Principal Financial Group PFG Ratios & Valuation
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Net margin | 35.2%+3.2pp | 32%-2.2pp | 34.1%+4.0pp | 30.1%-7.2pp | 37.2%-8.8pp | |
| Returns | ||||||
| Return on equity | 47.8%+3.9pp | 43.9%-4.0pp | 47.9%+6.1pp | 41.7%-11.4pp | 53.1%-12.1pp | |
| Return on assets | 1.7%+0.1pp | 1.6%-0.1pp | 1.7%+0.2pp | 1.5%-0.4pp | 1.9%-0.4pp | |
| Efficiency | ||||||
| Asset turnover | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 1.4×-0.1× | 1.4×0.0× | 1.5×0.0× | 1.5×0.0× | 1.5×0.0× | |
| Debt-to-assets | 0×0.0× | 0×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | |
| Valuation | ||||||
| Market capitalization | $74.86B+0.7% | $74.35B+2.3% | $72.68B-2.2% | $74.29B-1.4% | $75.33B-1.7% | |
| Enterprise value | $73.53B-0.1% | $73.6B+1.7% | $72.36B-0.8% | $72.97B+0.1% | $72.89B-0.9% | |
| Price / earnings | 55.9×-5.0× | 60.9×+5.1× | 55.9×-12.4× | 68.2×+7.3× | 60.9×+8.8× | |
| Price / sales | 4.8×+0.1× | 4.8×+0.1× | 4.6×-0.3× | 4.9×0.0× | 4.9×-0.2× | |
| Price / book | 6.4×0.0× | 6.4×0.0× | 6.4×-0.2× | 6.6×-0.2× | 6.8×-0.1× | |
| EV / sales | 4.7×0.0× | 4.7×+0.1× | 4.6×-0.2× | 4.8×0.0× | 4.7×-0.1× | |
| Earnings yield | 29.2%+2.3pp | 26.9%-2.8pp | 29.6%+4.4pp | 25.3%-5.9pp | 31.2%-5.8pp | |
| Dividend yield | 14.6%0.0pp | 14.5%-0.2pp | 14.7%+0.4pp | 14.3%+0.4pp | 13.9%+0.4pp |
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.
