TROW vs PFG vs PS
161 measures in 16 categories, one definition each, computed from filings and market data.
TROW78.1
T. Rowe Price Group, Inc.
Financial Services · Asset Management
$100.97 −0.39%$21.5B mkt cap
Score DNA
PFG56.9
Principal Financial Group, Inc.
Financial Services · Asset Management
$108.81 −0.14%$23.3B mkt cap
Score DNA
PS44.8
Pershing Square Inc.
Financial Services · Asset Management
$44.48 −4.31%$17.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
TROW PFG PS · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 0 | 1 | 0 |
| Last Congress purchase | — | 2026-03-27 | — |
| 13F net change in holders | +76 | +46 | +59 |
| ETFs adding shares, 30d | 1,090 | 996 | 1 |
| ETFs trimming, 30d | 968 | 900 | 2 |
| Net ETF funds, 30d | +122 | +96 | −1 |
Valuation
16 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| P/E (TTM) | 9.7x
30th
|
15.1x
56th
|
— |
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.66
30th
|
4.01
84th
|
— |
| Price / sales | 2.8x
30th
|
1.5x
11th
|
328.4x
100th
|
| Price / book | 2.0x
64th
|
1.9x
63rd
|
13.1x
93rd
|
| Price / tangible book | 3.0x
78th
|
2.5x
72nd
|
9.6x
87th
|
| Price / free cash flow | 9.9x
48th
|
4.8x
22nd
|
699.9x
99th
|
| Price / operating cash flow | 9.3x
46th
|
4.6x
22nd
|
699.7x
99th
|
| Enterprise value | $18.7B
81st
|
$22.4B
83rd
|
$18.0B
78th
|
| EV / sales | 2.5x
17th
|
1.4x
4th
|
332.9x
100th
|
| EV / EBITDA | 6.7x
16th
|
11.5x
45th
|
— |
| EV / EBIT | 7.5x
20th
|
11.8x
39th
|
— |
| EV / free cash flow | 8.6x
34th
|
4.6x
13th
|
709.5x
99th
|
| Earnings yield | 10.3%
78th
|
6.6%
57th
|
-0.2%
20th
|
| FCF yield | 10.1%
61st
|
20.8%
83rd
|
0.1%
19th
|
| Operating cash flow yield | 10.7%
62nd
|
21.5%
83rd
|
0.1%
16th
|
| Graham number (per share) | $109.48
85th
|
$94.01
81st
|
— |
Profitability (TTM)
12 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Gross margin | 70.7%
48th
|
48.5%
10th
|
22.0%
3rd
|
| EBITDA margin | 37.1%
42nd
|
12.4%
18th
|
-53.9%
11th
|
| Operating margin | 30.3%
51st
|
12.1%
20th
|
-118.6%
2nd
|
| EBIT margin | 32.8%
52nd
|
12.1%
20th
|
-87.3%
3rd
|
| Net margin | 29.3%
71st
|
9.9%
35th
|
-78.8%
3rd
|
| NOPAT margin | 23.2%
51st
|
10.4%
21st
|
-93.7%
2nd
|
| FCF margin | 28.7%
55th
|
30.9%
57th
|
46.9%
78th
|
| Operating cash flow margin | 30.4%
52nd
|
31.9%
53rd
|
46.9%
77th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 32.4%
86th
|
8.9%
48th
|
0.0%
0th
|
| Stock comp / revenue | 2.3%
75th
|
0.0%
0th
|
0.0%
0th
|
| Effective tax rate | 23.4%
79th
|
14.0%
40th
|
21.0%
50th
|
Returns on capital
11 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| ROE (on average equity) | 20.6%
78th
|
13.1%
55th
|
-3.1%
15th
|
| ROA | 15.0%
86th
|
0.5%
25th
|
-2.4%
13th
|
| ROIC | 21.5%
85th
|
14.6%
76th
|
-3.2%
14th
|
| ROCE | 18.5%
86th
|
0.6%
18th
|
-2.6%
13th
|
| Return on tangible assets | 16.8%
83rd
|
0.6%
18th
|
-2.6%
13th
|
| Cash ROIC (OCF / invested capital) | 28.1%
79th
|
44.7%
85th
|
1.6%
18th
|
| Gross profitability (GP / assets) | 35.0%
94th
|
2.2%
7th
|
-2.5%
2nd
|
| ROIC, 3-yr average | 21.1%
88th
|
11.7%
74th
|
— |
| ROIC, 5-yr average | 28.5%
