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Prudential plc (PUK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS74435K2042
CUSIP74435K204
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$24.93B
EPS$1.24
PE Ratio14.62
PEG Ratio0.39
Revenue (TTM)$11.04B
Gross Profit (TTM)$3.74B
EBITDA (TTM)$4.18B
Year Range$17.12 - $30.29
Target Price$25.71
Short %0.02%
Short Ratio0.17

Share Price Chart


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Prudential plc

Popular comparisons: PUK vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $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.


50.00%100.00%150.00%200.00%250.00%NovemberDecember2024FebruaryMarchApril
66.21%
247.01%
PUK (Prudential plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Prudential plc had a return of -17.93% year-to-date (YTD) and -33.15% in the last 12 months. Over the past 10 years, Prudential plc had an annualized return of -4.89%, while the S&P 500 had an annualized return of 10.46%, indicating that Prudential plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-17.93%5.84%
1 month-4.08%-2.98%
6 months-8.56%22.02%
1 year-33.15%24.47%
5 years (annualized)-12.33%11.44%
10 years (annualized)-4.89%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-7.88%-2.76%-4.18%
2023-10.82%-4.38%4.63%2.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PUK is 10, indicating that it is in the bottom 10% 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 PUK is 1010
Prudential plc(PUK)
The Sharpe Ratio Rank of PUK is 33Sharpe Ratio Rank
The Sortino Ratio Rank of PUK is 77Sortino Ratio Rank
The Omega Ratio Rank of PUK is 99Omega Ratio Rank
The Calmar Ratio Rank of PUK is 1616Calmar Ratio Rank
The Martin Ratio Rank of PUK is 1313Martin 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 (PUK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


PUK
Sharpe ratio
The chart of Sharpe ratio for PUK, currently valued at -1.09, compared to the broader market-2.00-1.000.001.002.003.004.00-1.09
Sortino ratio
The chart of Sortino ratio for PUK, currently valued at -1.59, compared to the broader market-4.00-2.000.002.004.006.00-1.59
Omega ratio
The chart of Omega ratio for PUK, currently valued at 0.83, compared to the broader market0.501.001.500.83
Calmar ratio
The chart of Calmar ratio for PUK, currently valued at -0.58, compared to the broader market0.002.004.006.00-0.58
Martin ratio
The chart of Martin ratio for PUK, currently valued at -1.30, compared to the broader market0.0010.0020.0030.00-1.30
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current Prudential plc Sharpe ratio is -1.09. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-1.09
2.05
PUK (Prudential plc)
Benchmark (^GSPC)

Dividends

Dividend History

Prudential plc granted a 2.26% dividend yield in the last twelve months. The annual payout for that period amounted to $0.41 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.41$0.39$0.35$0.31$0.61$6.31$1.27$1.09$1.35$1.11$1.13$0.91

Dividend yield

2.26%1.72%1.28%0.91%1.70%17.09%3.71%2.21%3.50%2.54%2.53%2.08%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00
2022$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.39$0.00$0.00$5.05$0.00
2018$0.00$0.00$0.00$0.88$0.00$0.00$0.00$0.39$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.72$0.00$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00
2016$0.00$0.00$1.03$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.75$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00
2013$0.61$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.3%
Prudential plc has a dividend yield of 2.26%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%31.2%
Prudential plc has a payout ratio of 31.18%, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-56.06%
-3.92%
PUK (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 82.51%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.

The current Prudential plc drawdown is 56.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.51%May 8, 2007463Mar 9, 2009889Sep 14, 20121352
-68.56%Jan 4, 2001546Mar 12, 2003761Mar 20, 20061307
-63.49%Jan 25, 2018540Mar 18, 2020287May 7, 2021827
-58.22%May 10, 2021739Apr 16, 2024
-41.53%May 22, 2015277Jun 27, 2016275Jul 31, 2017552

Volatility

Volatility Chart

The current Prudential plc volatility is 7.45%, 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
7.45%
3.60%
PUK (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

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

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R&D Expenses

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Total Operating Expenses

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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

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Non Recurring

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Minority Interest

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Other Items

0.00
Values in undefined except per share items