Stock Scorecard
Stock Summary for Principal Financial Group Inc (PFG) - $84.15 as of 11/20/2024 8:34:41 PM EST
Total Score
10 out of 30
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for PFG
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for PFG
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for PFG
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for PFG
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for PFG (50 out of 90)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 8 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 0 |
| Trading Volume (Max of 10) | 8 |
| Price to Earnings (Max of 10) | 0 |
Latest News for for PFG
Financial Details for PFG
Company Overview |
|
|---|---|
| Ticker | PFG |
| Company Name | Principal Financial Group Inc |
| Country | USA |
| Description | Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa. |
| Sector Name | FINANCE |
| Industry Name | ACCIDENT & HEALTH INSURANCE |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 2/10/2025 |
Stock Price History |
|
| Last Day Price | 84.15 |
| Price 4 Years Ago | 43.38 |
| Last Day Price Updated | 11/20/2024 8:34:41 PM EST |
| Last Day Volume | 999,553 |
| Average Daily Volume | 1,242,183 |
| 52-Week High | 91.97 |
| 52-Week Low | 68.91 |
| Last Price to 52 Week Low | 22.12% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 11.31 |
| Sector PE | 21.40 |
| 5-Year Average PE | 11.81 |
| Free Cash Flow Ratio | 2.74 |
| Industry Free Cash Flow Ratio | 7.26 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 188.56 |
| Total Cash Per Share | 30.75 |
| Book Value Per Share Most Recent Quarter | 49.01 |
| Price to Book Ratio | 1.76 |
| Industry Price to Book Ratio | 1.30 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 1.41 |
| Industry Price to Sales Ratio Twelve Trailing Months | 1.37 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 228,726,000 |
| Market Capitalization | 19,247,292,900 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 12/2/2024 |
| Last Dividend Amount | 0.72 |
| Current Dividend Amount | 0.73 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.52 |
| Trailing Annual Dividend Yield | 4.18% |
| Forward Annual Dividend Rate | 3.68 |
| Forward Annual Dividend Yield | 4.37% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 3.24% |
| 5-Year Average Dividend Yield | 3.64% |
| 1-Year Dividend Growth Rate Percentage | 1.56% |
| 3-Year Dividend Growth Rate Percentage | 3.23% |
| 5-Year Dividend Growth Rate Percentage | 4.50% |
| All-Time Dividend Growth Rate Percentage | 11.80% |
| Dividend Payout Ratio | -482.19% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -5.70% |
| Annual Earnings Growth | -86.90% |
| Reported EPS 12 Trailing Months | -0.73 |
| Reported EPS Past Year | 5.04 |
| Reported EPS Prior Year | 6.56 |
| Net Income Twelve Trailing Months | -206,100,000 |
| Net Income Past Year | 623,200,000 |
| Net Income Prior Year | 4,756,900,000 |
| Quarterly Revenue Growth YOY | -34.50% |
| 5-Year Revenue Growth | -0.82% |
| Operating Margin Twelve Trailing Months | -0.08 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 7,033,400,000 |
| Total Cash Past Year | 5,543,900,000 |
| Total Cash Prior Year | 5,608,700,000 |
| Net Cash Position Most Recent Quarter | 3,100,500,000 |
| Net Cash Position Past Year | 1,613,000,000 |
| Long Term Debt Past Year | 3,930,900,000 |
| Long Term Debt Prior Year | 3,997,000,000 |
| Total Debt Most Recent Quarter | 3,932,900,000 |
| Equity to Debt Ratio Past Year | 0.74 |
| Equity to Debt Ratio Most Recent Quarter | 0.74 |
| Total Stockholder Equity Past Year | 10,916,000,000 |
| Total Stockholder Equity Prior Year | 9,976,700,000 |
| Total Stockholder Equity Most Recent Quarter | 11,237,400,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 4,008,100,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 17.52 |
| Free Cash Flow Past Year | 3,661,600,000 |
| Free Cash Flow Prior Year | 3,008,500,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.08 |
| MACD Signal | -0.02 |
| 20-Day Bollinger Lower Band | 73.23 |
| 20-Day Bollinger Middle Band | 82.35 |
| 20-Day Bollinger Upper Band | 91.47 |
| Beta | 1.20 |
| RSI | 53.28 |
| 50-Day SMA | 79.94 |
| 150-Day SMA | 74.00 |
| 200-Day SMA | 69.74 |
System |
|
| Modified | 11/19/2024 10:01:34 AM EST |