PFGNEUTRAL

PFG EV/EBITDA Analysis

11.1x

Higher than 43% of Financial Services sector peers

Updated 1011h ago·SEC filings & market data

Key Takeaway

The current EV/EBITDA of 10.5x means Principal Financial trades at 10.5 times its earnings before interest, taxes, depreciation, and amortization — a measure of company value relative to operating profitability, with lower multiples generally indicating a cheaper valuation.

Sector Performance

43th percentile

PFG

11.1x

Sector Median

13.1x

Sector Avg

15.5x

Prior Period

10.7x(Aug 2026)

↓ Declining
📊

Deep Analysis

The current EV/EBITDA of 10.5x means Principal Financial trades at 10.5 times its earnings before interest, taxes, depreciation, and amortization — a measure of company value relative to operating profitability, with lower multiples generally indicating a cheaper valuation.

This sits below the financial services sector median of 13.1x, placing the stock at the 37th percentile among peers, so it is less expensive than roughly 63% of comparable firms. The trend is unavailable: the year-over-year change is N/A and the quarter-over-quarter change is N/A, meaning no direction can be inferred from recent history. Because the level is modest relative to the sector but the trend is unknown, the main takeaway is a possible valuation cushion without any confirmation from momentum. This mixed signal aligns with the overall NEUTRAL verdict — the lower multiple offers some downside support, but the absence of trend data prevents any stronger conviction.

Frequently Asked Questions

What does the EV/EBITDA tell investors about PFG?

A valuation multiple preferred by analysts for capital-intensive or leveraged businesses. Useful for cross-sector comparisons where earnings can be distorted by debt.

How is the EV/EBITDA calculated?

EV/EBITDA is calculated as: Enterprise Value / EBITDA.

How does PFG's EV/EBITDA compare to its sector?

PFG's EV/EBITDA of 11.1x compares to a Financial Services sector median of 13.1x, placing it in the 43th percentile.

Who are PFG's closest peers by EV/EBITDA?

The closest Financial Services peers by EV/EBITDA include: SCHW (12.6x), BAC (13.5x), PNC (11.6x), AFL (11.0x), ALLY (10.5x).

The Formula

Enterprise Value / EBITDA

Why It Matters

A valuation multiple preferred by analysts for capital-intensive or leveraged businesses. Useful for cross-sector comparisons where earnings can be distorted by debt.

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PFG

11.1x

Sector Median

13.1x

Sector Avg

15.5x

How PFG's EV/EBITDA compares to sector peers.

Not financial advice. Research tool only. Data may be delayed.