Valuation dashboard for Principal Financial Group, Inc. (PFG) with P/E 16.81, P/B 2.13, EV/EBITDA 11.64 and dividend yield 2.75%. DCF, Graham Number and Earnings Power Value models plus sector comparison against other Financial Services companies.
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.
Analysis Summary
Principal Financial Group, Inc. reported revenue of $15.63B in the most recent fiscal year, growing at a 5-year CAGR of 1.2%. Net income reached $1.19B, with a -3.2% 5-year CAGR.
Trailing-twelve-month margins: gross margin 48.5%, operating margin 12.1%, net margin 9.9%.
At the current price of $116.17, PFG trades at a P/E of 16.81 and an ROE of 9.97%. Market capitalisation stands at $24.9B, placing it among large-cap names.
Balance sheet quality for PFG: current ratio of 3.2. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 16.81 |
| Price / Book | 2.13 |
| EV / EBITDA | 11.64 |
| Dividend Yield | 2.75% |
Valuation Models
| DCF Fair Value | $213.80 |
| vs Current Price | +84.0% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| PFG | Principal Financial Group, Inc. | $24.9B | 16.81 | 2.13 | 10.0% |
| BNT | Brookfield Wealth Solutions Ltd. | $12.3B | 76.82 | 0.75 | 0.7% |
| KEY | KeyCorp | $22.4B | 12.11 | 1.13 | |
| L | Loews Corporation | $22.5B | 13.38 | 1.17 | 10.3% |
| EG | Everest Group, Ltd. | $14.6B | 8.09 | 0.99 | 10.3% |
| FNF | Fidelity National Financial, Inc. | $11.6B | 14.72 | 1.52 | 10.1% |
| AEG | Aegon Ltd. | $13.6B | 12.08 | 1.39 | 13.0% |
| CRBG | Corebridge Financial, Inc. | $15.5B | 1.26 | -2.8% |
Price
| Price | $116.17 |
| Market Cap | $24.9B |
| Exchange | NASDAQ |
| Country | US |
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% |
Related companies: AEG · BNT · CRBG · EG · EQH · FNF · KEY
Explore sector: Financial Services · Asset Management
More sections of PFG: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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