Stock PFG PRINCIPAL FINANCIAL GROUP, INC.
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Financials Principal Financial Group, Inc.

Equities

PFG

US74251V1026

Investment Management & Fund Operators

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-05-13 pm EDT 		5-day change 1st Jan Change
83.92 USD -0.05% Intraday chart for Principal Financial Group, Inc. +1.54% +6.67%
May. 06 Lendway Names Elizabeth McShane CFO MT
Apr. 26 Cytokinetics Appoints Sung Lee as CFO MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 15,272 13,629 19,172 20,534 18,756 19,679 - -
Enterprise Value (EV) 1 15,272 13,629 19,172 20,534 18,756 19,679 19,679 19,679
P/E ratio 11.1 x 9.82 x 11.5 x 4.45 x 30.9 x 10.8 x 9.89 x 9.25 x
Yield 3.96% 4.52% 3.37% 3.05% 3.3% 3.37% 3.58% 3.94%
Capitalization / Revenue 0.93 x 0.93 x 1.33 x 1.52 x 1.28 x 1.27 x 1.19 x 1.1 x
EV / Revenue 0.93 x 0.93 x 1.33 x 1.52 x 1.28 x 1.27 x 1.19 x 1.1 x
EV / EBITDA 6,286,825 x - - - - - - -
EV / FCF - - - - - 13.6 x - -
FCF Yield - - - - - 7.37% - -
Price to Book 1.04 x 0.82 x 1.18 x 2.04 x 1.7 x 1.69 x 1.57 x 1.57 x
Nbr of stocks (in thousands) 277,672 274,728 265,069 244,683 238,412 234,384 - -
Reference price 2 55.00 49.61 72.33 83.92 78.67 83.92 83.92 83.92
Announcement Date 1/28/20 1/28/21 2/7/22 1/30/23 2/12/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 16,393 14,580 14,458 13,475 14,660 15,535 16,472 17,872
EBITDA 2,429 - - - - - - -
EBIT 1 2,061 1,824 2,459 2,309 2,211 2,465 - -
Operating Margin 12.57% 12.51% 17.01% 17.13% 15.08% 15.87% - -
Earnings before Tax (EBT) 1 - - - - - 2,160 2,296 -
Net income 1 1,394 1,396 1,711 4,812 623.2 1,791 1,888 1,994
Net margin 8.5% 9.57% 11.83% 35.71% 4.25% 11.53% 11.46% 11.16%
EPS 2 4.960 5.050 6.270 18.85 2.550 7.784 8.488 9.069
Free Cash Flow 1 - - - - - 1,450 - -
FCF margin - - - - - 9.33% - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - 80.94% - -
Dividend per Share 2 2.180 2.240 2.440 2.560 2.600 2.830 3.001 3.310
Announcement Date 1/28/20 1/28/21 2/7/22 1/30/23 2/12/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 4,109 3,274 3,141 3,442 3,617 3,440 3,500 3,478 4,242 3,805 3,787 3,865 4,010 3,984 3,944
EBITDA - - - - - - - - - - - - - - -
EBIT 1 699.8 563.7 609.4 567.6 567.9 488.9 494.3 603.1 597 516.9 643 653 652 - -
Operating Margin 17.03% 17.22% 19.4% 16.49% 15.7% 14.21% 14.12% 17.34% 14.07% 13.59% 16.98% 16.89% 16.26% - -
Earnings before Tax (EBT) 1 575.6 - 3,897 1,730 4.9 -212.5 453.6 1,605 -1,107 627.1 546 550 556 541 581
Net income 1 471.8 376.2 3,059 1,386 -9.5 -140.1 388.8 1,246 -871.7 532.5 438.2 449.9 452.3 429.3 468.2
Net margin 11.48% 11.49% 97.4% 40.25% -0.26% -4.07% 11.11% 35.83% -20.55% 14% 11.57% 11.64% 11.28% 10.78% 11.87%
EPS 2 1.760 1.430 11.94 5.500 -0.0400 -0.5800 1.580 5.100 -3.660 2.220 1.941 2.027 1.842 1.930 2.080
Dividend per Share 2 0.6400 0.6400 0.6400 0.6400 0.6400 0.6400 0.6400 0.6500 0.6700 0.6900 0.7000 0.7117 0.7267 0.7267 0.7350
Announcement Date 2/7/22 4/28/22 8/8/22 10/27/22 1/30/23 4/27/23 7/27/23 10/26/23 2/12/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt - - - - - - - -
Net Cash position - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 - - - - - 1,450 - -
ROE (net income / shareholders' equity) 11.8% 9.8% 13.3% 13% 15.3% 13.5% 14.2% 14%
ROA (Net income/ Total Assets) - - - - - - - -
Assets 1 - - - - - - - -
Book Value Per Share 2 52.90 60.60 61.40 41.10 46.20 49.60 53.40 53.50
Cash Flow per Share - 13.50 11.80 12.40 - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 1/28/20 1/28/21 2/7/22 1/30/23 2/12/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Principal Financial Group, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
11
Last Close Price
83.96 USD
Average target price
82.6 USD
Spread / Average Target
-1.62%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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