Revenue segments as reported by the company.

Premiums and other considerations

Fees and other revenues

Net investment income

Net realized capital gains (losses)

Net realized capital gains (losses) on funds withheld assets

Change in fair value of funds withheld embedded derivative

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefits, claims and settlement expenses

Dividends to policyholders

Operating expenses

Liability for future policy benefits remeasurement (gain) loss

Market risk benefit remeasurement (gain) loss

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Principal Financial Group

Principal Financial Group, Inc. is a financial company, which offers financial products and services to businesses, individuals and institutional clients. It specializes in retirement solutions, insurance, and investment products through its diverse family of financial services companies and national network of financial professionals. It operates its business through following segments: Retirement and Income Solutions, Principal Global Investors, Principal International, U.S. Insurance Solutions and Corporate. The Retirement and Income Solutions segment provides retirement and related financial products and services primarily to businesses, their employees and other individuals. The Principal Global Investors segment provides asset management services to asset accumulation business, insurance operations, corporate segment and third party clients and also refers to mutual fund business. The Principal International segment offers pension accumulation products and services, mutual funds, asset management, income annuities and life insurance accumulation products. The U.S. Insurance Solutions segment operates through two divisions. Specialty benefits insurance division consists of group dental and vision insurance, individual and group disability insurance, group life insurance and non-medical fee-for-service claims administration. Individual life insurance division provides solutions for small & medium-sized businesses. The Corporate segment manages the assets representing capital that has not been allocated to any other segment. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Principal Financial Group reports robust earnings and strategic growth outlook

Principal Financial Group's Q4 2022 earnings call highlighted strong financial performance, strategic capital deployment, and growth opportunities in key business segments. Despite facing challenges from macroeconomic volatility and market conditions, the company remains well-positioned to capitalize on its strengths and drive continued success in 2023.

Principal Financial Group reports robust Q1 earnings and growth outlook

Principal Financial Group's Q1 performance reflects strong earnings and growth across key segments, underpinned by a diversified investment portfolio and disciplined capital management.
While challenges like market volatility and expense management persist, the company remains well-positioned for growth opportunities and shareholder returns.
Strategic focus on selective PRT sales, risk management in real estate portfolios, and proactive disclosures highlight the company's commitment to sustainable growth.

Principal Financial Group reports strong Q2 earnings amidst market challenges

Principal Financial Group delivered solid financial performance in Q2 2023, with growth in operating earnings and managed AUM. While facing challenges in certain segments and industries, the company is strategically positioned to capitalize on opportunities for growth and innovation.

Principal Financial Group reports robust Q3 earnings and growth strategies

Principal Financial Group delivered strong financial performance in Q3, with notable increases in earnings and net income, while maintaining a healthy capital position and returning capital to shareholders.
Despite challenges such as institutional outflows and fee compression, the company is focused on maximizing growth opportunities in retirement, asset management, and benefits, while exploring new capital-efficient ventures.
The company's strengths lie in its diverse accolades, robust commercial mortgage loan portfolio, and strategic focus on growth drivers, positioning it well for continued success and value creation for stakeholders.
Principal Financial Group's proactive approach to challenges and opportunities underscores its commitment to sustainable growth and shareholder value, supported by a strong foundation and strategic initiatives.

Principal Financial Group reports robust earnings and eyes growth opportunities

Principal Financial Group's Q4 2023 Earnings Call highlighted strong financial results, with a positive outlook for 2024. The company remains focused on maintaining capital and liquidity targets while returning excess capital to shareholders, emphasizing growth opportunities in various product segments.

Principal Financial Group reports robust Q1 earnings amidst regulatory challenges

Principal Financial Group's Q1 2024 performance reflects strong financial results, strategic focus on talent retention, and commitment to sustainable growth. While facing challenges from regulatory changes and variable investment income pressures, PFG remains well-positioned to leverage opportunities in key market segments and return capital to shareholders.

Principal Financial Group reports strong Q2 earnings and growth opportunities

Principal Financial Group delivered solid financial performance in Q2 2024, driven by growth in key segments and capital return to shareholders.
While facing challenges in asset management and international operations, the company remains focused on seizing opportunities for growth and enhancing transparency.
With a long-standing commitment to financial security and strategic capital management, Principal Financial Group is poised to navigate market dynamics and drive sustainable value creation.

