PFG:NSD-Principal Financial Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 85.08

Change

-0.06 (-0.07)%

Market Cap

N/A

Volume

0.95M

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: 2024-10-02 )

Largest Industry Peers for Asset Management

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

+0.23 (+0.21%)

USD 24.38B
TPG TPG Inc

+0.16 (+0.27%)

USD 21.10B
NTRS Northern Trust Corporation

-0.32 (-0.36%)

USD 18.16B
CG Carlyle Group Inc

+0.04 (+0.09%)

USD 15.53B
ARCC Ares Capital Corporation

+0.10 (+0.48%)

USD 13.14B
HLNE Hamilton Lane Inc

+0.43 (+0.26%)

USD 9.24B
SEIC SEI Investments Company

+0.13 (+0.19%)

USD 9.00B
STEP Stepstone Group Inc

+0.89 (+1.53%)

USD 6.75B
GBDC Golub Capital BDC Inc

+0.11 (+0.74%)

USD 3.96B
VCTR Victory Capital Holdings Inc

+0.92 (+1.68%)

USD 3.60B

ETFs Containing PFG

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

+0.03 (+0.07%)

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

+0.04 (+0.07%)

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 8.15% 70% C- 65% D
Dividend Return 2.69% 17% F 57% F
Total Return 10.84% 66% D+ 67% D+
Trailing 12 Months  
Capital Gain 24.44% 80% B- 69% C-
Dividend Return 4.08% 21% F 59% D-
Total Return 28.52% 75% C 70% C-
Trailing 5 Years  
Capital Gain 55.40% 89% A- 72% C
Dividend Return 22.85% 15% F 82% B
Total Return 78.25% 86% B+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.31% N/A N/A 76% C+
Dividend Return 22.39% N/A N/A 78% C+
Total Return 4.08% N/A N/A 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 30.02% N/A N/A 62% D
Risk Adjusted Return 74.60% N/A N/A 90% 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:

There is nothing we particularly like

What to not like:
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.