PFG:NSD-Principal Financial Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 77.8

Change

+0.40 (+0.52)%

Market Cap

N/A

Volume

0.27M

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: 2024-12-24 )

Largest Industry Peers for Asset Management

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

+1.00 (+0.86%)

USD 27.51B
TPG TPG Inc

+0.88 (+1.38%)

USD 24.75B
NTRS Northern Trust Corporation

+1.02 (+0.99%)

USD 21.39B
CG Carlyle Group Inc

+1.03 (+2.05%)

USD 18.90B
ARCC Ares Capital Corporation

+0.22 (+1.02%)

USD 14.04B
SEIC SEI Investments Company

+1.36 (+1.64%)

USD 10.84B
HLNE Hamilton Lane Inc

+0.51 (+0.34%)

USD 9.38B
STEP Stepstone Group Inc

+0.74 (+1.24%)

USD 7.53B
VCTR Victory Capital Holdings Inc

+1.05 (+1.60%)

USD 4.26B
GBDC Golub Capital BDC Inc

+0.25 (+1.66%)

USD 3.99B

ETFs Containing PFG

FLI:CA CI U.S. & Canada Lifeco C.. 9.34 % 0.92 %

-0.12 (0.55%)

CAD 0.09B
SHRY First Trust Bloomberg Sha.. 4.48 % 0.00 %

+0.22 (+0.55%)

USD 0.02B
DIVY Tidal ETF Trust 3.29 % 0.85 %

-0.19 (0.55%)

USD 0.01B
KIE SPDR® S&P Insurance ETF 0.00 % 0.35 %

+0.51 (+0.55%)

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 -1.11% 47% F 48% F
Dividend Return 3.62% 18% F 62% D
Total Return 2.52% 44% F 50% F
Trailing 12 Months  
Capital Gain -1.87% 49% F 47% F
Dividend Return 3.59% 20% F 61% D-
Total Return 1.73% 40% F 49% F
Trailing 5 Years  
Capital Gain 41.53% 87% B+ 72% C
Dividend Return 24.10% 27% F 83% B
Total Return 65.64% 78% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 20.38% 83% B 74% C
Dividend Return 24.34% 82% B 76% C+
Total Return 3.96% 39% F 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 28.71% 50% F 64% D
Risk Adjusted Return 84.79% 93% A 93% 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.