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Also traded in: Germany

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 : 5/10

vs
industry
vs
history
Cash-to-Debt 0.48
PFG's Cash-to-Debt is ranked lower than
84% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.84 vs. PFG: 0.48 )
Ranked among companies with meaningful Cash-to-Debt only.
PFG' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.11  Med: 0.87 Max: N/A
Current: 0.48
Equity-to-Asset 0.05
PFG's Equity-to-Asset is ranked lower than
71% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.08 vs. PFG: 0.05 )
Ranked among companies with meaningful Equity-to-Asset only.
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
Interest Coverage N/A
PFG's Interest Coverage is ranked higher than
74% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 76.23 vs. PFG: N/A )
Ranked among companies with meaningful Interest Coverage only.
PFG' s Interest Coverage Range Over the Past 10 Years
Min: N/A  Med: N/A Max: N/A
Current: N/A
Beneish M-Score: -2.38
WACC vs ROIC
9.67%
11.60%
WACC
ROIC
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 : 5/10

vs
industry
vs
history
Operating Margin % 12.62
PFG's Operating Margin % is ranked higher than
66% of the 85 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.22 vs. PFG: 12.62 )
Ranked among companies with meaningful Operating Margin % only.
PFG' s Operating Margin % Range Over the Past 10 Years
Min: 4.64  Med: 10.25 Max: 14.27
Current: 12.62
4.64
14.27
Net Margin % 10.46
PFG's Net Margin % is ranked higher than
71% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.58 vs. PFG: 10.46 )
Ranked among companies with meaningful Net Margin % only.
PFG' s Net Margin % Range Over the Past 10 Years
Min: 4.61  Med: 8.32 Max: 10.92
Current: 10.46
4.61
10.92
ROE % 12.43
PFG's ROE % is ranked higher than
78% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.37 vs. PFG: 12.43 )
Ranked among companies with meaningful ROE % only.
PFG' s ROE % Range Over the Past 10 Years
Min: 6.46  Med: 9.96 Max: 13.48
Current: 12.43
6.46
13.48
ROA % 0.57
PFG's ROA % is ranked lower than
52% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.63 vs. PFG: 0.57 )
Ranked among companies with meaningful ROA % only.
PFG' s ROA % Range Over the Past 10 Years
Min: 0.32  Med: 0.51 Max: 0.59
Current: 0.57
0.32
0.59
3-Year Revenue Growth Rate 10.80
PFG's 3-Year Revenue Growth Rate is ranked higher than
72% of the 78 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.30 vs. PFG: 10.80 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
PFG' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 7 Max: 15.6
Current: 10.8
0
15.6
3-Year EBITDA Growth Rate 12.30
PFG's 3-Year EBITDA Growth Rate is ranked higher than
74% of the 74 Companies
in the Global Insurance - Life industry.

( Industry Median: 3.80 vs. PFG: 12.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
PFG' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 11.25 Max: 21.2
Current: 12.3
0
21.2
3-Year EPS without NRI Growth Rate 15.10
PFG's 3-Year EPS without NRI Growth Rate is ranked higher than
80% of the 71 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.30 vs. PFG: 15.10 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
PFG' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 12.1 Max: 56.4
Current: 15.1
0
56.4
GuruFocus has detected 4 Warning Signs with Principal Financial Group Inc $PFG.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» PFG's 30-Y Financials

Financials (Next Earnings Date: 2017-10-28 Est.)


