Principal Financial [PFG] vs State Street [STT] Detailed Stock Comparison

Principal Financial Group Inc.

NASDAQ
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State Street Corporation

NYSE
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TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Principal Financial Group Inc. wins in 6 metrics, State Street Corporation wins in 13 metrics, with 0 ties. State Street Corporation appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Principal Financial Group Inc. State Street Corporation Better
P/E Ratio (TTM) 18.64 15.49 State Street Corporation
Price-to-Book Ratio 1.79 1.75 State Street Corporation
Debt-to-Equity Ratio 34.92 1.04 State Street Corporation
PEG Ratio 9.67 0.70 State Street Corporation
EV/EBITDA 11.71 N/A N/A
Profit Margin (TTM) 7.58% 21.30% State Street Corporation
Operating Margin (TTM) 14.11% 27.82% State Street Corporation
EBITDA Margin (TTM) 14.11% 27.82% State Street Corporation
Return on Equity 10.52% 11.26% State Street Corporation
Return on Assets (TTM) 0.28% 0.80% State Street Corporation
Free Cash Flow (TTM) $4.44B $10.84B State Street Corporation
Dividend Yield 4.18% 2.48% Principal Financial Group Inc.
1-Year Return 46.40% 74.36% State Street Corporation
Price-to-Sales Ratio (TTM) 1.36 2.95 Principal Financial Group Inc.
Enterprise Value $20.27B $-60.24B Principal Financial Group Inc.
EV/Revenue Ratio 1.30 -4.31 Principal Financial Group Inc.
Revenue per Share (TTM) $70 $51 Principal Financial Group Inc.
Earnings per Share (Diluted) $5.25 $9.84 State Street Corporation
Beta (Stock Volatility) 0.88 1.38 Principal Financial Group Inc.
Short % of Float 4.40% 0.02% State Street Corporation

Principal Financial Group Inc. vs State Street Corporation Stock Performance Analysis

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PFG
STT

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Principal Financial Group Inc.-0.48%5.29%10.01%27.92%22.02%23.67%
State Street Corporation-0.16%3.44%9.50%39.22%29.79%29.67%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Principal Financial Group Inc.46.40%48.60%86.01%162.45%281.86%107.82%
State Street Corporation74.36%127.23%112.59%189.32%286.16%184.70%

Performance & Financial Health Analysis: Principal Financial Group Inc. vs State Street Corporation

MetricPFGSTT
Market Information
Market Cap i$21.03B$42.16B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i1,209,7332,600,768
90 Day Avg. Volume i1,498,4042,239,743
Last Close$110.59$167.37
52 Week Range$75.00 - $112.07$96.16 - $170.54
% from 52W High-1.32%-1.86%
All-Time High$112.07 (Jun 15, 2026)$170.54 (Jun 15, 2026)
% from All-Time High-1.32%-1.86%
Growth Metrics
Quarterly Revenue Growth-0.04%-0.03%
Quarterly Earnings Growth-0.43%-0.24%
Financial Health
Profit Margin (TTM) i0.08%0.21%
Operating Margin (TTM) i0.14%0.28%
Return on Equity (TTM) i0.11%0.11%
Debt to Equity (MRQ) i34.921.04
Cash & Liquidity
Book Value per Share (MRQ)$54.67$87.01
Cash per Share (MRQ)$26.25$15.92
Operating Cash Flow (TTM) i$4.54B$13.01B
Levered Free Cash Flow (TTM) i$1.04B$2.72B
Dividends
Last 12-Month Dividend Yield i4.18%2.48%
Last 12-Month Dividend i$3.88$3.20

Valuation & Enterprise Metrics Analysis: Principal Financial Group Inc. vs State Street Corporation

MetricPFG (Apr 24, 2026)STT (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i18.6415.49
Forward P/E i9.6711.09
PEG Ratio i9.670.70
Price to Sales (TTM) i1.362.95
Price to Book (MRQ) i1.791.75
Market Capitalization
Market Capitalization i$21.03B$42.16B
Enterprise Value i$20.27B$-60,241,358,087
Enterprise Value Metrics
Enterprise to Revenue i1.30-4.31
Enterprise to EBITDA i11.71N/A
Risk & Other Metrics
Beta i0.881.38
Book Value per Share (MRQ) i$54.67$87.01

Financial Statements Comparison: Principal Financial Group Inc. vs State Street Corporation

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricPFG (2025)STT (2025)
Revenue/Sales i15.63B13.97B
Cost of Goods Sold iN/AN/A
COGS % of Revenue i0.0%0.0%
Gross Profit iN/AN/A
Gross Margin i0.0%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) iN/AN/A
Operating Margin i0.0%0.0%
EBITDA iN/AN/A
EBITDA Margin i0.0%0.0%
Pre-Tax Income i1.42B3.73B
Pre-Tax Income % of Revenue i9.1%26.7%
Income Tax i160.50M786.00M
Income Tax % of Revenue i1.0%5.6%
Net Income (Profit) i1.26B2.95B
Profit Margin i8.0%21.1%

Balance Sheet & Liquidity Metrics

MetricPFG (2025)STT (2025)
Cash & Equivalents i4.43B131.36B
Total Current Assets iN/AN/A
Total Current Assets % of Revenue i0.0%0.0%
Total Current Liabilities iN/AN/A
Total Current Liabilities % of Revenue i0.0%0.0%
Long-Term Debt i3.93B25.14B
Long-Term Debt % of Revenue i25.1%180.0%
Total Shareholders Equity i12.39B27.84B
Retained Earnings i18.07B31.39B
Retained Earnings % of Revenue i115.7%224.8%
Property, Plant & Equipment iN/A11.09B

Cash Flow Statement Comparison

MetricPFG (2025)STT (2025)
Operating Cash Flow i1.06B13.01B
Operating Cash Flow % of Revenue i6.8%93.2%
Capital Expenditures i-98.00M-1.06B
Free Cash Flow i4.44B10.84B
FCF Margin i28.4%77.6%
Debt Repayment i-400.10M-4.14B
Common Stock Repurchase i-902.70M-1.31B

Short Interest & Institutional Ownership Analysis

MetricPFGSTT
Shares Short i8.23M62,191
Short Ratio i5.160.03
Short % of Float i4.40%0.02%
Shares Outstanding i217.38M276.92M
Float Shares i215.38M346.42M
% Held by Insiders i1.08%0.37%
% Held by Institutions i75.98%96.68%
% Held by Public i22.94%2.95%

Dividend Analysis & Yield Comparison: Principal Financial Group Inc. vs State Street Corporation

MetricPFGSTT
Last 12-Month Dividend i$3.88$3.20
Last 12-Month Dividend Yield i4.18%2.48%
3-Year Avg Annual Dividend i$3.11$2.91
3-Year Avg Dividend Yield i0.90%0.85%
3-Year Total Dividends i$9.33$8.74
Ex-Dividend DateMar 11, 2026Jan 02, 2026