SW vs PFG

Comparison between Smurfit WestRock plc (SW, Company) and Principal Financial Group Inc (PFG, Company).

SW is from the Consumer Cyclical sector, while PFG is from the Financial Services sector.

SW vs PFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SW(COMPANY)	PFG(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	42.11%	91.69%
Sharpe Ratio	0.31	1.29
5Y Beta	1.20	1.04
Industry	Packaging & Containers	Asset Management
P/E Ratio	57.61	14.24
Forward P/E	17.30	9.39
PEG Ratio	0.26	0.29
Dividend Yield	4.19%	3.13%
5Y Dividends CAGR	N/A	11.61%
5Y EPS CAGR	N/A	3.72%
Debt to Equity	5.43%	33.40%
Free Cash Flow Yield	15.30%	17.04%
P/S Ratio	0.70	1.42
P/B Ratio	1.10	1.82

Market Cap

$22B

Winner

PFG

$22B

Max Drawdown

Winner

42.11%

PFG

91.69%

Sharpe Ratio

0.31

Winner

PFG

1.29

5Y Beta

1.20

Winner

PFG

1.04

Industry

Packaging & Containers

PFG

Asset Management

P/E Ratio

57.61

Winner

PFG

14.24

Forward P/E

17.30

Winner

PFG

9.39

PEG Ratio

Winner

0.26

PFG

0.29

Dividend Yield

Winner

4.19%

PFG

3.13%

5Y Dividends CAGR

N/A

PFG

11.61%

5Y EPS CAGR

N/A

PFG

3.72%

Debt to Equity

Winner

5.43%

PFG

33.40%

Free Cash Flow Yield

15.30%

Winner

PFG

17.04%

P/S Ratio

Winner

0.70

PFG

1.42

P/B Ratio

Winner

1.10

PFG

1.82

SW vs PFG - Historical Returns

Returns include dividend reinvestment.

Period	SW	PFG
1 month	-1.73%	+6.69%
3 months	-4.84%	+5.71%
6 months	+18.53%	+23.51%
1 year	+3.77%	+32.35%
5 years(CAGR)	N/A	+12.52%
10 years(CAGR)	N/A	+13.30%
Max(CAGR)	-2.43%	+9.50%

-1.73%

Winner

PFG

+6.69%

-4.84%

Winner

PFG

+5.71%

+18.53%

Winner

PFG

+23.51%

+3.77%

Winner

PFG

+32.35%

5Y(CAGR)

N/A

PFG

+12.52%

10Y(CAGR)

N/A

PFG

+13.30%

Max(CAGR)

-2.43%

Winner

PFG

+9.50%

SW vs PFG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SW	PFG
2026	+5.86%	+13.41%
2025	-24.93%	+18.35%
2024	+18.04%	+1.32%
2023	N/A	-2.65%
2022	N/A	+18.61%
2021	N/A	+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%

SW vs PFG Drawdown Comparison

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

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

The current SW drawdown is -22.99%. The current PFG drawdown is -1.03%.

Rank	SW	PFG
#1	-39.76% Nov 22, 2024 - Nov 20, 2025	-91.47% Dec 24, 2007 - Nov 10, 2016
#2	-21.13% Jul 16, 2024 - Sep 19, 2024	-64.71% Jan 26, 2018 - May 5, 2021
#3	-13.32% Sep 27, 2024 - Oct 31, 2024	-29.31% Nov 11, 2022 - Oct 11, 2024
#4	-5.80% Nov 7, 2024 - Nov 18, 2024	-26.00% Jun 28, 2002 - Dec 23, 2002
#5	-4.65% Sep 19, 2024 - Sep 26, 2024	-22.42% Oct 17, 2024 - Dec 5, 2025
#6	-3.01% Jul 8, 2024 - Jul 11, 2024	-21.12% Feb 9, 2022 - Aug 12, 2022
#7	-0.52% Nov 18, 2024 - Nov 20, 2024	-17.66% Apr 27, 2007 - Oct 1, 2007
#8	-0.49% Jul 12, 2024 - Jul 16, 2024	-16.25% Dec 23, 2002 - May 15, 2003
#9	-0.08% Oct 31, 2024 - Nov 4, 2024	-13.46% Jan 28, 2002 - Apr 4, 2002
#10	N/A	-12.59% Feb 17, 2004 - Oct 4, 2004
#11	N/A	-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 SW and PFG is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27

-101

Dividend Comparison (2002 - 2026)

SW vs PFG dividend yield comparison.

Year	SW	PFG
2026	1.09%	0.80%
2025	4.46%	3.49%
2024	1.12%	3.68%
2023	0.00%	3.30%
2022	0.00%	3.05%
2021	0.00%	3.37%
2020	0.00%	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%