Principal Financial Group, Inc. (PFG) — Stock Score Summary

Principal Financial Group, Inc. (PFG) has a MoatMap StockRank of 87/100 based on Quality (45/100), Value (42/100), and Momentum (87/100) factor scores. The current signal is STRONG BUY. Principal Financial Group is a solid financial services business, but it lacks any structural alignment with our high-conviction macro themes. It does not possess the un-copyable moat or asset-light compounding profile required by our investment lenses.

Principal Financial Group, Inc. is a global financial investment management and insurance company offering retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients. Its competitive moat is built on its diversified business model, strong distribution capabilities, and deep expertise in retirement planning and asset management. Principal holds a significant position in the U.S. small and medium-sized business retirement market and has a growing international presence.

Key Financial Metrics

Price$106.66
Market Cap$22.3B
P/E (TTM)14.85
P/E (Forward)10.14
Price/Book1.90
Return on Equity13.4%
Debt/Equity33.62
Gross Margin47.6%
Operating Margin14.8%
Revenue Growth-4.5%
Dividend Yield3.2%
Free Cash Flow$1.5B

Principal Financial Group, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Principal Financial Group, Inc.’s (PFG) StockRank?
MoatMap’s StockRank for Principal Financial Group, Inc. (PFG) is 87/100, with a Strong Buy signal. It is a composite of Quality (45), Value (42), and Momentum (87) factor ranks across MoatMap’s 19,000+ stock universe.
Does Principal Financial Group, Inc. have an economic moat?
Principal Financial Group, Inc. (PFG) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Principal Financial Group, Inc. a buy, hold, or sell?
MoatMap’s current signal for Principal Financial Group, Inc. (PFG) is Strong Buy, based on a StockRank of 87/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Principal Financial Group, Inc. in?
Principal Financial Group, Inc. (PFG) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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