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Principal Financial Group Inc
Buy, Hold or Sell?

Let's analyse Principal together

PenkeI guess you are interested in Principal Financial Group Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Principal Financial Group Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Principal (30 sec.)










What can you expect buying and holding a share of Principal? (30 sec.)

How much money do you get?

How much money do you get?
$2.58
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$46.27
Expected worth in 1 year
$51.18
How sure are you?
70.0%

+ What do you gain per year?

Total Gains per Share
$7.49
Return On Investment
8.7%

For what price can you sell your share?

Current Price per Share
$86.31
Expected price per share
$79.28 - $89.78
How sure are you?
50%

1. Valuation of Principal (5 min.)




Live pricePrice per Share (EOD)

$86.31

Intrinsic Value Per Share

$113.42 - $211.05

Total Value Per Share

$159.68 - $257.31

2. Growth of Principal (5 min.)




Is Principal growing?

Current yearPrevious yearGrowGrow %
How rich?$11.1b-$61.9b-$2.1b-3.4%

How much money is Principal making?

Current yearPrevious yearGrowGrow %
Making money$157.2m$1.2b-$1b-669.2%
Net Profit Margin0.2%22.2%--

How much money comes from the company's main activities?

3. Financial Health of Principal (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#22 / 763

Most Revenue
#17 / 763

Most Profit
#60 / 763

Most Efficient
#611 / 763

What can you expect buying and holding a share of Principal? (5 min.)

Welcome investor! Principal's management wants to use your money to grow the business. In return you get a share of Principal.

What can you expect buying and holding a share of Principal?

First you should know what it really means to hold a share of Principal. And how you can make/lose money.

Speculation

The Price per Share of Principal is $86.31. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Principal.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Principal, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $46.27. Based on the TTM, the Book Value Change Per Share is $1.23 per quarter. Based on the YOY, the Book Value Change Per Share is $-20.10 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.64 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Principal.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps-3.61-4.2%0.650.8%4.715.5%1.882.2%1.581.8%
Usd Book Value Change Per Share1.742.0%1.231.4%-20.10-23.3%0.240.3%0.320.4%
Usd Dividend Per Share0.660.8%0.640.7%0.630.7%0.590.7%0.510.6%
Usd Total Gains Per Share2.402.8%1.872.2%-19.48-22.6%0.831.0%0.831.0%
Usd Price Per Share78.67-75.23-74.07-62.00-57.61-
Price to Earnings Ratio-5.44--5.57--133.20--21.64--5.07-
Price-to-Total Gains Ratio32.73-14.12-2.73-52.03-24.00-
Price to Book Ratio1.70-1.26-1.33-0.94-1.18-
Price-to-Total Gains Ratio32.73-14.12-2.73-52.03-24.00-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share86.31
Number of shares11
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.640.59
Usd Book Value Change Per Share1.230.24
Usd Total Gains Per Share1.870.83
Gains per Quarter (11 shares)20.619.13
Gains per Year (11 shares)82.4436.51
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1285472261027
257108154522164
3851622367831101
411421631810442138
514227040013152175
617032448215762212
719937856418373249
822743264620983286
925548672823594323
10284541810261104360

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share2.02.00.050.0%9.03.00.075.0%17.03.00.085.0%37.03.00.092.5%90.03.00.096.8%
Book Value Change Per Share3.01.00.075.0%8.04.00.066.7%14.06.00.070.0%26.014.00.065.0%59.034.00.063.4%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%86.00.07.092.5%
Total Gains per Share3.01.00.075.0%8.04.00.066.7%15.05.00.075.0%28.012.00.070.0%67.026.00.072.0%

Fundamentals of Principal

About Principal Financial Group Inc

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. The Retirement and Income Solutions segment provides retirement, and related financial products and services. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit plans, nonqualified executive benefit plans, employee stock ownership plans, equity compensation, and pension risk transfer services; individual retirement accounts; investment only products; and mutual funds, individual variable annuities, registered index-linked annuities, and bank products, as well as trust and custody services. The Principal Asset Management segment provides equity, fixed income, real estate, and other alternative investments, as well as asset allocation, stable value management, and other structured investment strategies. It also offers pension accumulation products and services, mutual funds, asset management, income annuities, and life insurance accumulation products, as well as voluntary savings plans in Brazil, Chile, Mexico, Asia, China, Hong Kong Special Administrative Region, and Southeast Asia. The Benefits and Protection segment provides specialty benefits, such as group dental and vision insurance, group life insurance, and group and individual disability insurance, as well as administers group dental, disability, and vision benefits; and individual life insurance products comprising universal, variable universal, indexed universal, and term life insurance products. It also offers insurance solutions for small and medium-sized businesses and their owners, as well as employees. Principal Financial Group, Inc. was founded in 1879 and is based in Des Moines, Iowa.

Fundamental data was last updated by Penke on 2024-03-22 00:24:07.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is not making a profit/loss.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is unable to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Principal Financial Group Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Principal earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Principal to the Asset Management industry mean.
  • A Net Profit Margin of -32.4% means that $-0.32 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Principal Financial Group Inc:

  • The MRQ is -32.4%. The company is making a huge loss. -2
  • The TTM is 0.2%. The company is not making a profit/loss.
Trends
Current periodCompared to+/- 
MRQ-32.4%TTM0.2%-32.6%
TTM0.2%YOY22.2%-21.9%
TTM0.2%5Y10.6%-10.4%
5Y10.6%10Y11.4%-0.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-32.4%62.0%-94.4%
TTM0.2%63.5%-63.3%
YOY22.2%71.0%-48.8%
5Y10.6%62.9%-52.3%
10Y11.4%58.3%-46.9%
1.1.2. Return on Assets

Shows how efficient Principal is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Principal to the Asset Management industry mean.
  • -0.3% Return on Assets means that Principal generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Principal Financial Group Inc:

  • The MRQ is -0.3%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is 0.6%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ-0.3%TTM0.6%-0.9%
TTM0.6%YOY1.1%-0.5%
TTM0.6%5Y0.4%+0.2%
5Y0.4%10Y0.3%+0.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-0.3%0.8%-1.1%
TTM0.6%0.9%-0.3%
YOY1.1%1.0%+0.1%
5Y0.4%1.5%-1.1%
10Y0.3%2.1%-1.8%
1.1.3. Return on Equity

Shows how efficient Principal is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Principal to the Asset Management industry mean.
  • -8.0% Return on Equity means Principal generated $-0.08 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Principal Financial Group Inc:

  • The MRQ is -8.0%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is 1.5%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ-8.0%TTM1.5%-9.5%
TTM1.5%YOY11.4%-9.9%
TTM1.5%5Y4.1%-2.6%
5Y4.1%10Y3.8%+0.3%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-8.0%1.7%-9.7%
TTM1.5%2.0%-0.5%
YOY11.4%1.9%+9.5%
5Y4.1%2.6%+1.5%
10Y3.8%3.2%+0.6%

1.2. Operating Efficiency of Principal Financial Group Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Principal is operating .

  • Measures how much profit Principal makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Principal to the Asset Management industry mean.
  • An Operating Margin of -22.4% means the company generated $-0.22  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Principal Financial Group Inc:

  • The MRQ is -22.4%. The company is operating very inefficient. -2
  • The TTM is 4.4%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ-22.4%TTM4.4%-26.8%
TTM4.4%YOY27.2%-22.9%
TTM4.4%5Y20.4%-16.0%
5Y20.4%10Y17.1%+3.3%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-22.4%80.3%-102.7%
TTM4.4%62.8%-58.4%
YOY27.2%70.7%-43.5%
5Y20.4%55.7%-35.3%
10Y17.1%50.4%-33.3%
1.2.2. Operating Ratio

Measures how efficient Principal is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 1.41 means that the operating costs are $1.41 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Principal Financial Group Inc:

  • The MRQ is 1.411. The company is inefficient in keeping operating costs low. -1
  • The TTM is 0.621. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ1.411TTM0.621+0.790
TTM0.621YOY0.208+0.413
TTM0.6215Y0.108+0.513
5Y0.10810Y0.156-0.047
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.4110.420+0.991
TTM0.6210.445+0.176
YOY0.2080.335-0.127
5Y0.1080.430-0.322
10Y0.1560.483-0.327

1.3. Liquidity of Principal Financial Group Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Principal is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 77.05 means the company has $77.05 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Principal Financial Group Inc:

  • The MRQ is 77.049. The company is very able to pay all its short-term debts. +2
  • The TTM is 19.431. The company is very able to pay all its short-term debts. +2
Trends
Current periodCompared to+/- 
MRQ77.049TTM19.431+57.618
TTM19.431YOY437.426-417.995
TTM19.4315Y245.951-226.520
5Y245.95110Y139.133+106.817
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ77.0493.222+73.827
TTM19.4313.191+16.240
YOY437.4263.840+433.586
5Y245.9515.526+240.425
10Y139.1336.549+132.584
1.3.2. Quick Ratio

Measures if Principal is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Principal to the Asset Management industry mean.
  • A Quick Ratio of 1,215.91 means the company can pay off $1,215.91 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Principal Financial Group Inc:

  • The MRQ is 1,215.905. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 307.484. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ1,215.905TTM307.484+908.422
TTM307.484YOY756.009-448.525
TTM307.4845Y1,196.067-888.584
5Y1,196.06710Y1,397.353-201.286
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1,215.9053.184+1,212.721
TTM307.4843.532+303.952
YOY756.0094.139+751.870
5Y1,196.0676.715+1,189.352
10Y1,397.3536.060+1,391.293

1.4. Solvency of Principal Financial Group Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Principal assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Principal to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.96 means that Principal assets are financed with 96.3% credit (debt) and the remaining percentage (100% - 96.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Principal Financial Group Inc:

  • The MRQ is 0.963. The company is just able to pay all its debts by selling its assets.
  • The TTM is 7.605. The company is unable to pay all its debts by selling its assets. -2
Trends
Current periodCompared to+/- 
MRQ0.963TTM7.605-6.642
TTM7.605YOY6.702+0.903
TTM7.6055Y3.412+4.194
5Y3.41210Y2.182+1.230
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9630.183+0.780
TTM7.6050.180+7.425
YOY6.7020.185+6.517
5Y3.4120.190+3.222
10Y2.1820.188+1.994
1.4.2. Debt to Equity Ratio

Measures if Principal is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Principal to the Asset Management industry mean.
  • A Debt to Equity ratio of 2,691.8% means that company has $26.92 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Principal Financial Group Inc:

  • The MRQ is 26.918. The company is unable to pay all its debts with equity. -1
  • The TTM is 20.495. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ26.918TTM20.495+6.423
TTM20.495YOY27.562-7.067
TTM20.4955Y20.231+0.264
5Y20.23110Y20.389-0.158
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ26.9180.210+26.708
TTM20.4950.220+20.275
YOY27.5620.227+27.335
5Y20.2310.250+19.981
10Y20.3890.260+20.129

2. Market Valuation of Principal Financial Group Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Principal generates.

