Principal Financial Group Stock Market Value
| PFG Stock | USD 89.04 1.51 1.73% |
| Symbol | Principal |
Principal Financial Price To Book Ratio
Is Life & Health Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Principal Financial. If investors know Principal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Principal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.06) | Dividend Share 2.85 | Earnings Share 6.68 | Revenue Per Share | Quarterly Revenue Growth 0.766 |
The market value of Principal Financial is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Financial's value that differs from its market value or its book value, called intrinsic value, which is Principal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Financial's market value can be influenced by many factors that don't directly affect Principal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Principal Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Principal Financial's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Principal Financial.
| 01/30/2025 |
| 03/01/2025 |
If you would invest 0.00 in Principal Financial on January 30, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Financial Group or generate 0.0% return on investment in Principal Financial over 30 days. Principal Financial is related to or competes with State Street, Bank of New York, SEI Investments, Affiliated Managers, T Rowe, Invesco Plc, and Ameriprise Financial. Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses... More
Principal Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Principal Financial's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Principal Financial Group upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.36 | |||
| Information Ratio | 0.0845 | |||
| Maximum Drawdown | 5.43 | |||
| Value At Risk | (2.22) | |||
| Potential Upside | 2.37 |
Principal Financial Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Financial's standard deviation. In reality, there are many statistical measures that can use Principal Financial historical prices to predict the future Principal Financial's volatility.| Risk Adjusted Performance | 0.0592 | |||
| Jensen Alpha | 0.1058 | |||
| Total Risk Alpha | 0.1274 | |||
| Sortino Ratio | 0.0806 | |||
| Treynor Ratio | 0.1051 |
Principal Financial Backtested Returns
At this point, Principal Financial is very steady. Principal Financial maintains Sharpe Ratio (i.e., Efficiency) of 0.0586, which implies the firm had a 0.0586 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Principal Financial, which you can use to evaluate the volatility of the company. Please check Principal Financial's Risk Adjusted Performance of 0.0592, semi deviation of 1.26, and Coefficient Of Variation of 1341.61 to confirm if the risk estimate we provide is consistent with the expected return of 0.0779%. Principal Financial has a performance score of 4 on a scale of 0 to 100. The company holds a Beta of 0.83, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Financial is expected to be smaller as well. Principal Financial right now holds a risk of 1.33%. Please check Principal Financial total risk alpha, expected short fall, price action indicator, as well as the relationship between the value at risk and daily balance of power , to decide if Principal Financial will be following its historical price patterns.
Auto-correlation | 0.66 |
Good predictability
Principal Financial Group has good predictability. Overlapping area represents the amount of predictability between Principal Financial time series from 30th of January 2025 to 14th of February 2025 and 14th of February 2025 to 1st of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Principal Financial price movement. The serial correlation of 0.66 indicates that around 66.0% of current Principal Financial price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.66 | |
| Spearman Rank Test | 0.61 | |
| Residual Average | 0.0 | |
| Price Variance | 1.57 |
Principal Financial lagged returns against current returns
Autocorrelation, which is Principal Financial stock's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Principal Financial's stock expected returns. We can calculate the autocorrelation of Principal Financial returns to help us make a trade decision. For example, suppose you find that Principal Financial has exhibited high autocorrelation historically, and you observe that the stock is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Principal Financial regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Principal Financial stock is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Principal Financial stock is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Principal Financial stock over time.
Current vs Lagged Prices |
| Timeline |
Principal Financial Lagged Returns
When evaluating Principal Financial's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Principal Financial stock have on its future price. Principal Financial autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Principal Financial autocorrelation shows the relationship between Principal Financial stock current value and its past values and can show if there is a momentum factor associated with investing in Principal Financial Group.
Regressed Prices |
| Timeline |
Currently Active Assets on Macroaxis
When determining whether Principal Financial is a strong investment it is important to analyze Principal Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Financial's future performance. For an informed investment choice regarding Principal Stock, refer to the following important reports:Check out Principal Financial Correlation, Principal Financial Volatility and Principal Financial Alpha and Beta module to complement your research on Principal Financial. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Principal Financial technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.