PFG:NYE-Principal Financial Group Inc (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 81.32

Change

+1.08 (+1.35)%

Market Cap

USD 16.64B

Volume

1.62M

Analyst Target

USD 47.80
Analyst Rating

N/A

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: 2024-09-13 )

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ETFs Containing PFG

FOVL iShares Focused Value Fac.. 1,000.00 % 0.25 %

+0.46 (+0.69%)

USD 0.02B
FLI:CA CI U.S. & Canada Lifeco C.. 9.64 % 0.92 %

+0.03 (+0.69%)

CAD 0.09B
KIE SPDR® S&P Insurance ETF 0.00 % 0.35 %

+0.09 (+0.69%)

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 3.37% 57% F 58% F
Dividend Return 2.69% 22% F 63% D
Total Return 6.06% 48% F 61% D-
Trailing 12 Months  
Capital Gain 5.68% 53% F 56% F
Dividend Return 3.63% 16% F 56% F
Total Return 9.30% 38% F 58% F
Trailing 5 Years  
Capital Gain 40.62% 84% B 70% C-
Dividend Return 21.63% 16% F 83% B
Total Return 62.25% 79% B- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 17.91% 85% B 76% C+
Dividend Return 21.99% 82% B 78% C+
Total Return 4.08% 37% F 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 30.38% 53% F 61% D-
Risk Adjusted Return 72.39% 93% A 89% A-
Market Capitalization 16.64B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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.

What to not like:
Below median total returns

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

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

Low Dividend Growth

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