  • Above 15 is considered overpriced but always compare Principal to the Asset Management industry mean.
  • A PE ratio of -5.44 means the investor is paying $-5.44 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Principal Financial Group Inc:

  • The EOD is -5.973. Based on the earnings, the company is expensive. -2
  • The MRQ is -5.444. Based on the earnings, the company is expensive. -2
  • The TTM is -5.572. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-5.973MRQ-5.444-0.529
MRQ-5.444TTM-5.572+0.127
TTM-5.572YOY-133.198+127.626
TTM-5.5725Y-21.638+16.066
5Y-21.63810Y-5.074-16.564
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD-5.9735.619-11.592
MRQ-5.4445.505-10.949
TTM-5.5725.667-11.239
YOY-133.1983.801-136.999
5Y-21.6385.342-26.980
10Y-5.0747.598-12.672
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Principal Financial Group Inc:

  • The EOD is 5.683. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 5.180. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 5.123. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD5.683MRQ5.180+0.503
MRQ5.180TTM5.123+0.057
TTM5.123YOY201.941-196.817
TTM5.1235Y45.281-40.158
5Y45.28110Y24.949+20.332
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD5.6834.635+1.048
MRQ5.1804.286+0.894
TTM5.1233.311+1.812
YOY201.9412.052+199.889
5Y45.2812.207+43.074
10Y24.9492.479+22.470
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Principal is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.70 means the investor is paying $1.70 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Principal Financial Group Inc:

  • The EOD is 1.866. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.700. Based on the equity, the company is underpriced. +1
  • The TTM is 1.264. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.866MRQ1.700+0.165
MRQ1.700TTM1.264+0.436
TTM1.264YOY1.334-0.069
TTM1.2645Y0.939+0.325
5Y0.93910Y1.183-0.244
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.8660.927+0.939
MRQ1.7000.911+0.789
TTM1.2640.910+0.354
YOY1.3340.983+0.351
5Y0.9391.008-0.069
10Y1.1831.157+0.026
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Principal Financial Group Inc.

3.1. Institutions holding Principal Financial Group Inc

Institutions are holding 72.478% of the shares of Principal Financial Group Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Vanguard Group Inc12.12790.049328605879-428529-1.4759
2023-12-31BlackRock Inc8.00660.037918885042-653175-3.3431
2023-12-31Nippon Life Insurance Co.7.689565.17451813700000
2023-12-31Bank of America Corp4.48630.083910581744-1515095-12.5247
2023-12-31State Street Corporation4.12180.03729722082-150570-1.5251
2023-12-31Capital Research Global Investors2.73440.12486449524-3346549-34.1621
2023-12-31Geode Capital Management, LLC2.19730.04265182829196790.3811
2023-12-31Wellington Management Company LLP1.85230.06414369010-54965-1.2424
2023-12-31Goldman Sachs Group Inc1.82960.030543154242357768120.4383
2023-12-31Dimensional Fund Advisors, Inc.1.64310.0893875462-47525-1.2114
2023-12-31Northern Trust Corp1.57190.05283707729-213186-5.4371
2023-12-31Morgan Stanley - Brokerage Accounts1.44770.0237341472680084630.6382
2023-12-31NORGES BANK1.36880.044432285442287896243.2255
2023-12-31First Trust Advisors L.P.1.18010.23927835781442625.4659
2023-12-31Legal & General Group PLC0.94290.0449222408621781410.8567
2023-12-31Amvescap Plc.0.90770.04012141045-90712-4.0646
2023-12-31Bank of New York Mellon Corp0.80250.0302189287925897115.8498
2023-12-31Balyasny Asset Management LLC0.59250.20651397497-39931-2.7779
2023-12-31HSBC Holdings PLC0.57670.0933136033814935312.3332
2023-12-31Charles Schwab Investment Management Inc0.55590.02621311223294622.2986
Total 56.635566.5349133585641-274186-0.2%

3.2. Funds holding Principal Financial Group Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29Vanguard Total Stock Mkt Idx Inv3.17860.03917497302-16029-0.2133
2024-02-29Vanguard Institutional 500 Index Trust2.32290.04145479031591511.0914
2024-02-29Vanguard Mid Cap Index Institutional2.25870.2695327568-14123-0.2644
2023-12-31American Funds American Mutual A1.29490.26193054366-2096665-40.7038
2023-12-31Capital Group American Mutual Comp1.29490.26193054366-2096665-40.7038
2024-01-31Hartford Dividend and Growth Y1.18231.3464278863600
2024-01-31Fidelity 500 Index1.10410.04252604162266511.034
2024-02-29SPDR® S&P 500 ETF Trust1.09080.04142572829161200.6305
2024-02-29First Trust Rising Dividend Achiev ETF1.01371.9965239104665200.2734
2024-02-29iShares Core S&P 500 ETF0.96750.0414228197069430.3052
2024-02-29iShares Select Dividend ETF0.84850.8955200132184830.4257
2024-02-29Vanguard Value Index Inv0.8450.0993199320468640.3456
2023-12-31American Funds Capital Income Bldr A0.77420.13871826000-1500000-45.0992
2024-02-29Vanguard Mid-Cap Value ETF0.74640.50781760468-50320-2.7789
2023-12-31American Funds Income Fund of Amer A0.63590.0985150000030000025
2024-02-29Financial Select Sector SPDR® ETF0.61760.31781456741-2480-0.17
2024-02-29Vanguard Institutional Index I0.61310.04131446210-4707-0.3244
2024-02-29Vanguard Dividend Appreciation ETF0.53690.1122126628998600.7848
2024-02-29Invesco S&P 500® Equal Weight ETF0.5260.1988124066672800.5902
2024-01-31DFA US Large Cap Value I0.52270.41491232983-181-0.0147
Total 22.37477.166352775158-5333298-10.1%

3.3. Insider Transactions

Insiders are holding 0.871% of the shares of Principal Financial Group Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2023-03-18Kenneth A MccullumSELL369469.529244
2022-10-18Sandra L HeltonSELL1403380.0518245
2022-09-13Wee Yee CheongSELL244778.4534700
2022-08-22Roberto WalkerSELL900076.9534008
2022-08-19Roberto WalkerSELL1297578.0443008
2022-08-17Roberto WalkerSELL600078.5843008

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Principal Financial Group Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--1.7451.229+42%-20.105+1252%0.236+639%0.319+446%
Book Value Per Share--46.266-263.485+670%-233.623+605%-45.945+199%-4.304+109%
Current Ratio--77.04919.431+297%437.426-82%245.951-69%139.133-45%
Debt To Asset Ratio--0.9637.605-87%6.702-86%3.412-72%2.182-56%
Debt To Equity Ratio--26.91820.495+31%27.562-2%20.231+33%20.389+32%
Dividend Per Share--0.6590.645+2%0.629+5%0.594+11%0.507+30%
Eps---3.6130.649-657%4.706-177%1.885-292%1.580-329%
Free Cash Flow Per Share--3.7973.8050%3.032+25%3.545+7%3.476+9%
Free Cash Flow To Equity Per Share--1.3701.151+19%1.309+5%3.628-62%3.453-60%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--211.048--------
Intrinsic Value_10Y_min--113.417--------
Intrinsic Value_1Y_max--14.974--------
Intrinsic Value_1Y_min--12.725--------
Intrinsic Value_3Y_max--49.696--------
Intrinsic Value_3Y_min--37.282--------
Intrinsic Value_5Y_max--90.092--------
Intrinsic Value_5Y_min--60.608--------
Market Cap20357767080.000+7%18983071000.00018241614500.000+4%18892821000.000+0%16316658096.384+16%15983246023.192+19%
Net Profit Margin---0.3240.002-15136%0.222-246%0.106-406%0.114-384%
Operating Margin---0.2240.044-616%0.272-182%0.204-210%0.171-231%
Operating Ratio--1.4110.621+127%0.208+579%0.108+1202%0.156+807%
Pb Ratio1.866+9%1.7001.264+35%1.334+28%0.939+81%1.183+44%
Pe Ratio-5.973-10%-5.444-5.572+2%-133.198+2347%-21.638+297%-5.074-7%
Price Per Share86.310+9%78.67075.225+5%74.068+6%62.003+27%57.614+37%
Price To Free Cash Flow Ratio5.683+9%5.1805.123+1%201.941-97%45.281-89%24.949-79%
Price To Total Gains Ratio35.904+9%32.72614.117+132%2.729+1099%52.027-37%23.995+36%
Quick Ratio--1215.905307.484+295%756.009+61%1196.067+2%1397.353-13%
Return On Assets---0.0030.006-145%0.011-125%0.004-166%0.003-196%
Return On Equity---0.0800.015-626%0.114-170%0.041-295%0.038-309%
Total Gains Per Share--2.4041.874+28%-19.476+910%0.830+190%0.826+191%
Usd Book Value--11163900000.000-64175675000.000+675%-61978809525.000+655%-10483636905.000+194%244669047.500+4463%
Usd Book Value Change Per Share--1.7451.229+42%-20.105+1252%0.236+639%0.319+446%
Usd Book Value Per Share--46.266-263.485+670%-233.623+605%-45.945+199%-4.304+109%
Usd Dividend Per Share--0.6590.645+2%0.629+5%0.594+11%0.507+30%
Usd Eps---3.6130.649-657%4.706-177%1.885-292%1.580-329%
Usd Free Cash Flow--916100000.000922599999.750-1%764150000.000+20%941324999.950-3%970609999.975-6%
Usd Free Cash Flow Per Share--3.7973.8050%3.032+25%3.545+7%3.476+9%
Usd Free Cash Flow To Equity Per Share--1.3701.151+19%1.309+5%3.628-62%3.453-60%
Usd Market Cap20357767080.000+7%18983071000.00018241614500.000+4%18892821000.000+0%16316658096.384+16%15983246023.192+19%
Usd Price Per Share86.310+9%78.67075.225+5%74.068+6%62.003+27%57.614+37%
Usd Profit---871700000.000157200000.000-655%1209150000.000-172%498300000.000-275%442812500.000-297%
Usd Revenue--2690800000.0003416450000.000-21%4372900000.000-38%3819195000.000-30%3490915000.000-23%
Usd Total Gains Per Share--2.4041.874+28%-19.476+910%0.830+190%0.826+191%
 EOD+5 -3MRQTTM+18 -17YOY+22 -135Y+17 -1810Y+18 -17

