Principal Financial (PFG) EV to CFO (2009 - 2026)
Principal Financial's (PFG) quarterly EV to CFO came in at 14.02 in Q2 2026, up 62.56% year-over-year from 8.62 in Q2 2025, and up 91.49% quarter-over-quarter from 164.66 in Q1 2026.
Analysis
Principal Financial (PFG) EV to CFO (2009 - 2026) Analysis & Trends
Principal Financial (PFG) has reported EV to CFO for 18 consecutive years, with 14.02 the latest figure, recorded in Q2 2026.
- On a quarterly basis, EV to CFO rose 62.56% year-over-year to 14.02 in Q2 2026; TTM through Jun 2026 was 5.81, a 16.34% increase from a year earlier, with the FY2025 full-year figure at 3.08, up 12.4% from the prior year.
- EV to CFO was 14.02 for Q2 2026 at Principal Financial, up from 164.66 in the prior quarter.
- Over five years, EV to CFO peaked at 14.09 in Q4 2023 and troughed at 1185.33 in Q1 2022.
- A 5-year average of 93.83 and a median of 28.01 in 2023 frame the typical range for EV to CFO.
- Across the five-year window, EV to CFO jumped 96.1% in 2023 and tumbled 443.94% in 2026, its largest moves.
- Over 5 years, EV to CFO stood at 12.97 in 2022, then advanced by 8.67% to 14.09 in 2023, then tumbled by 38.66% to 8.65 in 2024, then retreated by 7.31% to 8.01 in 2025, then plunged by 274.91% to 14.02 in 2026.
- The last three EV to CFO figures came in at 14.02 (Q2 2026), 164.66 (Q1 2026), and 8.01 (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -14.02 |
| Mar 31, 2026 | -164.66 |
| Dec 31, 2025 | 8.01 |
| Sep 30, 2025 | -32.33 |
| Jun 30, 2025 | -37.44 |
| Mar 31, 2025 | -30.27 |
| Dec 31, 2024 | 8.65 |
| Sep 30, 2024 | -28.49 |
| Jun 30, 2024 | -20.71 |
| Mar 31, 2024 | -46.43 |
| Dec 31, 2023 | 14.09 |
| Sep 30, 2023 | -27.52 |
| Jun 30, 2023 | -27.11 |
| Mar 31, 2023 | -46.24 |
| Dec 31, 2022 | 12.97 |
| Sep 30, 2022 | -27.30 |
| Jun 30, 2022 | -44.75 |
| Mar 31, 2022 | -1,185.33 |
| Dec 31, 2021 | 14.39 |
| Sep 30, 2021 | -44.60 |