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

» Details

Guru Trades

Q2 2016

PFG Guru Trades in Q2 2016

Ray Dalio 26,900 sh (+224.10%)
Jeff Auxier 5,322 sh (unchged)
Bill Nygren 5,489,000 sh (unchged)
Jeremy Grantham Sold Out
Jim Simons Sold Out
Paul Tudor Jones Sold Out
Mairs and Power 2,901,764 sh (-0.04%)
David Dreman 6,976 sh (-2.62%)
Manning & Napier Advisors, Inc 62,781 sh (-12.83%)
» More
Q3 2016

PFG Guru Trades in Q3 2016

Keeley Asset Management Corp 7,037 sh (New)
Bill Nygren 5,489,000 sh (unchged)
David Dreman 6,976 sh (unchged)
Jeff Auxier Sold Out
Ray Dalio Sold Out
Mairs and Power 2,882,914 sh (-0.65%)
Manning & Napier Advisors, Inc 44,061 sh (-29.82%)
» More
Q4 2016

PFG Guru Trades in Q4 2016

Paul Tudor Jones 10,900 sh (New)
Jeremy Grantham 4,850 sh (New)
David Dreman 8,098 sh (+16.08%)
Keeley Asset Management Corp Sold Out
Bill Nygren Sold Out
Mairs and Power 2,749,359 sh (-4.63%)
Manning & Napier Advisors, Inc 40,981 sh (-6.99%)
» More
Q1 2017

PFG Guru Trades in Q1 2017

Joel Greenblatt 15,843 sh (New)
Jeremy Grantham 246,825 sh (+4989.18%)
David Dreman 8,098 sh (unchged)
Mairs and Power 2,599,215 sh (-5.46%)
Manning & Napier Advisors, Inc 38,251 sh (-6.66%)
Paul Tudor Jones 4,200 sh (-61.47%)
» 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%)

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Preferred stocks of Principal Financial Group Inc

SymbolPriceYieldDescription
PFGPRBCL25.020.00Series B Preferred Stock, NonCumulative

Business Description

Industry: Insurance - Life » Insurance - Life    NAICS: 524113    SIC: 6371
Compare:NYSE:LNC, NYSE:UNM, NYSE:TMK, NYSE:AFL, NYSE:CNO, NYSE:PRI, NYSE:AEL, NYSE:FGL, NYSE:FFG, NAS:NWLI, OTCPK:KCLI, NYSE:CIA, NYSE:IHC, NAS:TIPT, NAS:AAME, OTCPK:UTGN, NAS:GWGH, OTCPK:IHRC, OTCPK:EMGC, OTCPK:MDWT » details
Traded in other countries:PG4.Germany,
Headquarter Location:USA
Principal Financial Group Inc offers businesses, individuals and institutional client's financial products and services, including retirement, asset management and insurance through its financial services companies.

Principal Financial Group is a leading provider of retirement savings, investment, and insurance products, with $540 billion in assets under management and 20 million customers as of the most recent quarter. Once solely a mutual life insurance company, Principal has transformed itself to a financial services powerhouse by emphasizing retirement services and asset management for small and medium-size businesses and by leveraging its expertise in U.S. retirement systems to overseas markets.

Top Ranked Articles about Principal Financial Group Inc

Stocks With Low Price to Sales: Barclays, Loews Corp Ratio pinpoints bargain stocks
According to GuruFocus' All-in-One Screener, the following are the stocks with market caps above $5 billion that are trading with low price-sales ratios. Read more...

Ratios

vs
industry
vs
history
PE Ratio 15.02
PFG's PE Ratio is ranked lower than
51% of the 81 Companies
in the Global Insurance - Life industry.

( Industry Median: 14.34 vs. PFG: 15.02 )
Ranked among companies with meaningful PE Ratio only.
PFG' s PE Ratio Range Over the Past 10 Years
Min: 4.37  Med: 13.98 Max: 28.7
Current: 15.02
4.37
28.7
Forward PE Ratio 13.28
PFG's Forward PE Ratio is ranked lower than
66% of the 32 Companies
in the Global Insurance - Life industry.

( Industry Median: 12.11 vs. PFG: 13.28 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 15.02
PFG's PE Ratio without NRI is ranked lower than
51% of the 81 Companies
in the Global Insurance - Life industry.

