Principal Financial Total Debt vs. Market Capitalization

PFG Stock  USD 86.07  1.58  1.87%   
Taking into consideration Principal Financial's profitability measurements, Principal Financial Group is yielding more profit at the present time then in previous quarter. It has a moderate chance of reporting better profitability numbers in April. Profitability indicators assess Principal Financial's ability to earn profits and add value for shareholders. At this time, Principal Financial's Operating Cash Flow Sales Ratio is most likely to slightly decrease in the upcoming years. The Principal Financial's current Days Of Sales Outstanding is estimated to increase to 690.19, while Price To Sales Ratio is projected to decrease to 0.96. At this time, Principal Financial's Net Income Applicable To Common Shares is most likely to increase significantly in the upcoming years. The Principal Financial's current Non Operating Income Net Other is estimated to increase to about 365.4 M, while Total Other Income Expense Net is forecasted to increase to (27.6 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin1.131.14
Slightly Down
Slightly volatile
Net Profit Margin0.07780.0456
Way Up
Pretty Stable
Operating Profit Margin0.0880.0562
Way Up
Pretty Stable
Pretax Profit Margin0.0960.0541
Way Up
Very volatile
Return On Assets0.00190.002
Notably Down
Very volatile
Return On Equity0.0960.0571
Way Up
Pretty Stable
For Principal Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Principal Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Principal Financial Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Principal Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Principal Financial Group over time as well as its relative position and ranking within its peers.
  
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Is Principal Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Principal Financial. If investors know Principal will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Principal Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.02)
Dividend Share
2.6
Earnings Share
2.55
Revenue Per Share
56.634
Quarterly Revenue Growth
(0.15)
The market value of Principal Financial is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Financial's value that differs from its market value or its book value, called intrinsic value, which is Principal Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Financial's market value can be influenced by many factors that don't directly affect Principal Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Principal Financial Market Capitalization vs. Total Debt Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Principal Financial's current stock value. Our valuation model uses many indicators to compare Principal Financial value to that of its competitors to determine the firm's financial worth.
Principal Financial Group is rated top company in total debt category among related companies. It is considered to be number one stock in market capitalization category among related companies creating about  4.99  of Market Capitalization per Total Debt. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Principal Financial by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Principal Financial's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Principal Financial's earnings, one of the primary drivers of an investment's value.

Principal Total Debt vs. Competition

Principal Financial Group is rated top company in total debt category among related companies. Total debt of Financials industry is at this time estimated at about 36.98 Billion. Principal Financial retains roughly 3.99 Billion in total debt claiming about 11% of equities under Financials industry.
Total debt  Revenue  Valuation  Capitalization  Workforce

Principal Market Capitalization vs. Total Debt

Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.

Principal Financial

Total Debt

 = 

Bonds

+

Notes

 = 
3.99 B
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.

Principal Financial

Market Cap

 = 

Shares Outstanding

X

Share Price

 = 
19.93 B
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.

Principal Market Capitalization vs Competition

Principal Financial Group is considered to be number one stock in market capitalization category among related companies. Market capitalization of Financials industry is at this time estimated at about 46.31 Billion. Principal Financial totals roughly 19.93 Billion in market capitalization claiming about 43% of equities under Financials industry.
Capitalization  Total debt  Revenue  Workforce  Valuation

Principal Financial Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Principal Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Principal Financial will eventually generate negative long term returns. The profitability progress is the general direction of Principal Financial's change in net profit over the period of time. It can combine multiple indicators of Principal Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for 2024
Accumulated Other Comprehensive Income14.6 B15.3 B
Operating Income767.9 M1.5 B
Income Before Tax738.8 M701.9 M
Total Other Income Expense Net-29.1 M-27.6 M
Net Income Applicable To Common Shares5.5 B5.8 B
Net Income623.2 M592 M
Income Tax Expense68.7 M65.3 M
Net Income From Continuing Ops670.1 M636.6 M
Non Operating Income Net Other348 M365.4 M
Interest Income900 K800 K
Change To Netincome-1.9 B-1.8 B
Net Income Per E B T 0.84  0.63 

Principal Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Principal Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Principal Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Principal Financial's important profitability drivers and their relationship over time.

Use Principal Financial in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Principal Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Principal Financial will appreciate offsetting losses from the drop in the long position's value.

Principal Financial Pair Trading

Principal Financial Group Pair Trading Analysis

The ability to find closely correlated positions to Principal Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Principal Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Principal Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Principal Financial Group to buy it.
The correlation of Principal Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Principal Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Principal Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Principal Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Principal Financial position

In addition to having Principal Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Drugs
Drugs Theme
Companies involved in medical and pharmaceutical drug research, manufacturing, and delivery. The Drugs theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Drugs Theme or any other thematic opportunities.
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When determining whether Principal Financial is a strong investment it is important to analyze Principal Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Financial's future performance. For an informed investment choice regarding Principal Stock, refer to the following important reports:
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Note that the Principal Financial information on this page should be used as a complementary analysis to other Principal Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

Complementary Tools for Principal Stock analysis

When running Principal Financial's price analysis, check to measure Principal Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Financial is operating at the current time. Most of Principal Financial's value examination focuses on studying past and present price action to predict the probability of Principal Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Financial's price. Additionally, you may evaluate how the addition of Principal Financial to your portfolios can decrease your overall portfolio volatility.
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To fully project Principal Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Principal Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Principal Financial's income statement, its balance sheet, and the statement of cash flows.
Potential Principal Financial investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Principal Financial investors may work on each financial statement separately, they are all related. The changes in Principal Financial's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Principal Financial's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.