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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 0.89
NAS:PFG's Cash-to-Debt is ranked lower than
74% of the 89 Companies
in the Global Insurance - Life industry.

( Industry Median: 7.42 vs. NAS:PFG: 0.89 )
Ranked among companies with meaningful Cash-to-Debt only.
NAS:PFG' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.11  Med: 0.86 Max: 1.97
Current: 0.89
0.11
1.97
Equity-to-Asset 0.05
NAS:PFG's Equity-to-Asset is ranked lower than
67% of the 88 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.08 vs. NAS:PFG: 0.05 )
Ranked among companies with meaningful Equity-to-Asset only.
NAS:PFG' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.02  Med: 0.06 Max: 0.08
Current: 0.05
0.02
0.08
Debt-to-Equity 0.28
NAS:PFG's Debt-to-Equity is ranked higher than
53% of the 58 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.25 vs. NAS:PFG: 0.28 )
Ranked among companies with meaningful Debt-to-Equity only.
NAS:PFG' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.13  Med: 0.25 Max: 0.74
Current: 0.28
0.13
0.74
Beneish M-Score: -2.53
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Net Margin % 15.70
NAS:PFG's Net Margin % is ranked higher than
83% of the 88 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.69 vs. NAS:PFG: 15.70 )
Ranked among companies with meaningful Net Margin % only.
NAS:PFG' s Net Margin % Range Over the Past 10 Years
Min: 4.61  Med: 9.29 Max: 16.39
Current: 15.7
4.61
16.39
ROE % 17.82
NAS:PFG's ROE % is ranked higher than
85% of the 89 Companies
in the Global Insurance - Life industry.

( Industry Median: 10.16 vs. NAS:PFG: 17.82 )
Ranked among companies with meaningful ROE % only.
NAS:PFG' s ROE % Range Over the Past 10 Years
Min: 6.46  Med: 10.13 Max: 20.02
Current: 17.82
6.46
20.02
ROA % 0.85
NAS:PFG's ROA % is ranked higher than
60% of the 89 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.74 vs. NAS:PFG: 0.85 )
Ranked among companies with meaningful ROA % only.
NAS:PFG' s ROA % Range Over the Past 10 Years
Min: 0.32  Med: 0.51 Max: 0.96
Current: 0.85
0.32
0.96
3-Year Revenue Growth Rate 11.10
NAS:PFG's 3-Year Revenue Growth Rate is ranked higher than
72% of the 79 Companies
in the Global Insurance - Life industry.

( Industry Median: 5.30 vs. NAS:PFG: 11.10 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NAS:PFG' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -11.2  Med: 7 Max: 15.6
Current: 11.1
-11.2
15.6
3-Year EPS without NRI Growth Rate 29.20
NAS:PFG's 3-Year EPS without NRI Growth Rate is ranked higher than
85% of the 75 Companies
in the Global Insurance - Life industry.

( Industry Median: 6.40 vs. NAS:PFG: 29.20 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NAS:PFG' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 14.8 Max: 56.4
Current: 29.2
0
56.4
GuruFocus has detected 2 Warning Signs with Principal Financial Group Inc NAS:PFG.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NAS:PFG's 30-Y Financials

Financials (Next Earnings Date: 2019-01-30 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2017

PFG Guru Trades in Q4 2017

Joel Greenblatt 24,684 sh (New)
Pioneer Investments 497,260 sh (New)
Jeremy Grantham 237,525 sh (+6.03%)
David Dreman 6,621 sh (unchged)
John Hussman 1,200 sh (unchged)
Caxton Associates Sold Out
Jim Simons 172,100 sh (-34.21%)
Mairs and Power 2,570,791 sh (-0.84%)
» More
Q1 2018

PFG Guru Trades in Q1 2018

Ray Dalio 16,622 sh (New)
Mairs and Power 2,575,112 sh (+0.17%)
David Dreman 6,621 sh (unchged)
John Hussman 1,200 sh (unchged)
Joel Greenblatt 6,201 sh (-74.88%)
Jeremy Grantham 197,625 sh (-16.80%)
Jim Simons 10,900 sh (-93.67%)
Pioneer Investments 481,927 sh (-3.08%)
» More
Q2 2018

