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Principal Financial Group, Inc. (PFG) vs Pershing Square Inc. (PS)

Principal Financial Group, Inc. and Pershing Square Inc. are both Asset Management companies. Principal Financial Group, Inc. is the larger, with a market value of $24.0B against $20.1B — 1.2× the size. Principal Financial Group, Inc. has the higher net margin (11.9% vs −67.6%) and the higher return on invested capital (12.9% vs −2.43%). Across the 12 metrics below, Principal Financial Group, Inc. leads on 9 and Pershing Square Inc. on 3.

Valuation

Metric PFG PS Asset Management median
P/E 12.59 — 13.38
P/S 1.45 91.98 2.99
P/B 2.04 14.18 0.91
Price to free cash flow n/m n/m 7.79
EV/EBITDA — n/m —
EV/Sales — 81.89 —
Earnings yield 7.94% — 4.67%
Free cash flow yield (18.82%) (0.40%) 4.85%

Profitability

Metric PFG PS Asset Management median
Gross margin 48.48% 100.00% 100.00%
Operating margin 14.75% (25.11%) 27.27%
Net margin 11.89% (67.64%) 11.89%
Free cash flow margin 32.19% (36.88%) 5.96%
Return on equity 16.78% 0.00% 4.57%
Return on assets 0.59% (16.21%) 1.40%
Return on invested capital 12.88% (2.43%) 2.12%

Growth

Metric PFG PS Asset Management median
Revenue growth (TTM) 5.24% — 7.26%
EPS growth (last fiscal year) (21.41%) — (5.64%)
Revenue growth, 5-year CAGR 1.17% — 11.84%
Net income growth, 5-year CAGR (3.22%) — 0.00%

Health

Metric PFG PS Asset Management median
Debt to equity 0.38 0.00 0.40
Current ratio 0.24 0.04 1.23
Net debt to EBITDA (0.28) — 1.06

Dividend

Metric PFG PS Asset Management median
Dividend yield 2.88% — 6.43%
Payout ratio 0.37 — 0.91

Size

Metric PFG PS Asset Management median
Market cap 23.96b 20.14b 692.54m

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