MFC vs. PRU
Compare and contrast key facts about Manulife Financial Corporation (MFC) and Prudential Financial, Inc. (PRU).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFC or PRU.
Key characteristics
| MFC | PRU | |
|---|---|---|
| YTD Return | 52.65% | 24.96% |
| 1Y Return | 80.52% | 39.28% |
| 3Y Return (Ann) | 24.35% | 9.35% |
| 5Y Return (Ann) | 16.88% | 11.53% |
| 10Y Return (Ann) | 10.48% | 8.59% |
| Sharpe Ratio | 3.91 | 1.95 |
| Sortino Ratio | 5.44 | 2.41 |
| Omega Ratio | 1.70 | 1.37 |
| Calmar Ratio | 3.92 | 2.54 |
| Martin Ratio | 27.29 | 9.79 |
| Ulcer Index | 3.06% | 4.44% |
| Daily Std Dev | 21.39% | 22.33% |
| Max Drawdown | -83.74% | -88.53% |
| Current Drawdown | -0.25% | -2.00% |
Fundamentals
| MFC | PRU | |
|---|---|---|
| Market Cap | $56.97B | $44.67B |
| EPS | $2.04 | $11.23 |
| PE Ratio | 15.94 | 11.17 |
| PEG Ratio | 1.01 | 0.53 |
| Total Revenue (TTM) | $38.21B | $73.44B |
| Gross Profit (TTM) | $25.54B | $74.58B |
| EBITDA (TTM) | $741.00M | -$159.00M |
Correlation
The correlation between MFC and PRU is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFC vs. PRU - Performance Comparison
In the year-to-date period, MFC achieves a 52.65% return, which is significantly higher than PRU's 24.96% return. Over the past 10 years, MFC has outperformed PRU with an annualized return of 10.48%, while PRU has yielded a comparatively lower 8.59% 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
MFC vs. PRU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Manulife Financial Corporation (MFC) 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
MFC vs. PRU - Dividend Comparison
MFC's dividend yield for the trailing twelve months is around 3.87%, less than PRU's 4.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFC Manulife Financial Corporation | 3.87% | 4.86% | 5.71% | 4.91% | 6.27% | 3.71% | 4.97% | 3.02% | 3.13% | 3.50% | 3.36% | 2.58% |
PRU Prudential Financial, Inc. | 4.11% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% | 1.88% |
Drawdowns
MFC vs. PRU - Drawdown Comparison
The maximum MFC drawdown since its inception was -83.74%, smaller than the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for MFC and PRU. For additional features, visit the drawdowns tool.
Volatility
MFC vs. PRU - Volatility Comparison
The current volatility for Manulife Financial Corporation (MFC) is 7.07%, while Prudential Financial, Inc. (PRU) has a volatility of 9.07%. This indicates that MFC experiences smaller price fluctuations and is considered to be less risky than PRU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MFC vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between Manulife Financial 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