LNC vs. PRU
Compare and contrast key facts about Lincoln National Corporation (LNC) and Prudential Financial, Inc. (PRU).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LNC or PRU.
Key characteristics
| LNC | PRU | |
|---|---|---|
| YTD Return | 7.42% | 9.55% |
| 1Y Return | 55.43% | 49.78% |
| 3Y Return (Ann) | -20.44% | 8.46% |
| 5Y Return (Ann) | -12.25% | 7.01% |
| 10Y Return (Ann) | -2.30% | 7.80% |
| Sharpe Ratio | 1.20 | 2.27 |
| Daily Std Dev | 38.86% | 20.15% |
| Max Drawdown | -92.87% | -88.53% |
| Current Drawdown | -58.19% | -4.38% |
Fundamentals
| LNC | PRU | |
|---|---|---|
| Market Cap | $4.73B | $39.71B |
| EPS | -$4.92 | $6.74 |
| PE Ratio | 34.90 | 16.39 |
| PEG Ratio | 1.24 | 0.43 |
| Revenue (TTM) | $11.64B | $53.98B |
| Gross Profit (TTM) | -$1.73B | $9.95B |
| EBITDA (TTM) | -$3.07B | $3.28B |
Correlation
The correlation between LNC and PRU is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LNC vs. PRU - Performance Comparison
In the year-to-date period, LNC achieves a 7.42% return, which is significantly lower than PRU's 9.55% return. Over the past 10 years, LNC has underperformed PRU with an annualized return of -2.30%, while PRU has yielded a comparatively higher 7.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LNC vs. PRU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lincoln National Corporation (LNC) 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.
Dividends
LNC vs. PRU - Dividend Comparison
LNC's dividend yield for the trailing twelve months is around 6.41%, more than PRU's 4.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | 6.41% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% | 0.93% |
PRU Prudential Financial, Inc. | 4.50% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% | 1.88% |
Drawdowns
LNC vs. PRU - Drawdown Comparison
The maximum LNC drawdown since its inception was -92.87%, roughly equal to the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for LNC and PRU. For additional features, visit the drawdowns tool.
Volatility
LNC vs. PRU - Volatility Comparison
Lincoln National Corporation (LNC) has a higher volatility of 8.91% compared to Prudential Financial, Inc. (PRU) at 5.04%. This indicates that LNC'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.
Financials
LNC vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between Lincoln National Corporation 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