Bringing the fundamentals into focus…
Back to Principal Financial Group, Inc.
How Principal Financial Group, Inc. stacks up
PFG · against 38 other Financial Services companies of similar size
Profitability
55/ 100
Below the middle of the pack.
Ranked #28 of 39 · scores higher than 29% of peers
Bars: peers in each 10-point band of the profitability score4 peers with a profitability score of 50–59, including PFG · Click a bar to see the companies
Why profitability scores 55?
Weighted metrics compared with all Financial Services companies.A mix: stronger return on invested capital, but weaker return on assets than most Financial Services peers.
- a lower return on assets: weaker than 79% of peers. Return on assets: 0.5% vs peer median 2.6%
- Operating margin is not reported, so it is left out of the score.
- a higher return on invested capital: stronger than 76% of peers. Return on invested capital: 14.9% vs peer median 6.3%
Metric by metric
Position: dot = PFG, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | PFG | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 41 reported | 14.9% | 11.6% | 55% | 33% | |
| Operating marginHigher is better · 26 reported | Not reported | 27.4% | — | — | 33% |
| Return on assetsHigher is better · 39 reported | 0.5% | 2.6% | 13% | 33% | |
| Return on equityHigher is better · 39 reported | 12.9% | 15.6% | 37% | Context only | |
| Gross marginHigher is better · 45 reported | 47.3% | 60.8% | 27% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by profitability score
Top 5 and the companies ranked around PFG| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 2 | 1.49T INR (≈$17.9B) | 99 | 71 | |
| 2 | 21.7B SGD (≈$16.5B) | 99 | 61 | |
| 4 | 226.5B SEK (≈$22.7B) | 98 | 87 | |
| 4 | 31.1B USD | 98 | 65 | |
| 24 | 16.6B CAD (≈$12.2B) | 61 | 48 | |
| 25 | 23.7B USD | 60 | 59 | |
| 26 | 15.1B USD | 57 | 49 | |
| 27 | 15.3B EUR (≈$16.8B) | 56 | 57 | |
| 28 | 24.1B USD | 55 | 54 | |
| 29 | 13.7B USD | 51 | 42 | |
| 30 | 16.2B USD | 45 | 37 | |
| 31 | 14.6B USD | 43 | 20 | |
| 32 | 15.9B USD | 36 | 53 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score