Financial Services
Live Price
Offline$109.57
-0.59% today
1Y Change
+36.09%
Window
Jun 23, 2025 → Jun 5, 2026
Coverage: 240 bars · Jun 23, 2025 → Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Principal Financial Group, Inc. (PFG) is a Financial Services stock with a market cap of $21.90B and listed on NASDAQ. The stock last traded around $109.57 and up 36.1% across the available one-year price window (Jun 23, 2025 → Jun 5, 2026). Baseline metrics include revenue growth of -3.1%, EPS growth of -21.4%, a dividend yield of 3.1%. What stands out right now is revenue -3.1%, EPS -21.4%, free cash flow -2.1% with operating margin 12.4% and ROIC -16.6%. The dividend matters to the case here, with a current yield around 3.1%. Valuation is more restrained than many high-expectation growth names at P/E 14.4 and price/sales 1.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines PFG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PFG
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
PFG Max Drawdown
-12.75%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for PFG and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$14.4B
-17.7% YoY
FY Net Income
$1.6B
-66.8% YoY
Free Cash Flow
$3.1B
+1.1% YoY
Revenue Growth
-3.1%
EPS Growth
-21.4%
Gross Margin
48.7%
Net Margin
10.0%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 15.6B | 16.1B | 13.7B | 17.5B | 14.4B |
| Gross Profit | 7.1B | 7.4B | 5.9B | 11.0B | 7.1B |
| Operating Income | 1.4B | 1.9B | 739M | 6.0B | 1.9B |
| EBITDA | 1.7B | 2.1B | 1.0B | 6.3B | 2.2B |
| Net Income | 1.2B | 1.6B | 623M | 4.8B | 1.6B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 4.4B | 4.2B | 4.7B | 4.8B | 2.3B |
| Total Assets | 341.4B | 313.7B | 305.0B | 303.0B | 304.7B |
| Total Liabilities | 329.0B | 302.2B | 293.8B | 292.7B | 288.2B |
| Shareholder Equity | 11.9B | 11.1B | 10.9B | 10.0B | 16.1B |
| Total Debt | 4.2B | 4.1B | 4.0B | 4.1B | 4.4B |
| Net Debt | -227M | -104M | -716M | -770M | 2.0B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
3.2B
+1.4% YoY
Capital Expenditures
130M
-11.7% YoY
Free Cash Flow
3.1B
+1.1% YoY
Key ratios
Gross Margin
48.7%
Operating Margin
12.4%
Net Margin
10.0%
ROE
13.3%
Debt / Equity
0.33x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.