* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MEX:PFG vs TROW, ARES, RJF: OCF Margin % Comparison
For the Asset Management subindustry, Principal Financial Group's OCF Margin %, along with its competitors' market caps and OCF Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Principal Financial Group OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Principal Financial Group's OCF Margin % distribution charts can be found below:
* The bar in red indicates where Principal Financial Group's OCF Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Principal Financial Group (MEX:PFG) has a OCF Margin % of 5.30% as of Mar. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Principal Financial Group and its competitors. This is 82% below median its historical median of 28.79. Over the past decade, Principal Financial Group's OCF Margin % has ranged from 18.09 to 36.22. According to the industry distribution chart, Principal Financial Group ranks #643 out of 1456 companies in the Asset Management industry, placing it in the top 44.2%.
Is Principal Financial Group's OCF Margin % too high?
Principal Financial Group's current OCF Margin % of 5.30% is 82% below median its 10-year median of 28.79. Over the past 10 years, this metric has ranged from a low of 18.09 to a high of 36.22. The Asset Management industry median OCF Margin % is 15.80. Principal Financial Group's value of 5.30% is 66.4% below this industry median. Based on the distribution chart, Principal Financial Group ranks #643 out of 1456 companies in the Asset Management industry, which is above the industry midpoint. Overall, Principal Financial Group has a GF Score™ of 71/100, reflecting its overall financial health beyond just this single metric.
How does Principal Financial Group's OCF Margin % compare to TROW and ARES?
According to the Asset Management industry distribution chart, Principal Financial Group ranks #643 out of 1456 companies for OCF Margin %. This puts Principal Financial Group in the upper half of its industry. The industry median OCF Margin % is 15.80. Principal Financial Group's value of 5.30% is 66.4% below this benchmark. Historically, Principal Financial Group's own OCF Margin % has ranged from 18.09 to 36.22 over the past decade. While the company's 10-year median is 28.79 vs. the industry median of 15.80, Principal Financial Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.80, based on 1,456 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Principal Financial Group's current OCF Margin % of 5.30% is 66.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Principal Financial Group and its competitors. For the Asset Management industry, the median OCF Margin % is 15.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Principal Financial Group's current OCF Margin % is 5.30%, which is 82% below median its own 10-year median of 28.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Principal Financial Group stock overvalued right now?
Principal Financial Group (MEX:PFG) has a current OCF Margin % of 5.30%. The stock's GF Value™ is MXN1,504.57, compared to a current price of MXN1,810.00 — trading 20.3% above its estimated fair value. The current OCF Margin % is 5.30%, which is 82% below median its 10-year median of 28.79 and 66.4% below the Asset Management industry median of 15.80. Principal Financial Group's overall GF Score™ is 71/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Principal Financial Group (MEX:PFG), the current OCF Margin % is 5.30% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Principal Financial Group (MEX:PFG) Overvalued in 2026?
Based on GuruFocus' analysis, Principal Financial Group stock appears to be overvalued.
The current stock price of MXN1,810.00 is trading 20.3% above its estimated GF Value™ of MXN1,504.57.
Key valuation signals for MEX:PFG:
OCF Margin %: 5.30% (82% below median its 10-year median of 28.79)
GF Value™: MXN1,504.57 vs. price of MXN1,810.00 (20.3% above fair value)
Industry Position: 66.4% below the Asset Management median (#643 of 1456)
No single metric tells the full story. See the MEX:PFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
71GF Score
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