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 Jun 26
- OPERATING CASH FLOW(Y) Highest at USD 5,012 MM
- NET PROFIT(HY) At USD 828 MM has Grown at 82.26%
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
4
With ROE of 9.97%, it has a expensive valuation with a 3.19 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 50.25%, its profits have fallen by -24.6%
5
High Institutional Holdings at 96.21%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 17.34% over the previous quarter.
6
Market Beating Performance
- The stock has generated a return of 50.25% in the last 1 year, much higher than market (S&P 500) returns of 21.51%
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, High Return
Absolute
Risk Adjusted
Volatility
Principal Financial Group, Inc.
50.25%
2.06
22.20%
S&P 500
21.51%
1.63
13.19%
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
78.87%
ROCE (avg)
0
ROE (avg)
17.41%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
32
Industry P/E
Price to Book Value
3.19
EV to EBIT
NA
EV to EBITDA
446.13
EV to Capital Employed
3.61
EV to Sales
2.30
PEG Ratio
NA
Dividend Yield
1.87%
ROCE (Latest)
ROE (Latest)
9.97%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
Bullish
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 5,012 MM
NET PROFIT(HY)
At USD 828 MM has Grown at 82.26%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
DIVIDEND PER SHARE(HY)
Highest at USD 0
-20What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 2,934.6 MM
NET SALES(Q)
Lowest at USD 12 MM
OPERATING PROFIT(Q)
Lowest at USD 0 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 0 %
PRE-TAX PROFIT(Q)
Lowest at USD 0 MM
Here's what is working for Principal Financial Group, Inc.
Operating Cash Flow
Highest at USD 5,012 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Profit
At USD 828 MM has Grown at 82.26%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Dividend per share
Highest at USD 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
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
Depreciation
Highest at USD 10.7 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for Principal Financial Group, Inc.
Net Sales
At USD 12 MM has Fallen at -99.69%
over average net sales of the previous four periods of USD 3,864.67 MMMOJO Watch
Near term sales trend is extremely negative
Net Sales (USD MM)
Pre-Tax Profit
At USD 0 MM has Fallen at -100%
over average net sales of the previous four periods of USD 467.22 MMMOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (USD MM)
Operating Cash Flow
Lowest at USD 2,934.6 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
Net Sales
Lowest at USD 12 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (USD MM)
Operating Profit
Lowest at USD 0 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at 0 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD 0 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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