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PFG

PFG Financial Services Unknown Updated July 20, 2026
$109.46
52W $75.00 – $114.90
59/100
16.0
0.89
Explore PFG Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Moderate · 67% agreement · 6 analysts
-22.1%
Moderate
Is PFG Bullish or Bearish?
Mixed. Innellis AI committee rates PFG (PFG) Watch with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated July 20, 2026.
Executive Summary
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is revenue declining -1.8% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.082) — bearish momentum.
  • Bearish candlestick pattern(s) detected: Bearish Engulfing.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Value Analyst bullish
62 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Dividend yield of 2.9% pays you to wait
Growth Analyst neutral
45 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 50.0% YoY
− Revenue declining -1.8% YoY -- this is not a growth story right now
Technical Analyst bullish
63 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Weekly RSI at 79 -- overbought on the larger timeframe too
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 18 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
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Investment Thesis Evolution

Committee score moved marginally from 58.8 to 58.8.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
51.4
Neutral
MACD Histogram
-0.082
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.62
Inside Bands
Price vs Moving Averages
EMA 9
$112.47 Below
EMA 21
$110.99 Below
EMA 50
$107.22 Above
EMA 200
$96.06 Above
Fundamental Analysis
Valuation
96
Growth
41
Profitability
0
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio 16.0×
P/B Ratio 2.09×
PEG Ratio 0.34
Dividend Yield 0.03%
52W High $114.90
52W Low $75.00
Quality & Growth
ROE 10.0%
ROA 0.4%
Gross Margin 48.7%
Operating Margin 12.4%
Revenue Growth YoY
Debt / Equity 0.33
AI Fundamental Assessment
P/E ratio of 16.0 (inexpensive relative to a 15-40x range); Price-to-book of 2.1x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.5%; Current ratio of 0.23 (tight short-term liquidity); Debt-to-equity of 0.33; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (16.48); Most recent quarter beat estimates by 2.3%; EPS growth decelerating (+4.3% -> -5.5% QoQ); Analyst estimates falling over recent quarters
Key Risks
  • MACD histogram is negative (-0.082) — bearish momentum.
  • Bearish candlestick pattern(s) detected: Bearish Engulfing.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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