ScoreComparison
Why is Principal Financial Group, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 17.41%
2
Poor long term growth as Operating profit has grown by an annual rate of 0%
3
Positive results in Dec 25
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
- NET PROFIT(9M) Higher at USD 1,137 MM
- DIVIDEND PER SHARE(HY) Highest at USD 0
4
With ROE of 9.97%, it has a expensive valuation with a 3.16 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 2.20%, its profits have fallen by -24.6%
5
High Institutional Holdings at 78.11%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
6
Underperformed the market in the last 1 year
- The stock has generated a return of 2.20% in the last 1 year, much lower than market (S&P 500) returns of 14.90%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Principal Financial Group, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Principal Financial Group, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Principal Financial Group, Inc.
3.98%
0.26
28.59%
S&P 500
16.12%
0.77
19.29%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
1.17%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
12.59%
Dividend Payout Ratio
58.66%
Pledged Shares
0
Institutional Holding
78.11%
ROCE (avg)
0
ROE (avg)
17.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
32
Industry P/E
Price to Book Value
3.16
EV to EBIT
NA
EV to EBITDA
443.10
EV to Capital Employed
3.59
EV to Sales
2.28
PEG Ratio
NA
Dividend Yield
1.88%
ROCE (Latest)
ROE (Latest)
9.97%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
Bullish
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Bullish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend3What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET PROFIT(9M)
Higher at USD 1,137 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Principal Financial Group, Inc.
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Profit
Higher at USD 1,137 MM
than preceding 12 month period ended Dec 2025MOJO Watch
In the nine month period the company has already crossed sales of the previous twelve months
Net Profit (USD MM)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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