4.2. Fundamental Score

Let's check the fundamental score of Principal Financial Group Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-5.973
Price to Book Ratio (EOD)Between0-11.866
Net Profit Margin (MRQ)Greater than0-0.324
Operating Margin (MRQ)Greater than0-0.224
Quick Ratio (MRQ)Greater than11,215.905
Current Ratio (MRQ)Greater than177.049
Debt to Asset Ratio (MRQ)Less than10.963
Debt to Equity Ratio (MRQ)Less than126.918
Return on Equity (MRQ)Greater than0.15-0.080
Return on Assets (MRQ)Greater than0.05-0.003
Total3/10 (30.0%)

4.3. Technical Score

Let's check the technical score of Principal Financial Group Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5073.822
Ma 20Greater thanMa 5082.241
Ma 50Greater thanMa 10080.525
Ma 100Greater thanMa 20077.772
OpenGreater thanClose86.340
Total5/5 (100.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-12-312023-03-312023-06-302023-09-302023-12-31
Other Current Liabilities  19,2005,40024,600-17,0007,6002,40010,000-71,100-61,100
Net Working Capital  -9,612,100-6,320,200-15,932,30050,500-15,881,8001,854,600-14,027,20018,673,8004,646,600



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets305,000,000
Total Liabilities293,836,100
Total Stockholder Equity10,916,000
 As reported
Total Liabilities 293,836,100
Total Stockholder Equity+ 10,916,000
Total Assets = 305,000,000

Assets

Total Assets305,000,000
Total Current Assets4,707,700
Long-term Assets7,967,200
Total Current Assets
Cash And Cash Equivalents 4,707,700
Short-term Investments 22,486,800
Net Receivables 24,610,500
Inventory -57,703,400
Other Current Assets 10,606,100
Total Current Assets  (as reported)4,707,700
Total Current Assets  (calculated)4,707,700
+/-0
Long-term Assets
Property Plant Equipment 938,400
Goodwill 1,608,500
Long Term Investments 67,987,400
Intangible Assets 1,469,800
Long-term Assets Other -7,967,200
Long-term Assets  (as reported)7,967,200
Long-term Assets  (calculated)64,036,900
+/- 56,069,700

Liabilities & Shareholders' Equity

Total Current Liabilities61,100
Long-term Liabilities3,930,800
Total Stockholder Equity10,916,000
Total Current Liabilities
Short-term Debt 61,100
Short Long Term Debt 61,100
Other Current Liabilities -61,100
Total Current Liabilities  (as reported)61,100
Total Current Liabilities  (calculated)61,100
+/-0
Long-term Liabilities
Long term Debt 3,930,900
Long-term Liabilities  (as reported)3,930,800
Long-term Liabilities  (calculated)3,930,900
+/- 100
Total Stockholder Equity
Common Stock4,900
Retained Earnings 16,683,500
Accumulated Other Comprehensive Income 14,554,800
Other Stockholders Equity -20,327,200
Total Stockholder Equity (as reported)10,916,000
Total Stockholder Equity (calculated)10,916,000
+/-0
Other
Capital Stock4,900
Cash and Short Term Investments 27,194,500
Common Stock Shares Outstanding 241,300
Liabilities and Stockholders Equity 305,046,700
Net Debt -715,700
Net Invested Capital 14,908,000
Net Working Capital 4,646,600
Short Long Term Debt Total 3,992,000



