Principal Financial GroupPFGPRBCL.PFD 71 Pretax Margin % is 13.65% as of Mar. 2026, which is 13% above its 10-year median of 12.13. GuruFocus rates PFGPRBCL.PFD with a GF Score™ of 71/100. The stock has 7 warning signs investors should review. Among 1,580 Asset Management companies, Principal Financial Group ranks worse than 78.61% on this metric.
The historical rank and industry rank for Principal Financial Group's Pretax Margin % or its related term are showing as below:
PFGPRBCL.PFD'
s Pretax Margin % Range Over the Past 10 Years
Min: 5.41 Med: 12.13 Max: 34.14
Current: 12.09
PFGPRBCL.PFD's Pretax Margin % is ranked worse than 78.61% of 1580
companies
in the Asset Management industry
Industry Median: 89.475
vs PFGPRBCL.PFD: 12.09
Principal Financial Group (NYSE:PFGPRBCL.PFD) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Principal Financial Group Pretax Margin % Related Terms
Principal Financial Group Pretax Margin % Historical Data
* 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.
PFGPRBCL.PFD vs TROW, RJF, CG: Pretax Margin % Comparison
For the Asset Management subindustry, Principal Financial Group's Pretax Margin %, along with its competitors' market caps and Pretax 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Principal Financial Group's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Principal Financial Group's Pretax 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 (PFGPRBCL.PFD) has a Pretax Margin % of 13.65% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Principal Financial Group and its competitors. This is 13% above median its historical median of 12.13. Over the past decade, Principal Financial Group's Pretax Margin % has ranged from 5.41 to 34.14. According to the industry distribution chart, Principal Financial Group ranks #1242 out of 1580 companies in the Asset Management industry, placing it in the top 78.6%.
Is Principal Financial Group's Pretax Margin % too high?
Principal Financial Group's current Pretax Margin % of 13.65% is 13% above median its 10-year median of 12.13. Over the past 10 years, this metric has ranged from a low of 5.41 to a high of 34.14. The Asset Management industry median Pretax Margin % is 89.48. Principal Financial Group's value of 13.65% is 84.7% below this industry median. Based on the distribution chart, Principal Financial Group ranks #1242 out of 1580 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 Pretax Margin % compare to TROW and RJF?
According to the Asset Management industry distribution chart, Principal Financial Group ranks #1242 out of 1580 companies for Pretax Margin %. This places Principal Financial Group in the lower half of its industry. The industry median Pretax Margin % is 89.48. Principal Financial Group's value of 13.65% is 84.7% below this benchmark. Historically, Principal Financial Group's own Pretax Margin % has ranged from 5.41 to 34.14 over the past decade. While the company's 10-year median is 12.13 vs. the industry median of 89.48, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,580 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Principal Financial Group's current Pretax Margin % of 13.65% is 84.7% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Principal Financial Group and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Principal Financial Group's current Pretax Margin % is 13.65%, which is 13% above median its own 10-year median of 12.13. 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 (PFGPRBCL.PFD) has a current Pretax Margin % of 13.65%. The current Pretax Margin % is 13.65%, which is 13% above median its 10-year median of 12.13 and 84.7% below the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Principal Financial Group (PFGPRBCL.PFD), the current Pretax Margin % is 13.65% 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.
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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