PRINCIPAL FINANCIAL GROUP INC PFG

Latest FY: 2025 Financial Services Asset Management
Market Price $113.98
Market Cap $24.83B
P/E Ratio 21.71
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑2.4% YoY
$4.42B
3-Yr CAGR: 1.9%
Net Income ↓-24.6% YoY
$1.19B
Net Margin: 26.8%
Free Cash Flow ↓-2.1% YoY
$4.44B
FCF Yield: 17.88%
EPS (Diluted) ↓-21.4% YoY
$5.25
Basic: $5.32
Return on Equity Efficiency
10.0%
ROA: 0.3%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (PFG)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $3,627.4M $2,499.5M $1,316.5M $4.50 $3,857.8M $3,857.8M
FY 2017 $3,892.3M +7.3% $2,677.5M $2,310.4M +75.5% $7.88 +75.1% $4,188.0M $4,188.0M +8.6%
FY 2018 $4,273.8M +9.8% $3,004.7M $1,546.5M -33.1% $5.36 -32.0% $5,156.5M $5,156.5M +23.1%
FY 2019 $4,409.9M +3.2% $3,047.8M $1,394.2M -9.8% $4.96 -7.5% $5,493.2M $5,493.2M +6.5%
FY 2020 $4,511.1M +2.3% $3,107.7M $1,395.8M +0.1% $5.05 +1.8% $3,738.6M $3,738.6M -31.9%
FY 2021 $5,012.6M +11.1% $3,432.9M $1,710.6M +22.6% $6.27 +24.2% $3,218.8M $3,218.8M -13.9%
FY 2022 $4,177.7M -16.7% $2,481.4M $4,811.6M +181.3% $18.85 +200.6% $3,172.9M $3,056.6M -5.0%
FY 2023 $4,095.9M -2.0% $2,540.9M $623.2M -87.0% $2.55 -86.5% $3,792.4M $3,690.4M +20.7%
FY 2024 $4,320.5M +5.5% $2,682.3M $1,571.0M +152.1% $6.68 +162.0% $4,602.9M $4,534.1M +22.9%
FY 2025 $4,424.8M +2.4% $2,747.6M $1,185.1M -24.6% $5.25 -21.4% $4,536.7M $4,438.7M -2.1%
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Valuation

Market Price $113.98
Market Cap $24.83B
Enterprise Value $24.35B
P/E Ratio 21.71
P/B Ratio 2.07
FCF Yield 17.88%
Dividend Yield 2.70%
Shares Outstanding 216,012,400
%

Profitability & Margins

Gross Margin 62.10%
Operating Margin 23.53%
Net Margin 26.78%
Return on Equity (ROE) 9.97%
Return on Assets (ROA) 0.35%
Asset Turnover 0.01x
Revenue 3-Yr CAGR 1.93%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity 0.333
Debt / Assets 0.012
Cash & Equivalents $4.43B
Total Debt $3.95B
Book Value / Share $55.01
💧

Cash Flow Efficiency

Operating Cash Flow $4.54B
Capital Expenditures (CapEx) $98.00M
Free Cash Flow $4.44B
OCF / Revenue 102.53%
FCF / Revenue 100.31%
FCF 3-Yr CAGR 13.24%
🏷️

Per Share Metrics

EPS (Diluted) $5.25
EPS (Basic) $5.32
Dividends / Share $3.08
Book Value / Share $55.01
EPS YoY Growth -21.41%
🏛️

Balance Sheet (FY 2025)

Total Assets $341.38B
Total Liabilities $341.38B
Stockholders' Equity $11.88B
Current Assets N/A
Current Liabilities N/A