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Company Analysis Principal Financial Group
1. Summary
Advantages
- Price (80.37 $) is less than fair price (88.86 $)
- Dividends (3.37%) are higher than the sector average (2.31%).
- 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=6.45%)
Disadvantages
- The stock's return over the last year (-6.19%) is lower than the sector average (18.27%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Principal Financial Group | Financials | Index | |
|---|---|---|---|
| 7 days | -1.4% | -22.6% | 1.4% |
| 90 days | 1.9% | 3.9% | 32.4% |
| 1 year | -6.2% | 18.3% | 16.5% |
PFG vs Sector: Principal Financial Group has significantly underperformed the "Financials" sector by -24.46% over the past year.
PFG vs Market: Principal Financial Group has significantly underperformed the market by -22.68% 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 -0.119% 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 (80.37 $) is lower than the fair price (88.86 $).
Price not significantly lower than the fair price: The current price (80.37 $) is slightly lower than the fair price by 10.6%.
4.2. P/E
P/E vs Sector: The company's P/E (11.12) is lower than that of the sector as a whole (21.68).
P/E vs Market: The company's P/E (11.12) is lower than that of the market as a whole (90.03).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.52) is higher than that of the sector as a whole (0.7).
P/BV vs Market: The company's P/BV (1.52) is lower than that of the market as a whole (9.39).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.08) is lower than that of the sector as a whole (4.61).
P/S vs Market: The company's P/S indicator (1.08) is lower than that of the market as a whole (10.12).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.09) is lower than that of the sector as a whole (11.61).
EV/Ebitda vs Market: The company's EV/Ebitda (8.09) is lower than that of the market as a whole (50.91).
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 (-4.44%).
5.4. ROE
ROE vs Sector: The company's ROE (14.28%) is higher than that of the sector as a whole (6.45%).
ROE vs Market: The company's ROE (14.28%) is higher than that of the market as a whole (11.64%).
5.5. ROA
ROA vs Sector: The company's ROA (0.5078%) is lower than that of the sector as a whole (6.1%).
ROA vs Market: The company's ROA (0.5078%) is lower than that of the market as a whole (6.89%).
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 (11.08%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.37% is higher than the average for the sector '2.31%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.37% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.37% has been growing over the last 5 years. Growth over 16 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (41.91%) are at a comfortable level.
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