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Screener Weekly Summary Pricing

Principal Financial Group, Inc. PFG

Financial  —  Asset Management
114.77 0.62 0.54% as of 25 Sep
Market cap
$24.4B
P/E
16.1×
S&P 500 Member Dividend Champion (10y)
Indexes indicate stock being part of an index,
Growth Flags show if company had growth for consecutive years
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Principal Financial Group, Inc. (PFG) Return on invested capital

Principal Financial Group, Inc.'s return on invested capital over the twelve months to 30 June 2026 was 10.3%, up 2.6 percentage points from fiscal 2025 (7.74%). Over the past ten years it has ranged from 4.51% (fiscal 2023) to 40.5% (fiscal 2022); the current reading is higher than 45% of that period. That is above the Asset Management industry median of 3.04% and above the Financial sector median of 4.85%.

Return on invested capital, annual

Annual

Period Return on invested capital Change (points)
FY2025 7.74% (2.97)
FY2024 10.7% 6.20
FY2023 4.51% (35.95)
FY2022 40.5% 33.88
FY2021 6.58% 0.74
FY2020 5.84% (0.78)
FY2019 6.62% (2.85)
FY2018 9.47% (0.83)
FY2017 10.3% 1.05
FY2016 9.25% 0.53

Against its own ten years

Low 4.51% High 40.5%
Ten-year median 8.72%
Current reading's percentile 45

Return on invested capital against peers

Company Return on invested capital
RJF Raymond James Financial, Inc. compare 75.2%
TROW T. Rowe Price Group, Inc. compare 18.4%
PFG Principal Financial Group, Inc. 10.3%
TPG TPG Inc. compare 7.97%
ARES Ares Management Corporation compare 4.88%
CRBG Corebridge Financial, Inc. compare 4.59%
OWL Blue Owl Capital Inc. compare 3.63%
BEN Franklin Resources Inc compare 2.27%
NTRS Northern Trust Corporation compare 0.00%
Asset Management industry median 3.04%
Financial sector median 4.85%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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