PRINCIPAL FINANCIAL (Germany) Performance
| PG4 Stock | EUR 68.00 1.00 1.49% |
PRINCIPAL FINANCIAL has a performance score of 7 on a scale of 0 to 100. The company holds a Beta of 0.0539, which implies not very significant fluctuations relative to the market. As returns on the market increase, PRINCIPAL FINANCIAL's returns are expected to increase less than the market. However, during the bear market, the loss of holding PRINCIPAL FINANCIAL is expected to be smaller as well. PRINCIPAL FINANCIAL currently holds a risk of 1.33%. Please check PRINCIPAL FINANCIAL jensen alpha, sortino ratio, and the relationship between the information ratio and total risk alpha , to decide if PRINCIPAL FINANCIAL will be following its historical price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in PRINCIPAL FINANCIAL are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, PRINCIPAL FINANCIAL may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
| Begin Period Cash Flow | 2.3 B | |
| Free Cash Flow | 3.1 B |
PRINCIPAL |
PRINCIPAL FINANCIAL Relative Risk vs. Return Landscape
If you would invest 6,338 in PRINCIPAL FINANCIAL on April 27, 2025 and sell it today you would earn a total of 462.00 from holding PRINCIPAL FINANCIAL or generate 7.29% return on investment over 90 days. PRINCIPAL FINANCIAL is generating 0.1187% of daily returns assuming 1.3263% volatility of returns over the 90 days investment horizon. Simply put, 11% of all stocks have less volatile historical return distribution than PRINCIPAL FINANCIAL, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PRINCIPAL FINANCIAL Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PRINCIPAL FINANCIAL's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PRINCIPAL FINANCIAL, and traders can use it to determine the average amount a PRINCIPAL FINANCIAL's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0895
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Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average PRINCIPAL FINANCIAL is performing at about 7% 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 Fundamentals Growth
PRINCIPAL Stock prices reflect investors' perceptions of the future prospects and financial health of PRINCIPAL FINANCIAL, and PRINCIPAL FINANCIAL fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PRINCIPAL Stock performance.
| Current Valuation | 20.23 B | |||
| Price To Book | 2.28 X | |||
| Price To Sales | 1.24 X | |||
| Revenue | 17.49 B | |||
| Total Debt | 4 B | |||
| Cash Flow From Operations | 3.17 B | |||
| Total Asset | 292.24 B | |||
About PRINCIPAL FINANCIAL Performance
By analyzing PRINCIPAL FINANCIAL's fundamental ratios, stakeholders can gain valuable insights into PRINCIPAL FINANCIAL's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PRINCIPAL FINANCIAL has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PRINCIPAL FINANCIAL has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about PRINCIPAL FINANCIAL performance evaluation
Checking the ongoing alerts about PRINCIPAL FINANCIAL for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PRINCIPAL FINANCIAL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating PRINCIPAL FINANCIAL's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PRINCIPAL FINANCIAL's stock performance include:- Analyzing PRINCIPAL FINANCIAL's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PRINCIPAL FINANCIAL's stock is overvalued or undervalued compared to its peers.
- Examining PRINCIPAL FINANCIAL's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating PRINCIPAL FINANCIAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PRINCIPAL FINANCIAL's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PRINCIPAL FINANCIAL's stock. These opinions can provide insight into PRINCIPAL FINANCIAL's potential for growth and whether the stock is currently undervalued or overvalued.
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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