None (PFG) is a publicly traded company. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection.
Is None stock overvalued or undervalued in 2026?
As of October 5, 2026, None (PFG) trades at 15.9× earnings (P/E), according to Kaplio. Kaplio's verdict: expensive. At the decade median (12.1×) $85 (-24 %).
Kaplio overview: None
Market cap $24B · 52 weeks $78 – $119 (6 % below the high) · P/E 15.9× · 2027 expected P/E 10.7× · Dividend 2.9 % · 11 years rising · Next earnings October 26, 2026 · expected EPS $2.51 · Price as of Oct 5 · accounts published Jul 27.
- Valuation: P/E 15.9× (expensive).
- Business: ROIC 0 % (weak).
- Balance sheet: Distress zone (fragile).
- Earnings: 4 of 8 (uneven).
What would it be worth at its usual multiples?
At the decade median (12.1×) $85 (-24 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in this sector: 4 of 8 pass
- 5y revenue growth 5.2 %, fails.
- 5y EPS growth 0.7 %, fails.
- ROIC ≥ cost of capital 0.4 %, fails.
- P/E vs own 10y history 15.9×, fails.
- Gross margin 45.2 %, passes.
- FCF / Net Income 374.5 %, passes.
- Piotroski F-Score 5 de 9, passes.
- Interest coverage 643.6×, passes.
Against its peers (reference peers) — PFG: P/E 15.9×; EV/EBITDA 11.6×; ROIC 0.4 %; $24.0B. Regions Financial Corporation (P/E 10.9×; EV/EBITDA 6.3×; ROIC 13.8 %; $23.1B), Loews Corporation (P/E 13.0×; EV/EBITDA 8.8×; ROIC 5.6 %; $21.8B), KeyCorp (P/E 11.7×; EV/EBITDA 13.9×; ROIC 5.8 %; $21.7B).
Expensive or cheap against its last ten years?
P/E at each close: today 15.9× · median 12.1× · minimum 5.1× · maximum 16.7× · cheap below 10.2× · expensive above 14.2×. It has been cheaper than today 96% of the time over its last ten years.
Dividend
solid · Yield 2.90 % ($3.03 per share in 2025) · Years raising it ≥ 11 · 5-year growth +6 % a year · Free cash flow coverage 6.4× · With $1,000 invested today you'd collect $29.00 a year ($2.42 a month).
Profitability
| Return on Equity | 9.97% |
| Return on Invested Capital | 0.39% |
| Return on Assets | 0.35% |
| Gross Margin | 48.54% |
| Operating Margin | 12.13% |
| Net Margin | 9.86% |
Financial Health
| Debt / Equity | 0.36 |
| Current Ratio | 0.30 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 0.31 |
Price Performance
| 1 month | -4.84% |
| 3 months | +0.26% |
| Year-to-date | +25.87% |
| 1 year | +31.90% |
| 3 years | +58.86% |
| 5 years | +63.35% |
Dividend History
Paid in the last 12 months: $3.2500 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-09-03 | $0.8400 |
| 2026-06-01 | $0.8200 |
| 2026-03-11 | $0.8000 |
| 2025-12-03 | $0.7900 |
| 2025-09-04 | $0.7800 |
| 2025-06-02 | $0.7600 |
| 2025-03-12 | $0.7500 |
| 2024-12-02 | $0.7300 |
| 2024-09-05 | $0.7200 |
| 2024-06-03 | $0.7100 |
Amounts adjusted for stock splits.
Related companies: AEG · BNT · CRBG · EG · EQH · FNF · KEY
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