IHG vs. PUK
IHG (InterContinental Hotels Group PLC) and PUK (Prudential plc) are both stocks. IHG operates in Lodging (Consumer Cyclical), while PUK operates in Insurance - Life (Financial Services). Over the past 10 years, IHG returned 16.75%/yr vs 2.03%/yr for PUK. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
IHG vs. PUK - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IHG achieves a 12.04% return, which is significantly higher than PUK's -7.96% return. Over the past 10 years, IHG has outperformed PUK with an annualized return of 16.75%, while PUK has yielded a comparatively lower 2.03% annualized return.
IHG
- 1D
- -1.06%
- 1M
- -8.55%
- 6M
- 13.35%
- YTD
- 12.04%
- 1Y
- 35.43%
- 3Y*
- 30.86%
- 5Y*
- 21.00%
- 10Y*
- 16.75%
- ALL TIME*
- 20.92%
PUK
- 1D
- -0.07%
- 1M
- 5.52%
- 6M
- -10.71%
- YTD
- -7.96%
- 1Y
- 16.89%
- 3Y*
- 3.76%
- 5Y*
- -2.76%
- 10Y*
- 2.03%
- ALL TIME*
- 3.95%
IHG vs. PUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHG InterContinental Hotels Group PLC | 12.04% | 14.53% | 39.13% | 59.59% | -8.70% | 0.14% | -5.17% | 27.65% | -12.53% | 50.75% |
PUK Prudential plc | -7.96% | 99.34% | -27.35% | -17.04% | -19.12% | -0.05% | -0.57% | 27.95% | -28.44% | 31.12% |
Correlation
The correlation between IHG and PUK is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Apr 10, 2003 | 0.52 |
Over the past year, the correlation between IHG and PUK has dropped to 0.30 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Fundamentals
IHG:
$23.11B
PUK:
$35.22B
IHG:
$9.04
PUK:
£4.28
IHG:
17.30
PUK:
4.91
IHG:
0.41
PUK:
0.12
IHG:
2.37
PUK:
0.81
IHG:
$10.13B
PUK:
£33.63B
IHG:
$4.63B
PUK:
£20.95B
IHG:
$2.53B
PUK:
£15.89B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IHG vs. PUK — Risk / Return Rank
IHG
PUK
IHG vs. PUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InterContinental Hotels Group PLC (IHG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IHG | PUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 0.69 | +2.04 |
| Martin ratioReturn relative to average drawdown | 7.98 | 1.91 | +6.06 |
Loading charts...
Drawdowns
IHG vs. PUK - Drawdown Comparison
The maximum IHG drawdown since its inception was -77.84%, smaller than the maximum PUK drawdown of -82.52%. Use the drawdown chart below to compare losses from any high point for IHG and PUK.
Loading charts...
Drawdown Indicators
| IHG | PUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.84% | -82.52% | +4.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -24.69% | +11.65% |
Max Drawdown (3Y)Largest decline over 3 years | -28.92% | -47.47% | +18.55% |
Max Drawdown (5Y)Largest decline over 5 years | -33.89% | -63.59% | +29.70% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -63.59% | +4.30% |
Current DrawdownCurrent decline from peak | -10.18% | -26.76% | +16.58% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -26.39% | +12.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 8.85% | -4.40% |
Volatility
IHG vs. PUK - Volatility Comparison
The current volatility for InterContinental Hotels Group PLC (IHG) is 5.34%, while Prudential plc (PUK) has a volatility of 6.30%. This indicates that IHG 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.
Loading charts...
Volatility by Period
| IHG | PUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.30% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 19.16% | 23.67% | -4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.62% | 27.66% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.65% | 34.93% | -8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.25% | 35.87% | -5.62% |
Dividends
IHG vs. PUK - Dividend Comparison
IHG's dividend yield for the trailing twelve months is around 1.18%, less than PUK's 1.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHG InterContinental Hotels Group PLC | 1.18% | 1.23% | 1.26% | 1.57% | 2.22% | 0.00% | 0.00% | 5.52% | 1.97% | 8.04% | 30.47% | 2.72% |
PUK Prudential plc | 1.88% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
Financials
IHG vs. PUK - Financials Comparison
This section allows you to compare key financial metrics between InterContinental Hotels Group PLC 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
IHG vs. PUK - Profitability Comparison
IHG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, InterContinental Hotels Group PLC reported a gross profit of 979.00M and revenue of 2.67B. Therefore, the gross margin over that period was 36.7%.
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
IHG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, InterContinental Hotels Group PLC reported an operating income of 575.00M and revenue of 2.67B, resulting in an operating margin of 21.5%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
IHG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, InterContinental Hotels Group PLC reported a net income of 289.00M and revenue of 2.67B, resulting in a net margin of 10.8%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
IHG and PUK have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PUK has higher volatility (6.30%) compared to IHG (5.34%). In terms of maximum drawdown, IHG dropped -77.84% vs PUK's -82.52%.
IHG currently has the higher Sharpe Ratio (1.39 vs 0.61), 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.
Find the right allocation for IHG and PUK
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer