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Prudential Financial, Inc. (PRS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7443208050

CUSIP

744320805

Sector

Industry

IPO Date

Aug 22, 2018

Highlights

Market Cap

$44.13B

Total Revenue (TTM)

$71.43B

Gross Profit (TTM)

$70.79B

EBITDA (TTM)

$3.35B

Year Range

$22.88 - $25.06

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
PRS vs. PGR PRS vs. AIG
Popular comparisons:
PRS vs. PGR PRS vs. AIG

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-0.10%
7.29%
PRS (Prudential Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Prudential Financial, Inc. had a return of 1.31% year-to-date (YTD) and 4.84% in the last 12 months.


PRS

YTD

1.31%

1M

-2.89%

6M

-0.50%

1Y

4.84%

5Y*

2.95%

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.01%0.56%0.16%-2.71%2.54%-0.45%1.51%0.94%0.77%0.52%1.14%1.31%
20233.73%-0.36%0.20%0.37%0.24%0.40%-0.59%-1.23%-0.25%-5.16%7.71%3.23%8.05%
2022-1.88%-2.36%1.95%-4.08%4.24%-2.83%4.30%-5.89%0.91%-4.85%2.96%3.55%-4.65%
2021-2.62%-3.54%3.97%1.38%0.87%0.65%0.45%-1.26%-1.53%2.53%-2.93%2.57%0.20%
20202.17%-5.42%-3.42%5.73%2.17%-1.46%5.54%1.27%-1.69%0.92%0.84%3.63%10.12%
20197.69%0.48%1.90%2.63%1.77%0.08%3.83%-0.07%2.43%-1.11%-2.76%3.33%21.71%
20180.48%-1.31%-1.22%-1.78%-0.17%-3.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PRS is 70, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PRS is 7070
Overall Rank
The Sharpe Ratio Rank of PRS is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PRS is 6161
Sortino Ratio Rank
The Omega Ratio Rank of PRS is 5858
Omega Ratio Rank
The Calmar Ratio Rank of PRS is 8383
Calmar Ratio Rank
The Martin Ratio Rank of PRS is 7878
Martin 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 Financial, Inc. (PRS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PRS, currently valued at 0.71, compared to the broader market-4.00-2.000.002.000.711.90
The chart of Sortino ratio for PRS, currently valued at 1.05, compared to the broader market-4.00-2.000.002.004.001.052.54
The chart of Omega ratio for PRS, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.35
The chart of Calmar ratio for PRS, currently valued at 1.20, compared to the broader market0.002.004.006.001.202.81
The chart of Martin ratio for PRS, currently valued at 4.01, compared to the broader market0.0010.0020.004.0112.39
PRS
^GSPC

The current Prudential Financial, Inc. Sharpe ratio is 0.71. 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 Financial, Inc. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.71
1.90
PRS (Prudential Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Prudential Financial, Inc. provided a 5.89% dividend yield over the last twelve months, with an annual payout of $1.41 per share. The company has been increasing its dividends for 5 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$1.41$1.41$1.41$1.41$1.41$1.41$0.36

Dividend yield

5.89%5.64%5.75%5.18%4.94%5.16%1.52%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.35$0.00$0.00$0.35$0.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.41
2023$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.41
2022$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.41
2021$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.41
2020$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.41
2019$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.41
2018$0.36$0.00$0.00$0.36

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.68%
-3.58%
PRS (Prudential Financial, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Prudential Financial, 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 Prudential Financial, Inc. was 30.45%, occurring on Mar 18, 2020. Recovery took 84 trading sessions.

The current Prudential Financial, Inc. drawdown is 4.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.45%Feb 10, 202027Mar 18, 202084Jul 17, 2020111
-13.94%Nov 9, 2021249Nov 3, 2022278Dec 13, 2023527
-7.3%Dec 30, 202039Feb 25, 202141Apr 26, 202180
-7.29%Sep 4, 201880Dec 27, 201814Jan 17, 201994
-4.68%Oct 17, 202444Dec 18, 2024

Volatility

Volatility Chart

The current Prudential Financial, Inc. volatility is 2.51%, 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%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.51%
3.64%
PRS (Prudential Financial, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

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


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Income Statement



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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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