Principal Financial [PFG] vs Brookfield Asset [BAM] Detailed Stock Comparison

Principal Financial Group Inc.

NASDAQ
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Brookfield Asset Management Inc.

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Principal Financial Group Inc. wins in 12 metrics, Brookfield Asset Management Inc. wins in 8 metrics, with 0 ties. Principal Financial Group Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Principal Financial Group Inc. Brookfield Asset Management Inc. Better
P/E Ratio (TTM) 18.64 31.31 Principal Financial Group Inc.
Price-to-Book Ratio 1.79 9.55 Principal Financial Group Inc.
Debt-to-Equity Ratio 34.92 28.52 Brookfield Asset Management Inc.
PEG Ratio 9.67 -1.88 Principal Financial Group Inc.
EV/EBITDA 11.71 26.39 Principal Financial Group Inc.
Profit Margin (TTM) 7.58% 51.59% Brookfield Asset Management Inc.
Operating Margin (TTM) 14.11% 67.93% Brookfield Asset Management Inc.
EBITDA Margin (TTM) 14.11% 67.93% Brookfield Asset Management Inc.
Return on Equity 10.52% 22.31% Brookfield Asset Management Inc.
Return on Assets (TTM) 0.28% 12.15% Brookfield Asset Management Inc.
Free Cash Flow (TTM) $4.44B $2.10B Principal Financial Group Inc.
Dividend Yield 4.18% 3.89% Principal Financial Group Inc.
1-Year Return 46.40% -13.68% Principal Financial Group Inc.
Price-to-Sales Ratio (TTM) 1.36 16.40 Principal Financial Group Inc.
Enterprise Value $20.27B $81.12B Brookfield Asset Management Inc.
EV/Revenue Ratio 1.30 16.84 Principal Financial Group Inc.
Gross Profit Margin (TTM) N/A 73.22% N/A
Revenue per Share (TTM) $70 $3 Principal Financial Group Inc.
Earnings per Share (Diluted) $5.25 $1.54 Principal Financial Group Inc.
Beta (Stock Volatility) 0.88 1.24 Principal Financial Group Inc.
Short % of Float 4.40% 4.28% Brookfield Asset Management Inc.

Principal Financial Group Inc. vs Brookfield Asset Management Inc. Stock Performance Analysis

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PFG
BAM

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Principal Financial Group Inc.-0.48%5.29%10.01%27.92%22.02%23.67%
Brookfield Asset Management Inc.-2.50%3.45%2.92%-2.01%-4.30%-9.58%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Principal Financial Group Inc.46.40%48.60%86.01%162.45%281.86%107.82%
Brookfield Asset Management Inc.-13.68%41.70%42.77%42.77%246.04%331.20%

Performance & Financial Health Analysis: Principal Financial Group Inc. vs Brookfield Asset Management Inc.

MetricPFGBAM
Market Information
Market Cap i$21.03B$78.31B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i1,209,7333,431,165
90 Day Avg. Volume i1,498,4043,985,775
Last Close$110.59$48.33
52 Week Range$75.00 - $112.07$42.20 - $64.10
% from 52W High-1.32%-24.60%
All-Time High$112.07 (Jun 15, 2026)$64.10 (Aug 06, 2025)
% from All-Time High-1.32%-24.60%
Growth Metrics
Quarterly Revenue Growth-0.04%0.31%
Quarterly Earnings Growth-0.43%-0.19%
Financial Health
Profit Margin (TTM) i0.08%0.52%
Operating Margin (TTM) i0.14%0.68%
Return on Equity (TTM) i0.11%0.22%
Debt to Equity (MRQ) i34.9228.52
Cash & Liquidity
Book Value per Share (MRQ)$54.67$5.05
Cash per Share (MRQ)$26.25$0.98
Operating Cash Flow (TTM) i$4.54B$2.10B
Levered Free Cash Flow (TTM) i$1.04B$1.44B
Dividends
Last 12-Month Dividend Yield i4.18%3.89%
Last 12-Month Dividend i$3.88$1.82

Valuation & Enterprise Metrics Analysis: Principal Financial Group Inc. vs Brookfield Asset Management Inc.

MetricPFG (Apr 24, 2026)BAM (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i18.6431.31
Forward P/E i9.6721.93
PEG Ratio i9.67-1.88
Price to Sales (TTM) i1.3616.40
Price to Book (MRQ) i1.799.55
Market Capitalization
Market Capitalization i$21.03B$78.31B
Enterprise Value i$20.27B$81.12B
Enterprise Value Metrics
Enterprise to Revenue i1.3016.84
Enterprise to EBITDA i11.7126.39
Risk & Other Metrics
Beta i0.881.24
Book Value per Share (MRQ) i$54.67$5.05

Financial Statements Comparison: Principal Financial Group Inc. vs Brookfield Asset Management Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricPFG (2025)BAM (2025)
Revenue/Sales i15.63B4.61B
Cost of Goods Sold iN/A1.37B
COGS % of Revenue i0.0%29.8%
Gross Profit iN/A3.24B
Gross Margin i0.0%70.2%
Research & Development iN/AN/A
Operating Income (EBIT) iN/A3.03B
Operating Margin i0.0%65.8%
EBITDA iN/A3.24B
EBITDA Margin i0.0%70.2%
Pre-Tax Income i1.42B2.93B
Pre-Tax Income % of Revenue i9.1%63.5%
Income Tax i160.50M527.00M
Income Tax % of Revenue i1.0%11.4%
Net Income (Profit) i1.26B2.40B
Profit Margin i8.0%52.0%

Balance Sheet & Liquidity Metrics

MetricPFG (2025)BAM (2025)
Cash & Equivalents i4.43B1.58B
Total Current Assets iN/A6.93B
Total Current Assets % of Revenue i0.0%150.4%
Total Current Liabilities iN/A2.01B
Total Current Liabilities % of Revenue i0.0%43.6%
Long-Term Debt i3.93B3.16B
Long-Term Debt % of Revenue i25.1%68.6%
Total Shareholders Equity i12.39B10.31B
Retained Earnings i18.07B-851.00M
Retained Earnings % of Revenue i115.7%-18.5%
Property, Plant & Equipment iN/A43.00M

Cash Flow Statement Comparison

MetricPFG (2025)BAM (2025)
Operating Cash Flow i1.06B2.13B
Operating Cash Flow % of Revenue i6.8%46.2%
Capital Expenditures i-98.00MN/A
Free Cash Flow i4.44B2.10B
FCF Margin i28.4%45.6%
Debt Repayment i-400.10MN/A
Common Stock Repurchase i-902.70M-412.00M

Short Interest & Institutional Ownership Analysis

MetricPFGBAM
Shares Short i8.23M17.85M
Short Ratio i5.164.20
Short % of Float i4.40%4.28%
Shares Outstanding i217.38M1.61B
Float Shares i215.38M331.72M
% Held by Insiders i1.08%3.64%
% Held by Institutions i75.98%89.72%
% Held by Public i22.94%6.64%

Dividend Analysis & Yield Comparison: Principal Financial Group Inc. vs Brookfield Asset Management Inc.

MetricPFGBAM
Last 12-Month Dividend i$3.88$1.82
Last 12-Month Dividend Yield i4.18%3.89%
3-Year Avg Annual Dividend i$3.11$1.58
3-Year Avg Dividend Yield i0.90%0.89%
3-Year Total Dividends i$9.33$4.74
Ex-Dividend DateMar 11, 2026Feb 27, 2026