Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PFG
HoldHot AirPrincipal Financial Group, Inc. · Financial Services · United States · $23.9B · Avg Vol: $138M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 17.5B | 13.7B | 16.1B | 15.6B | -3.8% | 15.7B | 15.8B | 17.2B | 5.0% |
| EPS | 18.94 | 2.58 | 6.77 | 5.32 | -34.5% | 7.02 | 6.12 | 6.67 | 11.9% |
| Shares | 243.5M | 236.4M | 226.2M | 217.4M | -10.7% | 214.1M | — | — | — |
| Debt | 4.1B | 4.0B | 4.1B | 4.0B | -1.0% | 4.6B | — | — | — |
| Equity | 10.0B | 10.9B | 11.1B | 11.9B | 6.0% | — | — | — | — |
| Op CF | 3.2B | 3.8B | 4.6B | 4.5B | 12.7% | 5.0B | — | — | — |
| Inv CF | 1.1B | -1.3B | -5.4B | -4.1B | — | — | — | — | — |
| Fin CF | -1.7B | -2.6B | 300.3M | -181.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of PFG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PFG | Principal Financial Group, Inc.(you) | $23.9B | 51 | Hold |
| TPG | TPG Inc. | $21.1B | 54 | Hold |
| NTRS | Northern Trust Corporation | $34.2B | 55 | Hold |
| ARCC | Ares Capital Corporation | $14.3B | 53 | Hold |
| OWL | Blue Owl Capital Inc. | $18.8B | 39 | Hold |
| RJF | Raymond James Financial, Inc. | $34.5B | 59 | Hold |
| STT | State Street Corporation | $53.1B | 51 | Hold |
| CRBG | Corebridge Financial, Inc. | $14.5B | 43 | Hold |
| CVC.AS | CVC Capital Partners plc | $16.6B | 64 | Hold |
| EQH | Equitable Holdings, Inc. | $13.7B | 40 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%