PFG

Principal Financial Group Inc.

Price

$107.86

return (12m)

40.88%

p/e

15.06

p/bv

1.93

DIVIDEND YIELD

2.99%

PFG price

Principal Financial Group

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*The amount considers the reinvestment of dividends.

Return on Investment PFG

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

-7.50%

3 months

-1.39%

1 year

40.88%

2 years

27.08%

5 years

83.30%

10 years

195.43%

Profitability Comparator

If you had invested

years ago

ago, you would now have:

Fundamentals PFG

Valuation

P/E

15.06

Sector -139.65

Industry 10.95

P/BV

1.93

Sector -10.05

Industry 1.68

P/Revenue (PSR)

1.50

Sector -11.25

Industry 1.62

EV/EBITDA

Sector -1,043.99

Industry 10.56

EV/EBIT

Sector -3,664,431,136.53

Industry 9.05

P/EBITDA

Sector -110.70

Industry 7.85

P/EBIT

Sector -127.46

Industry 5.61

P/Total Assets

0.07

Sector 0.14

Industry 0.49

P/Net Current Assets

-0.07

Sector -10.46

Industry -0.66

P/Working Capital

Sector -

Industry -3.49

EPS

7.22

Sector -9,547.75

Industry 13.05

BVPS

56.40

Sector -8,481.76

Industry 68.27

Efficiency

Gross Margin

0.00%

Sector 0.92%

Industry 20.69%

EBITDA Margin

0.00%

Sector -292.19%

Industry 15.51%

EBIT Margin

0.00%

Sector -7.22%

Industry 6.87%

Net Profit Margins

9.93%

Sector -2.47%

Industry 14.88%

Asset Turnover

0.01

Sector 0.01

Industry 0.08

Profitability

ROE

12.80%

Sector -1,328.29%

Industry 17.28%

ROA

0.44%

Sector -8.22%

Industry 4.89%

ROIC

0.00%

Sector -12.38%

Industry 2.05%

Dividends

Dividend yield

2.99%

Sector 0.26%

Industry 1.91%

Payout

45.03%

Sector 5.25%

Industry 18.09%

Debt

Current Ratio

Sector -

Industry 0.86

Net Debt / EBITDA

Sector -159.63

Industry -15.82

Net Debt / EBIT

Sector -3,461,725,776.83

Industry -22.01

Net Debt / Equity

0.00

Sector -0.82

Industry -0.55

Gross Debt / Equity

0.00

Sector -0.24

Industry 0.04

Equity/Assets

0.03

Sector -0.03

Industry 0.27

Liabilities/Assets

0.96

Sector 0.36

Industry 0.73

Growth

5Y Revenue CAGR

1.70%

Sector -

Industry -

5Y Earnings CAGR

-0.27%

Sector -

Industry -

Fundamentals PFG

DRAG THE FRAME TO SEE MORE DATA

FAIR VALUE OF Principal Financial Group ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffett’s mentor.

Current price

$107.86

Fair Value

$95.72

Upside

-11.26%

See Graham's ranking

Because it considers equity value in its calculation, this formula may not work well for technology companies.

This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.

Assets	Price ($)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
PFG Principal Financial Group Inc.	$107.86	40.88%	2.99%	15.06	1.93	12.80%	9.93%
BRK-B Berkshire Hathaway INC.	$530.81	7.80%	0.00%	13.28	1.52	11.46%	22.34%
BRK-A Berkshire Hathaway INC.	$795,800.00	7.80%	0.00%	13.28	1.52	11.45%	22.32%
PGR The Progressive Corp.	$217.51	2.68%	6.43%	10.15	3.65	35.93%	13.51%
CB Chubb Ltd.	$356.30	34.50%	1.12%	12.41	1.85	14.91%	18.11%
AEG Aegon N.V.	$8.22	17.55%	5.28%	2.82	1.17	41.36%	3.72%
AFL Aflac Incorporated	$118.80	12.60%	2.16%	11.62	1.86	16.04%	26.88%
AIG American International Group Inc.	$80.93	7.20%	2.37%	14.54	1.06	7.30%	11.11%
TRV The Travelers Companies Inc.	$385.53	49.88%	1.22%	9.74	2.79	28.67%	16.99%
ALL Allstate Corp.	$245.52	27.77%	1.75%	4.00	1.87	46.61%	22.70%
ERIE Erie Indemnity Company	$239.39	-22.27%	2.42%	19.05	4.46	23.39%	14.01%
KNSL Kinsale Capital Group Inc.	$365.84	-18.08%	0.26%	14.35	4.01	27.94%	28.49%
AIZ Assurant Inc.	$281.32	36.08%	1.24%	13.17	2.30	17.44%	7.90%
AIZN Assurant Inc.	$17.14	-12.42%	6.38%	0.80	0.14	17.44%	7.90%
IGIC International General Insurance Holdings Ltd.	$24.32	16.21%	5.67%	9.56	1.55	16.20%	21.18%
KINS Kingstone Companies Inc.	$19.60	37.19%	1.11%	7.73	2.11	27.33%	14.85%
DGICA Donegal Group Inc.	$18.52	0.58%	4.01%	9.71	1.04	10.67%	7.38%
PLMR Palomar Holdings Inc.	$138.87	21.32%	0.32%	18.06	3.74	20.71%	18.61%
SAFT Safety Insurance Group Inc.	$103.97	55.25%	3.54%	22.01	1.72	7.83%	5.33%
DGICB Donegal Group Inc.	$19.09	33.34%	3.69%	9.68	1.03	10.67%	7.38%
JRVR James River Group Holdings Ltd.	$3.80	-26.95%	1.06%	5.74	0.34	5.85%	4.68%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

