PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Prudential PLC (2378.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB0007099541
SectorFinancial Services
IndustryInsurance - Life

Highlights

Market CapHK$200.12B
PE Ratio29.03
PEG Ratio0.42
Total Revenue (TTM)HK$2.20B
Gross Profit (TTM)HK$2.20B
EBITDA (TTM)-HK$347.50M
Year RangeHK$60.89 - HK$89.68
Target PriceHK$123.66

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in Prudential PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%MayJuneJulyAugustSeptemberOctober
74.11%
433.02%
2378.HK (Prudential PLC)
Benchmark (^GSPC)

Returns By Period

Prudential PLC had a return of -14.50% year-to-date (YTD) and -7.97% in the last 12 months. Over the past 10 years, Prudential PLC had an annualized return of -6.72%, while the S&P 500 had an annualized return of 11.53%, indicating that Prudential PLC did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-14.50%20.57%
1 month13.85%4.18%
6 months3.53%10.51%
1 year-7.97%35.06%
5 years (annualized)-10.02%14.29%
10 years (annualized)-6.72%11.53%

Monthly Returns

The table below presents the monthly returns of 2378.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.52%-4.53%-4.73%-4.64%6.02%-4.53%-1.06%-2.86%9.89%-14.50%
202317.23%-8.24%-9.26%11.04%-9.09%0.09%1.49%-9.66%-13.24%-4.01%3.69%3.62%-19.09%
2022-2.11%-10.38%-0.51%-13.21%2.90%-7.44%-0.84%-11.81%-7.00%-5.32%24.21%21.15%-16.39%
2021-9.94%18.22%10.28%-1.49%0.60%-9.61%-1.79%8.74%-6.36%5.26%-17.41%1.84%-6.87%
2020-5.28%-3.57%-24.19%8.60%-6.91%13.35%0.26%8.87%-9.38%-16.81%31.70%16.16%-0.11%
201912.10%5.95%-1.25%11.89%-11.13%5.69%-2.45%-12.07%0.28%-1.97%-0.21%6.03%9.97%
20188.16%-5.94%1.70%1.40%-5.82%-5.66%2.11%-1.90%2.29%-16.11%4.17%-13.75%-28.01%
2017-0.07%2.48%5.23%6.56%0.46%3.72%2.87%-1.11%1.97%1.29%4.82%-1.01%30.46%
2016-16.72%-11.01%10.84%7.22%0.64%-17.01%4.37%3.15%-1.87%-6.08%16.13%3.02%-12.66%
20155.29%1.20%5.58%-3.27%-1.49%-1.56%-2.86%-6.73%-6.87%14.83%-1.32%0.22%1.12%
201410.29%-9.69%-2.38%4.42%4.00%-3.30%4.26%2.46%-4.44%-1.62%6.49%-2.99%5.92%
20132.19%-3.86%14.20%8.00%2.72%-9.61%6.34%-0.12%9.40%8.25%0.63%10.41%57.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 2378.HK is 24, indicating that it is in the bottom 24% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 2378.HK is 2424
2378.HK (Prudential PLC)
The Sharpe Ratio Rank of 2378.HK is 2222Sharpe Ratio Rank
The Sortino Ratio Rank of 2378.HK is 1919Sortino Ratio Rank
The Omega Ratio Rank of 2378.HK is 2020Omega Ratio Rank
The Calmar Ratio Rank of 2378.HK is 3131Calmar Ratio Rank
The Martin Ratio Rank of 2378.HK is 2727Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Prudential PLC (2378.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


2378.HK
Sharpe ratio
The chart of Sharpe ratio for 2378.HK, currently valued at -0.38, compared to the broader market-4.00-2.000.002.00-0.38
Sortino ratio
The chart of Sortino ratio for 2378.HK, currently valued at -0.36, compared to the broader market-4.00-2.000.002.004.00-0.36
Omega ratio
The chart of Omega ratio for 2378.HK, currently valued at 0.96, compared to the broader market0.501.001.500.96
Calmar ratio
The chart of Calmar ratio for 2378.HK, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.18
Martin ratio
The chart of Martin ratio for 2378.HK, currently valued at -0.70, compared to the broader market-10.000.0010.0020.0030.00-0.70
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.79, compared to the broader market-4.00-2.000.002.002.80
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.73, compared to the broader market-4.00-2.000.002.004.003.73
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.51, compared to the broader market0.501.001.501.51
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.46, compared to the broader market0.002.004.006.002.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.01, compared to the broader market-10.000.0010.0020.0030.0017.01

