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

Company Info

ISIN

US7443201022

CUSIP

744320102

Sector

Financial Services

IPO Date

Dec 13, 2001

Highlights

Market Cap

$42.32B

EPS (TTM)

$11.23

PE Ratio

10.59

PEG Ratio

0.50

Total Revenue (TTM)

$75.26B

Gross Profit (TTM)

$74.58B

EBITDA (TTM)

$46.36B

Year Range

$96.25 - $130.55

Target Price

$129.77

Short %

1.82%

Short Ratio

3.39

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:
PRU vs. MET PRU vs. MFC PRU vs. LNC PRU vs. IBN PRU vs. SCHD PRU vs. PGR PRU vs. ABBV PRU vs. XLF PRU vs. WBA PRU vs. ARCC
Popular comparisons:
PRU vs. MET PRU vs. MFC PRU vs. LNC PRU vs. IBN PRU vs. SCHD PRU vs. PGR PRU vs. ABBV PRU vs. XLF PRU vs. WBA PRU vs. ARCC

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.


400.00%500.00%600.00%700.00%800.00%JulyAugustSeptemberOctoberNovemberDecember
695.33%
429.83%
PRU (Prudential Financial, Inc.)
Benchmark (^GSPC)

Returns By Period

Prudential Financial, Inc. had a return of 18.75% year-to-date (YTD) and 19.31% in the last 12 months. Over the past 10 years, Prudential Financial, Inc. had an annualized return of 7.04%, while the S&P 500 had an annualized return of 11.06%, indicating that Prudential Financial, Inc. did not perform as well as the benchmark.


PRU

YTD

18.75%

1M

-5.06%

6M

2.26%

1Y

19.31%

5Y*

9.93%

10Y*

7.04%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.18%5.12%7.72%-5.89%10.11%-2.63%6.94%-2.22%-0.05%1.14%6.74%18.75%
20235.51%-3.54%-17.26%5.15%-8.15%12.11%9.37%-0.55%0.23%-3.64%8.35%6.06%10.09%
20223.08%1.09%5.83%-8.17%-0.88%-9.95%4.50%-3.12%-10.41%22.63%3.86%-7.93%-3.86%
20210.27%12.37%5.05%10.16%7.75%-4.21%-2.14%6.76%-0.64%4.61%-6.06%5.85%45.32%
2020-2.86%-16.18%-30.89%19.62%-0.36%-0.10%4.06%8.72%-6.27%0.79%19.86%3.24%-11.40%
201912.99%5.14%-4.14%15.05%-11.70%9.33%0.31%-19.97%12.31%1.32%3.81%0.13%20.10%
20183.34%-9.78%-2.61%2.67%-8.11%-3.44%7.91%-1.74%3.12%-7.44%0.98%-13.02%-26.46%
20171.01%5.87%-3.49%0.33%-1.32%3.14%4.71%-9.18%4.15%3.89%5.59%-0.74%13.65%
2016-13.92%-4.68%9.28%7.50%3.00%-9.98%5.54%6.41%2.86%3.85%19.49%3.44%32.50%
2015-16.12%7.32%-0.67%1.61%4.40%3.44%0.96%-8.04%-5.56%8.25%5.76%-5.94%-7.36%
2014-8.49%0.86%0.08%-4.69%2.50%8.05%-2.03%3.75%-1.96%0.68%-3.35%6.45%0.64%
20138.53%-3.29%6.15%2.42%14.84%5.89%8.13%-4.70%4.14%4.37%9.70%3.90%77.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, PRU is among the top 25% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PRU is 7575
Overall Rank
The Sharpe Ratio Rank of PRU is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of PRU is 6767
Sortino Ratio Rank
The Omega Ratio Rank of PRU is 7070
Omega Ratio Rank
The Calmar Ratio Rank of PRU is 8383
Calmar Ratio Rank
The Martin Ratio Rank of PRU is 7979
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. (PRU) 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 PRU, currently valued at 0.88, compared to the broader market-4.00-2.000.002.000.882.10
The chart of Sortino ratio for PRU, currently valued at 1.24, compared to the broader market-4.00-2.000.002.004.001.242.80
The chart of Omega ratio for PRU, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.39
The chart of Calmar ratio for PRU, currently valued at 1.18, compared to the broader market0.002.004.006.001.183.09
The chart of Martin ratio for PRU, currently valued at 4.27, compared to the broader market-5.000.005.0010.0015.0020.0025.004.2713.49
PRU
^GSPC

The current Prudential Financial, Inc. Sharpe ratio is 0.88. 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.88
2.10
PRU (Prudential Financial, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Prudential Financial, Inc. provided a 4.41% dividend yield over the last twelve months, with an annual payout of $5.20 per share. The company has been increasing its dividends for 15 consecutive years.


2.00%3.00%4.00%5.00%6.00%$0.00$1.00$2.00$3.00$4.00$5.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$5.20$5.00$4.80$4.60$4.40$4.00$3.60$3.00$2.80$2.44$2.17$1.73

Dividend yield

4.41%4.82%4.83%4.25%5.64%4.27%4.41%2.61%2.69%3.00%2.40%1.88%

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$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.30$0.00$0.00$1.30$0.00$5.20
2023$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.25$0.00$0.00$1.25$0.00$5.00
2022$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.20$0.00$0.00$1.20$0.00$4.80
2021$0.00$1.15$0.00$0.00$1.15$0.00$0.00$1.15$0.00$0.00$1.15$0.00$4.60
2020$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$0.00$4.40
2019$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00$4.00
2018$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$3.60
2017$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$3.00
2016$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$2.80
2015$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.70$0.00$2.44
2014$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.58$0.00$2.17
2013$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.53$0.00$1.73

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.4%
Prudential Financial, Inc. has a dividend yield of 4.41%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%41.4%
Prudential Financial, Inc. has a payout ratio of 41.37%, which is quite average when compared to the overall market. This suggests that Prudential Financial, Inc. 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.03%
-2.62%
PRU (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 88.53%, occurring on Mar 5, 2009. Recovery took 1183 trading sessions.

The current Prudential Financial, Inc. drawdown is 9.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.53%May 22, 2007451Mar 5, 20091183Nov 13, 20131634
-65.89%Jan 29, 2018541Mar 23, 2020290May 17, 2021831
-35.79%Aug 11, 2015128Feb 11, 2016187Nov 7, 2016315
-33.11%Apr 21, 2022232Mar 23, 2023239Mar 6, 2024471
-28.67%Jun 7, 200287Oct 9, 2002185Jul 7, 2003272

Volatility

Volatility Chart

The current Prudential Financial, Inc. volatility is 6.56%, 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%JulyAugustSeptemberOctoberNovemberDecember
6.56%
3.79%
PRU (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

Valuation

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


PE Ratio
20.040.060.080.0100.010.6
The chart displays the price to earnings (P/E) ratio for PRU in comparison to other companies of the Insurance - Life industry. Currently, PRU has a PE value of 10.6. This PE ratio falls in the average range for the industry.
PEG Ratio
0.51.01.52.02.53.00.5
The chart displays the price to earnings to growth (PEG) ratio for PRU in comparison to other companies of the Insurance - Life industry. Currently, PRU has a PEG value of 0.5. 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 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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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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