PEGY
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PFG

STRONG BUY

Principal Financial Group Inc.

Financials

0.53
PEGY ratio
Rank #38
Why This Matters

This stock appears significantly undervalued relative to its growth and dividend yield. Strong projected growth of 46.5% annually over 5 years. Attractive dividend yield of 3.2%.

PFG is trading at 14.9x earnings against 25.0% capped growth (actual 46.5%) + 3.2% yield, giving a PEGY of 0.53. The math suggests the stock is significantly undervalued relative to its growth and income profile.

~ Growth estimate uses historical CAGR (forward estimates unavailable)

  • Growth rate derived from historical CAGR — limited analyst coverage.
  • Growth rate capped at 25% for PEGY calculation (actual: 46.5%). Per Peter Lynch methodology, growth above 25% is rarely sustainable over 5 years.

Scan date: 2026-05-29

Valuation
14.9x
P/E Ratio
Growth
46.5%
5yr EPS
Income
3.2%
Div Yield
PEGY Components
PEGY Score0.53
Denominator28.2%
EPS (TTM)$6.97
Market Data
Price$103.62
ExchangeNASDAQ
S&P 500
What Changed
PEGY Score
0.530.53(-0.00)
Rank
#37#38(1 positions)

vs 7 days ago

Portfolio Context

Founder does not hold this stock.

Not in your portfolio.

Sector: Financials

PEGY History — 90 days
Data: Yahoo Finance • Updated nightly 11 PM ET • For informational purposes only