Period	PFG	XPO
1 month	+1.50%	-3.67%
3 months	+19.79%	+5.27%
6 months	+19.71%	+43.84%
1 year	+41.80%	+63.69%
5 years(CAGR)	+14.38%	+31.36%
10 years(CAGR)	+14.37%	+37.31%
Max(CAGR)	+9.69%	+23.34%

Winner

PFG

+1.50%

XPO

-3.67%

Winner

PFG

+19.79%

XPO

+5.27%

PFG

+19.71%

Winner

XPO

+43.84%

PFG

+41.80%

Winner

XPO

+63.69%

5Y(CAGR)

PFG

+14.38%

Winner

XPO

+31.36%

10Y(CAGR)

PFG

+14.37%

Winner

XPO

+37.31%

Max(CAGR)

PFG

+9.69%

Winner

XPO

+23.34%

PFG vs XPO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PFG	XPO
2026	+19.93%	+46.28%
2025	+18.35%	+2.57%
2024	+1.32%	+54.51%
2023	-2.65%	+170.76%
2022	+18.61%	-25.79%
2021	+55.49%	+14.16%
2020	-6.29%	+48.15%
2019	+29.23%	+38.25%
2018	-34.82%	-38.33%
2017	+23.96%	+109.59%
2016	+35.95%	+63.05%
2015	-10.53%	-32.93%
2014	+9.56%	+49.69%
2013	+73.71%	+52.14%
2012	+16.26%	+46.79%
2011	-24.66%	+17.40%
2010	+32.83%	+99.99%
2009	+3.84%	+18.52%
2008	-65.93%	+0.00%
2007	+17.59%	-3.15%
2006	+24.67%	+73.97%
2005	+18.46%	-52.78%
2004	+26.09%	+14.50%
2003	+9.71%	+10.40%
2002	+27.56%	N/A
2001	+14.29%	N/A

PFG vs XPO Drawdown Comparison

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

The maximum drawdown for XPO was -82.85%, occurring on May 17, 2005. Recovery took 1708 trading sessions.

The current PFG drawdown is -6.16%. The current XPO drawdown is -11.10%.

Rank	PFG	XPO
#1	-91.47% Dec 24, 2007 - Nov 10, 2016	-82.85% Jan 28, 2004 - Nov 8, 2010
#2	-64.71% Jan 26, 2018 - May 5, 2021	-64.48% Sep 27, 2018 - Dec 3, 2020
#3	-29.31% Nov 11, 2022 - Oct 11, 2024	-61.31% May 28, 2015 - Feb 27, 2017
#4	-26.00% Jun 28, 2002 - Dec 23, 2002	-58.94% Jul 21, 2011 - Mar 1, 2012
#5	-22.42% Oct 17, 2024 - Dec 5, 2025	-53.17% Aug 16, 2021 - Jun 27, 2023
#6	-21.12% Feb 9, 2022 - Aug 12, 2022	-42.19% Dec 16, 2024 - Feb 2, 2026
#7	-17.66% Apr 27, 2007 - Oct 1, 2007	-39.01% Jun 19, 2012 - Jul 11, 2013
#8	-16.25% Dec 23, 2002 - May 15, 2003	-31.68% Jan 31, 2011 - Jun 21, 2011
#9	-13.46% Jan 28, 2002 - Apr 4, 2002	-28.51% Mar 10, 2014 - Sep 8, 2014
#10	-12.59% Feb 17, 2004 - Oct 4, 2004	-25.29% Oct 20, 2003 - Jan 8, 2004
#11	-11.96% Feb 26, 2026 - Apr 22, 2026	-23.76% Nov 9, 2010 - Jan 18, 2011
#12	-11.61% Feb 7, 2005 - Jun 27, 2005	-23.26% Aug 2, 2013 - Dec 20, 2013
#13	-11.55% Jun 16, 2003 - Dec 2, 2003	-21.37% Apr 8, 2024 - Oct 30, 2024
#14	-10.65% May 17, 2021 - Aug 11, 2021	-21.15% Jan 6, 2014 - Feb 26, 2014
#15	-10.58% Sep 12, 2022 - Oct 18, 2022	-19.81% Sep 17, 2014 - Oct 28, 2014