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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) Return on Invested Capital (2016 - 2025)

Principal Financial (PFG) has disclosed Return on Invested Capital for 16 consecutive years, with 0.17% as the latest value for Q3 2025.

  • On a quarterly basis, Return on Invested Capital fell 8.0% to 0.17% in Q3 2025 year-over-year; TTM through Sep 2025 was 0.17%, a 8.0% decrease, with the full-year FY2023 number at 0.22%, down 3.0% from a year prior.
  • Return on Invested Capital was 0.17% for Q3 2025 at Principal Financial, down from 0.0% in the prior quarter.
  • In the past five years, Return on Invested Capital ranged from a high of 0.3% in Q1 2022 to a low of 0.88% in Q4 2022.
  • A 5-year average of 0.09% and a median of 0.01% in 2021 define the central range for Return on Invested Capital.
  • Biggest YoY gain for Return on Invested Capital was 31bps in 2022; the steepest drop was -112bps in 2022.
  • Principal Financial's Return on Invested Capital stood at 0.24% in 2021, then plummeted by -463bps to 0.88% in 2022, then surged by 33bps to 0.59% in 2023, then surged by 86bps to 0.08% in 2024, then crashed by -98bps to 0.17% in 2025.
  • Per Business Quant, the three most recent readings for PFG's Return on Invested Capital are 0.17% (Q3 2025), 0.0% (Q2 2025), and 0.08% (Q3 2024).