Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
PFG · against 42 other Financial Services companies of similar size
Ranked #21 of 43 · scores higher than 52% of peers · safety percentile 47
Bars: peers in each 10-point band of the safety percentile (higher = safer; 67+ earns the lower-risk grade)6 peers with a safety percentile of 40–49, including PFG · Click a bar to see the companies
A mix: stronger debt / equity, but weaker beta than most Financial Services peers.
Risk is relative to the sector, not a bankruptcy probability. Banks and brokers carry high leverage by design, and share buybacks can shrink equity and current assets, which raises debt/equity on paper.
| Metric | PFG | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Debt / equityLower is better · 40 reported | 0.35× | 0.44× | 54% | 33% | |
| BetaLower is better · 43 reported | 0.87 | 1.09 | 67% | 33% | |
| Current ratioHigher is better · 36 reported | 1.59× | 1.91× | 37% | 33% |
| Rank | Company | Market cap | Safety | Overall |
|---|---|---|---|---|
| 1 | 1.01T INR (≈$12.2B) | 94 | 84 | |
| 2 | 1.42T INR (≈$17.0B) | 94 | 69 | |
| 3 | 1.05T INR (≈$12.6B) | 91 | ||
| 4 | 1.15T INR (≈$13.8B) | 82 | 60 | |
| 5 | 26.0B GBP (≈$33.9B) | 79 | 73 | |
| 17 | 15.3B EUR (≈$16.8B) | 56 | 57 | |
| 18 | 226.5B SEK (≈$22.7B) | 55 | 87 | |
| 19 | 22.7B USD | 54 | 64 | |
| 20 | 23.7B USD | 48 | 59 | |
| 21 | 24.1B USD | 47 | 54 | |
| 22 | 18.7B USD | 47 | 19 | |
| 23 | 16.6B CAD (≈$12.2B) | 43 | 48 | |
| 24 | 13.0B EUR (≈$14.3B) | 43 | 66 | |
| 25 | 67.7B BRL (≈$12.2B) | 42 | 57 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score