Company Valuation: Principal Financial Group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 19,172 20,534 18,756 17,706 19,379 19,125 - -
Change - 7.1% -8.66% -5.6% 9.45% -1.31% - -
Enterprise Value (EV) 19,172 20,534 18,756 17,706 19,379 19,125 19,125 19,125
Change - 7.1% -8.66% -5.6% 9.45% -1.31% 0% 0%
P/E ratio 11.5x 4.45x 30.9x 11.6x 16.8x 9.19x 8.42x 7.54x
PBR 1.18x 2.04x 1.7x 1.58x 1.61x 1.51x 1.41x 1.27x
PEG - 0x -0.4x 0x -0.8x 0.1x 0.91x 0.6x
Capitalization / Revenue 1.33x 1.52x 1.28x 1.13x 1.21x 1.13x 1.08x 1.01x
EV / Revenue 0x 0x 0x 0x 0x 1.13x 1.08x 1.01x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 8.63x 8.19x -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 2.44 2.56 2.6 2.85 3.08 3.28 3.473 3.695
Rate of return 3.37% 3.05% 3.3% 3.68% 3.49% 3.72% 3.94% 4.19%
EPS 2 6.27 18.85 2.55 6.68 5.25 9.593 10.48 11.7
Distribution rate 38.9% 13.6% 102% 42.7% 58.7% 34.2% 33.1% 31.6%
Net sales 1 14,458 13,475 14,660 15,632 16,059 16,908 17,779 19,020
EBITDA - - - - - - - -
EBIT 1 2,459 2,309 2,211 2,286 2,445 2,217 2,334 -
Net income 1 1,711 4,812 623.2 1,571 1,185 1,975 2,083 2,347
Net Debt - - - - - - - -
Reference price 2 72.33 83.92 78.67 77.41 88.21 88.20 88.20 88.20
Nbr of stocks (in thousands) 265,069 244,683 238,412 228,726 219,694 216,835 - -
Announcement Date 7/2/22 30/1/23 12/2/24 6/2/25 9/2/26 - - -
1USD in Million2USD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
9.19x - - 3.72% 19.12B
8x5.12x - 4.38% 158B
8.4x0.83x - 6.12% 87.95B
12.02x0.92x - 4.76% 57.56B
14.96x2.9x - 2.25% 56.45B
10.24x - - 4.21% 56.54B
7.36x0.88x - 3.04% 51.58B
7.73x - - 3.36% 45.62B
11.87x - - 4.28% 41.55B
13.47x - - 1.77% 37.04B
Average 10.32x 2.13x 3.79% 61.09B
Weighted average by Cap. 9.84x 2.78x 4.08%

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.
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