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
Valuation
65/ 100
Near the top of its peers.
Ranked #8 of 39 · scores higher than 82% of peers
Bars: peers in each 10-point band of the valuation score3 peers with a valuation score of 60–69, including PFG · Click a bar to see the companies
Why valuation scores 65?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its free cash flow yield and EBITDA yield, which are stronger than most Financial Services peers.
- Earnings yield is close to the peer norm. Earnings yield: 6.8% vs peer median 5.7%
- more operating profit (EBITDA) for the company's total value: stronger than 66% of peers. EBITDA yield: 9.3% vs peer median 6.9%
- more free cash flow for the price paid: stronger than 79% of peers. Free cash flow yield: 20.1% vs peer median 6.1%
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 |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 45 reported | 6.2% | 4.8% | 57% | 30% | |
| EBITDA yieldHigher is better · 32 reported | 9.3% | 7.7% | 71% | 50% | |
| Free cash flow yieldHigher is better · 27 reported | 20.1% | 5.2% | 96% | 20% | |
| Book yieldHigher is better · 44 reported | 50.2% | 38.0% | 63% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around PFG| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 226.5B SEK (≈$22.7B) | 98 | 87 | |
| 2 | 26.0B GBP (≈$33.9B) | 93 | 73 | |
| 3 | 15.3B EUR (≈$16.8B) | 82 | 57 | |
| 4 | 13.0B EUR (≈$14.3B) | 75 | 66 | |
| 5 | 43.8B USD | 74 | 57 | |
| 6 | 22.7B USD | 72 | 64 | |
| 7 | 18.7B EUR (≈$20.6B) | 70 | 52 | |
| 8 | 24.1B USD | 65 | 54 | |
| 9 | 67.7B BRL (≈$12.2B) | 63 | 57 | |
| 10 | 15.9B USD | 62 | 53 | |
| 11 | 13.7B USD | 57 | 42 | |
| 12 | 19.0B CAD (≈$13.9B) | 56 | 60 |
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