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-09-302005-06-302005-03-312004-12-312004-09-302004-06-302004-03-312003-12-312003-09-302003-06-302003-03-312002-12-312002-09-302002-06-302002-03-312001-12-312001-09-302001-06-302001-03-312000-12-31
> Total Assets 
84,405,000
82,412,000
85,230,000
83,955,200
88,350,500
88,758,700
90,193,400
88,270,700
89,861,300
91,840,500
98,621,700
103,769,500
107,754,400
110,812,800
111,372,900
109,776,400
113,798,100
113,529,100
117,192,600
121,105,500
127,035,400
131,974,500
131,429,400
136,165,600
143,658,100
146,617,400
150,758,300
155,617,900
154,520,200
152,001,200
151,526,900
143,409,700
128,182,400
123,234,800
130,706,600
137,379,500
137,759,400
140,836,700
136,596,500
143,456,600
145,631,100
147,549,700
149,278,400
143,302,300
148,298,000
153,738,200
152,050,700
159,193,300
161,926,500
200,762,900
196,512,700
201,687,400
208,191,400
211,193,900
218,322,300
216,422,800
219,087,000
222,494,900
222,270,700
215,365,400
218,685,900
217,570,000
223,074,200
230,367,600
228,014,300
235,496,000
240,153,900
247,933,600
253,941,200
253,636,500
252,104,000
258,758,300
243,036,100
259,352,100
267,850,700
270,169,800
276,020,000
247,204,800
286,883,700
294,499,600
313,472,900
311,325,800
318,822,100
315,431,000
321,214,700
12,189,462
304,547,100
292,343,400
303,004,800
10,517,300
10,643,700
287,900,000
305,000,000
305,000,000287,900,00010,643,70010,517,300303,004,800292,343,400304,547,10012,189,462321,214,700315,431,000318,822,100311,325,800313,472,900294,499,600286,883,700247,204,800276,020,000270,169,800267,850,700259,352,100243,036,100258,758,300252,104,000253,636,500253,941,200247,933,600240,153,900235,496,000228,014,300230,367,600223,074,200217,570,000218,685,900215,365,400222,270,700222,494,900219,087,000216,422,800218,322,300211,193,900208,191,400201,687,400196,512,700200,762,900161,926,500159,193,300152,050,700153,738,200148,298,000143,302,300149,278,400147,549,700145,631,100143,456,600136,596,500140,836,700137,759,400137,379,500130,706,600123,234,800128,182,400143,409,700151,526,900152,001,200154,520,200155,617,900150,758,300146,617,400143,658,100136,165,600131,429,400131,974,500127,035,400121,105,500117,192,600113,529,100113,798,100109,776,400111,372,900110,812,800107,754,400103,769,50098,621,70091,840,50089,861,30088,270,70090,193,40088,758,70088,350,50083,955,20085,230,00082,412,00084,405,000
   > Total Current Assets 
82,814,000
80,747,000
83,230,000
82,246,000
86,603,900
87,390,900
88,783,100
87,604,700
2,698,400
2,594,300
3,242,100
3,018,800
3,875,700
3,484,000
3,353,000
4,001,000
1,215,100
1,309,600
1,938,900
1,908,900
2,365,700
2,330,600
1,894,100
2,068,300
2,257,400
1,873,300
2,221,500
2,939,000
1,660,800
1,389,300
1,786,100
2,515,200
2,850,700
2,892,400
4,541,000
3,459,600
2,454,400
1,811,600
1,998,600
2,442,600
2,047,300
2,160,000
2,325,700
1,554,700
2,911,000
1,790,300
1,785,600
2,422,600
4,313,700
1,808,200
1,245,800
1,821,100
2,482,300
1,529,200
1,859,700
1,395,600
1,986,900
1,596,900
2,440,500
2,979,500
2,669,300
2,246,600
2,360,600
2,320,600
2,818,500
1,648,700
2,110,100
2,913,300
2,566,800
2,335,700
2,342,000
2,926,700
2,977,500
2,259,700
3,315,900
3,198,000
74,362,400
3,482,700
3,150,400
3,556,700
83,283,900
2,003,500
2,417,400
3,145,400
82,328,900
76,529,200
98,663,700
9,849,400
10,923,900
4,640,900
4,073,900
4,564,300
4,707,700
4,707,7004,564,3004,073,9004,640,90010,923,9009,849,40098,663,70076,529,20082,328,9003,145,4002,417,4002,003,50083,283,9003,556,7003,150,4003,482,70074,362,4003,198,0003,315,9002,259,7002,977,5002,926,7002,342,0002,335,7002,566,8002,913,3002,110,1001,648,7002,818,5002,320,6002,360,6002,246,6002,669,3002,979,5002,440,5001,596,9001,986,9001,395,6001,859,7001,529,2002,482,3001,821,1001,245,8001,808,2004,313,7002,422,6001,785,6001,790,3002,911,0001,554,7002,325,7002,160,0002,047,3002,442,6001,998,6001,811,6002,454,4003,459,6004,541,0002,892,4002,850,7002,515,2001,786,1001,389,3001,660,8002,939,0002,221,5001,873,3002,257,4002,068,3001,894,1002,330,6002,365,7001,908,9001,938,9001,309,6001,215,1004,001,0003,353,0003,484,0003,875,7003,018,8003,242,1002,594,3002,698,40087,604,70088,783,10087,390,90086,603,90082,246,00083,230,00080,747,00082,814,000
       Cash And Cash Equivalents 
927,000
526,000
372,000
231,100
623,800
557,500
1,261,100
631,500
1,038,600
966,900
1,525,200
1,008,000
1,692,900
1,608,600
1,475,900
1,902,500
452,500
548,500
1,171,600
1,116,600
1,641,300
1,608,200
1,216,900
1,396,600
1,590,800
1,476,500
1,858,000
2,558,700
1,344,400
1,120,700
1,524,500
2,269,000
2,608,000
2,699,600
4,328,500
3,241,200
2,240,400
1,629,700
1,827,300
2,268,800
1,877,400
1,984,200
2,169,600
1,434,200
2,833,900
1,651,900
1,646,600
2,279,000
4,177,200
1,661,200
1,110,500
1,707,100
2,371,800
1,393,100
1,742,300
1,270,800
1,863,900
1,452,000
2,264,400
2,514,200
2,564,800
2,142,900
2,255,400
2,218,200
2,719,600
1,534,700
2,006,400
2,795,000
2,470,800
2,335,700
2,342,000
2,926,700
2,977,500
2,259,700
3,315,900
3,198,000
2,515,900
3,482,700
3,150,400
3,556,700
2,849,800
2,003,500
2,417,400
3,145,400
2,332,000
2,741,200
3,173,100
4,239,600
4,848,000
4,640,900
4,073,900
4,564,300
4,707,700
4,707,7004,564,3004,073,9004,640,9004,848,0004,239,6003,173,1002,741,2002,332,0003,145,4002,417,4002,003,5002,849,8003,556,7003,150,4003,482,7002,515,9003,198,0003,315,9002,259,7002,977,5002,926,7002,342,0002,335,7002,470,8002,795,0002,006,4001,534,7002,719,6002,218,2002,255,4002,142,9002,564,8002,514,2002,264,4001,452,0001,863,9001,270,8001,742,3001,393,1002,371,8001,707,1001,110,5001,661,2004,177,2002,279,0001,646,6001,651,9002,833,9001,434,2002,169,6001,984,2001,877,4002,268,8001,827,3001,629,7002,240,4003,241,2004,328,5002,699,6002,608,0002,269,0001,524,5001,120,7001,344,4002,558,7001,858,0001,476,5001,590,8001,396,6001,216,9001,608,2001,641,3001,116,6001,171,600548,500452,5001,902,5001,475,9001,608,6001,692,9001,008,0001,525,200966,9001,038,600631,5001,261,100557,500623,800231,100372,000526,000927,000
       Short-term Investments 
1,113,000
0
0
970,800
829,800
692,200
862,000
1,111,400
1,200,100
1,083,700
1,278,100
1,218,600
1,463,000
1,331,700
1,282,800
1,223,600
1,585,700
1,431,900
1,207,000
1,136,100
1,113,500
1,199,800
1,368,800
1,261,600
1,410,700
1,504,900
1,776,600
1,879,700
2,118,600
2,589,800
261,600
246,200
1,814,800
192,800
212,500
218,400
214,000
181,900
171,300
173,800
169,900
175,800
156,100
120,500
77,100
138,400
139,000
143,600
51,075,800
51,231,100
49,326,900
49,028,900
48,867,600
50,184,200
50,391,000
49,752,300
49,793,800
49,900,600
49,125,800
50,245,900
50,071,000
53,149,100
55,386,500
56,264,700
54,945,000
57,103,100
57,903,500
59,256,100
59,484,400
60,610,200
59,311,700
60,447,200
60,108,500
63,123,000
65,268,100
68,071,200
70,106,200
68,707,800
74,269,200
76,494,100
78,710,300
75,740,900
76,450,400
76,557,100
78,154,500
71,413,600
67,205,600
62,409,100
62,889,900
65,396,900
64,241,800
1,265,700
22,486,800
22,486,8001,265,70064,241,80065,396,90062,889,90062,409,10067,205,60071,413,60078,154,50076,557,10076,450,40075,740,90078,710,30076,494,10074,269,20068,707,80070,106,20068,071,20065,268,10063,123,00060,108,50060,447,20059,311,70060,610,20059,484,40059,256,10057,903,50057,103,10054,945,00056,264,70055,386,50053,149,10050,071,00050,245,90049,125,80049,900,60049,793,80049,752,30050,391,00050,184,20048,867,60049,028,90049,326,90051,231,10051,075,800143,600139,000138,40077,100120,500156,100175,800169,900173,800171,300181,900214,000218,400212,500192,8001,814,800246,200261,6002,589,8002,118,6001,879,7001,776,6001,504,9001,410,7001,261,6001,368,8001,199,8001,113,5001,136,1001,207,0001,431,9001,585,7001,223,6001,282,8001,331,7001,463,0001,218,6001,278,1001,083,7001,200,1001,111,400862,000692,200829,800970,800001,113,000
       Net Receivables 
0
0
0
553,800
531,300
494,700
1,092,400
786,600
459,700
543,700
438,800
792,200
719,800
543,700
594,300
874,900
628,500
573,800
719,600
1,109,700
592,700
673,600
626,800
682,900
1,252,300
843,500
936,100
904,700
951,200
940,400
892,100
1,598,400
988,100
1,183,000
1,046,500
1,135,800
1,065,400
1,190,700
1,232,600
1,294,700
1,063,000
1,309,900
1,361,700
1,237,400
1,245,200
1,118,800
1,097,000
1,192,200
1,084,400
1,175,200
1,219,000
1,160,700
1,241,000
1,199,300
1,232,300
1,189,300
1,213,000
1,230,000
1,282,700
1,401,600
1,429,300
1,309,500
1,504,800
1,382,800
1,361,900
1,447,000
1,381,400
1,516,600
1,469,800
1,638,400
1,455,600
1,514,400
1,413,100
1,641,100
1,549,200
1,635,700
1,740,300
1,691,000
1,760,000
1,530,200
1,723,800
1,708,300
1,675,700
1,713,200
1,842,400
2,374,400
28,285,000
27,229,600
26,312,900
24,719,100
24,154,700
24,116,100
24,610,500
24,610,50024,116,10024,154,70024,719,10026,312,90027,229,60028,285,0002,374,4001,842,4001,713,2001,675,7001,708,3001,723,8001,530,2001,760,0001,691,0001,740,3001,635,7001,549,2001,641,1001,413,1001,514,4001,455,6001,638,4001,469,8001,516,6001,381,4001,447,0001,361,9001,382,8001,504,8001,309,5001,429,3001,401,6001,282,7001,230,0001,213,0001,189,3001,232,3001,199,3001,241,0001,160,7001,219,0001,175,2001,084,4001,192,2001,097,0001,118,8001,245,2001,237,4001,361,7001,309,9001,063,0001,294,7001,232,6001,190,7001,065,4001,135,8001,046,5001,183,000988,1001,598,400892,100940,400951,200904,700936,100843,5001,252,300682,900626,800673,600592,7001,109,700719,600573,800628,500874,900594,300543,700719,800792,200438,800543,700459,700786,6001,092,400494,700531,300553,800000
       Other Current Assets 
81,887,000
80,221,000
82,858,000
80,490,300
84,619,000
85,646,500
85,567,600
85,075,200
86,485,100
88,543,100
94,644,600
100,022,600
103,125,300
106,479,000
107,194,900
104,953,300
110,274,400
110,056,900
113,189,400
116,838,100
122,784,900
127,564,900
127,300,900
131,879,500
137,640,300
141,043,500
144,431,600
148,441,800
148,257,000
145,490,300
147,240,300
137,674,300
120,953,500
117,576,200
123,563,600
131,260,500
132,727,600
65,058,100
65,333,100
66,710,200
65,580,600
64,722,400
65,216,700
66,215,100
65,523,500
