PFG:NSD-Principal Financial Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 85.99

Change

+1.07 (+1.26)%

Market Cap

N/A

Volume

0.68M

Analyst Target

USD 47.80
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TROW T. Rowe Price Group Inc

+1.92 (+1.79%)

USD 24.11B
TPG TPG Inc

-0.66 (-1.13%)

USD 21.65B
NTRS Northern Trust Corporation

-0.86 (-0.95%)

USD 18.53B
CG Carlyle Group Inc

+0.38 (+0.90%)

USD 15.57B
ARCC Ares Capital Corporation

+0.19 (+0.93%)

USD 13.04B
HLNE Hamilton Lane Inc

+1.48 (+0.89%)

USD 9.05B
SEIC SEI Investments Company

+0.32 (+0.47%)

USD 8.85B
STEP Stepstone Group Inc

-0.18 (-0.32%)

USD 6.61B
GBDC Golub Capital BDC Inc

+0.21 (+1.42%)

USD 3.94B
VCTR Victory Capital Holdings Inc

+0.79 (+1.45%)

USD 3.58B

ETFs Containing PFG

FLI:CA CI U.S. & Canada Lifeco C.. 9.15 % 0.92 %

+0.09 (+0.14%)

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

+0.08 (+0.14%)

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 9.30% 73% C 67% D+
Dividend Return 2.69% 19% F 58% F
Total Return 12.00% 67% D+ 68% D+
Trailing 12 Months  
Capital Gain 18.35% 75% C 66% D+
Dividend Return 3.84% 20% F 55% F
Total Return 22.19% 72% C 67% D+
Trailing 5 Years  
Capital Gain 49.89% 88% B+ 72% C
Dividend Return 21.81% 16% F 81% B-
Total Return 71.69% 86% B+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.09% 88% B+ 76% C+
Dividend Return 22.17% 84% B 78% C+
Total Return 4.08% 38% F 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 30.21% 49% F 61% D-
Risk Adjusted Return 73.38% 93% A 89% A-
Market Capitalization N/A N/A 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.

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

Low Dividend Growth

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