PFG - Historical Dividends

Current Dividend Yield

2.99%

5-year average Dividend Yield

3.63%

Current Payout

45.03%

5-year average Payout

50.53%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	09/02/2026	09/25/2026	0.84000000
Dividends	05/29/2026	06/26/2026	0.82000000
Dividends	03/10/2026	03/27/2026	0.80000000
Dividends	12/02/2025	12/19/2025	0.79000000
Dividends	09/03/2025	09/26/2025	0.78000000
Dividends	05/30/2025	06/27/2025	0.76000000
Dividends	03/11/2025	03/28/2025	0.75000000
Dividends	11/29/2024	12/18/2024	0.73000000
Dividends	09/04/2024	09/27/2024	0.72000000
Dividends	05/31/2024	06/27/2024	0.71000000
Dividends	03/08/2024	03/28/2024	0.69000000
Dividends	11/29/2023	12/20/2023	0.67000000
Dividends	09/05/2023	09/29/2023	0.65000000
Dividends	05/30/2023	06/30/2023	0.64000000
Dividends	03/13/2023	03/31/2023	0.64000000
Dividends	11/29/2022	12/19/2022	0.64000000
Dividends	09/06/2022	09/30/2022	0.64000000
Dividends	05/31/2022	06/24/2022	0.64000000
Dividends	03/08/2022	03/25/2022	0.64000000
Dividends	11/29/2021	12/21/2021	0.64000000
Dividends	08/30/2021	09/24/2021	0.63000000
Dividends	06/01/2021	06/25/2021	0.61000000
Dividends	02/25/2021	03/26/2021	0.56000000
Dividends	11/30/2020	12/21/2020	0.56000000
Dividends	08/28/2020	09/25/2020	0.56000000
Dividends	05/28/2020	06/26/2020	0.56000000
Dividends	02/27/2020	03/27/2020	0.56000000
Dividends	11/29/2019	12/27/2019	0.55000000
Dividends	09/03/2019	09/27/2019	0.55000000
Dividends	05/30/2019	06/28/2019	0.54000000
Dividends	02/28/2019	03/29/2019	0.54000000
Dividends	11/29/2018	12/28/2018	0.54000000
Dividends	09/04/2018	09/28/2018	0.53000000
Dividends	05/31/2018	06/29/2018	0.52000000
Dividends	03/01/2018	03/29/2018	0.51000000
Dividends	11/30/2017	12/28/2017	0.49000000
Dividends	08/30/2017	09/29/2017	0.47000000
Dividends	06/01/2017	06/30/2017	0.46000000
Dividends	03/02/2017	03/31/2017	0.45000000
Dividends	12/01/2016	12/27/2016	0.43000000
Dividends	08/31/2016	09/30/2016	0.41000000
Dividends	06/02/2016	06/24/2016	0.39000000
Dividends	03/03/2016	03/25/2016	0.38000000
Dividends	12/03/2015	12/28/2015	0.38000000
Dividends	09/02/2015	09/25/2015	0.38000000
Dividends	06/04/2015	06/26/2015	0.38000000
Dividends	03/05/2015	03/27/2015	0.36000000
Dividends	12/04/2014	12/26/2014	0.34000000
Dividends	09/04/2014	09/26/2014	0.34000000
Dividends	06/05/2014	06/27/2014	0.32000000
Dividends	03/06/2014	03/28/2014	0.28000000
Dividends	12/05/2013	12/27/2013	0.26000000
Dividends	09/03/2013	09/27/2013	0.26000000
Dividends	05/30/2013	06/28/2013	0.23000000
Dividends	03/07/2013	03/29/2013	0.23000000
Dividends	12/06/2012	12/28/2012	0.21000000
Dividends	09/04/2012	09/28/2012	0.21000000
Dividends	05/31/2012	06/29/2012	0.18000000
Dividends	03/08/2012	03/30/2012	0.18000000
Dividends	11/08/2011	12/02/2011	0.70000000
Dividends	11/17/2010	12/03/2010	0.55000000
Dividends	11/11/2009	12/04/2009	0.50000000
Dividends	11/12/2008	12/05/2008	0.45000000
Dividends	11/14/2007	12/07/2007	0.90000000
Dividends	11/20/2006	12/15/2006	0.80000000
Dividends	11/15/2005	12/16/2005	0.65000000
Dividends	11/10/2004	12/17/2004	0.55000000
Dividends	11/05/2003	12/08/2003	0.45000000
Dividends	11/06/2002	12/09/2002	0.25000000

ABOUT Principal Financial Group

Principal Financial Group Inc.

Average Investor10 user rating

4.0 (18 people)

United States

147 years

Founded: 1879

2001

Time since IPO - 25 years

17.400

Employees

Principal Financial Group Inc. (United States) is listed on the Nasdaq and has a market capitalization of $23.48 billion, with shareholders equity totaling $12.18 billion.

The company employs approximately 17.400 people and operates in the Financial sector, within the Insurance (Prop. & Casualty) industry.

Over the past 12 months, Principal Financial Group Inc. reported $15.69 billion in revenue, generating net income of $1.56 billion.

Key financial metrics include a P/E ratio of 15.06, a price-to-book (P/B) ratio of 1.93, and a trailing twelve-month dividend yield of 2.99%.

The company trades under the ticker PFG.

Market cap

$23.48 billion

Net worth

$12.18 billion

$12,177,800,000.00

Assets

$352.75 billion

$352,752,300,000.00

Total Shares Outstanding

215.90 million

215,900,000

Average Daily Trading Volume

$1.24 million

$1,242,834.00

Sector

Financial

Industry

Insurance (Prop. & Casualty)

PFG

revenue by Business Segment Principal Financial Group

Revenue by Region Principal Financial Group

PFG revenue and profits

Financial Results PFG

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PFG cash flow

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