66,795,700
-872,700
-954,600
-51,907,400
-51,674,100
-49,909,200
-49,523,400
-49,391,700
-50,659,300
-50,817,500
-50,134,000
17,932,900
18,263,000
18,266,800
18,484,800
18,865,800
19,929,200
20,359,100
20,724,400
20,109,200
19,887,100
20,371,000
21,065,300
21,759,100
20,340,200
22,265,300
22,706,300
23,881,200
24,459,400
25,041,700
25,396,600
25,191,500
25,098,200
111,165,000
113,629,200
127,635,000
132,978,800
137,812,100
133,750,700
-80,474,300
871,100
24,460,100
-84,028,900
11,513,400
10,869,500
10,124,300
10,546,100
10,606,100
10,606,10010,546,10010,124,30010,869,50011,513,400-84,028,90024,460,100871,100-80,474,300133,750,700137,812,100132,978,800127,635,000113,629,200111,165,00025,098,20025,191,50025,396,60025,041,70024,459,40023,881,20022,706,30022,265,30020,340,20021,759,10021,065,30020,371,00019,887,10020,109,20020,724,40020,359,10019,929,20018,865,80018,484,80018,266,80018,263,00017,932,900-50,134,000-50,817,500-50,659,300-49,391,700-49,523,400-49,909,200-51,674,100-51,907,400-954,600-872,70066,795,70065,523,50066,215,10065,216,70064,722,40065,580,60066,710,20065,333,10065,058,100132,727,600131,260,500123,563,600117,576,200120,953,500137,674,300147,240,300145,490,300148,257,000148,441,800144,431,600141,043,500137,640,300131,879,500127,300,900127,564,900122,784,900116,838,100113,189,400110,056,900110,274,400104,953,300107,194,900106,479,000103,125,300100,022,60094,644,60088,543,10086,485,10085,075,20085,567,60085,646,50084,619,00080,490,30082,858,00080,221,00081,887,000
   > Long-term Assets 
1,591,000
1,665,000
2,000,000
1,709,200
1,746,600
1,367,800
1,410,300
666,000
36,544,000
37,966,700
39,928,100
39,347,000
40,481,500
41,675,800
40,347,000
42,626,200
1,990,500
1,912,100
2,103,800
1,932,700
1,879,500
1,640,700
1,528,200
1,838,600
2,682,600
2,615,200
2,512,000
2,522,700
2,426,900
2,062,900
2,036,700
2,017,700
1,921,800
1,884,900
1,885,300
1,860,400
1,847,600
1,843,000
1,893,700
2,205,600
2,048,600
2,165,200
2,401,300
2,442,800
2,363,500
2,354,100
2,515,300
2,896,200
2,561,300
4,051,700
3,710,900
3,738,600
3,884,000
3,932,700
4,158,200
4,136,500
3,956,400
3,848,100
3,661,100
3,894,500
3,699,200
4,110,300
4,298,300
4,285,500
4,017,500
4,122,400
4,376,700
4,639,700
4,235,500
4,173,300
4,109,400
4,164,600
4,140,800
4,672,800
5,059,200
6,382,200
77,109,700
5,757,100
6,394,800
6,464,500
85,708,800
6,508,900
6,732,400
6,688,800
85,190,100
78,371,300
73,424,500
4,079,000
4,127,600
5,574,900
5,520,400
5,513,500
7,967,200
7,967,2005,513,5005,520,4005,574,9004,127,6004,079,00073,424,50078,371,30085,190,1006,688,8006,732,4006,508,90085,708,8006,464,5006,394,8005,757,10077,109,7006,382,2005,059,2004,672,8004,140,8004,164,6004,109,4004,173,3004,235,5004,639,7004,376,7004,122,4004,017,5004,285,5004,298,3004,110,3003,699,2003,894,5003,661,1003,848,1003,956,4004,136,5004,158,2003,932,7003,884,0003,738,6003,710,9004,051,7002,561,3002,896,2002,515,3002,354,1002,363,5002,442,8002,401,3002,165,2002,048,6002,205,6001,893,7001,843,0001,847,6001,860,4001,885,3001,884,9001,921,8002,017,7002,036,7002,062,9002,426,9002,522,7002,512,0002,615,2002,682,6001,838,6001,528,2001,640,7001,879,5001,932,7002,103,8001,912,1001,990,50042,626,20040,347,00041,675,80040,481,50039,347,00039,928,10037,966,70036,544,000666,0001,410,3001,367,8001,746,6001,709,2002,000,0001,665,0001,591,000
       Property Plant Equipment 
507,000
501,000
513,000
508,400
518,200
515,600
514,900
484,200
482,500
470,500
459,000
450,400
447,800
443,300
436,400
431,500
429,400
436,500
419,300
416,900
419,800
420,600
420,200
419,000
422,500
423,200
443,400
450,800
469,000
481,500
490,900
510,800
518,200
517,200
506,100
496,800
489,300
480,500
471,700
461,100
458,700
448,700
448,500
448,200
457,200
476,700
469,700
468,400
464,200
472,600
476,400
479,100
500,700
546,000
574,000
590,100
590,200
607,400
601,900
611,600
633,800
657,300
667,900
674,500
699,000
718,800
750,300
754,600
759,500
775,200
762,900
770,600
767,300
933,200
959,500
961,700
967,700
973,800
993,100
998,800
1,019,000
1,043,700
1,030,700
1,065,400
1,038,000
1,020,200
993,300
1,006,100
996,100
986,200
957,700
958,100
938,400
938,400958,100957,700986,200996,1001,006,100993,3001,020,2001,038,0001,065,4001,030,7001,043,7001,019,000998,800993,100973,800967,700961,700959,500933,200767,300770,600762,900775,200759,500754,600750,300718,800699,000674,500667,900657,300633,800611,600601,900607,400590,200590,100574,000546,000500,700479,100476,400472,600464,200468,400469,700476,700457,200448,200448,500448,700458,700461,100471,700480,500489,300496,800506,100517,200518,200510,800490,900481,500469,000450,800443,400423,200422,500419,000420,200420,600419,800416,900419,300436,500429,400431,500436,400443,300447,800450,400459,000470,500482,500484,200514,900515,600518,200508,400513,000501,000507,000
       Goodwill 
1,375,900
0
0
0
1,228,400
151,700
170,700
126,000
106,500
121,700
157,500
154,300
184,200
250,100
231,800
234,900
232,900
273,600
275,700
281,400
282,300
299,200
297,800
298,300
361,900
361,900
360,400
370,900
374,700
381,400
385,100
382,300
375,500
379,900
384,100
382,600
386,400
384,000
381,800
343,800
345,400
344,500
345,600
413,900
482,300
490,700
542,000
548,900
543,400
1,197,400
1,138,500
1,127,500
1,100,300
1,075,200
1,085,300
1,034,400
1,007,400
981,000
970,700
1,005,200
1,009,000
1,037,600
1,037,200
1,034,700
1,020,800
1,032,900
1,033,300
1,055,200
1,068,800
1,096,700
1,103,200
1,128,700
1,100,000
1,110,600
1,111,500
1,690,700
1,693,800
1,616,400
1,630,900
1,653,300
1,711,000
1,701,200
1,699,800
1,648,400
1,627,600
1,661,300
1,588,500
1,548,300
1,598,200
1,636,100
1,638,400
1,593,600
1,608,500
1,608,5001,593,6001,638,4001,636,1001,598,2001,548,3001,588,5001,661,3001,627,6001,648,4001,699,8001,701,2001,711,0001,653,3001,630,9001,616,4001,693,8001,690,7001,111,5001,110,6001,100,0001,128,7001,103,2001,096,7001,068,8001,055,2001,033,3001,032,9001,020,8001,034,7001,037,2001,037,6001,009,0001,005,200970,700981,0001,007,4001,034,4001,085,3001,075,2001,100,3001,127,5001,138,5001,197,400543,400548,900542,000490,700482,300413,900345,600344,500345,400343,800381,800384,000386,400382,600384,100379,900375,500382,300385,100381,400374,700370,900360,400361,900361,900298,300297,800299,200282,300281,400275,700273,600232,900234,900231,800250,100184,200154,300157,500121,700106,500126,000170,700151,7001,228,4000001,375,900
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
62,345,900
62,808,600
63,236,500
0
0
0
0
69,395,700
70,010,300
68,346,900
67,839,500
67,289,000
68,647,500
69,111,500
68,640,000
68,939,700
69,393,600
68,675,300
70,132,300
70,366,100
74,387,800
77,250,400
78,371,900
76,416,100
78,437,200
79,655,900
81,838,000
82,713,300
82,588,800
83,032,600
84,667,900
85,402,800
89,223,500
67,850,100
70,651,500
97,038,000
95,497,000
101,260,700
103,762,400
107,017,500
105,498,600
79,402,100
107,622,100
109,601,700
103,921,300
98,554,100
94,605,400
95,831,400
98,828,900
97,570,400
64,064,400
67,987,400
67,987,40064,064,40097,570,40098,828,90095,831,40094,605,40098,554,100103,921,300109,601,700107,622,10079,402,100105,498,600107,017,500103,762,400101,260,70095,497,00097,038,00070,651,50067,850,10089,223,50085,402,80084,667,90083,032,60082,588,80082,713,30081,838,00079,655,90078,437,20076,416,10078,371,90077,250,40074,387,80070,366,10070,132,30068,675,30069,393,60068,939,70068,640,00069,111,50068,647,50067,289,00067,839,50068,346,90070,010,30069,395,700000063,236,50062,808,60062,345,90000000000000000000000000000000000000000000
       Intangible Assets 
1,084,000
1,164,000
1,487,000
1,200,800
1,228,400
700,500
724,700
55,800
88,800
110,900
118,500
123,400
121,400
156,400
156,800
155,700
196,500
209,900
211,500
208,300
202,600
209,300
199,300
228,000
981,000
965,100
953,500
1,013,300
1,006,900
998,100
995,700
976,100
925,300
880,400
878,400
864,900
851,700
851,900
842,900
842,100
834,600
829,300
827,400
872,800
890,600
893,900
934,900
927,400
927,200
1,590,300
1,517,300
1,497,400
1,459,000
1,421,800
1,418,500
1,361,400
1,323,500
1,291,200
1,268,800
1,398,900
1,359,200
1,370,900
1,358,500
1,346,400
1,325,300
1,322,600
1,311,300
1,314,700
1,314,700
1,392,400
1,355,400
1,353,900
1,315,100
1,310,300
1,300,700
1,801,700
1,786,700
1,716,600
1,709,300
1,705,500
1,723,000
1,698,100
1,677,300
1,629,400
1,600,600
1,601,000
1,546,000
1,524,600
1,533,300
1,535,500
1,518,300
1,480,400
1,469,800
1,469,8001,480,4001,518,3001,535,5001,533,3001,524,6001,546,0001,601,0001,600,6001,629,4001,677,3001,698,1001,723,0001,705,5001,709,3001,716,6001,786,7001,801,7001,300,7001,310,3001,315,1001,353,9001,355,4001,392,4001,314,7001,314,7001,311,3001,322,6001,325,3001,346,4001,358,5001,370,9001,359,2001,398,9001,268,8001,291,2001,323,5001,361,4001,418,5001,421,8001,459,0001,497,4001,517,3001,590,300927,200927,400934,900893,900890,600872,800827,400829,300834,600842,100842,900851,900851,700864,900878,400880,400925,300976,100995,700998,1001,006,9001,013,300953,500965,100981,000228,000199,300209,300202,600208,300211,500209,900196,500155,700156,800156,400121,400123,400118,500110,90088,80055,800724,700700,5001,228,4001,200,8001,487,0001,164,0001,084,000
> Total Liabilities 
78,152,000
75,972,000
78,701,000
77,136,200
81,530,200
82,160,700
83,523,300
81,636,700
83,204,100
85,003,700
91,082,700
96,301,400
100,354,800
102,825,800
104,233,800
102,082,000
106,253,800
106,186,000
109,340,500
113,305,400
119,228,200
124,375,800
124,584,700
128,477,500
135,797,300
138,510,400
142,771,600
147,749,600
147,098,500
145,159,100
144,907,000
137,797,100
125,709,600
120,525,900
124,930,100
129,772,800
129,743,000
132,148,500
127,524,800
133,422,300
135,746,100
137,176,900
138,610,800
133,012,900
138,285,000
143,986,300
142,555,300
149,286,400
152,092,900
190,877,400
187,050,200
192,079,500
198,167,200
200,855,800
207,580,600
205,997,700
208,797,000
211,937,800
212,436,500
205,601,600
209,222,800
207,199,500
212,169,400
219,313,900
217,623,000
224,716,000
228,820,800
235,737,200
240,918,000
241,252,900
