Principal Financial Group Inc PFG

Morningstar Rating

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 300% premium.
Price
$86.51
Fair Value
$53.75
Uncertainty
High
1-Star Price
$696.73
5-Star Price
$18.29
Economic Moat
Whml
Capital Allocation
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News

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

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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Ameriprise Financial Inc
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State Street Corp
STT
RsjssmtvKhp$26.3 Bil
Raymond James Financial Inc
RJF
PbqhsnyyBswzty$25.2 Bil
T. Rowe Price Group Inc
TROW
FgwgvgrqzdPvjtpwj$24.4 Bil
Northern Trust Corp
NTRS
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The Carlyle Group Inc
CG
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Franklin Resources Inc
BEN
WddmbcddyKtxj$10.9 Bil

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