PFG Guru Trades in Q2 2018

Scott Black 37,449 sh (New)
Pioneer Investments 500,717 sh (+3.90%)
Jim Simons 386,764 sh (+3448.29%)
Joel Greenblatt Sold Out
John Hussman Sold Out
Ray Dalio Sold Out
Jeremy Grantham 10,725 sh (-94.57%)
Mairs and Power 2,558,334 sh (-0.65%)
» More
Q3 2018

PFG Guru Trades in Q3 2018

Jim Simons 598,100 sh (+54.64%)
Mairs and Power 2,609,915 sh (+2.02%)
Pioneer Investments 512,956 sh (+2.44%)
Jeremy Grantham Sold Out
Scott Black 36,870 sh (-1.55%)
» More
» Details

Insider Trades

Latest Guru Trades with PFG

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

Guru Date Action
Impact Price Range
(Average)*
Change from Average Comment Current Shares
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Principal Financial Group Inc

SymbolPriceYieldDescription
PFGPRBCL.PFD25.020.00Series B Preferred Stock, NonCumulative

Business Description

Industry: Insurance - Life » Insurance - Life    NAICS: 524113    SIC: 6371
Compare:LSE:OML, XPAR:CNP, TSX:PWF, SHSE:601336, BOM:540777, NYSE:LNC, XKRX:032830, LSE:SLA, TSE:7181, JSE:SLM, LSE:LGEN, HKSE:00966, TSE:8750, BOM:540719, SGX:G07, NYSE:UNM, XBRU:AGS, TSE:8795, NYSE:TMK, TSX:POW » details
Traded in other countries:PG4.Germany,
Headquarter Location:USA
Principal Financial Group Inc is an investment management company. It offers a range of financial products and services, including retirement, asset management and insurance. The company receives maximum revenue in the form of premiums.

Principal Financial Group Inc is a provider of retirement savings, investment, and insurance products, with approximately $540 billion in assets under management and nearly 20 million customers as of the recent quarter. 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.

Ratios

vs
industry
vs
history
PE Ratio 5.90
PFG's PE Ratio is ranked higher than
83% of the 83 Companies
in the Global Insurance - Life industry.

( Industry Median: 13.25 vs. PFG: 5.90 )
Ranked among companies with meaningful PE Ratio only.
PFG' s PE Ratio Range Over the Past 10 Years
Min: 4.37  Med: 13.41 Max: 28.7
Current: 5.9
4.37
28.7
Forward PE Ratio 7.50
PFG's Forward PE Ratio is ranked higher than
55% of the 33 Companies
in the Global Insurance - Life industry.

( Industry Median: 11.90 vs. PFG: 7.50 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 5.90
PFG's PE Ratio without NRI is ranked higher than
83% of the 83 Companies
in the Global Insurance - Life industry.

( Industry Median: 13.09 vs. PFG: 5.90 )
Ranked among companies with meaningful PE Ratio without NRI only.
PFG' s PE Ratio without NRI Range Over the Past 10 Years
Min: 4.37  Med: 13.41 Max: 30.03
Current: 5.9
4.37
30.03
Price-to-Owner-Earnings 2.89
PFG's Price-to-Owner-Earnings is ranked higher than
84% of the 56 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.39 vs. PFG: 2.89 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
PFG' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 1.26  Med: 4.33 Max: 8.79
Current: 2.89
1.26
8.79
PB Ratio 1.06
PFG's PB Ratio is ranked lower than
59% of the 88 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.18 vs. PFG: 1.06 )
Ranked among companies with meaningful PB Ratio only.
PFG' s PB Ratio Range Over the Past 10 Years
Min: 0.46  Med: 1.34 Max: 2.48
Current: 1.06
0.46
2.48
PS Ratio 0.93
PFG's PS Ratio is ranked lower than
71% of the 85 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.82 vs. PFG: 0.93 )
Ranked among companies with meaningful PS Ratio only.
PFG' s PS Ratio Range Over the Past 10 Years
Min: 0.16  Med: 1.14 Max: 1.71
Current: 0.93
0.16
1.71
Price-to-Free-Cash-Flow 3.03
PFG's Price-to-Free-Cash-Flow is ranked higher than
60% of the 57 Companies
in the Global Insurance - Life industry.

( Industry Median: 6.33 vs. PFG: 3.03 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
PFG' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 0.76  Med: 3.92 Max: 8.23
Current: 3.03
0.76
8.23
Price-to-Operating-Cash-Flow 2.96
PFG's Price-to-Operating-Cash-Flow is ranked higher than
56% of the 64 Companies
in the Global Insurance - Life industry.