240,258,600
246,841,100
231,188,900
246,657,700
253,816,000
255,365,600
261,402,000
233,931,300
255,998,400
262,763,700
280,010,400
280,172,300
285,874,000
282,779,200
288,531,400
291,500,000
293,200,000
282,600,000
292,700,000
299,400,000
299,200
277,228,400
293,836,100
293,836,100277,228,400299,200299,400,000292,700,000282,600,000293,200,000291,500,000288,531,400282,779,200285,874,000280,172,300280,010,400262,763,700255,998,400233,931,300261,402,000255,365,600253,816,000246,657,700231,188,900246,841,100240,258,600241,252,900240,918,000235,737,200228,820,800224,716,000217,623,000219,313,900212,169,400207,199,500209,222,800205,601,600212,436,500211,937,800208,797,000205,997,700207,580,600200,855,800198,167,200192,079,500187,050,200190,877,400152,092,900149,286,400142,555,300143,986,300138,285,000133,012,900138,610,800137,176,900135,746,100133,422,300127,524,800132,148,500129,743,000129,772,800124,930,100120,525,900125,709,600137,797,100144,907,000145,159,100147,098,500147,749,600142,771,600138,510,400135,797,300128,477,500124,584,700124,375,800119,228,200113,305,400109,340,500106,186,000106,253,800102,082,000104,233,800102,825,800100,354,80096,301,40091,082,70085,003,70083,204,10081,636,70083,523,30082,160,70081,530,20077,136,20078,701,00075,972,00078,152,000
   > Total Current Liabilities 
76,815,000
74,678,000
77,310,000
75,752,000
80,152,000
80,817,000
82,181,000
80,333,000
564,800
758,600
665,400
2,810,800
1,617,800
986,300
626,200
145,400
559,600
761,700
456,300
379,400
476,400
396,900
424,900
115,200
88,300
60,400
59,600
58,700
332,400
220,600
267,900
393,700
502,800
532,000
162,300
109,100
104,400
134,000
129,000
135,800
114,100
110,400
110,400
76,600
108,300
104,100
265,300
35,100
56,100
56,300
182,500
183,400
155,800
155,200
157,900
144,400
39,500
39,200
42,600
238,300
199,500
139,000
36,100
51,500
64,300
74,500
58,500
112,500
56,200
95,700
84,300
65,400
68,200
66,200
96,600
117,700
93,400
120,300
92,600
92,300
84,700
110,100
89,600
82,500
79,800
279,400
66,900
20,754,700
20,536,000
20,573,200
19,955,700
18,591,500
61,100
61,10018,591,50019,955,70020,573,20020,536,00020,754,70066,900279,40079,80082,50089,600110,10084,70092,30092,600120,30093,400117,70096,60066,20068,20065,40084,30095,70056,200112,50058,50074,50064,30051,50036,100139,000199,500238,30042,60039,20039,500144,400157,900155,200155,800183,400182,50056,30056,10035,100265,300104,100108,30076,600110,400110,400114,100135,800129,000134,000104,400109,100162,300532,000502,800393,700267,900220,600332,40058,70059,60060,40088,300115,200424,900396,900476,400379,400456,300761,700559,600145,400626,200986,3001,617,8002,810,800665,400758,600564,80080,333,00082,181,00080,817,00080,152,00075,752,00077,310,00074,678,00076,815,000
       Short-term Debt 
460,000
550,000
676,000
713,800
511,600
693,200
400,200
474,300
564,800
758,600
665,400
2,810,800
1,617,800
986,300
626,200
145,400
281,700
761,700
456,300
379,400
476,400
396,400
424,400
114,700
84,100
58,800
58,200
56,700
290,800
175,100
215,100
350,100
500,900
530,800
159,500
107,100
101,600
131,600
126,500
132,100
107,900
106,800
107,900
73,800
105,200
101,200
262,900
28,500
40,800
46,500
175,300
175,500
150,600
148,800
148,600
126,300
28,000
27,200
26,600
221,600
181,100
122,600
25,900
39,900
51,400
59,500
42,000
58,800
39,500
78,100
64,500
36,100
42,900
43,900
76,800
96,100
93,400
105,600
76,300
76,600
84,700
84,000
82,700
74,300
79,800
279,400
66,900
66,500
80,700
24,200
26,300
23,800
61,100
61,10023,80026,30024,20080,70066,50066,900279,40079,80074,30082,70084,00084,70076,60076,300105,60093,40096,10076,80043,90042,90036,10064,50078,10039,50058,80042,00059,50051,40039,90025,900122,600181,100221,60026,60027,20028,000126,300148,600148,800150,600175,500175,30046,50040,80028,500262,900101,200105,20073,800107,900106,800107,900132,100126,500131,600101,600107,100159,500530,800500,900350,100215,100175,100290,80056,70058,20058,80084,100114,700424,400396,400476,400379,400456,300761,700281,700145,400626,200986,3001,617,8002,810,800665,400758,600564,800474,300400,200693,200511,600713,800676,000550,000460,000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
515,300
0
0
0
388,000
122,600
25,900
39,900
271,900
59,500
3,245,400
69,500
56,500
49,500
49,000
53,700
65,400
43,900
76,800
96,100
93,400
105,600
76,300
76,600
84,700
84,000
82,700
74,300
79,800
279,400
66,900
66,500
80,700
24,200
26,300
23,800
61,100
61,10023,80026,30024,20080,70066,50066,900279,40079,80074,30082,70084,00084,70076,60076,300105,60093,40096,10076,80043,90065,40053,70049,00049,50056,50069,5003,245,40059,500271,90039,90025,900122,600388,000000515,30000000000000000000000000000000000000000000000000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,600
2,500
2,800
0
0
0
0
15,300
9,800
7,200
7,900
5,200
6,400
9,300
18,100
11,500
12,000
16,000
16,700
18,400
16,400
10,200
11,600
12,900
15,000
16,500
53,700
16,700
17,600
19,800
29,300
25,300
22,300
2,308,800
2,341,700
16,200
14,700
16,300
15,700
22,300
26,100
2,591,300
2,626,800
15,500
34,700
22,530,800
20,669,700
20,436,100
20,524,400
19,921,800
18,557,700
0
018,557,70019,921,80020,524,40020,436,10020,669,70022,530,80034,70015,5002,626,8002,591,30026,10022,30015,70016,30014,70016,2002,341,7002,308,80022,30025,30029,30019,80017,60016,70053,70016,50015,00012,90011,60010,20016,40018,40016,70016,00012,00011,50018,1009,3006,4005,2007,9007,2009,80015,30000002,8002,5003,60000000000000000000000000000000000000000000
       Other Current Liabilities 
76,355,000
74,128,000
76,634,000
75,038,200
79,640,400
80,123,800
81,780,800
79,858,700
-564,800
-758,600
-665,400
-2,810,800
-1,617,800
-986,300
-626,200
-145,400
277,900
104,576,300
108,044,700
112,118,600
117,852,600
500
500
500
4,200
1,600
1,400
2,000
41,600
45,500
52,800
43,600
1,900
1,200
2,800
2,000
2,800
2,400
2,500
3,700
6,200
3,600
2,500
2,800
3,100
2,900
2,400
6,600
15,300
9,800
7,200
7,900
5,200
6,400
9,300
18,100
11,500
12,000
16,000
16,700
18,400
16,400
10,200
11,600
12,900
15,000
16,500
53,700
16,700
17,600
19,800
29,300
25,300
22,300
19,800
21,600
-93,400
14,700
16,300
15,700
-84,700
26,100
6,900
8,200
-79,800
-279,400
-23,952,600
-1,060,800
19,200
24,600
7,600
10,000
-61,100
-61,10010,0007,60024,60019,200-1,060,800-23,952,600-279,400-79,8008,2006,90026,100-84,70015,70016,30014,700-93,40021,60019,80022,30025,30029,30019,80017,60016,70053,70016,50015,00012,90011,60010,20016,40018,40016,70016,00012,00011,50018,1009,3006,4005,2007,9007,2009,80015,3006,6002,4002,9003,1002,8002,5003,6006,2003,7002,5002,4002,8002,0002,8001,2001,90043,60052,80045,50041,6002,0001,4001,6004,200500500500117,852,600112,118,600108,044,700104,576,300277,900-145,400-626,200-986,300-1,617,800-2,810,800-665,400-758,600-564,80079,858,70081,780,80080,123,80079,640,40075,038,20076,634,00074,128,00076,355,000
   > Long-term Liabilities 
1,337,000
1,294,000
1,391,000
1,384,000
1,378,000
1,344,000
1,342,000
1,304,000
2,510,200
2,726,300
3,004,200
4,456,800
4,411,300
4,404,900
2,020,300
1,966,800
105,694,200
105,424,300
108,884,200
112,926,000
118,751,800
123,978,900
124,159,800
128,362,300
135,709,000
138,450,000
142,712,000
147,690,900
146,766,100
144,938,500
144,639,100
137,403,400
125,206,800
119,993,900
124,767,800
129,663,700
129,638,600
132,014,500
127,395,800
133,286,500
135,632,000
137,066,500
138,500,400
132,936,300
138,176,700
143,882,200
142,290,000
149,251,300
152,036,800
190,821,100
186,867,700
191,896,100
198,011,400
200,700,600
207,422,700
205,853,300
208,757,500
211,898,600
212,393,900
205,363,300
209,023,300
207,060,500
212,133,300
219,262,400
217,558,700
224,641,500
228,762,300
235,624,700
240,861,800
241,157,200
240,174,300
246,775,700
231,120,700
246,053,800
253,414,900
254,878,600
5,530,700
233,571,300
255,633,100
262,392,900
6,610,000
279,798,700
285,453,800
282,353,400
79,800
279,400
66,900
252,082,500
261,398,800
268,301,500
268,575,000
258,374,100
3,930,800
3,930,800258,374,100268,575,000268,301,500261,398,800252,082,50066,900279,40079,800282,353,400285,453,800279,798,7006,610,000262,392,900255,633,100233,571,3005,530,700254,878,600253,414,900246,053,800231,120,700246,775,700240,174,300241,157,200240,861,800235,624,700228,762,300224,641,500217,558,700219,262,400212,133,300207,060,500209,023,300205,363,300212,393,900211,898,600208,757,500205,853,300207,422,700200,700,600198,011,400191,896,100186,867,700190,821,100152,036,800149,251,300142,290,000143,882,200138,176,700132,936,300138,500,400137,066,500135,632,000133,286,500127,395,800132,014,500129,638,600129,663,700124,767,800119,993,900125,206,800137,403,400144,639,100144,938,500146,766,100147,690,900142,712,000138,450,000135,709,000128,362,300124,159,800123,978,900118,751,800112,926,000108,884,200105,424,300105,694,2001,966,8002,020,3004,404,9004,411,3004,456,8003,004,2002,726,3002,510,2001,304,0001,342,0001,344,0001,378,0001,384,0001,391,0001,294,0001,337,000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,579,800
1,582,100
1,570,400
0
0
0
0
2,671,300
2,790,500
2,578,600
2,593,300
2,601,400
2,516,000
2,529,400
2,529,200
2,531,200
2,514,600
3,315,900
3,286,100
3,290,800
3,269,100
3,270,200
3,278,200
3,125,700
3,126,200
3,126,800
3,175,400
3,178,400
3,196,600
3,219,900
3,245,500
3,259,600
3,266,400
3,795,400
3,797,400
3,734,100
3,670,100
4,163,400
4,279,000
4,279,200
4,279,400
4,279,500
4,279,700
4,280,200
4,280,400
26,811,500
24,650,700
24,433,100
25,213,000
23,914,700
0
0
0023,914,70025,213,00024,433,10024,650,70026,811,5004,280,4004,280,2004,279,7004,279,5004,279,4004,279,2004,279,0004,163,4003,670,1003,734,1003,797,4003,795,4003,266,4003,259,6003,245,5003,219,9003,196,6003,178,4003,175,4003,126,8003,126,2003,125,7003,278,2003,270,2003,269,1003,290,8003,286,1003,315,9002,514,6002,531,2002,529,2002,529,4002,516,0002,601,4002,593,3002,578,6002,790,5002,671,30000001,570,4001,582,1001,579,80000000000000000000000000000000000000000000
       Warrants
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
60,400
58,900
53,600
234,500
247,200
280,200
