Principal Financial Group, Inc. PFG
Composite 53/100; the shares have moved about 23% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 25/100 — a moderate mark against it.
Momentum ranks 78/100 — a strong point in its favour. Income ranks 75/100 — a strong point in its favour. Valuation ranks 67/100 — a moderate point in its favour.
Growth ranks 25/100 — a moderate mark against it. Balance-sheet strength ranks 41/100 — a slight mark against it. Quality ranks 49/100 — a slight mark against it.
What the company does Principal Financial Group (PFG) provides retirement, asset management, and insurance solutions globally through three segments: Retirement and Income Solutions (401(k), annuities, pensions), Principal Asset Management (equity/fixed income/alternative investments), and Benefits and Protection (life insurance, voluntary benefits). Its offerings include defined contribution plans, mutual funds, and income annuities for institutional and individual clients.
Key financials PFG’s profitability metrics show mixed quality: ROE 13%, ROA 0.4%, and net margin 9.9%. Revenue and EPS growth are negative at -3.1% and -25.7%, respectively. Margins are stable (gross 47.3%, operating 12.3%), with a dividend yield of 3.1% and payout ratio of 36.5%. Debt/equity is 0.35, and the current ratio is 1.59.
Stock health SideraVIA scores PFG at 51.0 overall (Weak quality, attractively valued, positive momentum). Momentum is strong: +42.37% over 12 months, +16.91% over 6 months, and +7.06% over 3 months. RSI(14) is 41.70, indicating neutral technical positioning.
Price vs fair value The stock trades at a PREMIUM of 0.50% versus the analyst mean target of 109.58. - PFG’s 12-month momentum of 42.37% aligns with recent positive sentiment (2026-08-27 headlines). - Analysts highlight PFG’s retirement plan enhancements as a growth driver (2026-08-27). - Valuation metrics (P/E 15.87, PEG 1.06) suggest balanced pricing relative to growth.
Looking forward Forward P/E of 9.39 and PEG of 0.14 indicate potential value, though weak growth scores (26.3) and negative EPS trends (-25.7%) temper optimism. Income strength (73.0) and momentum (69.9) may support stability amid macro uncertainty.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.