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Principal Financial Group Inc PFG

Morningstar Rating
$78.93 −0.89 (1.12%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

PFG is trading at a 9% discount.
Price
$80.21
Fair Value
$46.71
Uncertainty
High
1-Star Price
$391.83
5-Star Price
$66.84
Economic Moat
Yhmk
Capital Allocation
Phxvcgwr
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News

Trading Information

Previous Close Price
$79.82
Day Range
$78.5881.00
52-Week Range
$65.1786.79
Bid/Ask
$73.31 / $83.50
Market Cap
$18.56 Bil
Volume/Avg
855,742 / 1.2 Mil

Key Statistics

Price/Earnings (Normalized)
12.39
Price/Sales
1.45
Dividend Yield (Trailing)
3.20%
Dividend Yield (Forward)
3.33%
Total Yield
6.83%

Company Profile

Principal Financial Group Inc is a leader in Global investment management offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through diverse family of financial services companies. It operates in four business segments that are Retirement and Income Solutions, Principal Global Investors, Principal International, and United States Insurance Solutions. The company receives maximum revenue in the form of premiums.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Value
Total Number of Employees
19,800

Comparables

Valuation

Metric
PFG
MET
LNC
Price/Earnings (Normalized)
12.399.805.62
Price/Book Value
1.761.750.84
Price/Sales
1.450.830.43
Price/Cash Flow
10.704.473.99
Price/Earnings
PFG
MET
LNC

Financial Strength

Metric
PFG
MET
LNC
Quick Ratio
Current Ratio
Interest Coverage
3.07−2.47
Quick Ratio
No chart available

Profitability

Metric
PFG
MET
LNC
Return on Assets (Normalized)
0.54%0.82%0.26%
Return on Equity (Normalized)
15.37%18.66%19.50%
Return on Invested Capital (Normalized)
2.75%3.21%2.79%
Return on Assets
PFG
MET
LNC
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