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Business Description
Principal Financial Group Inc
NAICS : 523930
SIC : 6282
ISIN : US74251V1026
Share Class Description:
LTS:0KO5: Registered SharesDescription
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 1.03 | |||||
| Equity-to-Asset | 0.04 | |||||
| Debt-to-Equity | 0.37 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 9/9 | |||||
| Beneish M-Score | -2.55 | |||||
| WACC vs ROIC | ||||||
Growth Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 9 | |||||
| 3-Year EPS without NRI Growth Rate | -1.9 | |||||
| 3-Year FCF Growth Rate | 18.9 | |||||
| 3-Year Book Growth Rate | -7.2 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 15.28 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 2.92 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 36.3 | |||||
| 9-Day RSI | 34.4 | |||||
| 14-Day RSI | 35.38 | |||||
| 3-1 Month Momentum % | 2.48 | |||||
| 6-1 Month Momentum % | -8.88 | |||||
| 12-1 Month Momentum % | 6.07 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 3.99 | |||||
| Dividend Payout Ratio | 0.45 | |||||
| 3-Year Dividend Growth Rate | 5.3 | |||||
| Forward Dividend Yield % | 4.11 | |||||
| 5-Year Yield-on-Cost % | 5.19 | |||||
| 3-Year Average Share Buyback Ratio | 4.7 | |||||
| Shareholder Yield % | 11.02 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 9.74 | |||||
| FCF Margin % | 28.11 | |||||
| ROE % | 14.17 | |||||
| ROA % | 0.5 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 10.88 | |||||
| Forward PE Ratio | 8.92 | |||||
| PE Ratio without NRI | 11.27 | |||||
| Shiller PE Ratio | 9.45 | |||||
| Price-to-Owner-Earnings | 11.35 | |||||
| PS Ratio | 1.05 | |||||
| PB Ratio | 1.47 | |||||
| Price-to-Tangible-Book | 2 | |||||
| Price-to-Free-Cash-Flow | 3.72 | |||||
| Price-to-Operating-Cash-Flow | 3.66 | |||||
| EV-to-Revenue | 1.02 | |||||
| EV-to-Forward-Revenue | 8.51 | |||||
| EV-to-FCF | 3.64 | |||||
| Price-to-GF-Value | 0.82 | |||||
| Price-to-Projected-FCF | 0.35 | |||||
| Price-to-Median-PS-Value | 0.84 | |||||
| Price-to-Graham-Number | 1 | |||||
| FCF Yield % | 27.94 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Principal Financial Group Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 16,127.7 | ||
| EPS (TTM) ($) | 6.63 | ||
| Beta | 1.3 | ||
| 3-Year Sharpe Ratio | 0.13 | ||
| 3-Year Sortino Ratio | 0.2 | ||
| Volatility % | 20.09 | ||
| 14-Day RSI | 35.38 | ||
| 14-Day ATR ($) | 1.914472 | ||
| 20-Day SMA ($) | 78.40341 | ||
| 12-1 Month Momentum % | 6.07 | ||
| 52-Week Range ($) | 68.52 - 92.64 | ||
| Shares Outstanding (Mil) | 224.97 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 9 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Principal Financial Group Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Principal Financial Group Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Principal Financial Group Inc Frequently Asked Questions
What is Principal Financial Group Inc(LTS:0KO5)'s stock price today?
The current price of LTS:0KO5 is $72.93. The 52 week high of LTS:0KO5 is $92.64 and 52 week low is $68.52.
When is next earnings date of Principal Financial Group Inc(LTS:0KO5)?
The next earnings date of Principal Financial Group Inc(LTS:0KO5) is 2025-04-24.
Does Principal Financial Group Inc(LTS:0KO5) pay dividends? If so, how much?
The Dividend Yield %  of Principal Financial Group Inc(LTS:0KO5) is 3.99% (As of Today), Highest Dividend Payout Ratio of Principal Financial Group Inc(LTS:0KO5) was 0.45. The lowest was 0.14. And the median was 0.38. The  Forward Dividend Yield % of Principal Financial Group Inc(LTS:0KO5) is 4.11%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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