Company Analysis Principal Financial Group
1. Summary
Advantages
- Price (85.26 $) is less than fair price (87.45 $)
- Dividends (3.47%) are higher than the sector average (2.73%).
- The stock's return over the last year (3.75%) is higher than the sector average (-45.08%).
- 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=8.42%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Principal Financial Group | Financials | Index | |
|---|---|---|---|
| 7 days | 3.4% | 12.9% | -0.1% |
| 90 days | 9.8% | -14.7% | 5% |
| 1 year | 3.7% | -45.1% | 22.1% |
PFG vs Sector: Principal Financial Group has outperformed the "Financials" sector by 48.83% over the past year.
PFG vs Market: Principal Financial Group has significantly underperformed the market by -18.39% 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 0.0721% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (85.26 $) is lower than the fair price (87.45 $).
Price not significantly lower than the fair price: The current price (85.26 $) is slightly lower than the fair price by 2.6%.
5.2. P/E
P/E vs Sector: The company's P/E (11.12) is higher than that of the sector as a whole (-227.63).
P/E vs Market: The company's P/E (11.12) is higher than that of the market as a whole (-80.39).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (1.52) is lower than that of the sector as a whole (74.29).
P/BV vs Market: The company's P/BV (1.52) is lower than that of the market as a whole (51.71).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.08) is lower than that of the sector as a whole (268.14).
P/S vs Market: The company's P/S indicator (1.08) is lower than that of the market as a whole (136.99).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.09) is higher than that of the sector as a whole (-249.66).
EV/Ebitda vs Market: The company's EV/Ebitda (8.09) is higher than that of the market as a whole (-47.74).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. 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%) is lower than the return for the sector (1.69%).
6.4. ROE
ROE vs Sector: The company's ROE (14.28%) is higher than that of the sector as a whole (8.42%).
ROE vs Market: The company's ROE (14.28%) is higher than that of the market as a whole (-10.18%).
6.6. ROA
ROA vs Sector: The company's ROA (0.5078%) is lower than that of the sector as a whole (5.58%).
ROA vs Market: The company's ROA (0.5078%) is lower than that of the market as a whole (39.54%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (6.51%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (8.78%).
8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.47% is higher than the average for the sector '2.73%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.47% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.47% has been growing over the last 5 years. Growth over 16 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (41.91%) are at a comfortable level.
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Based on sources: porti.ru
