Principal Real Estate Stock Performance
| PGZ Stock | USD 10.01 0.10 1.01% |
The company holds a Beta of 0.3, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Real is expected to be smaller as well. At this point, Principal Real Estate has a negative expected return of -0.076%. Please make sure to check Principal Real's standard deviation, potential upside, as well as the relationship between the Potential Upside and day median price , to decide if Principal Real Estate performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Principal Real Estate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, Principal Real is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.01 | Five Day Return 1.83 | Year To Date Return 1.01 | Ten Year Return (46.81) | All Time Return (49.95) |
Forward Dividend Yield 0.1458 | Forward Dividend Rate 1.26 | Dividend Date 2019-04-30 | Ex Dividend Date 2023-11-14 |
1 | Principal Real Estate Income Fund Sees Large Decline in Short Interest | 10/11/2024 |
2 | Principal Financial Groups SWOT analysis stock outlook amid CRE concerns - Investing.com | 10/28/2024 |
| Principal Real dividend paid on 31st of October 2024 | 10/31/2024 |
3 | Principal Financial Group Inc. Trims Stock Holdings in EPR Properties - MarketBeat | 11/19/2024 |
| Principal Real dividend paid on 22nd of November 2024 | 11/22/2024 |
4 | Principal Financial Group Inc. Reduces Holdings in Kilroy Realty Co. - MarketBeat | 12/20/2024 |
5 | Insider Trading | 12/24/2024 |
| Principal Real dividend paid on 31st of December 2024 | 12/31/2024 |
6 | Principal Real Estate Income Fund declares 0.105 dividend Seeking Alpha | 01/02/2025 |
| Begin Period Cash Flow | 24.7 K |
Principal |
Principal Real Relative Risk vs. Return Landscape
If you would invest 1,052 in Principal Real Estate on October 7, 2024 and sell it today you would lose (51.00) from holding Principal Real Estate or give up 4.85% of portfolio value over 90 days. Principal Real Estate is generating negative expected returns assuming volatility of 0.7621% on return distribution over 90 days investment horizon. In other words, 6% of stocks are less volatile than Principal, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Principal Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Real's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Principal Real Estate, and traders can use it to determine the average amount a Principal Real's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0997
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGZ |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Principal Real is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Real by adding Principal Real to a well-diversified portfolio.
Principal Real Fundamentals Growth
Principal Stock prices reflect investors' perceptions of the future prospects and financial health of Principal Real, and Principal Real fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Stock performance.
| Shares Outstanding | 6.69 M | |||
| Price To Earning | 21.98 X | |||
| Price To Book | 0.90 X | |||
| Price To Sales | 9.10 X | |||
| Revenue | (10.95 M) | |||
| EBITDA | (11.73 M) | |||
| Net Income | (11.73 M) | |||
| Total Debt | 32 M | |||
| Cash Flow From Operations | 17.56 M | |||
| Earnings Per Share | 0.99 X | |||
| Market Capitalization | 67.01 M | |||
| Total Asset | 98.4 M | |||
| Retained Earnings | (53.43 M) | |||
About Principal Real Performance
Evaluating Principal Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Real has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Principal Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 809.92 | 605.07 | |
| Return On Tangible Assets | (0.14) | (0.13) | |
| Return On Capital Employed | (0.10) | (0.11) | |
| Return On Assets | (0.14) | (0.13) | |
| Return On Equity | (0.21) | (0.20) |
Things to note about Principal Real Estate performance evaluation
Checking the ongoing alerts about Principal Real for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Principal Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Principal Real generated a negative expected return over the last 90 days | |
| Principal Real has a very high chance of going through financial distress in the upcoming years | |
| Reported Net Loss for the year was (11.73 M) with profit before taxes, overhead, and interest of 0. | |
| On 31st of December 2024 Principal Real paid $ 0.105 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Principal Real Estate Income Fund declares 0.105 dividend Seeking Alpha |
- Analyzing Principal Real's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Real's stock is overvalued or undervalued compared to its peers.
- Examining Principal Real's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Real's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Principal Real's stock. These opinions can provide insight into Principal Real's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Principal Stock Analysis
When running Principal Real's price analysis, check to measure Principal Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Real is operating at the current time. Most of Principal Real's value examination focuses on studying past and present price action to predict the probability of Principal Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Real's price. Additionally, you may evaluate how the addition of Principal Real to your portfolios can decrease your overall portfolio volatility.