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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on Sales

Principal Financial (PFG) EBITDA Margin (2016 - 2025)

Historic EBITDA Margin for Principal Financial (PFG) over the last 17 years, with Q3 2025 value amounting to 32.61%.

  • Principal Financial's EBITDA Margin fell 61600.0% to 32.61% in Q3 2025 from the same period last year, while for Sep 2025 it was 29.44%, marking a year-over-year decrease of 22200.0%. This contributed to the annual value of 27.59% for FY2024, which is 23600.0% down from last year.
  • Per Principal Financial's latest filing, its EBITDA Margin stood at 32.61% for Q3 2025, which was down 61600.0% from 31.67% recorded in Q2 2025.
  • Over the past 5 years, Principal Financial's EBITDA Margin peaked at 41.92% during Q4 2023, and registered a low of 12.3% during Q2 2022.
  • Moreover, its 5-year median value for EBITDA Margin was 31.15% (2022), whereas its average is 29.41%.
  • Over the last 5 years, Principal Financial's EBITDA Margin had its largest YoY gain of 172600bps in 2024, and its largest YoY loss of -182800bps in 2024.
  • Quarter analysis of 5 years shows Principal Financial's EBITDA Margin stood at 29.66% in 2021, then rose by 5bps to 31.15% in 2022, then surged by 35bps to 41.92% in 2023, then plummeted by -44bps to 23.64% in 2024, then skyrocketed by 38bps to 32.61% in 2025.
  • Its EBITDA Margin stands at 32.61% for Q3 2025, versus 31.67% for Q2 2025 and 31.54% for Q1 2025.