🚀 VC round data is live in beta, check it out!
Principal Financial Group Valuation Multiples
Discover revenue and EBITDA valuation multiples for Principal Financial Group and similar public comparables like T. Rowe Price, Scottish Mortgage IT, Yuanta Financial Holdings, GF Securities and more.
Principal Financial Group Overview
About Principal Financial Group
Principal Financial Group Inc is a financial services provider. It offers various financial products and services including retirement, asset management, and workplace benefits and protection solutions to individuals and institutional clients. The company, along with its subsidiaries, operates in the following reportable segments; Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Maximum revenue is generated from the Retirement and Income Solutions segment which provides workplace savings and retirement solutions, banking, trust and custodial services, individual variable annuities (including RILAs), pension risk transfer, and investment services to businesses, their employees, and other individuals.
Founded
2001
HQ
Employees
19.7K
Website
Sectors
Financials (LTM)
EV
$19B
Principal Financial Group Financials
Principal Financial Group reported last 12-month revenue of $16B and EBITDA of $3B.
In the same LTM period, Principal Financial Group generated $3B in EBITDA and $2B in net income.
Revenue (LTM)
Principal Financial Group P&L
In the most recent fiscal year, Principal Financial Group reported revenue of $16B and EBITDA of $3B.
Principal Financial Group expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $16B | XXX | $16B | XXX | XXX | XXX |
| EBITDA | $3B | XXX | $3B | XXX | XXX | XXX |
| EBITDA Margin | 16% | XXX | 16% | XXX | XXX | XXX |
| EBIT Margin | 13% | XXX | 14% | XXX | XXX | XXX |
| Net Profit | $2B | XXX | $2B | XXX | XXX | XXX |
| Net Margin | 12% | XXX | 12% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Principal Financial Group Stock Performance
Principal Financial Group has current market cap of $20B, and enterprise value of $19B.
Market Cap Evolution
Principal Financial Group's stock price is $91.80.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $19B | $20B | 0.0% | XXX | XXX | XXX | $8.62 |
Benchmark Trading Valuation Multiples by Industry
Sign up to access valuation multiples like growth-adjusted P/E, Rule of 40, next 12-month EV/Revenue, EBITDA multiples by industry, consensus analyst estimates and many more.
Start Free TrialPrincipal Financial Group Valuation Multiples
Principal Financial Group trades at 1.2x EV/Revenue multiple, and 7.3x EV/EBITDA.
EV / Revenue (LTM)
Principal Financial Group Financial Valuation Multiples
As of April 12, 2026, Principal Financial Group has market cap of $20B and EV of $19B.
Equity research analysts estimate Principal Financial Group's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Principal Financial Group has a P/E ratio of 10.5x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $20B | XXX | $20B | XXX | XXX | XXX |
| EV (current) | $19B | XXX | $19B | XXX | XXX | XXX |
| EV/Revenue | 1.2x | XXX | 1.2x | XXX | XXX | XXX |
| EV/EBITDA | 7.3x | XXX | 7.4x | XXX | XXX | XXX |
| EV/EBIT | 8.8x | XXX | 8.9x | XXX | XXX | XXX |
| P/E | 10.5x | XXX | 10.7x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 4.4x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Principal Financial Group Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Principal Financial Group Margins & Growth Rates
Principal Financial Group's revenue in the last 12 month grew by 5%.
Principal Financial Group's revenue per employee in the last FY averaged $0.8M.
Principal Financial Group's rule of 40 is 25% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Principal Financial Group's rule of X is 37% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Principal Financial Group Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5% | XXX | 5% | XXX | XXX | XXX |
| EBITDA Margin | 16% | XXX | 16% | XXX | XXX | XXX |
| EBITDA Growth | 7% | XXX | 7% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 25% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 37% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.8M | XXX | XXX | XXX |
| G&A Expenses to Revenue | 33% | XXX | 33% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Principal Financial Group Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| T. Rowe Price | XXX | XXX | XXX | XXX | XXX | XXX |
| Scottish Mortgage IT | XXX | XXX | XXX | XXX | XXX | XXX |
| Yuanta Financial Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
| GF Securities | XXX | XXX | XXX | XXX | XXX | XXX |
| Legal & General | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Principal Financial Group M&A Activity
Principal Financial Group acquired XXX companies to date.
Last acquisition by Principal Financial Group was on XXXXXXXX, XXXXX. Principal Financial Group acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Principal Financial Group
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Get Verified M&A Valuation Multiples
Sign up to see revenue and EBITDA valuation multiples for 150K+ M&A deals.
Start Free TrialPrincipal Financial Group Investment Activity
Principal Financial Group invested in XXX companies to date.
Principal Financial Group made its latest investment on XXXXXXXX, XXXXX. Principal Financial Group invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Principal Financial Group
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialAbout Principal Financial Group
| When was Principal Financial Group founded? | Principal Financial Group was founded in 2001. |
| Where is Principal Financial Group headquartered? | Principal Financial Group is headquartered in United States. |
| How many employees does Principal Financial Group have? | As of today, Principal Financial Group has over 19K employees. |
| Who is the CEO of Principal Financial Group? | Principal Financial Group's CEO is Deanna D. Strable-Soethout. |
| Is Principal Financial Group publicly listed? | Yes, Principal Financial Group is a public company listed on Nasdaq. |
| What is the stock symbol of Principal Financial Group? | Principal Financial Group trades under PFG ticker. |
| When did Principal Financial Group go public? | Principal Financial Group went public in 2001. |
| Who are competitors of Principal Financial Group? | Principal Financial Group main competitors are T. Rowe Price, Scottish Mortgage IT, Yuanta Financial Holdings, GF Securities. |
| What is the current market cap of Principal Financial Group? | Principal Financial Group's current market cap is $20B. |
| What is the current revenue of Principal Financial Group? | Principal Financial Group's last 12 months revenue is $16B. |
| What is the current revenue growth of Principal Financial Group? | Principal Financial Group revenue growth (NTM/LTM) is 5%. |
| What is the current EV/Revenue multiple of Principal Financial Group? | Current revenue multiple of Principal Financial Group is 1.2x. |
| Is Principal Financial Group profitable? | Yes, Principal Financial Group is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Principal Financial Group? | Principal Financial Group's last 12 months EBITDA is $3B. |
| What is Principal Financial Group's EBITDA margin? | Principal Financial Group's last 12 months EBITDA margin is 16%. |
| What is the current EV/EBITDA multiple of Principal Financial Group? | Current EBITDA multiple of Principal Financial Group is 7.3x. |
Start Your
Free Trial Today
Try Multiples for free for 3 days. Got questions or need a demo? Schedule a call with us below.