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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) Return on Invested Capital (2016 - 2025)

Principal Financial (PFG) has disclosed Return on Invested Capital for 17 consecutive years, with 0.02% as the latest value for Q4 2025.

  • Quarterly Return on Invested Capital fell 13.0% to 0.02% in Q4 2025 from the year-ago period, while the trailing twelve-month figure was 0.02% through Dec 2025, down 13.0% year-over-year, with the annual reading at 0.02% for FY2025, 24.0% down from the prior year.
  • Return on Invested Capital for Q4 2025 was 0.02% at Principal Financial, down from 0.27% in the prior quarter.
  • The five-year high for Return on Invested Capital was 1.93% in Q1 2022, with the low at 1.21% in Q4 2022.
  • Average Return on Invested Capital over 5 years is 0.24%, with a median of 0.2% recorded in 2024.
  • Peak annual rise in Return on Invested Capital hit 178bps in 2022, while the deepest fall reached -110bps in 2022.
  • Over 5 years, Return on Invested Capital stood at 0.11% in 2021, then tumbled by -1016bps to 1.21% in 2022, then surged by 123bps to 0.27% in 2023, then plummeted by -47bps to 0.15% in 2024, then plummeted by -88bps to 0.02% in 2025.
  • According to Business Quant data, Return on Invested Capital over the past three periods came in at 0.02%, 0.27%, and 0.28% for Q4 2025, Q3 2025, and Q2 2025 respectively.