ducovest

PG4:F:F-Principal Financial Group Inc (EUR)

COMMON STOCK | Asset Management |

Last Closing

USD 73.5

Change

-0.50 (-0.68)%

Market Cap

USD 16.76B

Volume

23.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: EUR

Country : Germany

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-27 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BBN1:F Blackstone Group Inc

N/A

 USD 140.88B
BLQA:F BlackRock Inc

N/A

 USD 109.32B
KR51:F KKR & Co LP

N/A

 USD 93.01B
IVSD:F INVESTOR B (FRIA) O.N.

N/A

 USD 81.24B
IVS:F INVESTOR A (FRIA) O.N.

N/A

 USD 78.34B
N7I:F APOLLO GL.M.NEW DL-00001

N/A

 USD 62.53B
K7X:F BROOKFIELD CORP. CL.A

N/A

 USD 58.88B
BN9:F The Bank of New York Mellon Co..

N/A

 USD 41.09B
A4S:F Ameriprise Financial Inc

N/A

 USD 40.91B
0QN:F Ares Management Corp Class A

N/A

 USD 38.90B

ETFs Containing PG4:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.52% 53% F 56% F
Dividend Return 1.97% 31% F 36% F
Total Return 5.49% 51% F 52% F
Trailing 12 Months  
Capital Gain 7.30% 60% D- 59% D-
Dividend Return 3.97% 34% F 42% F
Total Return 11.27% 57% F 56% F
Trailing 5 Years  
Capital Gain 48.22% 78% C+ 69% C-
Dividend Return 14.80% 57% F 53% F
Total Return 63.02% 76% C+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 17.42% 92% A 84% B
Dividend Return 19.83% 92% A 80% B-
Total Return 2.41% 69% C- 58% F
Risk Return Profile  
Volatility (Standard Deviation) 31.71% 23% F 37% F
Risk Adjusted Return 62.53% 93% A 85% B
Market Capitalization 16.76B 94% A 90% A-

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

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.

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.

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