Principal Financial (Germany) Performance
| PG4 Stock | EUR 82.00 2.00 2.50% |
On a scale of 0 to 100, Principal Financial holds a performance score of 10. The company holds a Beta of 1.25, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Principal Financial will likely underperform. Please check Principal Financial's coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the standard deviation and total risk alpha , to make a quick decision on whether Principal Financial's historical price patterns will revert.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Financial Group are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Principal Financial reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 2.3 B |
Principal |
Principal Financial Relative Risk vs. Return Landscape
If you would invest 7,030 in Principal Financial Group on August 25, 2024 and sell it today you would earn a total of 1,170 from holding Principal Financial Group or generate 16.64% return on investment over 90 days. Principal Financial Group is currently producing 0.2526% returns and takes up 1.9595% volatility of returns over 90 trading days. Put another way, 17% of traded stocks are less volatile than Principal, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading 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 = 0.1289
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PG4 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.96 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Principal Financial is performing at about 10% of its full potential. 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 it 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 | 0.36 | |||
| Return On Asset | 0.0127 | |||
| Profit Margin | 0.28 % | |||
| Operating Margin | 0.35 % | |||
| Current Valuation | 20.23 B | |||
| Shares Outstanding | 243.1 M | |||
| Price To Earning | 11.47 X | |||
| Price To Book | 2.31 X | |||
| Price To Sales | 1.06 X | |||
| Revenue | 17.49 B | |||
| EBITDA | 6.36 B | |||
| Cash And Equivalents | 3.11 B | |||
| Cash Per Share | 11.60 X | |||
| Total Debt | 4 B | |||
| Debt To Equity | 0.26 % | |||
| Book Value Per Share | 41.08 X | |||
| Cash Flow From Operations | 3.17 B | |||
| Earnings Per Share | 17.77 X | |||
| Total Asset | 292.24 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.
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa. PRINCIPAL FINL operates under InsuranceDiversified classification in Germany and is traded on Frankfurt Stock Exchange. It employs 17400 people.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.| Over 77.0% of the company shares are owned by institutional investors |
- 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.
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |