Which Is a Better Investment, Brookfield Corp or Principal Financial Group Inc Stock?

By Jenna Brashear
September 03, 2026
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Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Brookfield Corporation, Principal Financial Group or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Brookfield Corporation, Principal Financial Group and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Brookfield Corporation, Principal Financial Group and Inc.

Brookfield Corporation is a multi-asset manager focused on real estate, credit, renewable power and transition, infrastructure, venture capital, and private equity including growth capital and emerging growth investments. It manages a range of public and private investment products and services for institutional and retail clients. It typically makes investments in sizeable, premier assets across geographies and asset classes. It invests both its own capital as well as capital from other investors. Within private equity and venture capital, it focuses on acquisitions, early ventures, control buyouts, financially distressed buyouts, corporate carve-outs, recapitalizations, convertible, senior and mezzanine financings, operational and capital structure restructuring, strategic re-direction, turnarounds, and underperforming midmarket companies. It invests in both public debt and equity markets. It invests in private equity sectors with focus on business services including infrastructure, healthcare, road fuel distribution and marketing, and real estate; industrials including manufacturers of automotive batteries, graphite electrodes, smart cards, returnable plastic packaging, consumable products for lab testing, and sanitation management and development; and residential/infrastructure services. The firm provides essential business services including business process outsourcing, financial services, software and technology services, and real estate–related services, among others. The firm also invests in energy transition. It targets companies that likely possess underlying real assets, primarily in sectors such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing, and forest products. It invests globally with focus on North America including Brazil, the United States, and Canada; Europe; Australia; the Middle East and North Africa; and Asia-Pacific. The firm considers equity investments in the range of $2 million to $500 million. It has a four-year investment period and a 10-year term with two one-year extensions. The firm prefers to take both minority and majority stakes. Brookfield Corporation was founded in 1997 and is based in Toronto, Canada, with additional offices across North America, South America, Europe, the Middle East, and Asia.

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. This segment offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as fund offerings. This segment also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans. The Benefits and Protection segment provides specialty benefits, such as specialty benefits group dental and vision insurance, group life and other insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. This segment serves insurance solutions for small and medium-sized businesses and their owners, as well as employees. The company was founded in 1879 and is based in Des Moines, Iowa.

Latest Capital Markets and Brookfield Corporation, Principal Financial Group, Inc. Stock News

As of September 2, 2026, Brookfield Corporation had a $88.7 billion market capitalization, compared to the Capital Markets median of $3.2 million. Brookfield Corporation’s stock is down 12.7% in 2026, down 3.3% in the previous five trading days and down 10.19% in the past year.

Currently, Brookfield Corporation’s price-earnings ratio is 73.9. Brookfield Corporation’s trailing 12-month revenue is $80.7 billion with a 1.8% net profit margin. Year-over-year quarterly sales growth most recently was 8.5%. There are no analysts providing consensus earnings estimates for the current fiscal year. Brookfield Corporation currently has a 0.7% dividend yield.

As of September 2, 2026, Principal Financial Group, Inc. had a $23.8 billion market cap, putting it in the 88th percentile of all stocks. Principal Financial Group, Inc.’s stock is up 34.2% in 2026, up 5.5% in the previous five trading days and up 39.24% in the past year.

Currently, Principal Financial Group, Inc.’s price-earnings ratio is 15.8. Principal Financial Group, Inc.’s trailing 12-month revenue is $15.7 billion with a 9.9% net profit margin. Year-over-year quarterly sales growth most recently was 6.4%. Analysts expect adjusted earnings to reach $9.522 per share for the current fiscal year. Principal Financial Group, Inc. currently has a 3.0% dividend yield.

How We Compare Brookfield Corporation, Principal Financial Group and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Brookfield Corporation, Principal Financial Group and Inc.’s stock grades to see how they measure up against one another.

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Brookfield Corporation, Principal Financial Group and Inc.’s Quality Grades

Company Ticker Quality
Brookfield Corporation BN C
Principal Financial Group, Inc. PFG C

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Brookfield Corporation has a Quality Score of 47, which is Average. Principal Financial Group, Inc. has a Quality Score of 45, which is Average.

The Quality Stock Winner: No Clear Winner

Neither Brookfield Corporation, Principal Financial Group or Inc. has a high enough Quality Grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Brookfield Corporation, Principal Financial Group or Inc. is the better investment when it comes to quality.

Brookfield Corporation, Principal Financial Group and Inc.’s Momentum Grades

Company Ticker Momentum
Brookfield Corporation BN D
Principal Financial Group, Inc. PFG B

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Brookfield Corporation has a Momentum Score of 27, which is Weak. Principal Financial Group, Inc. has a Momentum Score of 68, which is Strong.

The Momentum Grade Winner: Principal Financial Group, Inc.

As you can clearly see from the Momentum Grade breakdown above, Principal Financial Group, Inc. is considered to have stronger momentum compared to Brookfield Corporation. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Principal Financial Group, Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Brookfield Corporation, Principal Financial Group and Inc.’s Estimate Revisions Grades

Company Ticker Earnings Estimate
Brookfield Corporation BN na
Principal Financial Group, Inc. PFG C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Brookfield Corporation does not have a meaningful Earnings Estimate Score. Principal Financial Group, Inc. has a Earnings Estimate Score of 52, which is Neutral.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither Brookfield Corporation, Principal Financial Group or Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Brookfield Corporation, Principal Financial Group or Inc. is the better investment when it comes to estimate revisions.

Don’t Forget Your Free Special Report on How A+ Grades Can Help You Make Investment Decisions

Other Brookfield Corporation, Principal Financial Group and Inc. Grades

In addition to Quality, Momentum and Estimate Revisions, A+ Investor also provides grades for Value and Growth.

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Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Brookfield Corporation, Principal Financial Group and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Brookfield Corporation, Principal Financial Group or Inc. Stock?

Overall, Brookfield Corporation stock has a Momentum Score of 27, Estimate Revisions Score of and Quality Score of 47.

Principal Financial Group, Inc. stock has a Momentum Score of 68, Estimate Revisions Score of 52 and Quality Score of 45.

Comparing Brookfield Corporation, Principal Financial Group and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

Learn More About A+ Investor

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.



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