Principal Financial Group Stock Performance
| PFG Stock | USD 85.92 0.56 0.66% |
The company holds a Beta of 0.79, 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. At this point, Principal Financial has a negative expected return of -0.0115%. Please make sure to check Principal Financial's total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to decide if Principal Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Principal Financial Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Principal Financial is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 0.29 | Five Day Return (1.85) | Year To Date Return 10.3 | Ten Year Return 65.2 | All Time Return 306.48 |
Forward Dividend Yield 0.0351 | Payout Ratio | Forward Dividend Rate 3 | Dividend Date 2025-03-28 | Ex Dividend Date 2025-03-12 |
| Principal Financial dividend paid on 18th of December 2024 | 12/18/2024 |
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| Begin Period Cash Flow | 4.7 B | |
| Free Cash Flow | -166.3 M |
Principal |
Principal Financial Relative Risk vs. Return Landscape
If you would invest 8,636 in Principal Financial Group on November 28, 2024 and sell it today you would lose (100.00) from holding Principal Financial Group or give up 1.16% of portfolio value over 90 days. Principal Financial Group is generating negative expected returns assuming volatility of 1.3182% on return distribution over 90 days investment horizon. In other words, 11% 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 Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Principal Financial Group, and traders can use it to determine the average amount a Principal Financial'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 = -0.0087
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PFG |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Principal Financial 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 Financial by adding Principal Financial to a well-diversified portfolio.
Principal Financial Fundamentals Growth
Principal Stock prices reflect investors' perceptions of the future prospects and financial health of Principal Financial, and Principal Financial 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.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0039 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 19.09 B | ||||
| Shares Outstanding | 225.57 M | ||||
| Price To Earning | 15.73 X | ||||
| Price To Book | 1.73 X | ||||
| Price To Sales | 1.19 X | ||||
| Revenue | 16.13 B | ||||
| Gross Profit | 7.28 B | ||||
| EBITDA | 2.18 B | ||||
| Net Income | 1.6 B | ||||
| Cash And Equivalents | 3.68 B | ||||
| Cash Per Share | 14.75 X | ||||
| Total Debt | 4.11 B | ||||
| Debt To Equity | 0.42 % | ||||
| Current Ratio | 1.29 X | ||||
| Book Value Per Share | 49.01 X | ||||
| Cash Flow From Operations | 4.6 B | ||||
| Earnings Per Share | 6.68 X | ||||
| Market Capitalization | 19.25 B | ||||
| Total Asset | 313.66 B | ||||
| Retained Earnings | 17.58 B | ||||
About Principal Financial Performance
By analyzing Principal Financial's fundamental ratios, stakeholders can gain valuable insights into Principal Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Principal Financial 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 Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Equity | 0.14 | 0.10 |
Things to note about Principal Financial performance evaluation
Checking the ongoing alerts about Principal Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Principal Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Principal Financial generated a negative expected return over the last 90 days | |
| About 74.0% of the company shares are owned by institutional investors | |
| Latest headline from kalkinemedia.com: How Is Fortune Brands Innovations Responding to Market Shifts |
- Analyzing Principal Financial'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 Financial's stock is overvalued or undervalued compared to its peers.
- Examining Principal Financial'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 Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Principal Financial's stock. These opinions can provide insight into Principal Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Principal Stock analysis
When running Principal Financial's price analysis, check to measure Principal Financial'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 Financial is operating at the current time. Most of Principal Financial's value examination focuses on studying past and present price action to predict the probability of Principal Financial'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 Financial's price. Additionally, you may evaluate how the addition of Principal Financial to your portfolios can decrease your overall portfolio volatility.
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