Company Valuation: Principal Financial Group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 19,172 20,534 18,756 17,706 19,379 23,667 - -
Change - 7.1% -8.66% -5.6% 9.45% 22.13% - -
Enterprise Value (EV) 19,172 20,534 18,756 17,706 19,379 23,667 23,667 23,667
Change - 7.1% -8.66% -5.6% 9.45% 22.13% 0% 0%
P/E 11.5x 4.45x 30.9x 11.6x 16.8x 12.6x 10.6x 9.9x
PBR 1.18x 2.04x 1.7x 1.58x 1.61x 1.9x 1.78x 1.64x
PEG - 0x -0.4x 0x -0.8x 0.2x 0.6x 1.49x
Capitalization / Revenue 1.33x 1.52x 1.28x 1.13x 1.21x 1.46x 1.34x 1.28x
EV / Revenue 0x 0x 0x 0x 0x 1.46x 1.34x 1.28x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 8.63x 8.24x 7.92x
EV / FCF - - - 0x - 14.8x 13.5x -
FCF Yield - - - 25.6% - 6.76% 7.39% -
Dividend per Share 2 2.44 2.56 2.6 2.85 3.08 3.305 3.54 3.84
Rate of return 3.37% 3.05% 3.3% 3.68% 3.49% 2.99% 3.2% 3.47%
EPS 2 6.27 18.85 2.55 6.68 5.25 8.796 10.46 11.16
Distribution rate 38.9% 13.6% 102% 42.7% 58.7% 37.6% 33.8% 34.4%
Net sales 1 14,458 13,475 14,660 15,632 16,059 16,235 17,723 18,493
EBITDA - - - - - - - -
EBIT 1 2,459 2,309 2,211 2,286 2,445 2,743 2,871 2,990
Net income 1 1,711 4,812 623.2 1,571 1,185 1,899 2,217 2,310
Net Debt - - - - - - - -
Reference price 2 72.33 83.92 78.67 77.41 88.21 110.54 110.54 110.54
Nbr of stocks (in thousands) 265,069 244,683 238,412 228,726 219,694 214,105 - -
Announcement Date 2/7/22 1/30/23 2/12/24 2/6/25 2/9/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
12.57x - - 2.99% 23.67B
14.25x - - 4.2% 192B
12.77x3.01x10.85x1.17% 132B
15.12x - - 5.63% 109B
22.09x3.79x13.31x1.96% 90.77B
9.72x1.45x - 1.78% 37.14B
-423.77x1.18x - 3.95% 25.82B
12.4x - - 4.33% 23.05B
10.39x - - 6.93% 16.88B
10.71x - - 5.34% 16.34B
Average -30.37x 2.36x 12.08x 3.83% 66.72B
Weighted average by Cap. -2.34x 2.89x 11.85x 3.44%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. PFG Stock
  4. Valuation Principal Financial Group, Inc.