BTI vs. PRU
BTI (British American Tobacco p.l.c.) and PRU (Prudential Financial, Inc.) are both stocks. BTI operates in Tobacco (Consumer Defensive), while PRU operates in Insurance - Life (Financial Services). Over the past 10 years, BTI returned 6.81%/yr vs 8.31%/yr for PRU. At a 0.29 correlation, their price movements are largely independent.
Performance
BTI vs. PRU - Performance Comparison
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Returns By Period
In the year-to-date period, BTI achieves a 6.95% return, which is significantly higher than PRU's -5.60% return. Over the past 10 years, BTI has underperformed PRU with an annualized return of 6.81%, while PRU has yielded a comparatively higher 8.31% annualized return.
BTI
- 1D
- -0.05%
- 1M
- 2.42%
- YTD
- 6.95%
- 6M
- 6.89%
- 1Y
- 32.33%
- 3Y*
- 32.33%
- 5Y*
- 17.04%
- 10Y*
- 6.81%
PRU
- 1D
- -0.86%
- 1M
- 4.29%
- YTD
- -5.60%
- 6M
- -4.28%
- 1Y
- 3.57%
- 3Y*
- 12.48%
- 5Y*
- 4.51%
- 10Y*
- 8.31%
BTI vs. PRU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 6.95% | 65.81% | 35.44% | -19.97% | 14.91% | 7.95% | -4.73% | 42.97% | -49.35% | 24.40% |
PRU Prudential Financial, Inc. | -5.60% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | -11.40% | 20.10% | -26.46% | 13.65% |
Correlation
The correlation between BTI and PRU is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2001 | 0.29 |
Over the past year, the correlation between BTI and PRU has dropped to 0.06 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
Fundamentals
BTI:
$130.90B
PRU:
$36.24B
BTI:
$4.93
PRU:
$9.85
BTI:
12.12
PRU:
10.53
BTI:
0.45
PRU:
0.44
BTI:
2.55
PRU:
0.77
BTI:
$51.48B
PRU:
$47.43B
BTI:
$42.82B
PRU:
$14.72B
BTI:
$20.34B
PRU:
$4.02B
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Return for Risk
BTI vs. PRU — Risk / Return Rank
BTI
PRU
BTI vs. PRU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco p.l.c. (BTI) and Prudential Financial, Inc. (PRU). 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.
| BTI | PRU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.05 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.17 | +2.20 |
| Martin ratioReturn relative to average drawdown | 5.39 | 0.36 | +5.03 |
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
| BTI | PRU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.16 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.18 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.26 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.21 | +0.37 |
Drawdowns
BTI vs. PRU - Drawdown Comparison
The maximum BTI drawdown since its inception was -64.11%, smaller than the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for BTI and PRU.
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Drawdown Indicators
| BTI | PRU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.11% | -88.53% | +24.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -21.46% | +7.71% |
Max Drawdown (3Y)Largest decline over 3 years | -13.75% | -25.66% | +11.91% |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | -33.11% | +3.17% |
Max Drawdown (10Y)Largest decline over 10 years | -56.00% | -65.89% | +9.89% |
Current DrawdownCurrent decline from peak | -10.51% | -13.45% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -18.32% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 9.84% | -3.83% |
Volatility
BTI vs. PRU - Volatility Comparison
British American Tobacco p.l.c. (BTI) has a higher volatility of 10.01% compared to Prudential Financial, Inc. (PRU) at 5.88%. This indicates that BTI's price experiences larger fluctuations and is considered to be riskier than PRU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTI | PRU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.01% | 5.88% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 18.50% | 17.55% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 22.61% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.15% | 25.83% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.22% | 31.84% | -7.62% |
Dividends
BTI vs. PRU - Dividend Comparison
BTI's dividend yield for the trailing twelve months is around 5.16%, less than PRU's 5.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 5.16% | 5.29% | 8.18% | 9.72% | 7.23% | 7.98% | 7.22% | 6.35% | 8.53% | 4.27% | 3.85% | 4.11% |
PRU Prudential Financial, Inc. | 5.30% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
Financials
BTI vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between British American Tobacco p.l.c. and Prudential Financial, Inc.. 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
Frequently Asked Questions
BTI and PRU have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTI has higher volatility (10.01%) compared to PRU (5.88%). In terms of maximum drawdown, BTI dropped -64.11% vs PRU's -88.53%.
BTI currently has the higher Sharpe Ratio (1.42 vs 0.16), 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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