Principal Financial Group Stock Performance
| PFG Stock | USD 81.35 0.91 1.13% |
Principal Financial has a performance score of 3 on a scale of 0 to 100. The company holds a Beta of 0.61, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Financial is expected to be smaller as well. Principal Financial right now holds a risk of 1.03%. Please check Principal Financial total risk alpha, expected short fall, price action indicator, as well as the relationship between the value at risk and daily balance of power , to decide if Principal Financial will be following its historical price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Financial Group are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical and fundamental indicators, Principal Financial is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 1.57 | Five Day Return 3.76 | Year To Date Return 3.27 | Ten Year Return 80.31 | All Time Return 289.05 |
Forward Dividend Yield 0.0343 | Payout Ratio 0.404 | Forward Dividend Rate 2.76 | Dividend Date 2024-03-28 | Ex Dividend Date 2024-03-11 |
1 | Lazard Asset Management LLC Purchases 153,305 Shares of Agree Realty Co. | 03/05/2024 |
2 | Immigrants serve the common good, including in Iowa Those are the facts | 03/08/2024 |
| Principal Financial dividend paid on 12th of March 2024 | 03/12/2024 |
3 | Guess which ASX All Ords share is surging 16 percent after announcing a new finance chief | 03/18/2024 |
| Principal Financial dividend paid on 28th of March 2024 | 03/28/2024 |
4 | Principal Financial Group Employee Spotlights What Its Like To Be a Customer Experience Specialist at Principal | 04/02/2024 |
5 | Gov. Kim Reynolds signs religious freedom law at private event hosted by Christian group | 04/03/2024 |
6 | Why Principal Financial is a Top Value Stock for the Long-Term | 04/05/2024 |
7 | Disposition of 1104 shares by Mccullum Kenneth A. of Principal Financial at 80.99 subject to Rule 16b-3 | 04/10/2024 |
8 | Acquisition by Natalie Lamarque of 5533 shares of Principal Financial subject to Rule 16b-3 | 04/12/2024 |
9 | Geneos Wealth Management Inc. Sells 400 Shares of Principal Financial Group, Inc. - Defense World | 04/17/2024 |
10 | Principal Financial Could Be a Great Choice | 04/19/2024 |
| Begin Period Cash Flow | 4.8 B |
Principal |
Principal Financial Relative Risk vs. Return Landscape
If you would invest 7,921 in Principal Financial Group on January 24, 2024 and sell it today you would earn a total of 214.00 from holding Principal Financial Group or generate 2.7% return on investment over 90 days. Principal Financial Group is generating 0.0482% of daily returns assuming volatility of 1.0278% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Principal, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Principal Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Principal Financial Group, and traders can use it to determine the average amount a Principal Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0469
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PFG |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Principal Financial is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Financial by adding it to a well-diversified portfolio.
Principal Financial Fundamentals Growth
Principal Stock prices reflect investors' perceptions of the future prospects and financial health of Principal Financial, and Principal Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Stock performance.
| Return On Equity | 0.0624 | ||||
| Return On Asset | 0.0016 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | (0.40) % | ||||
| Current Valuation | 18.24 B | ||||
| Shares Outstanding | 235.15 M | ||||
| Price To Earning | 15.73 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 1.37 X | ||||
| Revenue | 13.67 B | ||||
| Gross Profit | 11.03 B | ||||
| EBITDA | (76 M) | ||||
| Net Income | 623.2 M | ||||
| Cash And Equivalents | 3.68 B | ||||
| Cash Per Share | 14.75 X | ||||
| Total Debt | 3.99 B | ||||
| Debt To Equity | 0.42 % | ||||
| Current Ratio | 1.29 X | ||||
| Book Value Per Share | 46.17 X | ||||
| Cash Flow From Operations | 3.79 B | ||||
| Earnings Per Share | 2.55 X | ||||
| Market Capitalization | 18.92 B | ||||
| Total Asset | 305 B | ||||
| Retained Earnings | 16.68 B | ||||
About Principal Financial Performance
To evaluate Principal Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Principal Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Principal Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Principal Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Principal's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0 | 0 | |
| Return On Capital Employed | 0 | 0 | |
| Return On Assets | 0 | 0 | |
| Return On Equity | 0.06 | 0.1 |
Things to note about Principal Financial performance evaluation
Checking the ongoing alerts about Principal Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Principal Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 73.0% of the company shares are owned by institutional investors | |
| On 28th of March 2024 Principal Financial paid $ 0.69 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Principal Financial Could Be a Great Choice |
- Analyzing Principal Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Financial's stock is overvalued or undervalued compared to its peers.
- Examining Principal Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Principal Financial's stock. These opinions can provide insight into Principal Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Financial Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Principal Financial information on this page should be used as a complementary analysis to other Principal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Complementary Tools for Principal Stock analysis
When running Principal Financial's price analysis, check to measure Principal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Financial is operating at the current time. Most of Principal Financial's value examination focuses on studying past and present price action to predict the probability of Principal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Financial's price. Additionally, you may evaluate how the addition of Principal Financial to your portfolios can decrease your overall portfolio volatility.
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Is Principal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Principal Financial. If investors know Principal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Principal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.02) | Dividend Share 2.6 | Earnings Share 2.55 | Revenue Per Share 56.634 | Quarterly Revenue Growth (0.15) |
The market value of Principal Financial is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Financial's value that differs from its market value or its book value, called intrinsic value, which is Principal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Financial's market value can be influenced by many factors that don't directly affect Principal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.