Principal Return On Equity from 2010 to 2024

PFG Stock  USD 82.18  0.22  0.27%   
Principal Financial's Return On Equity is increasing over the last several years with stable swings. Return On Equity is estimated to finish at 0.1 this year. Return On Equity is a measure of the profitability of Principal Financial Group in relation to the equity, calculated by dividing net income by shareholder's equity. View All Fundamentals
 
Return On Equity  
First Reported
2010-12-31
Previous Quarter
0.05709051
Current Value
0.096
Quarterly Volatility
0.09961883
 
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Covid
Check Principal Financial financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Principal Financial's main balance sheet or income statement drivers, such as Depreciation And Amortization of 208.3 M, Interest Expense of 1.8 M or Total Revenue of 12.3 B, as well as many indicators such as Price To Sales Ratio of 0.96, Dividend Yield of 0.0235 or PTB Ratio of 1.62. Principal financial statements analysis is a perfect complement when working with Principal Financial Valuation or Volatility modules.
  
Check out the analysis of Principal Financial Correlation against competitors.

Latest Principal Financial's Return On Equity Growth Pattern

Below is the plot of the Return On Equity of Principal Financial Group over the last few years. Return on Equity is the amount of Principal Financial net income returned as a percentage of Principal Financial equity. Return on equity measures Principal Financial profitability by revealing how much profit Principal Financial Group generates with the money shareholders have invested. It is a measure of the profitability of a business in relation to the equity, calculated by dividing net income by shareholder's equity. Principal Financial's Return On Equity historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Principal Financial's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported -0.012710 Years Trend
Pretty Stable
   Return On Equity   
       Timeline  

Principal Return On Equity Regression Statistics

Arithmetic Mean0.13
Geometric Mean0.11
Coefficient Of Variation75.15
Mean Deviation0.05
Median0.1
Standard Deviation0.1
Sample Variance0.01
Range0.4185
R-Value0.25
Mean Square Error0.01
R-Squared0.06
Significance0.37
Slope0.01
Total Sum of Squares0.14

Principal Return On Equity History

2024 0.096
2023 0.0571
2022 0.48
2021 0.098
2020 0.0843
2019 0.0954
2018 0.14

About Principal Financial Financial Statements

Principal Financial stakeholders use historical fundamental indicators, such as Principal Financial's Return On Equity, to determine how well the company is positioned to perform in the future. Although Principal Financial investors may analyze each financial statement separately, they are all interrelated. For example, changes in Principal Financial's assets and liabilities are reflected in the revenues and expenses on Principal Financial's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Principal Financial Group. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Return On Equity 0.06  0.10 

Currently Active Assets on Macroaxis

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:
Check out the analysis of Principal Financial Correlation against competitors.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Is Life & Health Insurance space 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
(0.06)
Dividend Share
2.79
Earnings Share
(0.74)
Revenue Per Share
59.953
Quarterly Revenue Growth
(0.34)
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.