RPRX vs PFG

Comparison between Royalty Pharma plc - Class A (RPRX, Company) and Principal Financial Group Inc (PFG, Company).

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

5-Year PerformancePFG has outperformed RPRX, delivering a return of +12.5% compared to +6.9%

RPRX vs PFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RPRX(COMPANY)	PFG(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	54.03%	91.69%
Sharpe Ratio	2.06	1.29
5Y Beta	0.28	1.04
Industry	Biotechnology	Asset Management
P/E Ratio	25.84	14.24
Forward P/E	30.77	9.39
PEG Ratio	1.19	0.29
Dividend Yield	1.78%	3.13%
5Y Dividends CAGR	18.86%	11.61%
5Y EPS CAGR	N/A	3.72%
Debt to Equity	90.13%	33.40%
Free Cash Flow Yield	11.79%	17.04%
P/S Ratio	12.64	1.42
P/B Ratio	3.44	1.82

Market Cap

Winner

RPRX

$22B

PFG

$22B

Max Drawdown

Winner

RPRX

54.03%

PFG

91.69%

Sharpe Ratio

Winner

RPRX

2.06

PFG

1.29

5Y Beta

Winner

RPRX

0.28

PFG

1.04

Industry

RPRX

Biotechnology

PFG

Asset Management

P/E Ratio

RPRX

25.84

Winner

PFG

14.24

Forward P/E

RPRX

30.77

Winner

PFG

9.39

PEG Ratio

RPRX

1.19

Winner

PFG

0.29

Dividend Yield

RPRX

1.78%

Winner

PFG

3.13%

5Y Dividends CAGR

Winner

RPRX

18.86%

PFG

11.61%

5Y EPS CAGR

RPRX

N/A

PFG

3.72%

Debt to Equity

RPRX

90.13%

Winner

PFG

33.40%

Free Cash Flow Yield

RPRX

11.79%

Winner

PFG

17.04%

P/S Ratio

RPRX

12.64

Winner

PFG

1.42

P/B Ratio

RPRX

3.44

Winner

PFG

1.82

RPRX vs PFG - Historical Returns

Returns include dividend reinvestment.

Period	RPRX	PFG
1 month	+6.03%	+6.69%
3 months	+15.90%	+5.71%
6 months	+33.15%	+23.51%
1 year	+57.06%	+32.35%
5 years(CAGR)	+6.85%	+12.52%
10 years(CAGR)	N/A	+13.30%
Max(CAGR)	+4.51%	+9.50%

RPRX

+6.03%

Winner

PFG

+6.69%

Winner

RPRX

+15.90%

PFG

+5.71%

Winner

RPRX

+33.15%

PFG

+23.51%

Winner

RPRX

+57.06%

PFG

+32.35%

5Y(CAGR)

RPRX

+6.85%

Winner

PFG

+12.52%

10Y(CAGR)

RPRX

N/A

PFG

+13.30%

Max(CAGR)

RPRX

+4.51%

Winner

PFG

+9.50%

RPRX vs PFG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	RPRX	PFG
2026	+31.38%	+13.41%
2025	+53.56%	+18.35%
2024	-6.99%	+1.32%
2023	-26.86%	-2.65%
2022	+2.42%	+18.61%
2021	-13.51%	+55.49%
2020	+13.30%	-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%

RPRX vs PFG Drawdown Comparison

The maximum drawdown for RPRX was -49.68%, occurring on Dec 19, 2024. Recovery took 1279 trading sessions.

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

The current PFG drawdown is -1.03%.

Rank	RPRX	PFG
#1	-49.68% Jan 26, 2021 - Mar 2, 2026	-91.47% Dec 24, 2007 - Nov 10, 2016
#2	-30.42% Jun 25, 2020 - Jan 15, 2021	-64.71% Jan 26, 2018 - May 5, 2021
#3	-4.47% Mar 3, 2026 - Mar 31, 2026	-29.31% Nov 11, 2022 - Oct 11, 2024
#4	-3.73% Jun 18, 2020 - Jun 22, 2020	-26.00% Jun 28, 2002 - Dec 23, 2002
#5	-3.50% Apr 2, 2026 - Apr 14, 2026	-22.42% Oct 17, 2024 - Dec 5, 2025
#6	-3.08% Jan 15, 2021 - Jan 26, 2021	-21.12% Feb 9, 2022 - Aug 12, 2022
#7	-2.03% Jun 22, 2020 - Jun 25, 2020	-17.66% Apr 27, 2007 - Oct 1, 2007
#8	-1.40% Apr 17, 2026 - Apr 30, 2026	-16.25% Dec 23, 2002 - May 15, 2003
#9	-1.24% Apr 30, 2026 - May 4, 2026	-13.46% Jan 28, 2002 - Apr 4, 2002
#10	-1.03% May 6, 2026 - May 8, 2026	-12.59% Feb 17, 2004 - Oct 4, 2004
#11	-0.70% Apr 14, 2026 - Apr 17, 2026	-11.96% Feb 26, 2026 - Apr 22, 2026
#12	N/A	-11.61% Feb 7, 2005 - Jun 27, 2005
#13	N/A	-11.55% Jun 16, 2003 - Dec 2, 2003
#14	N/A	-10.65% May 17, 2021 - Aug 11, 2021
#15	N/A	-10.58% Sep 12, 2022 - Oct 18, 2022

Correlation

Correlation between RPRX and PFG is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2002 - 2026)

RPRX vs PFG dividend yield comparison.

Year	RPRX	PFG
2026	0.46%	0.80%
2025	2.28%	3.49%
2024	3.29%	3.68%
2023	2.85%	3.30%
2022	1.92%	3.05%
2021	1.71%	3.37%
2020	0.60%	4.52%
2019	0.00%	3.96%
2018	0.00%	4.75%
2017	0.00%	2.65%
2016	0.00%	2.78%
2015	0.00%	3.33%
2014	0.00%	2.46%
2013	0.00%	1.99%
2012	0.00%	2.73%
2011	0.00%	2.85%
2010	0.00%	1.69%
2009	0.00%	2.08%
2008	0.00%	1.99%
2007	0.00%	1.31%
2006	0.00%	1.36%
2005	0.00%	1.37%
2004	0.00%	1.34%
2003	0.00%	1.36%
2002	0.00%	0.83%