PortfoliosStock ScreensStocksStockXcel

Principal Financial Group Inc

PFG | US

103.31

USD

0.41

0.40%

PFG | US
Loading StockChartView...

About Principal Financial Group Inc

Sector

Financial Services

Industry

Insurance-Life

Earnings date

30/06/2024

As of date

02/06/2026

Close

103.31

Open

102.45

High

104.19

Low

102.45

Principal Financial Group Inc. provides retirement asset management and insurance products and services to businesses individuals and institutional clients worldwide. The company operates through Retirement and Income Solutions Principal Global Investors Principal International and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides retirement and related financial products and services. It offers products and services for defined contribution plans including 401(k) and 403(b) plans defined benefit plans nonqualified executive benefit plans employee stock ownership plans equity compensation and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds individual variable annuities and bank products as well as trust and custody services. The Principal Global Investors segment provides equity fixed income real estate and other alternative investments as well as asset allocation stable value management and other structured investment strategies. The Principal International segment offers pension accumulation products and services mutual funds asset management income annuities and life insurance accumulation products as well as voluntary savings plans in Brazil Chile Mexico China Hong Kong Special Administrative Region and Southeast Asia. The U.S. Insurance Solutions segment provides specialty benefits such as group dental and vision insurance group life insurance and group and individual disability insurance as well as administers group dental disability and vision benefits; and individual life insurance products comprising universal variable universal indexed universal and term life insurance products in the United States. It also offers insurance solutions for small and medium-sized businesses and their owners as well as executives. Principal Financial Group Inc. was founded in 1879 and is based in Des Moines Iowa.

View Less

PFG | US

Risk
15.6
Sharpe
1.52
Luna's Score
73/100
Recommendation
Buy

Luna says (PFG | US)

What's Working

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

Strong Revenue Growth (> 10%)

Strong Sharpe Ratio (> 1.2)

What's not Working

High Market Beta (> 0.8)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

Loading RiskMeterView...

10 days

14.5%

1 month

15.6%

3 months

19.8%

6 months

22.1%

Returns

Loading ReturnMeterView...

Fundamental Ratios

PE

17.20

Fwd. PE

10.83

Price to book

1.90

Debt to equity

0.36

Debt to assets

0.01

Ent. to EBITDA

-

Ent. to rev.

1.28

PEG

1.50

Other Fundamentals

EBITDA

1.85B

MarketCap

23.92B

MarketCap(USD)

23.92B

Div. yield

3.18

Op. margin

10.29

Erngs. growth

-5.70

Rev. growth

21.20

Ret. on equity

11.82

Short ratio

2.70

Short perc.

1.57

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Loading MovingAverageView...

Range10D

4.63

Range1M

6.41

Range3M

20.05

Volumes: Market Activity

Volume Averages

Loading VolumeAverageView...

Rel. volume

0.76

Price X volume

85.33M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Nomura Holdings IncNMRCapital Markets8.3524.68B1.95%11.87965.14%
T. Rowe Price Group IncTROWAsset Management104.3123.22B0.38%13.643.79%
Tradeweb Markets IncTWCapital Markets97.9821.39B-2.21%65.860.50%
LPL Financial Holdings IncLPLACapital Markets272.5220.37B-0.92%20.13194.05%
Brookfield Asset Management IncBAMAsset Management47.7520.06B-0.81%47.290.00%
SoFi Technologies Inc. Common StockSOFICredit Services17.7418.91B-4.52%n/a54.36%
East West Bancorp IncEWBCBanks - Global121.9516.90B1.06%11.7750.25%
Franklin Resources IncBENAsset Management31.1216.28B0.58%13.03106.05%
IDEX CorporationIEXCapital Markets212.1316.06B2.19%27.5636.16%
Corebridge Financial IncCRBGAsset Management27.0516.01B1.81%9.79106.72%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
PPL CorporationPPLBuilding Products & Equipment34.8325.70B0.90%28.90114.80%
Avery Dennison CorporationAVYBuilding Products & Equipment157.0412.64B1.00%27.93140.74%
Solventum Corp.SOLVHealth Information Services76.4311.19B0.78%n/a311.02%
HealthEquity IncHQYHealth Information Services88.347.71B-2.54%73.0753.66%
Dolby Laboratories IncDLBMedia - Diversified55.615.30B-0.82%34.320.00%
FBINFBINBuilding Products & Equipment39.214.87B0.33%25.57130.24%
Doximity Inc.DOCSHealth Information Services21.513.99B-4.61%54.381.54%
Cinemark Holdings IncCNKMedia - Diversified30.63.74B-1.39%27.93934.91%
Pitney Bowes IncPBIBuilding Products & Equipment16.723.00B-1.18%n/a-571.93%
VeriFone Systems IncPAYBuilding Products & Equipment22.352.78B-7.87%102.462.10%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA--5.66-
Ent. to Revenue1.281.75Cheaper
PE Ratio17.2017.00Par
Price to Book1.901.67Par
Dividend Yield3.182.96Par
Std. Deviation (3M)19.8130.52Lower Risk
Debt to Equity0.360.66Cheaper
Debt to Assets0.010.05Cheaper
Market Cap23.92B20.04BPar
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007