Sharpe Ratio

The current Prudential PLC Sharpe ratio is -0.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Prudential PLC with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00MayJuneJulyAugustSeptemberOctober
-0.38
2.70
2378.HK (Prudential PLC)
Benchmark (^GSPC)

Dividends

Dividend History

Prudential PLC granted a 2.25% dividend yield in the last twelve months. The annual payout for that period amounted to HK$1.65 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$1.65HK$1.51HK$1.38HK$1.21HK$2.36HK$4.17HK$4.27HK$3.66HK$3.50HK$3.69HK$3.74HK$3.00

Dividend yield

2.25%1.73%1.26%0.91%1.64%2.83%3.10%1.87%2.28%2.05%2.06%1.72%

Monthly Dividends

The table displays the monthly dividend distributions for Prudential PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$1.11HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.53HK$0.00HK$1.65
2023HK$0.00HK$0.00HK$1.02HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.49HK$0.00HK$0.00HK$0.00HK$1.51
2022HK$0.00HK$0.00HK$0.93HK$0.00HK$0.00HK$0.00HK$0.00HK$0.45HK$0.00HK$0.00HK$0.00HK$0.00HK$1.38
2021HK$0.00HK$0.00HK$0.81HK$0.00HK$0.00HK$0.00HK$0.00HK$0.41HK$0.00HK$0.00HK$0.00HK$0.00HK$1.21
2020HK$0.00HK$0.00HK$1.95HK$0.00HK$0.00HK$0.00HK$0.00HK$0.40HK$0.00HK$0.00HK$0.00HK$0.00HK$2.36
2019HK$0.00HK$0.00HK$2.87HK$0.00HK$0.00HK$0.00HK$0.00HK$1.31HK$0.00HK$0.00HK$0.00HK$0.00HK$4.17
2018HK$0.00HK$0.00HK$2.96HK$0.00HK$0.00HK$0.00HK$0.00HK$1.31HK$0.00HK$0.00HK$0.00HK$0.00HK$4.27
2017HK$0.00HK$0.00HK$2.46HK$0.00HK$0.00HK$0.00HK$0.00HK$1.20HK$0.00HK$0.00HK$0.00HK$0.00HK$3.66
2016HK$0.00HK$0.00HK$2.41HK$0.00HK$0.00HK$0.00HK$0.00HK$1.10HK$0.00HK$0.00HK$0.00HK$0.00HK$3.50
2015HK$0.00HK$0.00HK$2.45HK$0.00HK$0.00HK$0.00HK$0.00HK$1.24HK$0.00HK$0.00HK$0.00HK$0.00HK$3.69
2014HK$0.00HK$0.00HK$2.55HK$0.00HK$0.00HK$0.00HK$0.00HK$1.19HK$0.00HK$0.00HK$0.00HK$0.00HK$3.74
2013HK$2.03HK$0.00HK$0.00HK$0.00HK$0.00HK$0.97HK$0.00HK$0.00HK$0.00HK$0.00HK$3.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.3%
Prudential PLC has a dividend yield of 2.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%65.6%
Prudential PLC has a payout ratio of 65.63%, which is quite average when compared to the overall market. This suggests that Prudential PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%MayJuneJulyAugustSeptemberOctober
-61.36%
-0.28%
2378.HK (Prudential PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Prudential PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Prudential PLC was 67.45%, occurring on Aug 8, 2024. The portfolio has not yet recovered.

The current Prudential PLC drawdown is 61.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.45%Jan 26, 20181607Aug 8, 2024
-39.15%Mar 31, 2015312Jul 7, 2016320Oct 24, 2017632
-36.89%May 4, 2011101Oct 4, 2011160Aug 9, 2012261
-14.3%Feb 4, 20146Feb 11, 2014239Jan 28, 2015245
-13.47%Nov 8, 201016Nov 30, 20108Dec 10, 201024

Volatility

Volatility Chart

The current Prudential PLC volatility is 11.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%MayJuneJulyAugustSeptemberOctober
11.85%
3.41%
2378.HK (Prudential PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Prudential PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Prudential PLC compared to its peers in the Insurance - Life industry.


PE Ratio
20.040.060.080.0100.029.0

The chart displays the price to earnings (P/E) ratio for 2378.HK in comparison to other companies of the Insurance - Life industry. Currently, 2378.HK has a PE value of 29.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

PEG Ratio
0.51.01.52.02.53.00.4

The chart displays the price to earnings to growth (PEG) ratio for 2378.HK in comparison to other companies of the Insurance - Life industry. Currently, 2378.HK has a PEG value of 0.4. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Prudential PLC.


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items