( Industry Median: 14.34 vs. PFG: 15.02 )
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: 14.01 Max: 30.03
Current: 15.02
4.37
30.03
Price-to-Owner-Earnings 5.47
PFG's Price-to-Owner-Earnings is ranked higher than
69% of the 54 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.28 vs. PFG: 5.47 )
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: 4.77 Max: 21.68
Current: 5.47
1.26
21.68
PB Ratio 1.81
PFG's PB Ratio is ranked lower than
68% of the 85 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.22 vs. PFG: 1.81 )
Ranked among companies with meaningful PB Ratio only.
PFG' s PB Ratio Range Over the Past 10 Years
Min: 0.46  Med: 1.37 Max: 2.48
Current: 1.81
0.46
2.48
PS Ratio 1.57
PFG's PS Ratio is ranked lower than
75% of the 85 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.90 vs. PFG: 1.57 )
Ranked among companies with meaningful PS Ratio only.
PFG' s PS Ratio Range Over the Past 10 Years
Min: 0.16  Med: 1.18 Max: 1.77
Current: 1.57
0.16
1.77
Price-to-Free-Cash-Flow 5.85
PFG's Price-to-Free-Cash-Flow is ranked lower than
53% of the 51 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.96 vs. PFG: 5.85 )
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: 4.03 Max: 8.25
Current: 5.85
0.76
8.25
Price-to-Operating-Cash-Flow 5.59
PFG's Price-to-Operating-Cash-Flow is ranked lower than
58% of the 59 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.80 vs. PFG: 5.59 )
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: 3.95 Max: 7.71
Current: 5.59
0.73
7.71
EV-to-EBIT 13.38
PFG's EV-to-EBIT is ranked lower than
77% of the 70 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.68 vs. PFG: 13.38 )
Ranked among companies with meaningful EV-to-EBIT only.
PFG' s EV-to-EBIT Range Over the Past 10 Years
Min: -1.2  Med: 10.9 Max: 25
Current: 13.38
-1.2
25
EV-to-EBITDA 11.94
PFG's EV-to-EBITDA is ranked lower than
73% of the 71 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.15 vs. PFG: 11.94 )
Ranked among companies with meaningful EV-to-EBITDA only.
PFG' s EV-to-EBITDA Range Over the Past 10 Years
Min: -0.9  Med: 9.8 Max: 22.1
Current: 11.94
-0.9
22.1
PEG Ratio 1.02
PFG's PEG Ratio is ranked higher than
60% of the 45 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.12 vs. PFG: 1.02 )
Ranked among companies with meaningful PEG Ratio only.
PFG' s PEG Ratio Range Over the Past 10 Years
Min: 0.21  Med: 0.86 Max: 12.41
Current: 1.02
0.21
12.41
Shiller PE Ratio 21.88
PFG's Shiller PE Ratio is ranked lower than
57% of the 42 Companies
in the Global Insurance - Life industry.

( Industry Median: 19.20 vs. PFG: 21.88 )
Ranked among companies with meaningful Shiller PE Ratio only.
PFG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.57  Med: 15.59 Max: 21.88
Current: 21.88
8.57
21.88

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.63
PFG's Dividend Yield % is ranked lower than
52% of the 139 Companies
in the Global Insurance - Life industry.

( Industry Median: 2.81 vs. PFG: 2.63 )
Ranked among companies with meaningful Dividend Yield % only.
PFG' s Dividend Yield % Range Over the Past 10 Years
Min: 1.1  Med: 2.25 Max: 9
Current: 2.63
1.1
9
Dividend Payout Ratio 0.38
PFG's Dividend Payout Ratio is ranked higher than
50% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.38 vs. PFG: 0.38 )
Ranked among companies with meaningful Dividend Payout Ratio only.
PFG' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.25  Med: 0.32 Max: 0.38
Current: 0.38
0.25
0.38
3-Year Dividend Growth Rate 18.00
PFG's 3-Year Dividend Growth Rate is ranked higher than
73% of the 55 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.40 vs. PFG: 18.00 )
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: 16.9 Max: 37.5
Current: 18
0
37.5
Forward Dividend Yield % 2.77
PFG's Forward Dividend Yield % is ranked lower than
55% of the 141 Companies
in the Global Insurance - Life industry.

