Principal Financial Group, Inc. (PFG)

NASDAQ: PFG · Real-Time Price · USD

111.63

-2.02 (-1.78%)

Oct 30, 2026, 4:00 PM EDT - Market closed

Principal Financial Group Ratios and Metrics

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

Millions USD. Fiscal year is Jan - Dec.

Total Valuation

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Oct '26 Oct 30, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Market Capitalization	23,708	19,379	17,706	18,756	20,534	19,172
Market Cap Growth	30.91%	9.45%	-5.60%	-8.66%	7.10%	40.67%
Enterprise Value	24,104	18,845	16,090	19,032	21,245	20,867

Price Ratios

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Oct '26 Oct 30, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
PE Ratio	12.40	16.35	11.27	30.10	4.32	12.13
PS Ratio	1.43	1.24	1.10	1.37	1.17	1.33
PB Ratio	2.01	1.56	1.54	1.67	2.00	1.17
P/FCF Ratio	4.43	4.37	3.91	5.08	6.72	6.14
P/OCF Ratio	4.28	4.27	3.85	4.95	6.47	5.89

EV Ratios

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Oct '26 Oct 30, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
EV/Sales Ratio	1.45	1.21	1.00	1.39	1.21	1.45
EV/EBITDA Ratio	8.77	10.89	7.39	18.29	3.32	9.13
EV/EBIT Ratio	9.66	12.74	8.38	24.78	3.48	10.39
EV/FCF Ratio	4.50	4.25	3.55	5.16	6.95	6.68

Financial Efficiency

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Oct '26 Oct 30, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Debt / Equity Ratio	0.40	0.35	0.41	0.41	0.48	0.28
Debt / EBITDA Ratio	1.73	2.42	2.08	4.16	0.76	1.99
Debt / FCF Ratio	0.91	0.98	1.03	1.25	1.60	1.50
Net Debt / Equity Ratio	0.03	-0.01	0.04	-0.01	0.01	0.14
Net Debt / EBITDA Ratio	0.14	-0.06	0.21	-0.10	0.01	1.03
Net Debt / FCF Ratio	0.07	-0.02	0.10	-0.03	0.02	0.76
Quick Ratio	0.32	0.34	0.30	0.32	0.46	1.43
Current Ratio	1.55	1.51	1.45	1.44	1.45	2.10
Asset Turnover	0.05	0.05	0.05	0.05	0.06	0.05
Return on Equity (ROE)	16.11%	10.52%	14.09%	6.24%	35.88%	9.76%
Return on Assets (ROA)	0.46%	0.28%	0.39%	0.16%	1.28%	0.42%
Return on Invested Capital (ROIC)	11.58%	7.99%	10.17%	4.50%	26.96%	8.01%

Yields

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Oct '26 Oct 30, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Earnings Yield	8.06%	6.12%	8.87%	3.32%	23.17%	8.24%
FCF Yield	22.58%	22.90%	25.61%	19.68%	14.89%	16.30%
Dividend Yield	3.01%	3.45%	3.64%	3.28%	3.04%	3.33%
Payout Ratio	36.77%	57.72%	41.91%	100.37%	13.50%	41.39%
Buyback Yield / Dilution	3.69%	4.08%	3.80%	4.19%	6.45%	1.34%
Total Shareholder Return	6.70%	7.54%	7.44%	7.47%	9.49%	4.67%

SEC Filings: 10-K · 10-Q