BHF vs. PUK
BHF (Brighthouse Financial, Inc.) and PUK (Prudential plc) are both stocks. Both operate in the Insurance - Life industry within the Financial Services sector. Over the past 5 years, BHF returned 5.10%/yr vs -4.61%/yr for PUK. At a 0.48 correlation, their price movements are largely independent.
Performance
BHF vs. PUK - Performance Comparison
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Returns By Period
In the year-to-date period, BHF achieves a -3.69% return, which is significantly higher than PUK's -7.01% return.
BHF
- 1D
- 0.26%
- 1M
- -0.46%
- YTD
- -3.69%
- 6M
- -4.86%
- 1Y
- 5.55%
- 3Y*
- 12.72%
- 5Y*
- 5.10%
- 10Y*
- —
PUK
- 1D
- -1.82%
- 1M
- -2.29%
- YTD
- -7.01%
- 6M
- -2.89%
- 1Y
- 25.63%
- 3Y*
- 1.72%
- 5Y*
- -4.61%
- 10Y*
- 1.09%
BHF vs. PUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHF Brighthouse Financial, Inc. | -3.69% | 34.87% | -9.22% | 3.22% | -1.02% | 43.07% | -7.71% | 28.71% | -48.02% | -16.23% |
PUK Prudential plc | -7.01% | 99.34% | -27.35% | -17.04% | -19.12% | -0.05% | -0.57% | 27.95% | -28.44% | 10.60% |
Correlation
The correlation between BHF and PUK is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2017 | 0.48 |
Over the past year, the correlation between BHF and PUK has dropped to 0.16 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
Fundamentals
BHF:
-$1.50
PUK:
$4.25
BHF:
0.48
PUK:
1.10
BHF:
$5.58B
PUK:
$33.63B
BHF:
$2.23B
PUK:
$20.95B
BHF:
$942.00M
PUK:
$15.89B
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Return for Risk
BHF vs. PUK — Risk / Return Rank
BHF
PUK
BHF vs. PUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brighthouse Financial, Inc. (BHF) and Prudential plc (PUK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BHF | PUK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 1.00 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.49 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.47 | -1.27 |
Martin ratioReturn relative to average drawdown | 0.47 | 4.27 | -3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BHF | PUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 1.00 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | -0.13 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.03 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.15 | -0.17 |
Drawdowns
BHF vs. PUK - Drawdown Comparison
The maximum BHF drawdown since its inception was -76.93%, smaller than the maximum PUK drawdown of -82.52%. Use the drawdown chart below to compare losses from any high point for BHF and PUK.
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Drawdown Indicators
| BHF | PUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.93% | -82.52% | +5.59% |
Max Drawdown (1Y)Largest decline over 1 year | -26.89% | -17.46% | -9.43% |
Max Drawdown (3Y)Largest decline over 3 years | -31.14% | -48.78% | +17.64% |
Max Drawdown (5Y)Largest decline over 5 years | -35.19% | -63.59% | +28.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.59% | — |
Current DrawdownCurrent decline from peak | -10.86% | -26.01% | +15.15% |
Average DrawdownAverage peak-to-trough decline | -33.00% | -26.38% | -6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.82% | 6.02% | +5.80% |
Volatility
BHF vs. PUK - Volatility Comparison
The current volatility for Brighthouse Financial, Inc. (BHF) is 2.81%, while Prudential plc (PUK) has a volatility of 11.12%. This indicates that BHF experiences smaller price fluctuations and is considered to be less risky than PUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHF | PUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 11.12% | -8.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.01% | 21.18% | -14.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.01% | 25.86% | +28.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.41% | 34.83% | +8.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.83% | 36.80% | +12.03% |
Dividends
BHF vs. PUK - Dividend Comparison
BHF has not paid dividends to shareholders, while PUK's dividend yield for the trailing twelve months is around 1.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHF Brighthouse Financial, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PUK Prudential plc | 1.86% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
Financials
BHF vs. PUK - Financials Comparison
This section allows you to compare key financial metrics between Brighthouse Financial, Inc. and Prudential plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BHF vs. PUK - Profitability Comparison
BHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brighthouse Financial, Inc. reported a gross profit of 0.00 and revenue of 1.53B. Therefore, the gross margin over that period was 0.0%.
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a gross profit of 11.35B and revenue of 11.35B. Therefore, the gross margin over that period was 100.0%.
BHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brighthouse Financial, Inc. reported an operating income of 0.00 and revenue of 1.53B, resulting in an operating margin of 0.0%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
BHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brighthouse Financial, Inc. reported a net income of -766.00M and revenue of 1.53B, resulting in a net margin of -50.2%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a net income of 1.99B and revenue of 11.35B, resulting in a net margin of 17.6%.
Frequently Asked Questions
BHF and PUK have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PUK has higher volatility (11.12%) compared to BHF (2.81%). In terms of maximum drawdown, BHF dropped -76.93% vs PUK's -82.52%.
PUK currently has the higher Sharpe Ratio (1.00 vs 0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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