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Primerica, Inc. (PRI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS74164M1080
CUSIP74164M108
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$7.46B
EPS$15.93
PE Ratio13.50
PEG Ratio1.05
Revenue (TTM)$2.88B
Gross Profit (TTM)$1.66B
EBITDA (TTM)$875.71M
Year Range$170.79 - $256.56
Target Price$255.00
Short %1.33%
Short Ratio3.12

Share Price Chart


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Primerica, Inc.

Popular comparisons: PRI vs. JACK, PRI vs. USB, PRI vs. AAPL, PRI vs. SPY, PRI vs. RSP, PRI vs. COST

Performance

Performance Chart

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


200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2024FebruaryMarchApril
1,213.44%
330.49%
PRI (Primerica, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Primerica, Inc. had a return of 8.16% year-to-date (YTD) and 26.60% in the last 12 months. Over the past 10 years, Primerica, Inc. had an annualized return of 18.67%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date8.16%6.33%
1 month-11.27%-2.81%
6 months14.39%21.13%
1 year26.60%24.56%
5 years (annualized)13.21%11.55%
10 years (annualized)18.67%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202413.80%5.06%3.14%
2023-3.46%-1.47%9.94%-1.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of PRI is 80, placing it in the top 20% of the market 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 PRI is 8080
Primerica, Inc.(PRI)
The Sharpe Ratio Rank of PRI is 8282Sharpe Ratio Rank
The Sortino Ratio Rank of PRI is 7575Sortino Ratio Rank
The Omega Ratio Rank of PRI is 7474Omega Ratio Rank
The Calmar Ratio Rank of PRI is 8787Calmar Ratio Rank
The Martin Ratio Rank of PRI is 8282Martin 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 Primerica, Inc. (PRI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


PRI
Sharpe ratio
The chart of Sharpe ratio for PRI, currently valued at 1.14, compared to the broader market-2.00-1.000.001.002.003.001.14
Sortino ratio
The chart of Sortino ratio for PRI, currently valued at 1.60, compared to the broader market-4.00-2.000.002.004.006.001.60
Omega ratio
The chart of Omega ratio for PRI, currently valued at 1.20, compared to the broader market0.501.001.501.20
Calmar ratio
The chart of Calmar ratio for PRI, currently valued at 1.39, compared to the broader market0.001.002.003.004.005.006.001.39
Martin ratio
The chart of Martin ratio for PRI, currently valued at 4.82, compared to the broader market0.0010.0020.0030.004.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Primerica, Inc. Sharpe ratio is 1.14. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.14
1.91
PRI (Primerica, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Primerica, Inc. granted a 1.22% dividend yield in the last twelve months. The annual payout for that period amounted to $2.70 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.70$2.60$2.20$1.88$1.60$1.36$1.00$0.78$0.70$0.64$0.48$0.44

Dividend yield

1.22%1.26%1.55%1.23%1.19%1.04%1.02%0.77%1.01%1.36%0.88%1.03%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.75$0.00
2023$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00
2022$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00
2021$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00
2020$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00
2019$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00
2018$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2017$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.20$0.00
2016$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2015$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00
2014$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00
2013$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.2%
Primerica, Inc. has a dividend yield of 1.22%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%16.9%
Primerica, Inc. has a payout ratio of 16.86%, which is below the market average. This means Primerica, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-13.39%
-3.48%
PRI (Primerica, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Primerica, Inc.. 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 Primerica, Inc. was 54.47%, occurring on Mar 20, 2020. Recovery took 173 trading sessions.

The current Primerica, Inc. drawdown is 13.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.47%Dec 17, 201965Mar 20, 2020173Nov 24, 2020238
-36.66%Nov 4, 2021155Jun 16, 2022173Feb 24, 2023328
-28.29%Sep 17, 201869Dec 24, 201856Mar 18, 2019125
-27.22%Dec 31, 2014282Feb 12, 201671May 25, 2016353
-25.54%Feb 9, 2011145Sep 6, 2011134Mar 19, 2012279

Volatility

Volatility Chart

The current Primerica, Inc. volatility is 10.85%, 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%NovemberDecember2024FebruaryMarchApril
10.85%
3.59%
PRI (Primerica, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items