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%-2.1pp | 32%-14.1pp | 34.1%-14.3pp | 30.1%-23.0pp | 37.2%-12.2pp | |
| Returns | ||||||
| Return on equity | 47.8%-5.3pp | 43.9%-21.3pp | 47.9%-19.0pp | 41.7%-32.4pp | 53.1%-14.1pp | |
| Return on assets | 1.7%-0.2pp | 1.6%-0.8pp | 1.7%-0.7pp | 1.5%-1.1pp | 1.9%-0.5pp | |
| 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-0.6% | $74.35B-3.0% | $72.68B-6.3% | $74.29B-0.8% | $75.33B+0.9% | |
| Enterprise value | $73.53B+0.9% | $73.6B+0.1% | $72.36B-2.1% | $72.97B+0.3% | $72.89B-0.6% | |
| Price / earnings | 55.9×-5.0× | 60.9×+8.8× | 55.9×+3.8× | 68.2×+28.6× | 60.9×+17.7× | |
| Price / sales | 4.8×-0.1× | 4.8×-0.3× | 4.6×-0.7× | 4.9×-0.3× | 4.9×-0.3× | |
| Price / book | 6.4×-0.4× | 6.4×-0.4× | 6.4×-0.6× | 6.6×-0.2× | 6.8×-0.2× | |
| EV / sales | 4.7×0.0× | 4.7×-0.1× | 4.6×-0.5× | 4.8×-0.2× | 4.7×-0.4× | |
| Earnings yield | 29.2%-2.0pp | 26.9%-10.0pp | 29.6%-7.3pp | 25.3%-16.2pp | 31.2%-6.4pp | |
| Dividend yield | 14.6%+0.6pp | 14.5%+1.0pp | 14.7%+1.5pp | 14.3%+0.8pp | 13.9%+0.5pp |
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.
