Principal Financial Buy Hold or Sell Recommendation

PFG -- USA Stock  

USD 53.74  1.43  2.73%

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

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon Principal Financial Group has a risk adjusted performance of (0.09), jensen alpha of (0.031659), total risk alpha of 0.0077, sortino ratio of 0.0 and treynor ratio of (0.12)
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 8.72M, 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 generates negative expected return over the last 30 days
About 74.0% of the company shares are owned by institutional investors

Principal Financial current analysts recommendations

Target Median Price59.00
Target Mean Price59.31
Recommendation Mean2.80
Target High Price67.00
Number Of Analyst Opinions13
Target Low Price51.00

Principal Financial Returns Distribution Density

Mean Return0.16Value At Risk3.29
Potential Upside2.23Standard Deviation1.72
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares30.5 M1.8 B
Blackrock IncCommon Shares22 M1.3 B
Nippon Life Insurance CoCommon Shares18.1 M1.1 B
Capital Research Global InvestorsCommon Shares15.1 M875.1 M
State Street CorpCommon Shares12.9 M745 M
Bank Of New York Mellon CorpCommon Shares8.3 M479.2 M
Wellington Management Group LlpCommon Shares7.6 M439.6 M

Principal Financial Greeks

α
Alpha over DOW
=0.03
β
Beta against DOW=1.35
σ
Overall volatility
=1.72
Ir
Information ratio =0.04

Principal Financial Volatility Alert

Principal Financial Group exhibits very low volatility with skewness of -0.38 and kurtosis of -0.16. However, we advise investors to further study Principal Financial Group technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Principal Financial to competition

Principal Financial Fundamental Vs Peers

FundamentalsPrincipal FinancialPeer Average
Return On Equity11.70% (0.31)%
Return On Asset0.43% (0.14)%
Profit Margin9.53% (1.27)%
Operating Margin12.61% (5.51)%
Current Valuation15.15B16.62B
Shares Outstanding278.55M571.82M
Shares Owned by Insiders0.32% 10.09%
Shares Owned by Institutions73.88% 39.21%
Number of Shares Shorted8.72M4.71M
Price to Earning10.12X28.72X
Price to Book1.07X9.51X
Price to Sales0.95X11.42X
Revenue15.84B9.43B
Gross Profit5.92B27.38B
EBITDA2B3.9B
Net Income1.51B570.98M
Cash and Equivalents4.2B2.7B
Cash per Share15.07X5.01X
Total Debt4.12B5.32B
Debt to Equity28.50% 48.70%
Current Ratio2.64X2.16X
Book Value Per Share50.38X1.93K
Cash Flow from Operations1.39B971.22M
Short Ratio7.22X4.00X
Earnings Per Share5.32X3.12X
Price to Earnings To Growth1.35X4.89X
Number of Employees16.48K18.84K
Beta1.43-0.15
Market Capitalization15.02B19.03B
Total Asset89.86B29.47B
Retained Earnings7.72B9.33B
Z Score1.88.72
Five Year Return3.14%
   Sale by Griswell J Barry of 800 shares of Principal Financial [view details]
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