US stock · figures in US dollars · scored on full-year results
Principal Financial Group Principal Financial Group Inc
Principal Financial Group scores 65/100 on fundamentals: in the top 22% of 503 scored S&P 500 stocks. Its strongest area is Business Strength (75/100); its weakest is Price Fairness (50/100). It carries 1 warning flag: Limited Data.
- Carries a Limited Data flag
This stock is fairly balanced overall: price fairness is its weakest area.
Nearby peers
Ranks #23 of 56 in Financial Services by score
One-Minute Summary
Why Principal Financial Group scores 65
This stock is fairly balanced overall: price fairness is its weakest area.
Business Strength
75Why 75?
No data: Quarterly Momentum
Show 3 charts
Net Profit & Equity, with ROE
Revenue & Net Profit, with Net Margin
Sales grew about 21.7% over 4 years: customers keep spending more with this company.
Profit climbed about 217.2% over 4 years: the business keeps more money as it grows.
Recent Quarters: Revenue & Net Profit (the last 8 quarters, scored)
Sales have stayed roughly flat over the last 5 quarters.
Profit has moved sideways over the last 5 quarters.
Financial Safety
N/ACash & Dividends
63Why 63?
Show 3 charts
Operating vs Free Cash Flow
The business generates real cash, and more of it each year: a very healthy sign.
Cash vs Total Debt
Dividends per Share, with Yield
Dividends per share have been maintained or raised: management shares the rewards with you.
Price FairnessLowest pillar
50Why 50?
Show chart
Share Price: Weekly Closes (not part of the score)
The share price is up about 37.4% over the past year.
Risk
63Why 63?
No data: Inventory vs Sales (4yr) · Quarterly Consistency
Sector peers
Principal Financial Group (PFG) scores 65/100 (Okay) on Score Your Stock's educational fundamentals model: in the top 22% of 503 scored S&P 500 stocks.
Its strongest pillar is Business Strength (75/100); its weakest is Price Fairness (50/100).
Principal Financial Group ranks #23 of 56 scored Financial Services stocks on Score Your Stock.
Yes. Principal Financial Group (PFG) has a dividend yield of 2.9%, from dividends with an ex-date in the last 12 months. It pays out 35% of its profit as dividends. Its Cash & Dividends pillar scores 63/100.
From Malaysia, open an account with a broker that offers US shares (many local and app-based brokers do), convert ringgit to US dollars, then buy PFG. US shares trade one share at a time, not in lots of 100. Check the currency conversion fee and US dividend tax (usually 30% withheld for Malaysians) before you buy.
The overall score pools every measure across 5 weighted pillars: Business Strength, Financial Safety, Cash & Dividends, Price Fairness, and Risk. It uses the same rules as our Bursa scores. For banks, Financial Safety checks nonaccrual (impaired) loans, loan loss coverage and the CET1 capital ratio, from the FDIC call report of the group's main bank. Full methodology and the default weights: https://scoreyourstock.com/how. This is an educational tool, not investment advice.
Principal Financial Group (PFG) is a Financial Services company (Asset Management). On Score Your Stock's fundamentals check, it scores 65/100, rated Okay. Its biggest strength is Business Strength (75/100); its main watch-out is Price Fairness (50/100). Shares currently cost about 12 years of its current profit to buy (P/E 12.0×). It also pays back about 2.9% of the share price as dividends each year. Full breakdown and daily-updated score: https://scoreyourstock.com/stocks/us/pfg-principal-financial-group
Full Financial History
Every reported figure behind the score, year by year. Download it, or check it against the company's own annual report.
| Financial Year | Revenue | Net Profit | Operating Cash Flow | Free Cash Flow | CapEx | Cash | Total Debt | Short-Term Debt | Equity | Total Assets | Total Liabilities | Dividends | Return on Equity (ROE) | Net Profit Margin | Debt-to-Equity | Dividend Payout Ratio | Div yield | P/E Ratio | P/B Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | US$ 16.6b | US$ 2.0b | US$ 5.5b | US$ 5.4b | US$ -182.9m | US$ 4.5b | US$ 4.5b | US$ 177.6m | US$ 11.8b | US$ 338.7b | US$ 326.5b | - | 17% | 12% | 0.4× | 35% | - | - | - |
| 2025 | US$ 15.6b | US$ 1.2b | US$ 4.5b | US$ 4.4b | US$ -98.0m | US$ 4.4b | US$ 4.0b | US$ 27.7m | US$ 11.9b | US$ 341.4b | US$ 329.0b | US$ 308.0m | 10% | 8% | 0.3× | 58% | 4% | 16.0× | 1.6× |
| 2024 | US$ 16.1b | US$ 1.6b | US$ 4.6b | US$ 4.5b | US$ -68.8m | US$ 4.2b | US$ 4.1b | US$ 152.7m | US$ 11.1b | US$ 313.7b | US$ 302.2b | US$ 285.0m | 14% | 10% | 0.4× | 42% | 4% | 10.5× | 1.5× |
| 2023 | US$ 13.7b | US$ 623.2m | US$ 3.8b | US$ 3.7b | US$ -102.0m | US$ 4.7b | US$ 4.0b | US$ 61.1m | US$ 10.9b | US$ 305.0b | US$ 293.8b | US$ 260.0m | 6% | 5% | 0.4× | 100% | 4% | 27.1× | 1.6× |