Principal Financial (PFG) Change in Taxes (2009 - 2019)
Principal Financial's (PFG) quarterly Change in Taxes came in at $8.4 million in Q4 2019, down 90.91% year-over-year from $92.4 million in Q4 2018, and down 90.89% quarter-over-quarter from $92.2 million in Q3 2019.
Analysis
Principal Financial (PFG) Change in Taxes (2009 - 2019) Analysis & Trends
Principal Financial (PFG) has reported Change in Taxes for 11 consecutive years, with $8.4 million the latest figure, recorded in Q4 2019.
- On a quarterly basis, Change in Taxes fell 90.91% year-over-year to $8.4 million in Q4 2019; TTM through Dec 2019 was $211.2 million, a 23.12% decrease from a year earlier, with the FY2025 full-year figure at -$96.4 million, down 190.86% from the prior year.
- Change in Taxes was $8.4 million for Q4 2019 at Principal Financial, down from $92.2 million in the prior quarter.
- Over five years, Change in Taxes peaked at $362.8 million in Q3 2017 and troughed at -$620.4 million in Q4 2017.
- A 5-year average of $15.0 million and a median of $45.2 million in 2018 frame the typical range for Change in Taxes.
- The widest YoY moves for Change in Taxes: up 1127.76% in 2017, down 1981.88% in 2017.
- Over 5 years, Change in Taxes stood at $28.8 million in 2015, then plunged by 203.47% to -$29.8 million in 2016, then plunged by 1981.88% to -$620.4 million in 2017, then soared by 114.89% to $92.4 million in 2018, then sank by 90.91% to $8.4 million in 2019.
- The last three Change in Taxes figures came in at $8.4 million (Q4 2019), $92.2 million (Q3 2019), and $44.7 million (Q2 2019), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | - |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | - |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2019 | 8.40 Mn |
| Sep 30, 2019 | 92.20 Mn |
| Jun 30, 2019 | 44.70 Mn |
| Mar 31, 2019 | 65.90 Mn |
| Dec 31, 2018 | 92.40 Mn |
| Sep 30, 2018 | 51.00 Mn |
| Jun 30, 2018 | 85.50 Mn |
| Mar 31, 2018 | 45.80 Mn |
| Dec 31, 2017 | -620.40 Mn |
| Sep 30, 2017 | 362.80 Mn |
| Jun 30, 2017 | 42.90 Mn |
| Mar 31, 2017 | 50.30 Mn |
| Dec 31, 2016 | -29.80 Mn |
| Sep 30, 2016 | -35.30 Mn |
| Jun 30, 2016 | 53.80 Mn |
| Mar 31, 2016 | 57.10 Mn |
| Dec 31, 2015 | 28.80 Mn |
| Sep 30, 2015 | -19.90 Mn |
| Jun 30, 2015 | -8.00 Mn |
| Mar 31, 2015 | -67.40 Mn |