282,400
56,100
58,000
65,000
71,600
78,000
85,700
260,900
337,100
189,900
97,500
95,100
95,100
129,100
101,300
127,800
138,900
148,500
391,200
537,700
0
0
264,900
239,700
272,700
278,500
255,600
263,500
330,600
343,300
332,500
306,800
268,500
255,100
262,000
272,700
266,700
0
0
00266,700272,700262,000255,100268,500306,800332,500343,300330,600263,500255,600278,500272,700239,700264,90000537,700391,200148,500138,900127,800101,300129,10095,10095,10097,500189,900337,100260,90085,70078,00071,60065,00058,00056,100282,400280,200247,200234,50053,60058,90060,400000000000000000000000000000000000000000000000000
       Long-term Liabilities Other 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
134,944,000
136,138,500
130,658,000
0
0
0
0
148,739,000
187,239,200
183,710,400
188,668,200
194,586,000
197,294,900
203,812,900
202,173,500
205,191,000
208,415,500
208,258,300
201,198,400
205,035,300
202,746,900
207,628,400
214,754,300
213,460,600
220,467,200
224,353,700
230,934,100
236,590,900
237,051,600
236,066,500
242,618,800
226,902,700
241,468,700
0
0
255,496,800
228,450,900
249,408,200
256,007,000
273,037,800
273,453,400
278,849,700
275,728,100
281,503,200
273,310,600
253,550,600
247,022,200
256,195,000
262,195,800
263,176,100
0
0
00263,176,100262,195,800256,195,000247,022,200253,550,600273,310,600281,503,200275,728,100278,849,700273,453,400273,037,800256,007,000249,408,200228,450,900255,496,80000241,468,700226,902,700242,618,800236,066,500237,051,600236,590,900230,934,100224,353,700220,467,200213,460,600214,754,300207,628,400202,746,900205,035,300201,198,400208,258,300208,415,500205,191,000202,173,500203,812,900197,294,900194,586,000188,668,200183,710,400187,239,200148,739,0000000130,658,000136,138,500134,944,00000000000000000000000000000000000000000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
542,700
779,800
707,900
0
0
0
0
626,500
791,400
578,700
634,600
824,000
889,700
1,080,400
1,150,600
1,035,300
968,500
819,700
878,800
697,200
1,044,500
1,234,700
1,229,900
972,400
1,048,100
1,281,800
1,515,200
1,092,500
909,000
887,900
911,400
958,400
1,318,700
147,400
149,400
1,796,600
1,450,300
2,061,500
2,106,900
2,330,800
2,065,900
187,000
187,200
2,320,200
1,373,900
1,421,800
1,079,300
1,206,800
1,417,100
1,406,000
0
0
001,406,0001,417,1001,206,8001,079,3001,421,8001,373,9002,320,200187,200187,0002,065,9002,330,8002,106,9002,061,5001,450,3001,796,600149,400147,4001,318,700958,400911,400887,900909,0001,092,5001,515,2001,281,8001,048,100972,4001,229,9001,234,7001,044,500697,200878,800819,700968,5001,035,3001,150,6001,080,400889,700824,000634,600578,700791,400626,5000000707,900779,800542,70000000000000000000000000000000000000000000
> Total Stockholder Equity
6,253,000
6,441,000
6,528,000
6,819,000
6,820,300
6,598,000
6,670,100
6,634,000
6,657,200
6,836,800
7,539,000
7,468,100
7,399,600
7,987,000
7,139,100
7,694,400
7,544,300
7,343,100
7,852,100
7,800,100
7,807,200
7,598,700
6,844,700
7,688,100
7,860,800
8,107,000
7,986,700
7,868,300
7,421,700
6,842,100
6,619,900
5,612,600
2,472,800
2,628,600
5,695,200
7,508,700
7,893,500
8,555,600
8,929,500
9,895,500
9,727,800
10,187,600
10,402,200
9,980,300
9,637,000
9,364,900
9,422,700
9,827,500
9,753,200
9,723,600
9,303,400
9,278,400
9,684,200
9,987,900
10,401,800
10,316,400
10,184,000
10,422,600
9,693,400
9,620,300
9,311,600
10,041,600
10,499,700
10,794,600
10,227,300
10,616,100
11,168,100
11,996,400
12,849,300
12,186,900
11,639,300
11,700,800
11,390,000
12,694,400
14,034,700
14,804,200
14,618,000
12,972,600
15,243,100
15,650,900
16,558,900
15,405,500
16,233,100
16,129,200
16,125,800
11,897,600
11,036,800
9,446,200
10,001,700
10,260,800
10,389,500
10,722,900
10,916,000
10,916,00010,722,90010,389,50010,260,80010,001,7009,446,20011,036,80011,897,60016,125,80016,129,20016,233,10015,405,50016,558,90015,650,90015,243,10012,972,60014,618,00014,804,20014,034,70012,694,40011,390,00011,700,80011,639,30012,186,90012,849,30011,996,40011,168,10010,616,10010,227,30010,794,60010,499,70010,041,6009,311,6009,620,3009,693,40010,422,60010,184,00010,316,40010,401,8009,987,9009,684,2009,278,4009,303,4009,723,6009,753,2009,827,5009,422,7009,364,9009,637,0009,980,30010,402,20010,187,6009,727,8009,895,5008,929,5008,555,6007,893,5007,508,7005,695,2002,628,6002,472,8005,612,6006,619,9006,842,1007,421,7007,868,3007,986,7008,107,0007,860,8007,688,1006,844,7007,598,7007,807,2007,800,1007,852,1007,343,1007,544,3007,694,4007,139,1007,987,0007,399,6007,468,1007,539,0006,836,8006,657,2006,634,0006,670,1006,598,0006,820,3006,819,0006,528,0006,441,0006,253,000
   Retained Earnings 
6,313,000
6,418,000
6,537,000
6,652,700
-29,100
-64,000
56,200
-102,200
29,400
185,100
387,300
603,600
630,400
824,000
943,700
1,242,500
1,289,500
1,495,000
1,733,900
1,943,900
2,008,600
2,294,300
2,504,800
2,755,800
2,824,100
3,081,200
3,385,000
3,617,300
3,414,300
3,589,400
3,757,700
3,847,800
3,722,500
3,845,200
3,995,500
4,180,200
4,160,700
4,340,800
4,474,800
4,591,600
4,612,300
4,808,600
5,066,600
5,130,300
5,077,500
4,548,500
4,667,100
4,784,300
4,940,200
4,971,700
5,125,200
5,249,900
5,405,400
5,605,300
5,816,300
5,945,200
6,114,100
6,420,400
6,547,900
6,734,700
6,875,900
7,131,800
7,339,600
7,528,100
7,720,400
7,937,400
8,112,200
8,784,600
9,482,900
9,598,300
9,904,300
10,207,900
10,290,200
10,571,900
10,805,800
10,927,800
11,074,300
11,198,800
11,441,400
11,521,400
11,838,000
12,199,200
12,395,000
12,583,900
12,884,500
13,090,800
15,985,600
17,210,900
17,042,300
16,398,800
16,629,900
17,717,000
16,683,500
16,683,50017,717,00016,629,90016,398,80017,042,30017,210,90015,985,60013,090,80012,884,50012,583,90012,395,00012,199,20011,838,00011,521,40011,441,40011,198,80011,074,30010,927,80010,805,80010,571,90010,290,20010,207,9009,904,3009,598,3009,482,9008,784,6008,112,2007,937,4007,720,4007,528,1007,339,6007,131,8006,875,9006,734,7006,547,9006,420,4006,114,1005,945,2005,816,3005,605,3005,405,4005,249,9005,125,2004,971,7004,940,2004,784,3004,667,1004,548,5005,077,5005,130,3005,066,6004,808,6004,612,3004,591,6004,474,8004,340,8004,160,7004,180,2003,995,5003,845,2003,722,5003,847,8003,757,7003,589,4003,414,3003,617,3003,385,0003,081,2002,824,1002,755,8002,504,8002,294,3002,008,6001,943,9001,733,9001,495,0001,289,5001,242,500943,700824,000630,400603,600387,300185,10029,400-102,20056,200-64,000-29,1006,652,7006,537,0006,418,0006,313,000
   Accumulated Other Comprehensive Income 
-60,000
23,000
-8,000
166,300
147,500
-27,600
163,000
507,900
635,800
841,500
1,420,600
1,202,400
1,171,300
1,539,600
761,100
1,282,200
1,313,300
1,046,400
1,453,900
1,164,500
994,800
639,300
218,500
777,600
846,900
897,700
554,000
388,400
420,200
-359,100
-773,900
-1,887,300
-4,911,600
-4,841,100
-3,042,400
-1,434,100
-1,042,000
-577,900
-351,000
476,800
272,400
525,500
698,800
409,200
201,900
488,100
550,500
880,800
631,900
621,000
-500
-17,700
183,200
361,800
599,400
380,100
50,400
28,000
-326,600
-524,400
-882,500
-356,100
-19,300
91,800
-675,200
-455,100
-116,100
47,000
165,500
-469,300
-1,137,900
-1,347,600
-1,565,100
-418,900
647,700
1,307,100
1,037,900
-599,200
1,450,700
1,747,100
2,383,100
953,800
1,803,800
1,619,200
1,610,900
-1,920,600
-5,630,100
-8,070,600
-7,199,000
-6,201,300
52,450
-6,840,900
14,554,800
14,554,800-6,840,90052,450-6,201,300-7,199,000-8,070,600-5,630,100-1,920,6001,610,9001,619,2001,803,800953,8002,383,1001,747,1001,450,700-599,2001,037,9001,307,100647,700-418,900-1,565,100-1,347,600-1,137,900-469,300165,50047,000-116,100-455,100-675,20091,800-19,300-356,100-882,500-524,400-326,60028,00050,400380,100599,400361,800183,200-17,700-500621,000631,900880,800550,500488,100201,900409,200698,800525,500272,400476,800-351,000-577,900-1,042,000-1,434,100-3,042,400-4,841,100-4,911,600-1,887,300-773,900-359,100420,200388,400554,000897,700846,900777,600218,500639,300994,8001,164,5001,453,9001,046,4001,313,3001,282,200761,1001,539,6001,171,3001,202,4001,420,600841,500635,800507,900163,000-27,600147,500166,300-8,00023,000-60,000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
9,580,100
9,593,700
9,617,900
0
0
0
0
9,730,900
9,771,500
9,819,800
9,749,300
9,798,900
9,813,100
9,839,200
9,916,900
9,945,500
9,975,600
9,473,800
9,524,200
9,544,800
9,598,100
9,615,700
9,646,500
9,686,000
9,780,500
9,845,100
9,886,800
9,925,200
9,981,800
9,993,600
10,026,200
10,060,700
10,090,800
10,130,700
10,162,600
10,182,600
10,216,500
10,259,600
10,291,200
10,321,600
10,351,800
10,399,700
10,436,500
10,495,000
10,402,400
10,553,500
10,637,500
10,740,400
10,790,900
10,831,900
0
0
0010,831,90010,790,90010,740,40010,637,50010,553,50010,402,40010,495,00010,436,50010,399,70010,351,80010,321,60010,291,20010,259,60010,216,50010,182,60010,162,60010,130,70010,090,80010,060,70010,026,2009,993,6009,981,8009,925,2009,886,8009,845,1009,780,5009,686,0009,646,5009,615,7009,598,1009,544,8009,524,2009,473,8009,975,6009,945,5009,916,9009,839,2009,813,1009,798,9009,749,3009,819,8009,771,5009,730,90000009,617,9009,593,7009,580,10000000000000000000000000000000000000000000
   Treasury Stock000000-9,877,100-9,679,900-8,925,800-8,573,700-8,370,200-8,104,100-7,988,600-7,913,600-7,913,400-7,913,400-7,681,600-7,598,100-7,554,300-7,554,200-7,400,600-7,190,500-7,125,500-6,928,600-6,729,000-6,726,700-6,677,800-6,651,400-6,508,600-6,476,500-6,441,000-6,336,900-6,231,300-6,118,900-6,006,300-6,006,100-5,930,700-5,930,500-5,857,800-5,797,000-5,708,000-5,707,800-5,645,800-5,645,300-5,554,400-5,554,400-5,484,900-5,345,900-5,281,700-5,181,700-4,961,500-4,731,200-4,725,300-4,725,000-4,724,700-4,724,400-4,722,700-4,722,700-4,722,300-4,721,600-4,718,600-4,718,600-4,718,300-4,718,300-4,712,200-4,392,100-4,179,900-4,062,000-3,955,900-3,955,800-3,951,300-3,363,600-3,200,100-3,200,100-3,200,100-2,496,300-2,331,700-2,065,200-1,781,400-1,559,500-1,559,100-1,484,100-1,406,100-1,302,200-1,118,100-874,500-641,500-397,700-374,4000000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue13,665,800
Cost of Revenue-0
Gross Profit13,665,80013,665,800
 
