Principal Financial vs Prudential
PFG and PUK side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PFG and PUK compare
Prudential grew revenue faster over the last twelve months (7.0% versus 5.2% for Principal Financial).
Prudential keeps more of each dollar of sales as profit, with a net margin of 34.6% compared with 11.9% at Principal Financial.
Principal Financial pays a dividend yielding 2.9%; Prudential does not pay one.
Principal Financial scores higher on the StockData Score (13 against 6 for Prudential), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PFG | PUK |
|---|---|---|
| Size and price | ||
| Market cap | $23.9B | – |
| Share price | $111.63 | $24.39 |
| Change, 1 year | 35.4% | −13.6% |
| Change, 5 years | 61.9% | −38.9% |
| Beta (5Y) | 0.98 | 0.88 |
| Employees | 20K | 13K |
| StockData Score | ||
| Total score | 13 (better) | 6 |
| Valuation score | 4 (better) | 0 |
| Growth score | 1 | 1 |
| Performance score | 3 | 5 (better) |
| Health score | 2 (better) | 0 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 12.4× | – |
| P/S | 1.4× | – |
| P/B | 2.0× | – |
| Fair value | $129.39 | – |
| Margin of safety | 13.7% | – |
| Growth | ||
| Revenue growth (TTM) | 5.2% | 7.0% (better) |
| Revenue growth, 5Y average | 1.2% (better) | −12.6% |
| Net income growth (TTM) | 25.6% | 74.1% (better) |
| EPS growth (TTM) | 31.2% | 82.7% (better) |
| EPS growth, 5Y average | 0.78% | 13.5% (better) |
| Profitability | ||
| Operating margin | – | 28.8% |
| Net margin | 11.9% | 34.6% (better) |
| Return on equity | 16.8% | 21.2% (better) |
| Return on invested capital | – | 22.0% |
| Financial health | ||
| Debt / equity | 0.02 | – |
| Altman Z-score | 0.17 | – |
| Piotroski F-score | 5 | – |
| Dividends and buybacks | ||
| Dividend yield | 2.9% | – |
| Payout ratio | 35.5% | 17.9% |
| Years of dividend growth | 3 | 4 (better) |
| Dividend growth, 5Y average | – | −5.2% |
| Buyback yield | 3.8% | – |
| Shareholder yield | 6.7% | – |
| Ownership | ||
| Held by institutions | 79.8% | 1.4% |
| Held by insiders | 0.76% | 0.00% |
| Insider net buying, 12 months | −$5.4M | – |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 3.9% | – |
Go deeper
- PFG stock overview
- PFG income statement
- PFG valuation and score
- PUK stock overview
- PUK income statement
- PUK valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.