PHM vs PFG
Comparison between PulteGroup Inc (PHM, Company) and Principal Financial Group Inc (PFG, Company).
PHM is from the Consumer Cyclical sector, while PFG is from the Financial Services sector.
5-Year PerformancePHM has outperformed PFG, delivering a return of +17.0% compared to +13.6%
PHM vs PFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHM vs PFG - Historical Returns
Returns include dividend reinvestment.
PHM vs PFG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHM | PFG |
|---|---|---|
| 2026 | -2.12% | +17.27% |
| 2025 | +9.82% | +18.35% |
| 2024 | +7.98% | +1.32% |
| 2023 | +125.46% | -2.65% |
| 2022 | -17.68% | +18.61% |
| 2021 | +36.94% | +55.49% |
| 2020 | +13.00% | -6.29% |
| 2019 | +49.88% | +29.23% |
| 2018 | -21.05% | -34.82% |
| 2017 | +81.73% | +23.96% |
| 2016 | +9.17% | +35.95% |
| 2015 | -14.74% | -10.53% |
| 2014 | +8.11% | +9.56% |
| 2013 | +10.47% | +73.71% |
| 2012 | +178.53% | +16.26% |
| 2011 | -18.89% | -24.66% |
| 2010 | -26.56% | +32.83% |
| 2009 | -10.47% | +3.84% |
| 2008 | +6.27% | -65.93% |
| 2007 | -67.13% | +17.59% |
| 2006 | -19.29% | +24.67% |
| 2005 | +24.89% | +18.46% |
| 2004 | +40.78% | +26.09% |
| 2003 | +84.87% | +9.71% |
| 2002 | +8.56% | +27.56% |
| 2001 | +11.32% | +14.29% |
| 2000 | +101.03% | N/A |
| 1999 | +9.65% | N/A |
PHM vs PFG Drawdown Comparison
The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The current PHM drawdown is -21.02%.
| Rank | PHM | PFG |
|---|---|---|
| #1 | -92.39% Jul 28, 2005 - Jan 21, 2020 | -91.47% Dec 24, 2007 - Nov 10, 2016 |
| #2 | -62.09% Feb 11, 2020 - Aug 21, 2020 | -64.71% Jan 26, 2018 - May 5, 2021 |
| #3 | -45.40% Apr 27, 2001 - Feb 26, 2002 | -29.31% Nov 11, 2022 - Oct 11, 2024 |
| #4 | -40.98% May 10, 2021 - Apr 18, 2023 | -26.00% Jun 28, 2002 - Dec 23, 2002 |
| #5 | -38.01% Oct 18, 2024 - Apr 8, 2025 | -22.42% Oct 17, 2024 - Dec 5, 2025 |
| #6 | -37.85% Jun 24, 2002 - May 7, 2003 | -21.12% Feb 9, 2022 - Aug 12, 2022 |
| #7 | -31.65% Nov 16, 1999 - May 16, 2000 | -17.66% Apr 27, 2007 - Oct 1, 2007 |
| #8 | -25.43% Sep 21, 2004 - Dec 15, 2004 | -16.25% Dec 23, 2002 - May 15, 2003 |
| #9 | -25.27% Dec 5, 2000 - Apr 24, 2001 | -13.46% Jan 28, 2002 - Apr 4, 2002 |
| #10 | -20.93% Mar 5, 2004 - Aug 16, 2004 | -12.59% Feb 17, 2004 - Oct 4, 2004 |
| #11 | -19.11% Oct 9, 2000 - Nov 3, 2000 | -11.96% Feb 26, 2026 - Apr 22, 2026 |
| #12 | -18.85% Aug 8, 2023 - Nov 14, 2023 | -11.61% Feb 7, 2005 - Jun 27, 2005 |
| #13 | -18.38% Jun 16, 2003 - Oct 2, 2003 | -11.55% Jun 16, 2003 - Dec 2, 2003 |
| #14 | -17.87% Oct 12, 2020 - Feb 10, 2021 | -10.65% May 17, 2021 - Aug 11, 2021 |
| #15 | -15.44% Mar 4, 2002 - May 1, 2002 | -10.58% Sep 12, 2022 - Oct 18, 2022 |
Correlation
Correlation between PHM and PFG is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
PHM vs PFG dividend yield comparison.
| Year | PHM | PFG |
|---|---|---|
| 2026 | 0.22% | 0.77% |
| 2025 | 0.78% | 3.49% |
| 2024 | 0.75% | 3.68% |
| 2023 | 0.66% | 3.30% |
| 2022 | 1.34% | 3.05% |
| 2021 | 1.00% | 3.37% |
| 2020 | 1.16% | 4.52% |
| 2019 | 1.16% | 3.96% |
| 2018 | 1.46% | 4.75% |
| 2017 | 1.08% | 2.65% |
| 2016 | 1.96% | 2.78% |
| 2015 | 1.85% | 3.33% |
| 2014 | 1.07% | 2.46% |
| 2013 | 0.74% | 1.99% |
| 2012 | 0.00% | 2.73% |
| 2011 | 0.00% | 2.85% |
| 2010 | 0.00% | 1.69% |
| 2009 | 0.00% | 2.08% |
| 2008 | 1.46% | 1.99% |
| 2007 | 1.52% | 1.31% |
| 2006 | 0.48% | 1.36% |
| 2005 | 0.33% | 1.37% |
| 2004 | 0.31% | 1.34% |
| 2003 | 0.18% | 1.36% |
| 2002 | 0.33% | 0.83% |
| 2001 | 0.36% | 0.00% |
| 2000 | 0.38% | 0.00% |
| 1999 | 0.18% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks