Sector note: Free-cash-flow and enterprise-value multiples (P/FCF, FCF yield, EV/EBITDA, EV/EBIT) are omitted — they aren't meaningful for banks and insurers, whose deposits and reserves a standard model misreads as debt. Book value (P/B), ROE and net interest margin are the right lenses here.
PFG Valuation Metrics
PFG Stock Price Metrics
PFG Dividend Metrics
PFG Growth Rate Metrics
PFG Discounted Cash Flow Metrics
| Fair Value Price | - |
| Margin of Safety | - |
PFG Revenue Metrics
PFG PE Ratio Metrics
| PE Ratio | 15.92 |
| PE Ratio Avg TTM | 15.37 |
| PE Ratio Avg 3Y | 15.44 |
| Current VS TTM Avg | +3.58% |
| Current VS 3Y Avg | +3.11% |
| Current VS 5Y Avg | +27.42% |
PFG PS Ratio Metrics
| PS Ratio | 1.58 |
| PS Ratio Avg TTM | 1.27 |
| PS Ratio Avg 3Y | 1.27 |
| Current VS TTM Avg | +24.68% |
| Current VS 3Y Avg | +24.21% |
| Current VS 5Y Avg | +25.18% |
PFG PB Ratio Metrics
| PB Ratio | 2.07 |
| PB Ratio Avg TTM | 1.70 |
| PB Ratio Avg 3Y | 1.72 |
| Current VS TTM Avg | +22.02% |
| Current VS 3Y Avg | +20.25% |
| Current VS 5Y Avg | +24.81% |
PFG Debt to Equity Ratio Metrics
| Debt/Equity Ratio | 0.33 |
| Debt/Equity Ratio Avg TTM | 0.35 |
| Debt/Equity Ratio Avg 3Y | 0.37 |
| Current VS TTM Avg | -5.71% |
| Current VS 3Y Avg | -10.81% |
| Current VS 5Y Avg | -2.46% |
PFG PEG Ratio Metrics
| PEG Ratio | 17.12 |
| PEG Ratio Avg TTM | - |
| PEG Ratio Avg 3Y | 0.29 |
| Current VS TTM Avg | - |
| Current VS 3Y Avg | +5736.36% |
| Current VS 5Y Avg | +881.09% |
PFG Earnings Yield
| Earnings Yield | 6.28% |
| Earnings Yield Avg TTM | 6.61% |
| Earnings Yield Avg 3Y | 7.48% |
| Current VS TTM Avg | -4.99% |
| Current VS 3Y Avg | -16.01% |
| Current VS 5Y Avg | -40.43% |
PFG Current Ratio Metrics
| Current Ratio | 30.39 |
| Current Ratio Avg TTM | 41.45 |
| Current Ratio Avg 3Y | 35.28 |
| Current VS TTM Avg | -26.67% |
| Current VS 3Y Avg | -13.86% |
| Current VS 5Y Avg | -84.27% |
PFG Quick Ratio Metrics
| Quick Ratio | 30.39 |
| Quick Ratio Avg TTM | 41.45 |
| Quick Ratio Avg 3Y | 36.43 |
| Current VS TTM Avg | -26.67% |
| Current VS 3Y Avg | -16.59% |
| Current VS 5Y Avg | -84.33% |
PFG ROIC Metrics
| ROIC | 0.37% |
| ROIC Avg 3Y | (21.92%) |
| ROIC Avg 5Y | (14.38%) |
| Current VS 3Y Avg | -101.69% |
| Current VS 5Y Avg | -102.57% |
| Current VS 10Y Avg | -136.15% |
PFG Return on Assets Metrics
| ROA | 0.35 |
| ROA Avg TTM | 0.42 |
| ROA Avg 3Y | 0.66 |
| Current VS TTM Avg | -17.65% |
| Current VS 3Y Avg | -46.56% |
| Current VS 5Y Avg | -41.50% |
PFG Return on Equity Metrics
| ROE | 9.97 |
| ROE Avg TTM | 12.07 |
| ROE Avg 3Y | 19.35 |
| Current VS TTM Avg | -17.40% |
| Current VS 3Y Avg | -48.48% |
| Current VS 5Y Avg | -37.47% |
PFG Net Profit Margin Metrics
| Net Profit Margin | 7.58% |
| Net Profit Margin Avg TTM | 8.66% |
| Net Profit Margin Avg 3Y | 12.25% |
| Current VS TTM Avg | -12.47% |
| Current VS 3Y Avg | -38.14% |
| Current VS 5Y Avg | -34.50% |
Last Updated: Saturday, June 13, 2026
About Principal Financial Group, Inc.
Principal Financial Group, Inc., established in 1879 and headquartered in Des Moines, Iowa, is a global financial services organization. It offers a comprehensive suite of retirement plans, investment management expertise, and insurance policies to a diverse clientele, including businesses, individual investors, and institutional clients worldwide. The company's operations are divided into four primary segments: 1. Retirement and Income Solutions: This division is dedicated to facilitating retirement savings and income generation through various asset accumulation products and services. Its offerings encompass plans like 401(k)s and 403(b)s, traditional defined benefit pensions, specialized executive benefits, employee stock ownership plans, equity compensation, and pension risk transfer services. Additionally, it provides individual retirement accounts, investment-only products, mutual funds, individual variable annuities, and banking services. 2. Principal Global Investors: This segment manages a wide array of investment portfolios, spanning equities, fixed income, real estate, and alternative investments. It also provides strategic services such as asset allocation, stable value management, and other structured investment methodologies. 3. Principal International: Focused on specific international markets, including Brazil, Chile, Mexico, China, Hong Kong Special Administrative Region, India, and Southeast Asia, this segment delivers products for pension accumulation, mutual funds, asset management, income annuities, life insurance accumulation, and voluntary savings programs. 4. U.S. Insurance Solutions: Within the United States, this segment delivers various insurance products. These include specialty group benefits like dental, vision, and life insurance, as well as both group and individual disability coverage, alongside the administration of these group benefits. It also offers individual life insurance options, such as universal, variable universal, indexed universal, and term policies. Furthermore, this segment tailors insurance solutions for small and medium-sized businesses, their owners, and executives.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Deanna Dawnette Strable-Soethout