Company Valuation: Principal Financial Group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2020 2021 2022 2023 2024 2025 2026 2027
Capitalization 1 13,629 19,172 20,534 18,756 17,706 21,385 21,385 -
Change - 40.67% 7.1% -8.66% -5.6% 20.78% 0% -
Enterprise Value (EV) 13,629 19,172 20,534 18,756 17,706 21,385 21,385 21,385
Change - 40.67% 7.1% -8.66% -5.6% 20.78% 0% 0%
P/E ratio 9.82x 11.5x 4.45x 30.9x 11.6x 18.8x 10.2x 9.66x
PBR 0.82x 1.18x 2.04x 1.7x 1.58x 1.81x 1.68x 1.57x
PEG - 0.5x 0x -0.4x 0x -0.8x 0.1x 1.77x
Capitalization / Revenue 0.93x 1.33x 1.52x 1.28x 1.13x 1.36x 1.25x 1.2x
EV / Revenue 0x 0x 0x 0x 0x 1.36x 1.25x 1.2x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 8.64x 7.69x 7.26x
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 2.24 2.44 2.56 2.6 2.85 3.08 3.252 3.418
Rate of return 4.52% 3.37% 3.05% 3.3% 3.68% 3.16% 3.34% 3.51%
EPS 2 5.05 6.27 18.85 2.55 6.68 5.176 9.56 10.08
Distribution rate 44.4% 38.9% 13.6% 102% 42.7% 59.5% 34% 33.9%
Net sales 1 14,580 14,458 13,475 14,660 15,632 15,752 17,098 17,873
EBITDA - - - - - - - -
EBIT 1 1,824 2,459 2,309 2,211 2,286 2,474 2,782 2,946
Net income 1 1,396 1,711 4,812 623.2 1,571 1,172 2,088 2,129
Net Debt - - - - - - - -
Reference price 2 49.61 72.33 83.92 78.67 77.41 97.34 97.34 97.34
Nbr of stocks (in thousands) 274,728 265,069 244,683 238,412 228,726 219,694 219,694 -
Announcement Date 1/28/21 2/7/22 1/30/23 2/12/24 2/6/25 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
18.81x - - 3.16% 21.38B
8.43x5.28x - 4.1% 169B
9.01x0.87x - 5.85% 93.9B
15.82x - - 3.38% 63.88B
12.86x0.96x - 4.41% 63.31B
20x3.05x - 1.98% 60.76B
8.45x0.99x - 2.66% 57.89B
13.24x - - 2.94% 50.05B
14.16x - - 3.95% 40.87B
14.5x - - 1.65% 40.62B
Average 13.53x 2.23x 3.41% 66.18B
Weighted average by Cap. 12.14x 2.87x 3.71%
See all sector valuations

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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  4. Valuation Principal Financial Group, Inc.