5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
Principal Financial Group's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Principal Financial Group's 5-Year ROIIC % or its related term are showing as below:
MEX:PFG's 5-Year ROIIC % is not ranked *
in the Asset Management industry.
Industry Median: 1.435 * Ranked among companies with meaningful 5-Year ROIIC % only.
Principal Financial Group (MEX:PFG) 5-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Principal Financial Group 5-Year ROIIC % Related Terms
Principal Financial Group 5-Year ROIIC % 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.
MEX:PFG vs TROW, ARES, RJF: 5-Year ROIIC % Comparison
For the Asset Management subindustry, Principal Financial Group's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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 5-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Principal Financial Group's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Principal Financial Group's 5-Year ROIIC % 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.
** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Principal Financial Group (MEX:PFG) has a 5-Year ROIIC % of 0.00 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Principal Financial Group and its competitors. According to the industry distribution chart, Principal Financial Group ranks #999999 out of 590 companies in the Asset Management industry.
Is Principal Financial Group's 5-Year ROIIC % too high?
Principal Financial Group's current 5-Year ROIIC % is 0.00. Based on the distribution chart, Principal Financial Group ranks #999999 out of 590 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 5-Year ROIIC % compare to TROW and ARES?
According to the Asset Management industry distribution chart, Principal Financial Group ranks #999999 out of 590 companies for 5-Year ROIIC %. This places Principal Financial Group in the lower half of its industry. The industry median 5-Year ROIIC % is 1.44. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for an Asset Management company?
The median 5-Year ROIIC % among Asset Management companies is 1.44, based on 590 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Principal Financial Group and its competitors. For the Asset Management industry, the median 5-Year ROIIC % is 1.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Principal Financial Group's current 5-Year ROIIC % is 0.00. 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 5-Year ROIIC % of 0.00. The stock's GF Value™ is MXN1,515.72, compared to a current price of MXN1,810.00 — trading 19.4% above its estimated fair value. The current 5-Year ROIIC % is 0.00. 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 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Principal Financial Group (MEX:PFG), the current 5-Year ROIIC % is 0.00 as of Dec. 2025. 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 19.4% above its estimated GF Value™ of MXN1,515.72.
Key valuation signals for MEX:PFG:
5-Year ROIIC %: 0.00
GF Value™: MXN1,515.72 vs. price of MXN1,810.00 (19.4% above fair value)
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
Get the complete analysis for MEX:PFG
5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:PFG has been successfully added to your 
