Company Valuation: Principal Financial Group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 19,172 20,534 18,756 17,706 19,379 24,392 - -
Change - 7.1% -8.66% -5.6% 9.45% 25.87% - -
Enterprise Value (EV) 19,172 20,534 18,756 17,706 19,379 24,392 24,392 24,392
Change - 7.1% -8.66% -5.6% 9.45% 25.87% 0% 0%
P/E 11.5x 4.45x 30.9x 11.6x 16.8x 12.3x 11x 9.96x
PBR 1.18x 2.04x 1.7x 1.58x 1.61x 1.96x 1.83x 1.69x
PEG - 0x -0.4x 0x -0.8x 0.2x 1x 1x
Capitalization / Revenue 1.33x 1.52x 1.28x 1.13x 1.21x 1.5x 1.39x 1.27x
EV / Revenue 0x 0x 0x 0x 0x 1.5x 1.39x 1.27x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 9.27x 8.88x -
EV / FCF - - - 0x - 15.2x 13.9x -
FCF Yield - - - 25.6% - 6.56% 7.17% -
Dividend per Share 2 2.44 2.56 2.6 2.85 3.08 3.316 3.608 4.15
Rate of return 3.37% 3.05% 3.3% 3.68% 3.49% 2.94% 3.2% 3.68%
EPS 2 6.27 18.85 2.55 6.68 5.25 9.213 10.27 11.34
Distribution rate 38.9% 13.6% 102% 42.7% 58.7% 36% 35.1% 36.6%
Net sales 1 14,458 13,475 14,660 15,632 16,059 16,271 17,580 19,259
EBITDA - - - - - - - -
EBIT 1 2,459 2,309 2,211 2,286 2,445 2,631 2,746 -
Net income 1 1,711 4,812 623.2 1,571 1,185 2,033 2,178 2,334
Net Debt - - - - - - - -
Reference price 2 72.33 83.92 78.67 77.41 88.21 112.92 112.92 112.92
Nbr of stocks (in thousands) 265,069 244,683 238,412 228,726 219,694 216,012 - -
Announcement Date 07/02/22 30/01/23 12/02/24 06/02/25 09/02/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
12.33x - - 2.92% 24.54B
13.73x - - 4.35% 181B
13.67x3.09x11.5x1.13% 138B
16.39x - - 5.21% 114B
21.12x3.7x12.96x2.09% 87.7B
10.54x1.5x - 1.71% 38.59B
-433.94x1.35x - 3.85% 26B
13.03x - - 4.49% 21.42B
10.86x - - 5.48% 15.83B
10x - - 7.12% 15.65B
Average -31.23x 2.41x 12.23x 3.83% 66.16B
Weighted average by Cap. -2.86x 2.90x 12.07x 3.4%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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  4. Valuation Principal Financial Group, Inc.