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

Company Info

ISIN

US74435K2042

CUSIP

74435K204

IPO Date

Jul 3, 1990

Highlights

Market Cap

$28.15B

EPS (TTM)

$1.72

PE Ratio

12.62

PEG Ratio

0.79

Total Revenue (TTM)

$9.60B

Gross Profit (TTM)

$9.60B

EBITDA (TTM)

$3.31B

Year Range

$14.18 - $21.86

Target Price

$33.99

Short %

0.16%

Short Ratio

1.90

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.


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.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%NovemberDecember2025FebruaryMarchApril
101.13%
279.79%
PUK (Prudential plc)
Benchmark (^GSPC)

Returns By Period

Prudential plc had a return of 36.47% year-to-date (YTD) and 20.83% in the last 12 months. Over the past 10 years, Prudential plc had an annualized return of -4.44%, while the S&P 500 had an annualized return of 10.11%, indicating that Prudential plc did not perform as well as the benchmark.


PUK

YTD

36.47%

1M

1.51%

6M

30.65%

1Y

20.83%

5Y*

-1.37%

10Y*

-4.44%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.33%10.58%18.68%-0.33%36.47%
2024-7.88%-2.76%-4.18%-7.49%9.91%-5.08%-0.65%-5.11%8.23%-10.57%-1.39%-2.51%-27.33%
202321.36%-8.16%-9.83%12.11%-13.77%7.15%-1.41%-11.50%-10.82%-4.38%4.63%2.37%-17.04%
2022-1.37%-10.98%-1.34%-15.15%5.14%-4.85%-0.72%-14.90%-5.64%-5.62%27.02%15.08%-19.12%
2021-13.51%23.67%8.63%-0.54%0.59%-10.79%-1.60%11.39%-2.94%5.41%-18.18%1.89%-3.05%
2020-6.64%-6.97%-23.43%14.04%-9.13%18.30%-4.51%11.57%-11.38%-14.55%27.67%18.40%-0.57%
201911.51%7.00%-2.59%13.50%-12.55%9.77%-5.29%-18.60%8.98%10.31%1.58%7.36%27.97%
20186.60%-7.13%1.71%2.25%-5.73%-5.54%3.54%-4.10%2.05%-13.21%-0.75%-10.52%-28.39%
2017-2.51%3.30%7.58%4.79%1.44%2.18%6.43%-3.38%2.09%2.34%2.28%1.26%30.93%
2016-12.73%-11.52%9.92%6.16%1.44%-15.10%3.85%3.29%-1.22%-8.35%17.69%3.30%-8.38%
20155.13%3.61%0.68%0.06%0.22%-2.92%-2.68%-7.36%-2.97%11.03%-0.81%-2.87%-0.08%
2014-10.31%12.49%-4.59%8.58%0.84%-1.50%0.22%5.79%-7.77%4.09%4.06%-4.23%5.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PUK is 65, 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 PUK is 6565
Overall Rank
The Sharpe Ratio Rank of PUK is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PUK is 6464
Sortino Ratio Rank
The Omega Ratio Rank of PUK is 6262
Omega Ratio Rank
The Calmar Ratio Rank of PUK is 6565
Calmar Ratio Rank
The Martin Ratio Rank of PUK is 6565
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 plc (PUK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for PUK, currently valued at 0.49, compared to the broader market-2.00-1.000.001.002.003.00
PUK: 0.49
^GSPC: 0.46
The chart of Sortino ratio for PUK, currently valued at 0.91, compared to the broader market-6.00-4.00-2.000.002.004.00
PUK: 0.91
^GSPC: 0.77
The chart of Omega ratio for PUK, currently valued at 1.11, compared to the broader market0.501.001.502.00
PUK: 1.11
^GSPC: 1.11
The chart of Calmar ratio for PUK, currently valued at 0.27, compared to the broader market0.001.002.003.004.005.00
PUK: 0.27
^GSPC: 0.47
The chart of Martin ratio for PUK, currently valued at 1.07, compared to the broader market-5.000.005.0010.0015.0020.00
PUK: 1.07
^GSPC: 1.94

The current Prudential plc Sharpe ratio is 0.49. 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.49
0.46
PUK (Prudential plc)
Benchmark (^GSPC)

Dividends

Dividend History

Prudential plc provided a 2.16% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.46$0.42$0.39$0.35$0.31$0.61$6.30$1.27$1.09$1.34$1.12$1.13

Dividend yield

2.16%2.64%1.72%1.28%0.91%1.70%17.08%3.72%2.21%3.48%2.56%2.53%

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
2025$0.00$0.00$0.33$0.00$0.33
2024$0.00$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.42
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$0.39
2022$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.35
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$0.31
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$0.61
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$6.30
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$1.27
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$1.09
2016$0.00$0.00$1.02$0.00$0.00$0.00$0.00$0.32$0.00$0.00$0.00$0.00$1.34
2015$0.00$0.00$0.75$0.00$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$1.12
2014$0.77$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$1.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
PUK: 2.2%
Prudential plc has a dividend yield of 2.16%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
PUK: 25.1%
Prudential plc has a payout ratio of 25.06%, 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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-46.91%
-10.07%
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 82.50%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.

The current Prudential plc drawdown is 46.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.5%May 8, 2007463Mar 9, 2009889Sep 14, 20121352
-68.54%Jan 4, 2001546Mar 12, 2003761Mar 20, 20061307
-64.52%May 10, 2021925Jan 13, 2025
-63.49%Jan 25, 2018540Mar 18, 2020287May 7, 2021827
-41.54%May 22, 2015277Jun 27, 2016275Jul 31, 2017552

Volatility

Volatility Chart

The current Prudential plc volatility is 15.70%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.70%
14.23%
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

Valuation

The Valuation section provides an overview of how Prudential plc is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
PUK: 12.6
The chart displays the Price-to-Earnings (P/E) ratio for PUK, comparing it with other companies in the Insurance - Life industry. Currently, PUK has a P/E ratio of 12.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
0.51.01.52.02.53.0
PUK: 0.8
The chart shows the Price/Earnings to Growth (PEG) ratio for PUK compared to other companies in the Insurance - Life industry. PUK currently has a PEG ratio of 0.8. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
PUK: 2.3
This chart shows the Price-to-Sales (P/S) ratio for PUK relative to other companies in the Insurance - Life industry. Currently, PUK has a P/S ratio of 2.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.0
PUK: 1.6
The chart illustrates the Price-to-Book (P/B) ratio for PUK in comparison with other companies in the Insurance - Life industry. Currently, PUK has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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