Bringing the fundamentals into focus…
Back to Principal Financial Group, Inc.
How Principal Financial Group, Inc. stacks up
PFG · against 354 other Financial Services companies
Profitability
55/ 100
Above the middle of the pack.
Ranked #159 of 355 · scores higher than 55% of peers
Bars: peers in each 10-point band of the profitability score35 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 · 353 reported | 14.9% | 6.3% | 76% | 33% | |
| Operating marginHigher is better · 209 reported | Not reported | 23.5% | — | — | 33% |
| Return on assetsHigher is better · 382 reported | 0.5% | 2.6% | 21% | 33% | |
| Return on equityHigher is better · 374 reported | 12.9% | 9.5% | 62% | Context only | |
| Gross marginHigher is better · 433 reported | 47.3% | 80.0% | 31% | 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 | 342M EUR (≈$376M) | 100 | 77 | |
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 3 | 1.49T INR (≈$17.9B) | 99 | 71 | |
| 3 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 566.9B USD | 99 | 48 | |
| 155 | 70.7B INR (≈$848M) | 56 | 55 | |
| 155 | 1.3B USD | 56 | 79 | |
| 159 | 3.9B AUD (≈$2.6B) | 55 | 43 | |
| 159 | 3.0B USD | 55 | 56 | |
| 159 | 24.1B USD | 55 | 54 | |
| 159 | 78M ZAR (≈$4M) | 55 | 78 | |
| 163 | 3.8B SEK (≈$376M) | 54 | 49 | |
| 163 | 353M USD | 54 | 59 | |
| 163 | 772M USD | 54 | 51 |
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