Principal Financial Group (NYSE: PFG) is one of 29 publicly-traded companies in the “Life & Health Insurance” industry, but how does it weigh in compared to its competitors? We will compare Principal Financial Group to related companies based on the strength of its earnings, valuation, analyst recommendations, risk, institutional ownership, profitability and dividends.
Principal Financial Group pays an annual dividend of $1.88 per share and has a dividend yield of 2.8%. Principal Financial Group pays out 42.7% of its earnings in the form of a dividend. As a group, “Life & Health Insurance” companies pay a dividend yield of 2.2% and pay out 35.9% of their earnings in the form of a dividend. Principal Financial Group has raised its dividend for 5 consecutive years.
Insider and Institutional Ownership
68.2% of Principal Financial Group shares are held by institutional investors. Comparatively, 68.3% of shares of all “Life & Health Insurance” companies are held by institutional investors. 1.5% of Principal Financial Group shares are held by insiders. Comparatively, 9.6% of shares of all “Life & Health Insurance” companies are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
This is a breakdown of current recommendations for Principal Financial Group and its competitors, as provided by MarketBeat.com.
Principal Financial Group currently has a consensus target price of $66.78, indicating a potential downside of 1.33%. As a group, “Life & Health Insurance” companies have a potential upside of 7.76%. Given Principal Financial Group’s competitors stronger consensus rating and higher probable upside, analysts plainly believe Principal Financial Group has less favorable growth aspects than its competitors.
This table compares Principal Financial Group and its competitors’ net margins, return on equity and return on assets.
Risk & Volatility
Principal Financial Group has a beta of 1.67, suggesting that its share price is 67% more volatile than the S&P 500. Comparatively, Principal Financial Group’s competitors have a beta of 1.29, suggesting that their average share price is 29% more volatile than the S&P 500.
Earnings & Valuation
This table compares Principal Financial Group and its competitors gross revenue, earnings per share and valuation.
Principal Financial Group’s competitors have higher revenue and earnings than Principal Financial Group. Principal Financial Group is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.
Principal Financial Group competitors beat Principal Financial Group on 11 of the 15 factors compared.
About Principal Financial Group
Principal Financial Group, Inc. is an investment management company. The Company offers a range of financial products and services, including retirement, asset management and insurance. Its segments include Retirement and Income Solutions; Principal Global Investors, Principal International; U.S. Insurance Solutions, and Corporate. The Company offers a portfolio of products and services for retirement savings and retirement income. The Company’s Principal Global Investors segment manages assets for investors around the world. The Company offers pension accumulation products and services, mutual funds, asset management, income annuities and life insurance accumulation products. The Company’s U.S. Insurance Solutions segment provides group and individual insurance solutions. It focuses on small and medium-sized businesses, providing a range of retirement and employee benefit solutions, and individual insurance solutions to meet the needs of the business owners and their employees.