91st
|
19.4%
83rd
|
— |
| ROE, 5-yr average | 20.6%
86th
|
17.6%
81st
|
— |
| Incremental ROIC | 50.2%
68th
|
58.6%
70th
|
— |
Growth
17 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Revenue growth (TTM YoY) | 7.0%
34th
|
3.7%
27th
|
— |
| Revenue growth (QoQ) | 2.7%
40th
|
10.7%
60th
|
— |
| Revenue CAGR, 3 yr | 6.6%
27th
|
3.6%
15th
|
— |
| Revenue CAGR, 5 yr | 1.4%
24th
|
2.6%
28th
|
— |
| Gross profit CAGR, 3 yr | 20.0%
47th
|
3.4%
12th
|
— |
| Operating income CAGR, 3 yr | 7.6%
38th
|
0.3%
20th
|
— |
| Net income growth (TTM YoY) | 9.0%
42nd
|
35.7%
62nd
|
— |
| Net income CAGR, 3 yr | 12.8%
56th
|
-0.2%
35th
|
— |
| EPS growth (TTM YoY) | 12.1%
47th
|
40.6%
65th
|
— |
| EPS CAGR, 3 yr | 14.7%
59th
|
3.8%
39th
|
— |
| EPS CAGR, 5 yr | -4.5%
52nd
|
4.2%
67th
|
— |
| FCF growth (TTM YoY) | 65.3%
73rd
|
12.8%
44th
|
— |
| FCF CAGR, 3 yr | 19.0%
66th
|
6.5%
44th
|
— |
| Operating cash flow CAGR, 3 yr | 14.4%
62nd
|
6.6%
50th
|
— |
| Book value CAGR, 3 yr | 7.7%
57th
|
9.6%
65th
|
— |
| Dividend CAGR, 3 yr | 1.8%
59th
|
5.2%
74th
|
— |
| Sustainable growth rate | 10.0%
68th
|
7.2%
61st
|
— |
Margin history & stability
7 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Gross margin, 3-yr average | 57.6%
32nd
|
45.9%
18th
|
— |
| Operating margin, 3-yr average | 31.1%
38th
|
10.4%
13th
|
— |
| Net margin, 3-yr average | 28.9%
61st
|
8.5%
23rd
|
— |
| FCF margin, 3-yr average | 21.8%
41st
|
28.1%
47th
|
— |
| Revenue stability (0-1) | 0.21
26th
|
0.76
65th
|
— |
| Earnings stability (0-1) | 0.25
37th
|
0.20
33rd
|
— |
| Margin stability (0-1) | 0.84
57th
|
0.95
90th
|
— |
Liquidity (latest quarter)
7 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Cash & short-term investments | $3.2B
82nd
|
$5.3B
87th
|
$9.0M
12th
|
| Net cash (− = net debt) | $2.8B
92nd
|
$918.9M
90th
|
−$244.0M
71st
|
| Working capital | $2.3B
85th
|
−$12.1B
3rd
|
$10.3M
37th
|
| Current ratio | 2.18
60th
|
0.30
20th
|
— |
| Quick ratio | 2.18
60th
|
0.30
20th
|
— |
| Cash ratio (cash + ST investments / current liabilities) | 1.69
65th
|
0.30
36th
|
— |
| Defensive interval (days) | 496 days
63rd
|
579 days
65th
|
5,671 days
98th
|
Leverage & solvency (latest quarter)
13 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Total debt | $429.4M
22nd
|
$4.3B
74th
|
$253.0M
14th
|
| Debt / equity | 0.04
8th
|
0.36
19th
|
0.19
12th
|
| Net debt / equity | −0.25
10th
|
−0.08
17th
|
0.18
28th
|
| Debt / assets | 2.8%
13th
|
1.2%
8th
|
14.0%
23rd
|
| Debt / capital | 3.8%
8th
|
26.3%
19th
|
15.7%
12th
|
| Debt / EBITDA | 0.15
7th
|
2.23
36th
|
— |
| Net debt / EBITDA | −1.00
13th
|
−0.47
16th
|
— |
| Interest coverage (EBIT / interest) | — | 190.3x
97th
|
−18.8x
2nd
|
| Cash interest coverage | — | 501.2x
97th
|
10.1x
76th
|
| Debt payback (years of OCF) | 0.2 yrs
8th
|
0.9 yrs
18th
|
10.0 yrs
75th
|
| Liabilities / assets | 20.7%
7th
|
96.3%
97th
|
22.3%
8th
|
| IS credit model rating | AA+ | BBB+ | BBB |
| Implied credit spread (bps) | 65
4th
|
225
26th
|
275
31st
|
Efficiency
11 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Asset turnover | 0.51
94th
