tickrz reports
Principal Financial Group Inc (PFG)
Financial | Insurance
74.24  0.45%
PFG vs INSURANCE SECTOR & S&P 500
VALUATION
PFGSECTORS&P 500
P/E RATIO12.0219.921.12
EV/EBITDA RATIO8.1718.912.66
P/S RATIO1.491.62.25
P/B RATIO1.7923.45
QUALITY
RETURN ON EQUITY15.65%8.9%13.64%
RETURN ON CAPITAL12.21%6.42%10.09%
NET MARGIN10.51%8.4%9.73%
DIVIDEND ANALYSIS
DIVIDEND YIELD
2.52%
PAYOUT RATIO28.7%
3 YR DIVIDEND GROWTH18%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY27%
INTEREST COVERAGEx
CURRENT RATIO
GROWTH
5 YR EPS GROWTH15.92%
5 YR SPS GROWTH6.72%
5 YR BPS GROWTH2.12%
About tickrz
Key Concepts
Great Investors
Principal Financial Group Inc ranks well on valuation
TICKRZBOT SUMMARY
Principal Financial Group Inc receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here. Here's a summary of Principal Financial Group Inc's factor rankings that are combined together to calculate the tickrz MFM ranking:

FACTOR RANKINGSFACTOR SCREENER 
TICKRZ MFM RANK A / 4PURE VALUE RANKA / 29
DIVIDEND RANKB / 191MOAT RANKA / 98
FINANCIAL STRENGTH RANKN/AGROWTH RANKB / 170
MOMENTUM RANKB / 190
GURU ANALYSIS
Buffett Rank A / 125Peter Lynch Rank B / 91
Principal Financial Group Inc ranks 125 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Principal Financial Group Inc warrants further investigation.Our Peter Lynch mutli-factor model ranks stocks on their PEG ratio, Financial Strength, margin profile, and their P/Es relative to their respective industry groups. Principal Financial Group Inc ranks 91, a relatively average score. Of note is Principal Financial Group Inc's PEG ratio of 0.65x places it in the top 25% of S&P 500 stocks.
Alex Roepers Rank A / 44Joel Greenblatt Rank A / 61
Alex Roepers, founder of Atlantic Investment Management, looks for stocks trading at low EV/EBITDA multiples with strong and consistent free cash flow. Principal Financial Group Inc ranks 44 out of the S&P 500 constituents on our Roepers-inspired multi-factor model.In his best-selling The Little Book that Beats the Market, Greenblatt introduced the Magic Formula, a straightforward approach that ranks stocks on earnings yield and return on invested capital. Principal Financial Group Inc places 61 out the S&P 500 consitituents on this ranking methodology.
FACTOR RANKINGS
Value
Pure Value Ranking A / 29
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Principal Financial Group Inc's valuation score is comprised of a P/E ratio of 12x, a P/B ratio of 1.8x, a P/S ratio of 1.5x, and an EV/EBITDA ratio of 8.2x. Principal Financial Group Inc ranks 29 out of the S&P 500 constituents on valuation--a relatively strong score.

Quality
Moat A / 98Financial Strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is strong. Principal Financial Group Inc appears to have a durable competitive advantage within the Financial sector. A debt/equity ratio of 27% and a Moat Rank of 98 translate to a not available Financial Strength score.


Momentum B / 190
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 20.23% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 190. Based on its 12 month stock performance, Principal Financial Group Inc will not appeal to momentum investors.

Yield B / 191
Value + Yield
Shares currently yield 2.52%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Principal Financial Group Inc ranks 191 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

Growth B / 170
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value produce an average score. 15.9% 5 year annualized EPS growth, 6.7% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 2.1% combine to produce this average score.

Principal Financial Group Inc (PFG)
Financial | Insurance
74.24  0.45%


tickrz rank
A
VALUATION RATIOS
P/E Ratio12.02x
P/B Ratio1.79x
P/S Ratio1.49x
EV/EBITDA Ratio8.17x
DIVIDEND ANALYSIS
DIVIDEND YIELD
2.52%
PAYOUT RATIO28.7%
3 YR DIVIDEND GROWTH18%
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY27%
INTEREST COVERAGEx
CURRENT RATIO
MOAT
ROE15.65%
ROIC12.21%
Net Margin10.51%
GROWTH
5 YR EPS GROWTH15.92%
5 YR SPS GROWTH6.72%
5 YR BPS GROWTH2.12%

TICKRZ RANK
Principal Financial Group Inc receives an A ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Principal Financial Group Inc's valuation score is comprised of a P/E ratio of 12x, a P/B ratio of 1.8x, a P/S ratio of 1.5x, and an EV/EBITDA ratio of 8.2x. Principal Financial Group Inc ranks 29 out of the S&P 500 constituents on valuation--a relatively strong score.

WARREN BUFFETT RANKING
Principal Financial Group Inc ranks 125 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a strong score, meaning it ranks highly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Principal Financial Group Inc warrants further investigation.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is strong. Principal Financial Group Inc appears to have a durable competitive advantage within the Financial sector.

FINANCIAL STRENGTH
A debt/equity ratio of 27% and a Moat Rank of 98 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 20.23% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 190. Based on its 12 month stock performance, Principal Financial Group Inc will not appeal to momentum investors.

VALUE + YIELD
Shares currently yield 2.52%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Principal Financial Group Inc ranks 191 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value produce an average score. 15.9% 5 year annualized EPS growth, 6.7% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 2.1% combine to produce this average score.