PFG:NYE-Principal Financial Group Inc (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 84.78

Change

+0.59 (+0.70)%

Market Cap

USD 16.64B

Volume

1.00M

Analyst Target

USD 47.80
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Principal Financial Group Inc offers businesses, individuals and institutional client's financial products and services, including retirement, asset management and insurance through its financial services companies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TPG TPG Inc

-0.05 (-0.07%)

USD 24.44B
TROW T. Rowe Price Group Inc

-0.57 (-0.51%)

USD 24.41B
NTRS Northern Trust Corporation

-0.86 (-0.84%)

USD 19.31B
CG Carlyle Group Inc

-0.03 (-0.06%)

USD 17.73B
ARCC Ares Capital Corporation

-0.23 (-1.07%)

USD 13.60B
HLNE Hamilton Lane Inc

-0.60 (-0.33%)

USD 9.74B
SEIC SEI Investments Company

+0.07 (+0.09%)

USD 9.24B
STEP Stepstone Group Inc

-0.64 (-1.03%)

USD 7.10B
GBDC Golub Capital BDC Inc

-0.07 (-0.46%)

USD 4.11B
VCTR Victory Capital Holdings Inc

+0.49 (+0.80%)

USD 3.83B

ETFs Containing PFG

FLI:CA CI U.S. & Canada Lifeco C.. 9.94 % 0.92 %

+0.06 (+-0.04%)

CAD 0.09B
SHRY First Trust Bloomberg Sha.. 5.15 % 0.00 %

-0.02 (-0.04%)

USD 0.02B
FOVL iShares Focused Value Fac.. 2.57 % 0.25 %

+0.39 (+-0.04%)

USD 0.02B
KIE SPDR® S&P Insurance ETF 0.00 % 0.35 %

+0.28 (+-0.04%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.77% 77% C+ 69% C-
Dividend Return 0.88% 8% B- 43% F
Total Return 8.64% 74% C 70% C-
Trailing 12 Months  
Capital Gain 22.18% 73% C 74% C
Dividend Return 3.82% 17% F 56% F
Total Return 26.00% 71% C- 75% C
Trailing 5 Years  
Capital Gain 54.85% 86% B+ 75% C
Dividend Return 22.23% 18% F 84% B
Total Return 77.08% 86% B+ 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.21% 90% A- 75% C
Dividend Return 19.35% 84% B 78% C+
Total Return 4.14% 35% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 32.51% 37% F 57% F
Risk Adjusted Return 59.54% 86% B+ 86% B+
Market Capitalization 16.64B 98% N/A 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.50 50% 55%
Price/Book Ratio 1.72 30% 52%
Price / Cash Flow Ratio 5.10 59% 38%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 12.08% 60% 81%
Return on Invested Capital 2.83% 42% 65%
Return on Assets 0.33% 22% 62%
Debt to Equity Ratio 36.01% 63% 48%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector