Profitability
Weight: 25%
D
37
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.6%
- Operating Margin Trend -3.08 pp/yr
PFG
Principal Financial Group, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A+
100
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 39.3%
- 5yr Share-Count CAGR -4.6%
Growth Quality
Weight: 10%
B
70
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 35.9%
- 5yr EPS CAGR -2.4%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A
90
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 3.11x
Balance Sheet
Weight: 30%
D+
42
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 3.5%
- Interest Coverage (EBIT/Int) 644.64x
Stability
Weight: 10%
C-
44
- EPS Volatility (σ/μ) 0.66
- Piotroski F-Score 8
- Negative-Revenue Years (5) 3/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 1 added; 2 trimmed.
- Holders
- 3
- Avg Δ position
- +613.1%
- New buys
- 0
- Full exits
- 0
- Greenblatt increased +1936%
- Dalio decreased -54%
- Cooperman decreased -44%