Principal Financial PFG
- Market cap
- $23.2B
- PE
- 15.4×
- 10y median 11.6×
- Forward PE
- 11.0×
- 10y median 10.5×
- Price to sales
- 1.5×
- Revenue, 12 months
- $15.7B
- +4% on a year ago
- Net margin
- 9.9%
Principal Financial trades at 15.4× trailing earnings, pricier than 84% of the last ten years. Revenue was $15.7B over the last twelve months, up 4% on a year earlier with a 10% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $4.6B−1% | $2.7B−15% | $4.1B+44% | $4.3B+21% | $3B−35% | $4.8B+77% | $3.7B−9% | $3.7B−15% | $3.7B+22% | $4.6B−4% | $3.5B−5% | $3.9B+6% | |
| Pre-tax income | $1.6B−2% | −$1.1B+46033% | $627.1M | $443.9M−2% | −$293.8M | $1.1B | $28.9M−95% | $503.1M+13% | $248.4M | $635.6M−43% | $481.8M+1567% | $496.3M−1% |
| $354.8M+8% | −$268M+2293% | $95.1M | $87.1M+45% | −$100.4M | $209.9M | −$34M | $69.6M−20% | $14.5M | $110.4M−47% | $68.9M | $66M−5% | |
| Net income | $1.2B−5% | −$871.7M+5281% | $532.5M | $353.1M−9% | −$220M | $905.4M | $48.1M−91% | $406.2M+15% | $213.8M | $517M−43% | $424.6M+783% | $403.4M−1% |
| $5.10−2% | −$3.66+5129% | $2.22 | $1.49−6% | −$0.95 | $3.91 | $0.21−91% | $1.79+20% | $0.95 | $2.32−41% | $1.93+819% | $1.84+3% | |
| 244.3M−3% | 238M−3% | 239.4M−2% | 236.6M−4% | 230.7M−6% | 231.4M−3% | 228.8M−4% | 226.5M−4% | 225.2M−2% | 222.4M−4% | 220.3M−4% | 218.7M−3% |
EPS, diluted: Q4 FY08 and Q4 FY09: quarter's net income to common over its shares, to the cent, the shares from counts implied by EPS, near the year's EPS less the nine months'. 6 periods, Q4 FY11 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q2 FY08: not printed by the filing, worked out from its own lines. 15 periods, Q4 FY09 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY22 and Q4 FY23: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $4.3B | $4.2B to $4.4B | $2.43 | $2.36 to $2.54 | 8 |
| Q4 FY26 | $4.5B | $4.4B to $4.6B | $2.47 | $2.42 to $2.52 | 7 |
| Q1 FY27 | $4.2B | $4.1B to $4.4B | $2.31 | $2.22 to $2.44 | 2 |
| Q2 FY27 | $4.3B | $4.2B to $4.5B | $2.60 | $2.49 to $2.74 | 2 |
| Q3 FY27 | $4.5B | $4.4B to $4.7B | $2.70 | $2.59 to $2.85 | 2 |
| Q4 FY27 | $4.7B | $4.5B to $4.9B | $2.70 | $2.59 to $2.85 | 5 |
| Q1 FY28 | $4.6B | $4.4B to $4.8B | $2.49 | $2.39 to $2.63 | 6 |
| Q2 FY28 | $4.6B | $4.5B to $4.8B | $2.85 | $2.73 to $3.00 | 5 |
Peers
Companies in Asset Management nearest Principal Financial's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| PFGPrincipal Financial | $23.2B | 15.4× | 11.6× | 11.0× | 1.5× | +4% | 9.9% |
| TROWT. Rowe Price | $22.2B | 10.5× | 14.4× | 10.3× | 2.9× | +7% | 29.3% |
| RJFRaymond James Financial | $30.3B | 13.7× | 15.1× | 11.4× | 1.8× | +8% | 13.6% |
| NTRSNorthern Trust | $30.7B | 14.4× | 15.3× | 14.0× | n/m | +15% | 24.8% |
| TPGTPG | $17.2B | 82.7× | 177× | n/m | 3.4× | +30% | 4.7% |
| BENFranklin Resources | $15.8B | 21.1× | 14.2× | n/m | 1.7× | +8% | 8.7% |
| OWLBlue OWL Capital | $14.6B | 78.0× | 185× | n/m | 4.9× | +14% | 2.7% |
| CGCarlyle | $13.8B | 40.2× | 13.2× | n/m | 3.8× | −42% | 10.1% |
| ARESAres Management | $40.3B | 54.7× | 55.7× | 19.2× | 6.7× | +24% | 10.6% |
| AMPAmeriprise Financial | $43.5B | 11.9× | 14.1× | 10.1× | 2.2× | +9% | 19.9% |
| STTState Street | $46.1B | 14.8× | 13.2× | 11.2× | n/m | +12% | 23.0% |
| Peer median | $26.3B | 18.0× | 14.7× | 11.3× | 3.2× | +10% | 12.1% |
More on Principal Financial
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Profit margin
- Shares outstanding
Where it ranks
- #7of 38Financial stocks with the fastest expected revenue growth
- #9of 47Asset managers with the lowest price to sales ratio
- #7of 34Asset managers with the fastest earnings growth
- #4of 11Asset managers with the lowest forward PE
- #5of 12Asset managers with the highest dividend yields
Its groups
About
- Industry
- Asset Management
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .