ROIV vs PFG

Comparison between Roivant Sciences Ltd (ROIV, Company) and Principal Financial Group Inc (PFG, Company).

ROIV is from the Healthcare sector, while PFG is from the Financial Services sector.

5-Year PerformanceROIV has outperformed PFG, delivering a return of +31.4% compared to +16.3%

ROIV vs PFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROIV(COMPANY)	PFG(COMPANY)
Market Cap	$25B	$25B
Max Drawdown	79.22%	91.69%
Sharpe Ratio	2.72	2.01
5Y Beta	0.91	0.97
Industry	Biotechnology	Asset Management
P/E Ratio	-77.57	16.11
Forward P/E	N/A	9.39
PEG Ratio	-0.96	0.33
Dividend Yield	N/A	2.77%
5Y Dividends CAGR	N/A	18.65%
5Y EPS CAGR	N/A	3.72%
Debt to Equity	0.00%	33.40%
Free Cash Flow Yield	-3.08%	15.07%
P/S Ratio	3026.06	1.57
P/B Ratio	5.41	2.03

Market Cap

Winner

ROIV

$25B

PFG

$25B

Max Drawdown

Winner

ROIV

79.22%

PFG

91.69%

Sharpe Ratio

Winner

ROIV

2.72

PFG

2.01

5Y Beta

Winner

ROIV

0.91

PFG

0.97

Industry

ROIV

Biotechnology

PFG

Asset Management

P/E Ratio

Winner

ROIV

-77.57

PFG

16.11

Forward P/E

ROIV

N/A

PFG

9.39

PEG Ratio

Winner

ROIV

-0.96

PFG

0.33

Dividend Yield

ROIV

N/A

PFG

2.77%

5Y Dividends CAGR

ROIV

N/A

PFG

18.65%

5Y EPS CAGR

ROIV

N/A

PFG

3.72%

Debt to Equity

Winner

ROIV

0.00%

PFG

33.40%

Free Cash Flow Yield

ROIV

-3.08%

Winner

PFG

15.07%

P/S Ratio

ROIV

3026.06

Winner

PFG

1.57

P/B Ratio

ROIV

5.41

Winner

PFG

2.03

ROIV vs PFG - Historical Returns

Returns include dividend reinvestment.

Period	ROIV	PFG
1 month	-0.76%	+2.54%
3 months	+21.86%	+14.55%
6 months	+36.02%	+20.59%
1 year	+201.46%	+55.71%
5 years(CAGR)	+31.40%	+16.29%
10 years(CAGR)	N/A	+13.50%
Max(CAGR)	+31.40%	+10.05%

ROIV

-0.76%

Winner

PFG

+2.54%

Winner

ROIV

+21.86%

PFG

+14.55%

Winner

ROIV

+36.02%

PFG

+20.59%

Winner

ROIV

+201.46%

PFG

+55.71%

5Y(CAGR)

Winner

ROIV

+31.40%

PFG

+16.29%

10Y(CAGR)

ROIV

N/A

PFG

+13.50%

Max(CAGR)

Winner

ROIV

+31.40%

PFG

+10.05%

ROIV vs PFG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	ROIV	PFG
2026	+60.15%	+31.27%
2025	+79.64%	+18.35%
2024	+4.23%	+1.32%
2023	+57.06%	-2.65%
2022	-19.37%	+18.61%
2021	+7.81%	+55.49%
2020	N/A	-6.29%
2019	N/A	+29.23%
2018	N/A	-34.82%
2017	N/A	+23.96%
2016	N/A	+35.95%
2015	N/A	-10.53%
2014	N/A	+9.56%
2013	N/A	+73.71%
2012	N/A	+16.26%
2011	N/A	-24.66%
2010	N/A	+32.83%
2009	N/A	+3.84%
2008	N/A	-65.93%
2007	N/A	+17.59%
2006	N/A	+24.67%
2005	N/A	+18.46%
2004	N/A	+26.09%
2003	N/A	+9.71%
2002	N/A	+27.56%
2001	N/A	+14.29%

ROIV vs PFG Drawdown Comparison

The maximum drawdown for ROIV was -79.22%, occurring on May 12, 2022. Recovery took 933 trading sessions.

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

The current ROIV drawdown is -4.59%.

Rank	ROIV	PFG
#1	-79.22% Dec 20, 2021 - Sep 10, 2025	-91.47% Dec 24, 2007 - Nov 10, 2016
#2	-37.33% Oct 1, 2021 - Dec 7, 2021	-64.71% Jan 26, 2018 - May 5, 2021
#3	-20.04% Dec 9, 2021 - Dec 17, 2021	-29.31% Nov 11, 2022 - Oct 11, 2024
#4	-12.84% May 20, 2026 - Jun 24, 2026	-26.00% Jun 28, 2002 - Dec 23, 2002
#5	-11.21% Jan 14, 2026 - Feb 6, 2026	-22.42% Oct 17, 2024 - Dec 5, 2025
#6	-11.14% Mar 5, 2026 - Apr 17, 2026	-21.12% Feb 9, 2022 - Aug 12, 2022
#7	-10.70% Jul 9, 2026 - Jul 29, 2026	-17.66% Apr 27, 2007 - Oct 1, 2007
#8	-8.11% Apr 17, 2026 - May 20, 2026	-16.25% Dec 23, 2002 - May 15, 2003
#9	-7.15% Dec 16, 2025 - Jan 13, 2026	-13.46% Jan 28, 2002 - Apr 4, 2002
#10	-5.72% Nov 12, 2025 - Dec 11, 2025	-12.59% Feb 17, 2004 - Oct 4, 2004
#11	-4.41% Feb 9, 2026 - Feb 23, 2026	-11.96% Feb 26, 2026 - Apr 22, 2026
#12	-3.80% Sep 17, 2025 - Oct 1, 2025	-11.61% Feb 7, 2005 - Jun 27, 2005
#13	-3.77% Feb 27, 2026 - Mar 4, 2026	-11.55% Jun 16, 2003 - Dec 2, 2003
#14	-3.19% Sep 11, 2025 - Sep 17, 2025	-10.65% May 17, 2021 - Aug 11, 2021
#15	-2.13% Oct 27, 2025 - Oct 30, 2025	-10.58% Sep 12, 2022 - Oct 18, 2022