Operating Income (+$)
Gross Profit13,665,800
Operating Expense-12,927,000
Operating Income767,900738,800
 
Operating Expense (+$)
Research Development0
Selling General Administrative0
Selling And Marketing Expenses0
Operating Expense12,927,0000
 
Net Interest Income (+$)
Interest Income0
Interest Expense-1,900
Other Finance Cost-1,900
Net Interest Income0
 
Pretax Income (+$)
Operating Income767,900
Net Interest Income0
Other Non-Operating Income Expenses0
Income Before Tax (EBT)738,800797,000
EBIT - interestExpense = -350,600
691,900
625,100
Interest Expense1,900
Earnings Before Interest and Taxes (EBIT)-348,700740,700
Earnings Before Interest and Taxes (EBITDA)-76,000
 
After tax Income (+$)
Income Before Tax738,800
Tax Provision-68,700
Net Income From Continuing Ops670,100670,100
Net Income623,200
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses12,927,000
Total Other Income/Expenses Net-29,1000
 

Technical Analysis of Principal
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Principal. The general trend of Principal is BULLISH with 100.0% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Principal's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (100.0%) Bearish trend (-100.0%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Principal Financial Group Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 87.58 < 89.65 < 89.78.

The bearish price targets are: 82.46 > 80.12 > 79.28.

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Principal Financial Group Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Principal Financial Group Inc. The current mas is .

The long score for the Moving Averages is 14/14.
The longshort score for the Moving Averages is 14/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Principal Financial Group Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Principal Financial Group Inc. The current macd is 1.51331144.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Principal price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Principal. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Principal price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Principal Financial Group Inc Daily Moving Average Convergence/Divergence (MACD) ChartPrincipal Financial Group Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Principal Financial Group Inc. The current adx is 34.37.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Principal shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Principal Financial Group Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Principal Financial Group Inc. The current sar is 81.12.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Principal Financial Group Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Principal Financial Group Inc. The current rsi is 73.82. The current phase is Overbought in bull market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is 0/(-13 +13).

  • Overbought in bull market: Short-term excessive buying, potential for pullback. Consider taking profits, be cautious of potential correction. -1
  • Trending up: The RSI is trending up. +1
Principal Financial Group Inc Daily Relative Strength Index (RSI) ChartPrincipal Financial Group Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Principal Financial Group Inc. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 0/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Principal price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Principal Financial Group Inc Daily Stochastic Oscillator ChartPrincipal Financial Group Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Principal Financial Group Inc. The current cci is 147.44.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Principal Financial Group Inc Daily Commodity Channel Index (CCI) ChartPrincipal Financial Group Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Principal Financial Group Inc. The current cmo is 57.21.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Principal Financial Group Inc Daily Chande Momentum Oscillator (CMO) ChartPrincipal Financial Group Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Principal Financial Group Inc. The current willr is -5.6097561.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Principal Financial Group Inc Daily Williams %R ChartPrincipal Financial Group Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Principal Financial Group Inc.

Principal Financial Group Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Principal Financial Group Inc. The current atr is 1.30143473.

Principal Financial Group Inc Daily Average True Range (ATR) ChartPrincipal Financial Group Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Principal Financial Group Inc. The current obv is -3,368,996.

Principal Financial Group Inc Daily On-Balance Volume (OBV) ChartPrincipal Financial Group Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Principal Financial Group Inc. The current mfi is 90.23.

The long score for the Money Flow Index (MFI) is 2/2.
The longshort score for the Money Flow Index (MFI) is 2/(-2 +2).

  • MFI > 50: +1
  • MFI > 80: +1
Principal Financial Group Inc Daily Money Flow Index (MFI) ChartPrincipal Financial Group Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Principal Financial Group Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-06STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-08CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-10STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-13CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-14CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-17WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-24STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-29STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-05RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-13STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-15MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-18RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-12-19STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-20RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-21SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-12-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-26WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-04SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-05STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-08RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-09STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-11SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-12STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-16CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-17DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-01-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-19DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-23SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-24CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-26WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-29MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-01-30CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-31MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-01DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-05CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-09STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-12CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-22STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-01STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-05STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-06STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-07MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-11STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-13CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-21STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-22RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-03-25STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-27BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-28STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

Principal Financial Group Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Principal Financial Group Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5073.822
Ma 20Greater thanMa 5082.241
Ma 50Greater thanMa 10080.525
Ma 100Greater thanMa 20077.772
OpenGreater thanClose86.340
Total5/5 (100.0%)
Penke

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