Company Analysis Principal Financial Group
1. Summary
Advantages
- Price (73.43 $) is less than fair price (77.97 $)
- Dividends (3.24%) are higher than the sector average (1.71%).
- The stock's return over the last year (-6.16%) is higher than the sector average (-47.87%).
- Current debt level 1.31% is below 100% and has decreased over 5 years from 1.32%.
- The company's current efficiency (ROE=14.28%) is higher than the sector average (ROE=5.24%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Principal Financial Group | Financials | Index | |
|---|---|---|---|
| 7 days | 5.6% | -28.9% | -6% |
| 90 days | -6.9% | -37.7% | -19.7% |
| 1 year | -6.2% | -47.9% | 0.9% |
PFG vs Sector: Principal Financial Group has outperformed the "Financials" sector by 41.71% over the past year.
PFG vs Market: Principal Financial Group has significantly underperformed the market by -7.08% over the past year.
Stable price: PFG is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: PFG with weekly volatility of -0.1185% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (73.43 $) is lower than the fair price (77.97 $).
Price not significantly lower than the fair price: The current price (73.43 $) is slightly lower than the fair price by 6.2%.
4.2. P/E
P/E vs Sector: The company's P/E (11.57) is lower than that of the sector as a whole (20.97).
P/E vs Market: The company's P/E (11.57) is lower than that of the market as a whole (93.32).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.58) is higher than that of the sector as a whole (0.6594).
P/BV vs Market: The company's P/BV (1.58) is lower than that of the market as a whole (5.61).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.13) is lower than that of the sector as a whole (4.39).
P/S vs Market: The company's P/S indicator (1.13) is lower than that of the market as a whole (10.28).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-244.52) is lower than that of the sector as a whole (16.09).
EV/Ebitda vs Market: The company's EV/Ebitda (-244.52) is lower than that of the market as a whole (19.31).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 2.44% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (2.44%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-14.33%).
5.4. ROE
ROE vs Sector: The company's ROE (14.28%) is higher than that of the sector as a whole (5.24%).
ROE vs Market: The company's ROE (14.28%) is higher than that of the market as a whole (5.31%).
5.5. ROA
ROA vs Sector: The company's ROA (0.5078%) is lower than that of the sector as a whole (5.87%).
ROA vs Market: The company's ROA (0.5078%) is lower than that of the market as a whole (6.12%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.94%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.24% is higher than the average for the sector '1.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.24% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 3.24% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (172.17%) are at an uncomfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
