IVZ vs PFG

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Oct 16, 2026

IVZ

52.5
AI Score
VS
PFG Wins

PFG

60.0
AI Score

Investment Advisor Scores

IVZ

53score
Recommendation
HOLD

PFG

60score
Recommendation
BUY

AI Analyst Insights

AI insights temporarily unavailable

Detailed Metrics Comparison

Metric IVZ PFG Winner
Revenue 3.57B 3.53B IVZ
Net Income 558.00M 424.60M IVZ
Net Margin 15.6% 12.0% IVZ
ROE 4.5% 3.6% IVZ
ROA 2.0% 0.1% IVZ
Total Assets 27.47B 332.70B PFG
Cash 915.40M 4.05B PFG
Debt/Equity 0.13 0.33 IVZ

Relative Price Performance (Last 90 Days)

IVZ 1M: -6.7% · 3M: -4.2% PFG 1M: -4.1% · 3M: -0.2%

Current Technical Phase

IVZ

Markdown
Sell / avoid

Price below a falling SMA50 (slope -1.1%), weak momentum, RSI 40

RSI (14): 40.1 · Price: $28.68

PFG

Distribution
Trim / tighten stop

Price near a flattening SMA50 (slope -1.0%) with fading momentum, RSI 45

RSI (14): 45.4 · Price: $109.21

Fundamentals Snapshot

Metric IVZ PFG
Market Cap — —
Forward P/E 9.0 10.6
Trailing P/E — 15.2
Revenue (TTM) — —
Revenue Growth 0.2% 0.1%
Gross Margin 0.3% 0.5%
Operating Margin 0.2% 0.1%
EPS -0.68 7.09
Dividend Yield 0.03% 0.03%

Frequently Asked Questions

Based on our detailed analysis, PFG is currently the stronger investment candidate, winning 2 of the key financial metrics based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.