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Principal Financial Group, Inc. (PFG)
Price$96.17
Favorite Metrics
Price vs S&P 500 (26W)12.34%
Price vs S&P 500 (4W)3.55%
Market Capitalization$20.85B
P/E Ratio (Annual)17.60x
Indicated Dividend Yield (Annual)3.40%
All Metrics
P/CF (Annual)4.60x
Book Value / Share (Quarterly)$54.67
P/TBV (Annual)1.83x
Indicated Dividend (Annual)$3.02
Revenue Growth (3Y)4.97%
Cash Flow / Share (Quarterly)$20.42
Payout Ratio (TTM)57.72%
Price vs S&P 500 (YTD)4.89%
Net Profit Margin (TTM)7.40%
EPS (TTM)$5.28
10-Day Avg Trading Volume1.36M
EPS Excl Extra (TTM)$5.28
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)17.60x
Revenue Growth QoQ (YoY)13.77%
EPS Growth (5Y)0.82%
P/E Normalized (Annual)17.60x
ROA (Last FY)0.35%
Revenue Growth TTM (YoY)2.08%
EBITD / Share (TTM)$8.24
ROE (5Y Avg)17.47%
Operating Margin (TTM)11.62%
Cash Flow / Share (Annual)$20.42
P/B Ratio1.75x
P/B Ratio (Quarterly)1.63x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)1.27x
Net Interest Coverage (TTM)4.17x
ROA (TTM)0.36%
EPS Growth QoQ (YoY)-40.59%
EV / EBITDA (TTM)10.95x
EPS Incl Extra (Annual)$5.25
3-Month Avg Trading Volume1.58M
52-Week Price Return34.24%
EV / Free Cash Flow (Annual)4.59x
P/E Incl Extra (TTM)17.60x
Revenue / Employee (TTM)$1
Tangible BV / Share (Quarterly)$48.84
P/S Ratio (Annual)1.30x
Asset Turnover (Annual)0.05x
52-Week High$97.88
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 Return21.09%
13-Week Price Return5.44%
Total Debt / Equity (Annual)0.34x
Enterprise Value$20,376.037
Revenue / Share Growth (5Y)5.91%
Asset Turnover (TTM)0.05x
Book Value / Share Growth (5Y)-2.06%
Revenue / Employee (Annual)$1
Pretax Margin (Annual)8.85%
Cash / Share (Annual)$19.91
3-Month Return Std Dev26.16%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)1.95%
EBITDA Interim CAGR (5Y)-0.69%
ROE (Last FY)9.97%
Net Interest Coverage (Annual)1.54x
EPS Basic Excl Extra (Annual)$5.25
P/FCF (TTM)4.70x
EV / Free Cash Flow (TTM)4.59x
Total Debt / Equity (Quarterly)0.33x
EPS Incl Extra (TTM)$5.28
ROI (TTM)7.60%
Dividend Growth Rate (5Y)6.65%
P/S Ratio (TTM)1.30x
Pretax Margin (5Y Avg)16.51%
Revenue / Share (Annual)$70.92
Tangible BV / Share (Annual)$48.84
Forward P/E10.37x
Free OCF CAGR (5Y)4.11%
Price vs S&P 500 (52W)-0.85%
P/E Ratio (TTM)17.60x
EPS Growth TTM (YoY)-20.94%
Year-to-Date Return9.02%
5-Day Price Return2.80%
EPS Normalized (Annual)$5.25
ROA (5Y Avg)0.64%
Net Profit Margin (Annual)7.40%
Month-to-Date Return6.73%
EBITD / Share (Annual)$8.37
EPS Growth (3Y)-34.44%
Operating Margin (Annual)11.64%
LT Debt / Equity (Annual)0.33x
P/CF (TTM)4.60x
ROI (5Y Avg)12.65%
P/E Excl Extra (TTM)17.60x
LT Debt / Equity (Quarterly)0.33x
EPS Basic Excl Extra (TTM)$5.28
P/TBV (Quarterly)1.83x
Payout Ratio (Annual)57.72%
P/B Ratio (Annual)1.63x
Dividend / Share (TTM)$3.08
Pretax Margin (TTM)8.85%
Book Value / Share (Annual)$54.67
Price vs S&P 500 (13W)2.57%
Net Margin Growth (5Y)-4.81%
Dividend Yield (TTM)3.28%
Beta0.88x
P/FCF (Annual)4.70x
Revenue / Share (TTM)$71.97
ROE (TTM)10.26%
52-Week Low$69.80
Analyst Recommendations
Jan 2026
Feb 2026
Mar 2026
Apr 2026
3.38
2.75
2.75
3.35
Industry Peers — Accident & Health Insurance(4)
| Symbol | P/B Ratio (Quarterly) | ROE (TTM) | Indicated Dividend Yield (Annual) | Operating Margin (TTM) | Price |
|---|---|---|---|---|---|
PFGPrincipal Financial Group, Inc. | 1.63x | 10.26% | 3.40% | 11.62% | $96.17 |
AFLAflac Inc. | 1.96x | 13.05% | 2.15% | 27.69% | $114.52 |
UNMUnum Group | 1.17x | 6.63% | 2.33% | 8.74% | $79.63 |
UNMAUnum Group 6.250% Junior Subordinated Notes due 2058 | 1.17x | 6.63% | 2.33% | 8.74% | $23.70 |
CNOCNO Financial Group, Inc. | 1.53x | 8.60% | 1.58% | 11.04% | $43.63 |
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.