|
0.05
8th
|
0.03
6th
|
| Fixed asset turnover | 6.42
30th
|
20.15
68th
|
2.49
17th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 8.4
49th
|
4.1
21st
|
0.2
2nd
|
| Days sales outstanding | 43 days
54th
|
88 days
81st
|
1,867 days
99th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 28 days
39th
|
0 days
0th
|
29 days
40th
|
| Cash conversion cycle (days) | 16 days
67th
|
88 days
89th
|
1,838 days
100th
|
| Capex / revenue | 1.7%
86th
|
1.0%
80th
|
0.0%
52nd
|
| Capex / depreciation | 0.40
74th
|
3.88
99th
|
0.00
36th
|
| Operating expense ratio | 28.5%
34th
|
36.3%
37th
|
34.0%
35th
|
Cash flow & earnings quality
7 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Operating cash flow / net income | 1.04
45th
|
3.24
84th
|
— |
| FCF / net income | 0.98
48th
|
3.14
87th
|
— |
| FCF / operating cash flow | 94.4%
22nd
|
96.8%
25th
|
100.0%
54th
|
| Capex / operating cash flow | 5.6%
82nd
|
3.2%
78th
|
0.0%
50th
|
| Accruals ratio | -0.6%
60th
|
-1.0%
55th
|
-3.8%
33rd
|
| Sloan accruals ratio | -10.9%
15th
|
-5.8%
21st
|
-0.9%
43rd
|
| Earnings quality score (0-1) | 1.00
60th
|
1.00
60th
|
— |
Scores & forensic checks
15 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| IS score | 78
93rd
|
57
69th
|
45
50th
|
| IS profitability | 85
80th
|
42
27th
|
0
0th
|
| IS growth | 52
36th
|
60
62nd
|
— |
| IS value | 83
71st
|
61
42nd
|
28
2nd
|
| IS momentum | 73
65th
|
87
81st
|
— |
| IS risk (safety) | 100
83rd
|
15
6th
|
100
83rd
|
| IS quality | 89
98th
|
71
67th
|
43
23rd
|
| IS balance sheet | 93
98th
|
56
69th
|
24
7th
|
| IS earnings quality | 81
80th
|
74
71st
|
50
35th
|
| IS cash flow | 89
97th
|
90
98th
|
64
40th
|
| Piotroski F-score (0-9) | 8
93rd
|
5
30th
|
3
5th
|
| Altman Z-score | — | — | — |
| Beneish M-score | — | — | — |
| Ohlson O-score | −11.48
3rd
|
−6.15
85th
|
−8.20
34th
|
| IS credit score | 94
94th
|
64
74th
|
57
69th
|
Size (TTM)
8 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| Market cap | $21.5B
84th
|
$23.3B
85th
|
$17.8B
83rd
|
| Revenue | $7.6B
83rd
|
$15.7B
88th
|
$54.2M
6th
|
| EBITDA | $2.8B
85th
|
$1.9B
83rd
|
−$29.2M
11th
|
| Net income | $2.2B
88th
|
$1.5B
87th
|
−$42.7M
16th
|
| Free cash flow | $2.2B
91st
|
$4.9B
95th
|
$25.4M
22nd
|
| Total assets | $15.4B
77th
|
$352.8B
90th
|
$1.8B
28th
|
| Shareholders' equity | $11.0B
83rd
|
$12.1B
85th
|
$1.4B
56th
|
| Employees | 7,544
82nd
|
19,700
89th
|
44
10th
|
Price performance
9 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| 1 day | −0.4% | −0.1% | −4.3% |
| 1 week | −4.0% | +1.5% | −18.2% |
| 1 month | −1.8% | −6.2% | +1.9% |
| 3 months | −12.2% | −2.9% | +35.2% |
| 6 months | +6.7% | +13.1% | — |
| Year to date | +0.3% | +21.7% | +84.5% |
| 1 year | +0.5% | +35.8% | — |
| 3 years, cumulative | +12.2% | +67.1% | — |
| 5 years, cumulative | −35.2% | +83.9% | — |
Technicals
4 measures| Measure | TROW | PFG | PS |
|---|---|---|---|
| RSI 14 | 37.8 | 41.2 | 42.6 |
| From 52-week high | −16.2% | −10.2% | — |
| From 52-week low | +21.4% | +41.0% | — |
| Beta | 1.47 | 0.87 | 9.16 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17