Principal Financial Group, Inc. (LON:0KO5)

Principal Financial Group Ratios and Metrics

Market cap in millions GBP. Fiscal year is January - December.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar 12, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Cap	14,269	19,175	17,512	18,601	20,439	18,927
Market Cap Growth	-6.22%	9.50%	-5.85%	-8.99%	7.99%	39.59%
Enterprise Value	14,569	19,683	17,895	18,895	20,742	19,316
PE Ratio	16.20	16.80	11.59	30.85	4.50	12.49
Forward PE	9.39	9.68	9.44	11.03	12.42	10.64
PEG Ratio	-	0.69	0.77	1.23	2.26	0.63
PS Ratio	1.23	1.23	1.09	1.36	1.17	1.33
PB Ratio	1.55	1.61	1.58	1.70	2.05	1.18
P/TBV Ratio	1.65	1.68	1.64	1.76	2.15	1.23
P/FCF Ratio	4.33	4.46	4.01	5.31	7.27	6.66
P/OCF Ratio	4.23	4.23	3.80	4.90	6.44	5.82
EV/Sales Ratio	1.25	1.26	1.11	1.38	1.18	1.35
EV/EBITDA Ratio	10.93	11.80	8.34	18.68	3.27	8.19
EV/EBIT Ratio	13.20	13.90	9.47	25.58	3.46	9.27
EV/FCF Ratio	4.42	4.57	4.10	5.39	7.38	6.79
Asset Turnover	0.05	0.05	0.05	0.05	0.06	0.05
Return on Equity (ROE)	10.89%	10.89%	14.47%	6.39%	36.70%	10.73%
Return on Assets (ROA)	0.38%	0.38%	0.52%	0.22%	1.61%	0.58%
Return on Invested Capital (ROIC)	0.38%	0.38%	0.52%	0.22%	1.61%	0.58%
Return on Capital Employed (ROCE)	0.43%	0.43%	0.61%	0.25%	2.01%	0.69%
Earnings Yield	6.17%	5.95%	8.63%	3.24%	22.20%	8.00%
FCF Yield	23.11%	22.44%	24.93%	18.83%	13.76%	15.02%
Dividend Yield	2.65%	3.48%	3.67%	3.30%	3.05%	3.36%
Payout Ratio	57.72%	57.72%	41.91%	100.37%	13.50%	38.24%
Buyback Yield / Dilution	4.48%	4.48%	5.57%	3.67%	7.40%	4.49%
Total Shareholder Return	7.13%	7.96%	9.23%	6.96%	10.45%	7.86%

Updated Dec 31, 2025. Data Source: Fiscal.ai. Insurance template. Financial Sources.