( Industry Median: 5.97 vs. PFG: 2.96 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
PFG' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 0.73  Med: 3.84 Max: 7.6
Current: 2.96
0.73
7.6
EV-to-Revenue 0.93
PFG's EV-to-Revenue is ranked lower than
65% of the 75 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.93 vs. PFG: 0.93 )
Ranked among companies with meaningful EV-to-Revenue only.
PFG' s EV-to-Revenue Range Over the Past 10 Years
Min: -0.1  Med: 1.2 Max: 1.8
Current: 0.93
-0.1
1.8
Shiller PE Ratio 11.38
PFG's Shiller PE Ratio is ranked higher than
61% of the 46 Companies
in the Global Insurance - Life industry.

( Industry Median: 19.48 vs. PFG: 11.38 )
Ranked among companies with meaningful Shiller PE Ratio only.
PFG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.61  Med: 15.82 Max: 22.23
Current: 11.38
8.61
22.23

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 4.81
PFG's Dividend Yield % is ranked higher than
53% of the 135 Companies
in the Global Insurance - Life industry.

( Industry Median: 3.13 vs. PFG: 4.81 )
Ranked among companies with meaningful Dividend Yield % only.
PFG' s Dividend Yield % Range Over the Past 10 Years
Min: 1.29  Med: 2.54 Max: 9
Current: 4.81
1.29
9
Dividend Payout Ratio 0.28
PFG's Dividend Payout Ratio is ranked higher than
67% of the 102 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.26 vs. PFG: 0.28 )
Ranked among companies with meaningful Dividend Payout Ratio only.
PFG' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.24  Med: 0.32 Max: 0.37
Current: 0.28
0.24
0.37
3-Year Dividend Growth Rate 13.50
PFG's 3-Year Dividend Growth Rate is ranked higher than
67% of the 55 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.20 vs. PFG: 13.50 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
PFG' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 16 Max: 37.5
Current: 13.5
0
37.5
Forward Dividend Yield % 4.95
PFG's Forward Dividend Yield % is ranked lower than
57% of the 137 Companies
in the Global Insurance - Life industry.

( Industry Median: 3.50 vs. PFG: 4.95 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 11.45
PFG's 5-Year Yield-on-Cost % is ranked higher than
76% of the 132 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.09 vs. PFG: 11.45 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
PFG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.05  Med: 6.01 Max: 21.3
Current: 11.45
3.05
21.3
3-Year Average Share Buyback Ratio 0.60
PFG's 3-Year Average Share Buyback Ratio is ranked higher than
64% of the 61 Companies
in the Global Insurance - Life industry.

( Industry Median: -0.10 vs. PFG: 0.60 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
PFG' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -7.4  Med: 2.6 Max: 5.8
Current: 0.6
-7.4
5.8

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.34
PFG's Price-to-Tangible-Book is ranked lower than
56% of the 85 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.46 vs. PFG: 1.34 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
PFG' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.8  Med: 1.75 Max: 5
Current: 1.34
0.8
5
Price-to-Intrinsic-Value-Projected-FCF 0.25
PFG's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
81% of the 52 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.55 vs. PFG: 0.25 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
PFG' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.07  Med: 0.35 Max: 0.52
Current: 0.25
0.07
0.52
Price-to-Median-PS-Value 0.81
PFG's Price-to-Median-PS-Value is ranked lower than
60% of the 70 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.05 vs. PFG: 0.81 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
PFG' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.19  Med: 1.19 Max: 1.48
Current: 0.81
0.19
1.48
Price-to-Graham-Number 0.60
PFG's Price-to-Graham-Number is ranked higher than
64% of the 73 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.88 vs. PFG: 0.60 )
Ranked among companies with meaningful Price-to-Graham-Number only.
PFG' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.64  Med: 1.06 Max: 1.75
Current: 0.6
0.64
1.75

More Statistics

Revenue (TTM) (Mil) $13,704.30
EPS (TTM) $ 7.39
Beta1.66
Volatility26.96%
52-Week Range $41.95 - 75.59
Shares Outstanding (Mil)283.05

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 8,153 8,626 2,059
EBIT (Mil $)
EBITDA (Mil $)
EPS ($) 5.82 5.72 5.84
EPS without NRI ($) 5.82 5.72 5.84
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($) 2.10 2.23 2.49

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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