Principal Financial Group Stock One Year Return
| PFG Stock | USD 87.28 0.49 0.56% |
Principal Financial Group fundamentals help investors to digest information that contributes to Principal Financial's financial success or failures. It also enables traders to predict the movement of Principal Stock. The fundamental analysis module provides a way to measure Principal Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Principal Financial stock.
Principal | One Year Return |
Principal Financial Group Company One Year Return Analysis
Principal Financial's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Principal One Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Principal Financial is extremely important. It helps to project a fair market value of Principal Stock properly, considering its historical fundamentals such as One Year Return. Since Principal Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Principal Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Principal Financial's interrelated accounts and indicators.
Click cells to compare fundamentals
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Principal Return On Tangible Assets
Return On Tangible Assets |
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Based on the recorded statements, Principal Financial Group has an One Year Return of 0.0%. This indicator is about the same for the Insurance average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Principal One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Principal Financial's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Principal Financial could also be used in its relative valuation, which is a method of valuing Principal Financial by comparing valuation metrics of similar companies.Principal Financial is currently under evaluation in one year return category among its peers.
Principal Financial ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Principal Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Principal Financial's managers, analysts, and investors.Environmental | Governance | Social |
Principal Fundamentals
| Return On Equity | -0.0127 | |||
| Return On Asset | -6.0E-4 | |||
| Profit Margin | (0.01) % | |||
| Operating Margin | (0.08) % | |||
| Current Valuation | 17.65 B | |||
| Shares Outstanding | 228.73 M | |||
| Shares Owned By Insiders | 1.03 % | |||
| Shares Owned By Institutions | 73.03 % | |||
| Number Of Shares Shorted | 2.4 M | |||
| Price To Earning | 15.73 X | |||
| Price To Book | 1.77 X | |||
| Price To Sales | 1.41 X | |||
| Revenue | 13.67 B | |||
| Gross Profit | 11.03 B | |||
| EBITDA | 1.01 B | |||
| Net Income | 623.2 M | |||
| Cash And Equivalents | 3.68 B | |||
| Cash Per Share | 14.75 X | |||
| Total Debt | 3.99 B | |||
| Debt To Equity | 0.42 % | |||
| Current Ratio | 1.29 X | |||
| Book Value Per Share | 49.01 X | |||
| Cash Flow From Operations | 3.79 B | |||
| Short Ratio | 2.20 X | |||
| Earnings Per Share | (0.74) X | |||
| Price To Earnings To Growth | 1.50 X | |||
| Target Price | 89.92 | |||
| Number Of Employees | 19.8 K | |||
| Beta | 1.2 | |||
| Market Capitalization | 19.85 B | |||
| Total Asset | 305.05 B | |||
| Retained Earnings | 16.68 B | |||
| Annual Yield | 0.03 % | |||
| Five Year Return | 3.98 % | |||
| Net Asset | 305.05 B | |||
| Last Dividend Paid | 2.79 |
About Principal Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Principal Financial Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Principal Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Principal Financial Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 Piotroski F Score and Principal Financial Altman Z Score analysis. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
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 2.79 | Earnings Share (0.74) | Revenue Per Share 59.953 | Quarterly Revenue Growth (0.34) |
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.