Principal Financial Group (PFG)$103.85

Market Cap: 17.16 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for Principal Financial Group (PFG).

FINANCIAL

ASSET MANAGEMENT

DCF ready

Valuation

3.7x

EV/FCF, 27.2% FCF yield

Quality

7.9%

ROIC, 29.0% FCF margin

Growth

1.2%

5Y sales (revenue) CAGR

Balance sheet

0.3x

Debt/equity, N/A current ratio

Superinvestors

Top: Mairs & Power Growth Fund (0.1%)

Strengths to research

Free cash flow margin is healthy at 29.0%.
Debt/equity looks manageable at 0.3x.
10 annual periods are available for trend analysis.

Watchouts

No major valuation, balance sheet, or growth watchouts were detected by the static screen.

Annual data: 10 periods

Quarterly data: 24 periods

Stock snapshot: May 25, 2026

Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for PFG.

Grade D

/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best


PFG Target	Principal Financial Group	$17.2B	19.8x	3.7x	7.9%	1.2%	29.0%	N/A	N/A	N/A
CRBG	Corebridge Financial Inc.	$16.9B	-40.8x	8.1x	-2.8%	4.2%	10.9%	N/A	N/A	N/A
NTRS	Northern Trust Corp.	$18.9B	19.2x	2.4x	13.4%	4.7%	108.8%	N/A	N/A	N/A
EQH	Equitable Holdings Inc.	$15.3B	-8.8x	4.0x	N/A	-1.2%	6.1%	N/A	N/A	N/A
CG	Carlyle Group	$14.6B	20.8x	-3.7x	11.5%	10.2%	-70.6%	N/A	N/A	N/A
TROW	T. Rowe Price Group	$20.2B	11.2x	11.4x	19.2%	3.3%	20.2%	N/A	-1.5x	N/A
STT	State Street Corp.	$25.8B	16.4x	2.0x	10.6%	3.6%	77.8%	N/A	N/A	N/A
BEN	FRANKLIN RESOURCES, INC.	$10.5B	34.1x	10.2x	3.6%	9.5%	10.4%	N/A	-1.7x	N/A
RJF	RAYMOND JAMES FINANCIAL INC	$28.9B	14.7x	7.8x	17.1%	14.3%	14.1%	N/A	N/A	N/A

Financial Charts

No financial data available for PFG (annual).

1 superinvestors own PFG

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership

Fund	Shares	Value	% Portfolio	QoQ Change
Mairs & Power Growth Fund Mairs & Power Growth Fund	163,884	$15M	0.15%	0.0%