Principal Financial Group, Inc. (PFG)

Price$101.19

Value ScoreD

Growth ScoreC

Momentum ScoreA

Favorite Metrics

Price vs S&P 500 (26W)8.59%

Price vs S&P 500 (4W)-2.53%

VGM Score54.60

Market Capitalization$21.94B

P/E Ratio (Annual)18.51x

Indicated Dividend Yield (Annual)3.17%

All Metrics

P/CF (Annual)4.84x

Book Value / Share (Quarterly)$54.59

P/TBV (Annual)1.83x

Indicated Dividend (Annual)$3.19

Revenue Growth (3Y)4.97%

Cash Flow / Share (Quarterly)$16.78

Payout Ratio (TTM)44.09%

Price vs S&P 500 (YTD)5.73%

Net Profit Margin (TTM)10.11%

EPS (TTM)$6.99

10-Day Avg Trading Volume1.04M

EPS Excl Extra (TTM)$6.99

Revenue Growth (5Y)1.66%

EPS (Annual)$5.25

Dividend / Share (Annual)$3.08

ROI (Annual)7.46%

Net Profit Margin (5Y Avg)13.42%

Cash / Share (Quarterly)$19.05

P/E Basic Excl Extra (TTM)14.05x

Revenue Growth QoQ (YoY)-14.18%

EPS Growth (5Y)0.82%

P/E Normalized (Annual)18.51x

ROA (Last FY)0.35%

Revenue Growth TTM (YoY)-1.76%

EBITD / Share (TTM)$8.64

ROE (5Y Avg)17.47%

Operating Margin (TTM)12.50%

Cash Flow / Share (Annual)$20.42

P/B Ratio1.86x

P/B Ratio (Quarterly)1.65x

Net Income / Employee (Annual)$62,400

EV / Revenue (TTM)1.41x

Net Interest Coverage (TTM)4.17x

ROA (TTM)0.47%

EPS Growth QoQ (YoY)816.94%

EV / EBITDA (TTM)11.30x

EPS Incl Extra (Annual)$5.25

3-Month Avg Trading Volume1.54M

52-Week Price Return34.22%

EV / Free Cash Flow (Annual)4.92x

P/E Incl Extra (TTM)14.05x

Revenue / Employee (TTM)$813,300

Tangible BV / Share (Quarterly)$48.71

P/S Ratio (Annual)1.37x

Asset Turnover (Annual)0.05x

52-Week High$105.00

Operating Margin (5Y Avg)13.10%

EPS Excl Extra (Annual)$5.25

CapEx CAGR (5Y)-2.07%

Tangible BV CAGR (5Y)-6.47%

26-Week Price Return22.17%

13-Week Price Return7.81%

Total Debt / Equity (Annual)0.34x

Enterprise Value$21.83B

Revenue / Share Growth (5Y)5.91%

Asset Turnover (TTM)0.05x

Book Value / Share Growth (5Y)-2.06%

Revenue / Employee (Annual)$842,500

Pretax Margin (Annual)8.85%

Cash / Share (Annual)$19.91

3-Month Return Std Dev19.96%

Net Income / Employee (TTM)$82,200

EBITDA CAGR (5Y)1.95%

EBITDA Interim CAGR (5Y)-10.89%

ROE (Last FY)9.97%

Net Interest Coverage (Annual)1.54x

EPS Basic Excl Extra (Annual)$5.25

P/FCF (TTM)6.04x

EV / Free Cash Flow (TTM)6.01x

Total Debt / Equity (Quarterly)0.33x

EPS Incl Extra (TTM)$6.99

ROI (TTM)9.98%

Dividend Growth Rate (5Y)6.65%

P/S Ratio (TTM)1.42x

Pretax Margin (5Y Avg)16.51%

Revenue / Share (Annual)$70.92

Tangible BV / Share (Annual)$48.84

Forward P/E10.74x

Free OCF CAGR (5Y)4.11%

Price vs S&P 500 (52W)6.07%

P/E Ratio (TTM)14.05x

EPS Growth TTM (YoY)50.05%

Year-to-Date Return17.12%

5-Day Price Return-1.20%

EPS Normalized (Annual)$5.25

ROA (5Y Avg)0.64%

Net Profit Margin (Annual)7.40%

Month-to-Date Return-0.30%

EBITD / Share (Annual)$8.37

EPS Growth (3Y)-34.44%

Operating Margin (Annual)11.64%

LT Debt / Equity (Annual)0.33x

P/CF (TTM)5.86x

ROI (5Y Avg)12.65%

P/E Excl Extra (TTM)14.05x

LT Debt / Equity (Quarterly)0.33x

EPS Basic Excl Extra (TTM)$6.99

P/TBV (Quarterly)1.85x

Payout Ratio (Annual)57.72%

P/B Ratio (Annual)1.63x

Dividend / Share (TTM)$3.12

Pretax Margin (TTM)12.09%

Book Value / Share (Annual)$54.67

Price vs S&P 500 (13W)-2.86%

Net Margin Growth (5Y)-4.81%

Dividend Yield (TTM)3.14%

Beta0.91x

P/FCF (Annual)4.94x

Revenue / Share (TTM)$70.14

ROE (TTM)13.35%

52-Week Low$75.00

vGradeD

gGradeC

mGradeA

vgmGradeC

Show chart for

Earnings Surprise History

Q1 262.07est. 2.02

Analyst Recommendations

Feb 2026

Mar 2026

Apr 2026

May 2026

2.75

3.35

3.32

Industry Peers — Accident & Health Insurance(5)

Symbol	Value Score	Growth Score	Momentum Score	Price
PFGPrincipal Financial Group, Inc.	D	C	A	$101.19
AFLAflac Inc.	F	C	B	$114.50
UNMUnum Group	D	D	B	$83.51
UNMAUnum Group 6.250% Junior Subordinated Notes due 2058	D	D	B	$22.45
CNOCNO Financial Group, Inc.	D	D	A	$46.17
CNOpACNO Financial Group, Inc. 5.125% Subordinated Debentures due 2060	—	—	—	$0.00

About

Principal Financial Group is a diversified financial services company specializing in retirement solutions, asset management, and workplace benefits. It serves individuals and institutional clients through three main segments: Retirement and Income Solutions (its largest business), Principal Asset Management, and Benefits and Protection. The Retirement segment offers workplace savings plans, pension risk transfer, variable annuities, and trust services to businesses, employees, and individual investors.