Principal Financial Performance

PFG -- USA Stock  

USD 56.65  0.50  0.87%

The organization holds Beta of 1.4166 which implies as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Principal Financial will likely underperform. Although it is extremely important to respect Principal Financial current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Principal Financial technical indicators you can presently evaluate if the expected return of 0.0091% will be sustainable into the future. Principal Financial right now holds a risk of 1.6051%. Please check Principal Financial Value At Risk, and the relationship between Total Risk Alpha and Expected Short fall to decide if Principal Financial will be following its historical price patterns.

Risk-Adjusted Performance

Over the last 30 days Principal Financial Group has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental drivers, Principal Financial is not utilizing all of its potentials. The ongoing stock price tumult, may contribute to shorter-term losses for the shareholders.
Quick Ratio2.37
Fifty Two Week Low40.42
Target High Price67.00
Payout Ratio40.34%
Fifty Two Week High61.12
Target Low Price49.00
Trailing Annual Dividend Yield3.76%
Horizon     30 Days    Login   to change

Principal Financial Relative Risk vs. Return Landscape

If you would invest  5,703  in Principal Financial Group on August 20, 2019 and sell it today you would lose (13.00)  from holding Principal Financial Group or give up 0.23% of portfolio value over 30 days. Principal Financial Group is generating 0.0091% of daily returns assuming volatility of 1.6051% on return distribution over 30 days investment horizon. In other words, 14% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering 30-days investment horizon, Principal Financial is expected to generate 2.89 times less return on investment than the market. In addition to that, the company is 1.77 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

Principal Financial Market Risk Analysis

Sharpe Ratio = 0.0057
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Principal Financial Relative Performance Indicators

Estimated Market Risk
  actual daily
 14 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Principal Financial is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Financial by adding it to a well-diversified portfolio.

Principal Financial Alerts

Equity Alerts and Improvement Suggestions

About 74.0% of the company shares are owned by institutional investors
Latest headline from Principal Financial Group Inc Shares Purchased by APG Asset Management N.V. - TechNewsObserver

Principal Financial Dividends

Principal Financial Dividends Analysis

Check Principal Financial dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
Additionally take a look at Your Equity Center. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..