Principal Financial Group, Inc. (PFG) vs W. R. Berkley Corporation (WRB)
A side-by-side comparison of Principal Financial Group, Inc. and W. R. Berkley Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 30, 2026. Differences are shown without an overall score or investment verdict.
PFG
Principal Financial Group, Inc.
$113.18Financial ServicesDelayed quote: Jul 29, 2026, 4:00 PM EDT
WRB
W. R. Berkley Corporation
$75.65Financial ServicesDelayed quote: Jul 29, 2026, 4:00 PM EDT
Total return — PFG vs WRB
growth of $100 · dividends reinvested · last 25yPFG +951.8%WRB +3333.4%WRB compounded faster
PFG WRB
PFG vs WRB: by the numbers
- •WRB is the larger company ($28.16B vs $24.45B market cap).
- •WRB trades at the lower trailing earnings multiple (15.53 vs 16.21 P/E), one valuation lens rather than an overall verdict.
- •WRB converts more revenue to profit (10.71% vs 10.03% net margin).
- •WRB grew revenue faster over the past five years (15.38% vs 2.90% CAGR).
- •PFG pays the higher dividend yield (2.82% vs 2.47%).
Metrics side by side
Valuation
| Metric | PFG | WRB |
|---|---|---|
| P/E ratio | 16.21 | 15.53 |
| Forward P/E | 11.94 | 15.66 |
| P/S ratio | 1.61 | 1.65 |
| P/B ratio | 2.11 | 2.90 |
| PEG ratio | 17.44 | 7.63 |
Profitability
| Metric | PFG | WRB |
|---|---|---|
| Gross margin | 48.68% | 19.81% |
| Operating margin | 12.36% | 13.69% |
| Net margin | 10.03% | 10.71% |
| ROE | 13.12% | 18.89% |
| ROIC | 0.39% | 10.42% |
Dividends
| Metric | PFG | WRB |
|---|---|---|
| Dividend yield | 2.82% | 2.47% |
| Payout ratio | 59.96% | 41.74% |
Growth (annualized)
| Metric | PFG | WRB |
|---|---|---|
| Revenue CAGR (5Y) | 2.90% | 15.38% |
| EPS CAGR (5Y) | 0.93% | 28.88% |
| Total return CAGR (5Y) | 16.55% | 20.68% |
Frequently asked
- Which has the lower trailing P/E, PFG or WRB?
- WRB has the lower trailing P/E: PFG trades at 16.21 and WRB at 15.53. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, PFG or WRB?
- Over the past five years, WRB grew revenue faster — PFG at a 2.90% CAGR versus WRB at 15.38%.
- Does PFG or WRB pay a bigger dividend?
- PFG yields 2.82% and WRB yields 2.47% based on trailing dividends and the latest price.
- Is PFG or WRB more profitable?
- WRB runs the higher net margin — PFG at 10.03% versus WRB at 10.71%.
- How have PFG and WRB total returns compared?
- Over the past 10 years, PFG delivered 13.42% and WRB delivered 18.19% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Principal Financial P/E ratioW. R. Berkley P/E ratioPrincipal Financial dividend yieldW. R. Berkley dividend yieldPrincipal Financial ROEW. R. Berkley ROEPrincipal Financial operating marginW. R. Berkley operating marginPrincipal Financial revenue growthW. R. Berkley revenue growthPrincipal Financial free cash flowW. R. Berkley free cash flow
Principal Financial & W. R. Berkley appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 30, 2026.