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Ratios
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) Equity Ratio (2016 - 2026)

Principal Financial has reported Equity Ratio over the past 18 years, most recently at 0.04 for Q1 2026.

  • Quarterly Equity Ratio fell 1.08% to 0.04 in Q1 2026 from the year-ago period, while the trailing twelve-month figure was 0.04 through Mar 2026, down 1.08% year-over-year, with the annual reading at 0.03 for FY2025, 1.91% down from the prior year.
  • Equity Ratio was 0.04 for Q1 2026 at Principal Financial, up from 0.03 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.04 in Q3 2023 and troughed at 0.03 in Q1 2023.
  • The 5-year median for Equity Ratio is 0.04 (2022), against an average of 0.04.
  • Year-over-year, Equity Ratio crashed 35.47% in 2022 and then rose 6.95% in 2023.
  • A 5-year view of Equity Ratio shows it stood at 0.03 in 2022, then increased by 4.34% to 0.04 in 2023, then decreased by 1.24% to 0.04 in 2024, then fell by 1.91% to 0.03 in 2025, then rose by 2.3% to 0.04 in 2026.
  • Per Business Quant, the three most recent readings for PFG's Equity Ratio are 0.04 (Q1 2026), 0.03 (Q4 2025), and 0.04 (Q3 2025).