Principal Financial Buy Hold or Sell Recommendation

PFG -- USA Stock  

Fiscal Quarter End: December 31, 2019  

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Principal Financial Group is 'Strong Hold'. Macroaxis provides Principal Financial buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PFG positions. The advice algorithm takes into account all of Principal Financial available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from PFG buy-and-hold prospective. Additionally take a look at Principal Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Principal FinancialBuy Principal Financial
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon Principal Financial Group has a risk adjusted performance of 0.0252, jensen alpha of (0.08), total risk alpha of (0.17), sortino ratio of (0.018507) and treynor ratio of 0.0258
Macroaxis advice module provides unbiased recommendation that can be used to complement current average analyst sentiment on Principal Financial. Our advice engine recommend current market data to analyse the company potential to grow from the prospective of investors risk tolerance and investing horizon. To make sure Principal Financial is not overpriced, please check all Principal Financial fundamentals including its Number of Shares Shorted, Cash and Equivalents, Earnings Per Share, as well as the relationship between Revenue and Current Ratio . Given that Principal Financial has Number of Shares Shorted of 7.14 M, we recommend you check out Principal Financial market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your recent risk tolerance and investing horizon.

Principal Financial Trading Alerts and Improvement Suggestions

Principal Financial current analysts recommendations

Target Median Price58.00
Target Mean Price58.15
Recommendation Mean2.80
Target High Price66.00
Number Of Analyst Opinions13
Target Low Price48.00

Principal Financial Returns Distribution Density

Mean Return0.049327Value At Risk3.29
Potential Upside2.60Standard Deviation1.83
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares31 M1.8 B
Blackrock IncCommon Shares22.3 M1.3 B
Nippon Life Insurance CoCommon Shares18.1 MB
Capital Research Global InvestorsCommon Shares13.6 M778 M
State Street CorpCommon Shares12.6 M722 M
Wellington Management Group LlpCommon Shares7.3 M415.3 M
Bank Of New York Mellon CorpCommon Shares7.2 M413.2 M

Principal Financial Greeks

α
Alpha over DOW
=0.08
β
Beta against DOW=1.52
σ
Overall volatility
=1.81
Ir
Information ratio =0.02

Principal Financial Volatility Alert

Principal Financial Group currently demonstrates below average downside deviation of 2.22. It has Information Ratio of -0.02 and Jensen Alpha of -0.08. However, we do advice investors to further question Principal Financial Group expected returns to make sure all indicators are consistent with the current outlook about its relatively low value at risk.
    
 Better Than Average     
    
 Worse Than Average Compare Principal Financial to competition

Principal Financial Fundamental Vs Peers

FundamentalsPrincipal FinancialPeer Average
Return On Equity0.001 (0.31) 
Return On Asset0.0055 (0.14) 
Profit Margin0.0008 (1.27) 
Operating Margin11.17 (5.51) 
Current Valuation15.83 B16.62 B
Shares Outstanding277.67 M571.82 M
Shares Owned by Insiders0.32 10.09 
Shares Owned by Institutions73.88 39.21 
Number of Shares Shorted7.14 M4.71 M
Price to Earning11.93 28.72 
Price to Book1.06 9.51 
Price to Sales0.96 11.42 
Revenue15.95 B9.43 B
Gross Profit5.92 B27.38 B
EBITDA1.78 B3.9 B
Net Income1.33 B570.98 M
Cash and Equivalents4.13 B2.7 B
Cash per Share14.88 5.01 
Total Debt4.14 B5.32 B
Debt to Equity27.10 48.70 
Current Ratio2.41 2.16 
Book Value Per Share27.65 1.93 K
Cash Flow from Operations1.64 B971.22 M
Short Ratio7.58 4.00 
Earnings Per Share4.72 3.12 
Price to Earnings To Growth1.61 4.89 
Number of Employees16.48 K18.84 K
Beta1.53-0.15
Market Capitalization15.29 B19.03 B
Total Asset89.86 B29.47 B
Retained Earnings6.38 B9.33 B
Z Score1.88.72
Five Year Return3.23
   Acquisition by Carter Miller Joycelyn of 2982 shares of Principal Financial subject to Rule 16b-3 [view details]
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