( Industry Median: 3.25 vs. PFG: 2.77 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 6.54
PFG's 5-Year Yield-on-Cost % is ranked higher than
70% of the 138 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.09 vs. PFG: 6.54 )
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: 2.74  Med: 5.6 Max: 22.39
Current: 6.54
2.74
22.39
3-Year Average Share Buyback Ratio 0.90
PFG's 3-Year Average Share Buyback Ratio is ranked higher than
72% of the 64 Companies
in the Global Insurance - Life industry.

( Industry Median: -0.20 vs. PFG: 0.90 )
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: 2.65 Max: 0
Current: 0.9
-7.4
0

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 2.33
PFG's Price-to-Tangible-Book is ranked lower than
66% of the 82 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.56 vs. PFG: 2.33 )
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: 1.67 Max: 4.99
Current: 2.33
0.8
4.99
Price-to-Intrinsic-Value-Projected-FCF 0.38
PFG's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
62% of the 52 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.53 vs. PFG: 0.38 )
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: 0.31 Max: 0.48
Current: 0.38
0.07
0.48
Price-to-Median-PS-Value 1.33
PFG's Price-to-Median-PS-Value is ranked lower than
83% of the 80 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.04 vs. PFG: 1.33 )
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: 1.16 Max: 1.43
Current: 1.33
0.19
1.43
Price-to-Peter-Lynch-Fair-Value 0.98
PFG's Price-to-Peter-Lynch-Fair-Value is ranked higher than
50% of the 30 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.94 vs. PFG: 0.98 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
PFG' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.59  Med: 0.92 Max: 2.72
Current: 0.98
0.59
2.72
Price-to-Graham-Number 1.25
PFG's Price-to-Graham-Number is ranked lower than
56% of the 75 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.08 vs. PFG: 1.25 )
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: 1.08 Max: 1.75
Current: 1.25
0.64
1.75
Earnings Yield (Greenblatt) % 7.47
PFG's Earnings Yield (Greenblatt) % is ranked lower than
64% of the 84 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.70 vs. PFG: 7.47 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
PFG' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -83.9  Med: 9.1 Max: 422.6
Current: 7.47
-83.9
422.6
Forward Rate of Return (Yacktman) % 31.25
PFG's Forward Rate of Return (Yacktman) % is ranked higher than
68% of the 60 Companies
in the Global Insurance - Life industry.

( Industry Median: 22.19 vs. PFG: 31.25 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
PFG' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 8.5  Med: 32.2 Max: 129.5
Current: 31.25
8.5
129.5

More Statistics

Revenue (TTM) (Mil) $12,406.90
EPS (TTM) $ 4.44
Beta1.51
Short Percentage of Float1.35%
52-Week Range $43.79 - 66.95
Shares Outstanding (Mil)288.22

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $)
EPS ($) 5.00 5.35 6.00
EPS without NRI ($) 5.00 5.35 6.00
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($)
» More Articles for PFG

Headlines

Articles On GuruFocus.com
Analysis of Aflac’s Dividend Increase Oct 31 2016 
Gurus Buy Stocks With Low P/E Ratios Oct 12 2016 
Stocks With Low Price to Sales: Barclays, Loews Corp Aug 02 2016 
Undervalued Stocks Gurus Are Buying May 05 2016 
Stocks That Warren Buffett Might Buy Mar 06 2015 
Bill Frels Comments on Principal Financial Group Jun 25 2014 
Bill Frels' Mairs & Power Balance Fund First Quarter 2014 Commentary Jun 25 2014 
Why Principal’s Retirement Insurance May Be Its Best Asset Apr 14 2014 
14 Stocks Building Deferred Gratification with Increased Dividends Jul 29 2013 
Bill Nygren Calls Financials a ‘Unusual Opportunity,’ His Favorites and a New Buy Nov 30 2012 

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