Principal Financial Group reports robust Q3 earnings and growth opportunities

Principal Financial Group (PFG) delivered strong financial performance in Q3 2024, with notable growth in operating earnings and managed AUM.
While facing challenges such as net losses and outflows in certain segments, PFG remains focused on capital deployment and shareholder returns.
Strategic initiatives in global credit, retirement business growth, and upcoming Investor Day present opportunities for sustained growth and stakeholder engagement.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

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There are 19 stocks on my high yield watchlist for November 2021. Eleven of the stocks on my watchlist are currently undervalued based on dividend yield theory.

High Yield Stock Watchlist - November 2021

An appetite for exciting stories has distracted investors from more reliable businesses like Principal Financial Group.

Wall Street Is Snoozing -- Buy This Value Stock Today

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group continues to integrate sustainability commitments into its finance strategies by joining U.N. Global Compact CFO Taskforce

Principal® Joins United Nations Global Compact CFO Taskforce

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DES MOINES, Iowa--(BUSINESS WIRE)--A quarter of U.S. workers are considering a job change or retirement in the next 12 to 18 months, according to a new survey by Principal Financial Group®. The survey signals the continuation of a tight labor market in 2022 in which employer benefits and retirement plan options will play a role in workers' decisions. During August and September, the quarterly Principal® Retirement Security Survey asked retirement plan participants and plan sponsors about financ

Principal® Survey: Labor Market Disruption to Continue With One in Four Workers Planning Employment Change

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DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® announced today an expansion of its suite of retirement solutions for Hispanic workers by adding a Spanish-language option to its mobile retirement app. This enhancement is designed to help increase retirement savings and management access to the thousands of Hispanic workers Principal® serves as many face a retirement savings gap made worse by the pandemic.1 “Cultural and language barriers can often limit the engagement of Hispanic

Principal® Expands Retirement Plan Access to Hispanic Workers by Taking Savings Mobile

Principal Financial Group's (PFG) CEO Dan Houston on Q3 2021 Results - Earnings Call Transcript

Principal Financial (PFG) Q3 earnings reflect solid performance across most of its segments as well as higher assets under management.

Principal Financial (PFG) Q3 Earnings Beat, Revenues Miss

Athene Holding Ltd. Class A

One way to uncover potential value opportunities is to screen the market for stocks that are trading below their Graham Numbers, as such stocks could be trading at a discount to their intrinsic values. The Graham Number is calculated as the square root of "earnings per share times book value per share times 22.5.

4 Graham Stock Picks to Consider

Principal Financial (PFG) delivered earnings and revenue surprises of 6.29% and -9.23%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Principal Financial (PFG) Tops Q3 Earnings Estimates

Principal Financial Group (NASDAQ:PFG) reported its Q3 earnings results on Tuesday, October 26, 2021 at 04:15 PM. Here's what investors need to know about the announcement.

Principal Financial Group: Q3 Earnings Insights

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group (Nasdaq: PFG) announced results for third quarter 2021.

Principal Financial Group® Announces Third Quarter 2021 Results

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Principal Financial (PFG) third-quarter results are likely to reflect benefits from leadership in retirement and long-term savings, group benefits and protection in the United States, retirement and long-term savings in Latin America and Asia plus global asset management.

What's in Store for Principal Financial (PFG) in Q3 Earnings?

Principal Financial (PFG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Principal Financial Gr (NASDAQ:PFG) has outperformed the market over the past 90 days by 10.7%, generating a 12.65% return for its investors over the time period. Now, given this information, it may seem like price appreciation alone is the best way to have made money on this stock, that's not actually the case.

Here's How Much You Would Have Made Owning Principal Financial Gr Stock In The Last 20 Years

DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® will release third quarter 2021 financial results 15 minutes after U.S. markets close on Tuesday, October 26, 2021.

Principal to Announce Third Quarter 2021 Financial Results

Principal Financial Gr (NASDAQ:PFG) has outperformed the market over the past 90 days by 7.29%, generating a 5.6% return for its investors over the time period. Now, given this information, it may seem like price appreciation alone is the best way to have made money on this stock, that's not actually the case.

$100 Invested In This Stock Over The Last 20 Years, Would Be Worth This Much

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News for Principal Financial Group Stock (PFG)