Principal Financial Group Inc PFG

Morningstar Rating
$86.09 +0.10 (0.12%)
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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 500% premium.
Price
$86.51
Fair Value
$86.14
Uncertainty
High
1-Star Price
$637.11
5-Star Price
$27.15
Economic Moat
Vzf
Capital Allocation
Yvqrdyrs

News

Trading Information

Previous Close Price
$85.99
Day Range
$86.0187.11
52-Week Range
$66.2188.26
Bid/Ask
$86.01 / $86.83
Market Cap
$19.94 Bil
Volume/Avg
581,111 / 1.2 Mil

Key Statistics

Price/Earnings (Normalized)
12.60
Price/Sales
1.32
Dividend Yield (Trailing)
3.24%
Dividend Yield (Forward)
3.35%
Total Yield
7.64%

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
CRBG
ELF
Price/Earnings (Normalized)
12.6011.184.02
Price/Book Value
1.821.580.61
Price/Sales
1.320.961.67
Price/Cash Flow
5.165.7214.11
Price/Earnings
PFG
CRBG
ELF

Financial Strength

Metric
PFG
CRBG
ELF
Quick Ratio
Current Ratio
Interest Coverage
4.9575.02
Quick Ratio
No chart available

Profitability

Metric
PFG
CRBG
ELF
Return on Assets (Normalized)
0.83%0.13%5.49%
Return on Equity (Normalized)
23.10%4.58%20.17%
Return on Invested Capital (Normalized)
4.31%0.51%15.71%
Return on Assets
PFG
CRBG
ELF

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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DpfwtvvrSfqlcnf$118.6 Bil
KKR & Co Inc Ordinary Shares
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LwgkkwwssWrdmjgh$117.3 Bil
Ameriprise Financial Inc
AMP
DwhnkhwncNrbspq$46.0 Bil
State Street Corp
STT
NhwtdcksTdxy$26.3 Bil
Raymond James Financial Inc
RJF
TsgbywffqMyvypq$25.2 Bil
T. Rowe Price Group Inc
TROW
YxczvqlygJbcdkyn$24.4 Bil
Northern Trust Corp
NTRS
DfkcfrqnwPmv$18.2 Bil
The Carlyle Group Inc
CG
GnnhkvzdbTpthny$15.5 Bil
Franklin Resources Inc
BEN
RnbjjqnkWfhd$10.9 Bil

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