Principal Financial Group PFG Ratios & Valuation
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Net margin | 10.1%+2.5pp | 7.6%-2.4pp | 10%+2.4pp | 7.5%+0.6pp | 6.9%-2.9pp | |
| Returns | ||||||
| Return on equity | 13.6%+3.2pp | 10.3%-3.4pp | 13.7%+3.6pp | 10.2%+0.5pp | 9.7%-4.6pp | |
| Return on assets | 0.5%+0.1pp | 0.4%-0.1pp | 0.5%+0.1pp | 0.4%0.0pp | 0.3%-0.2pp | |
| Efficiency | ||||||
| Asset turnover | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | 0.1×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.3×0.0× | 0.4×0.0× | |
| Debt-to-assets | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | |
| Valuation | ||||||
| Market capitalization | $19.54B+0.8% | $19.38B+4.9% | $18.47B+5.7% | $17.47B-8.2% | $19.03B+7.5% | |
| Enterprise value | $19.43B+1.9% | $19.07B+10.4% | $17.27B-2.8% | $17.76B-9.0% | $19.51B+9.5% | |
| Price / earnings | 12.5×-3.8× | 16.4×+4.6× | 11.7×-3.6× | 15.3×-2.2× | 17.5×+6.2× | |
| Price / sales | 1.3×0.0× | 1.2×+0.1× | 1.2×0.0× | 1.2×-0.1× | 1.2×+0.1× | |
| Price / book | 1.7×0.0× | 1.6×0.0× | 1.6×+0.1× | 1.5×-0.2× | 1.7×+0.1× | |
| EV / sales | 1.3×0.0× | 1.2×+0.1× | 1.1×-0.1× | 1.2×-0.1× | 1.2×+0.1× | |
| Earnings yield | 8%+1.9pp | 6.1%-2.4pp | 8.5%+2.0pp | 6.5%+0.8pp | 5.7%-3.2pp | |
| Dividend yield | 3.5%0.0pp | 3.5%-0.1pp | 3.7%-0.2pp | 3.8%+0.3pp | 3.5%-0.2pp | |
| PEG ratio | 0.3×— | —— | 0.1×— | —— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- Where do Principal Financial Group's ratios come from?
- Every ratio is computed from Principal Financial Group's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
