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Principal Financial Group Inc

PFG | US

88.72

USD

1.00

1.14%

PFG | US
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About Principal Financial Group Inc

Sector

Financial Services

Industry

Insurance-Life

Earnings date

30/06/2024

As of date

25/03/2026

Close

88.72

Open

88.57

High

89.20

Low

87.67

Principal Financial Group Inc. provides retirement asset management and insurance products and services to businesses individuals and institutional clients worldwide. The company operates through Retirement and Income Solutions Principal Global Investors Principal International and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides retirement and related financial products and services. It offers products and services for defined contribution plans including 401(k) and 403(b) plans defined benefit plans nonqualified executive benefit plans employee stock ownership plans equity compensation and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds individual variable annuities and bank products as well as trust and custody services. The Principal Global Investors segment provides equity fixed income real estate and other alternative investments as well as asset allocation stable value management and other structured investment strategies. The Principal International segment offers pension accumulation products and services mutual funds asset management income annuities and life insurance accumulation products as well as voluntary savings plans in Brazil Chile Mexico China Hong Kong Special Administrative Region and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits such as group dental and vision insurance group life insurance and group and individual disability insurance as well as administers group dental disability and vision benefits; and individual life insurance products comprising universal variable universal indexed universal and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners as well as executives. Principal Financial Group Inc. was founded in 1879 and is based in Des Moines Iowa.

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PFG | US

Risk
25.5
Sharpe
0.11
Luna's Score
64/100
Recommendation
Hold

Luna says (PFG | US)

What's Working

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

Strong Revenue Growth (> 10%)

What's not Working

High Market Beta (> 0.8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

21.3%

1 month

25.5%

3 months

24.6%

6 months

23.1%

Returns

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Fundamental Ratios

PE

17.20

Fwd. PE

10.83

Price to book

1.90

Debt to equity

0.36

Debt to assets

0.01

Ent. to EBITDA

-

Ent. to rev.

1.28

PEG

1.50

Other Fundamentals

EBITDA

1.85B

MarketCap

20.55B

MarketCap(USD)

20.55B

Div. yield

3.18

Op. margin

10.29

Erngs. growth

-5.70

Rev. growth

21.20

Ret. on equity

11.82

Short ratio

2.70

Short perc.

1.57

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

4.73

Range1M

12.64

Range3M

12.93

Volumes: Market Activity

Volume Averages

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Rel. volume

0.45

Price X volume

76.72M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
LPL Financial Holdings IncLPLACapital Markets300.6822.48B0.17%20.13194.05%
T. Rowe Price Group IncTROWAsset Management89.5819.94B0.88%13.643.79%
Brookfield Asset Management IncBAMAsset Management43.6918.35B1.91%47.290.00%
The Carlyle Group L.PCGAsset Management47.0116.75B-0.53%n/a209.59%
KeyCorpKEY-PKBanks-Regional21.3716.62B-0.02%14.95150.08%
TPG Inc. Class A Common StockTPGAsset Management40.68514.84B1.46%n/a172.13%
East West Bancorp IncEWBCBanks - Global106.7714.80B0.93%11.7750.25%
IDEX CorporationIEXCapital Markets191.6314.51B-0.65%27.5636.16%
Corebridge Financial IncCRBGAsset Management24.1714.31B2.94%9.79106.72%
Regions Financial CorporationRF-PCBanks-Regional24.113.85B0.79%10.3932.59%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Avery Dennison CorporationAVYBuilding Products & Equipment170.6413.74B2.84%27.93140.74%
Solventum Corp.SOLVHealth Information Services64.649.46B0.95%n/a311.02%
HealthEquity IncHQYHealth Information Services82.477.20B0.45%73.0753.66%
Dolby Laboratories IncDLBMedia - Diversified58.645.59B-0.39%34.320.00%
FBINFBINBuilding Products & Equipment39.444.89B-0.30%25.57130.24%
Doximity Inc.DOCSHealth Information Services24.184.49B-0.66%54.381.54%
Cinemark Holdings IncCNKMedia - Diversified27.673.39B-1.71%27.93934.91%
VeriFone Systems IncPAYBuilding Products & Equipment25.13.12B0.08%102.462.10%
Privia Health Group Inc. Common StockPRVAHealth Information Services20.542.46B-2.33%148.581.14%
IMAX CorporationIMAXMedia - Diversified38.192.01B-0.05%54.26110.44%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA--5.66-
Ent. to Revenue1.281.75Cheaper
PE Ratio17.2017.00Par
Price to Book1.901.67Par
Dividend Yield3.182.96Par
Std. Deviation (3M)24.5630.52Par
Debt to Equity0.360.66Cheaper
Debt to Assets0.010.05Cheaper
Market Cap20.55B20.04BPar
  • 1

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