PRU vs. LNC
Compare and contrast key facts about Prudential Financial, Inc. (PRU) and Lincoln National Corporation (LNC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRU or LNC.
Key characteristics
| PRU | LNC | |
|---|---|---|
| YTD Return | 7.81% | 4.25% |
| 1Y Return | 35.11% | 34.63% |
| 3Y Return (Ann) | 8.36% | -21.03% |
| 5Y Return (Ann) | 6.95% | -12.59% |
| 10Y Return (Ann) | 7.38% | -2.75% |
| Sharpe Ratio | 1.66 | 0.88 |
| Daily Std Dev | 20.54% | 38.88% |
| Max Drawdown | -88.53% | -92.87% |
| Current Drawdown | -5.89% | -59.42% |
Fundamentals
| PRU | LNC | |
|---|---|---|
| Market Cap | $39.71B | $4.73B |
| EPS | $6.74 | -$4.92 |
| PE Ratio | 16.39 | 34.90 |
| PEG Ratio | 0.43 | 1.24 |
| Revenue (TTM) | $53.98B | $11.64B |
| Gross Profit (TTM) | $9.95B | -$1.73B |
| EBITDA (TTM) | $3.28B | -$3.07B |
Correlation
The correlation between PRU and LNC 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
PRU vs. LNC - Performance Comparison
In the year-to-date period, PRU achieves a 7.81% return, which is significantly higher than LNC's 4.25% return. Over the past 10 years, PRU has outperformed LNC with an annualized return of 7.38%, while LNC has yielded a comparatively lower -2.75% 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
PRU vs. LNC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) and Lincoln National Corporation (LNC). 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
PRU vs. LNC - Dividend Comparison
PRU's dividend yield for the trailing twelve months is around 4.57%, less than LNC's 6.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | 4.57% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% | 1.88% |
LNC Lincoln National Corporation | 6.60% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% | 0.93% |
Drawdowns
PRU vs. LNC - Drawdown Comparison
The maximum PRU drawdown since its inception was -88.53%, roughly equal to the maximum LNC drawdown of -92.87%. Use the drawdown chart below to compare losses from any high point for PRU and LNC. For additional features, visit the drawdowns tool.
Volatility
PRU vs. LNC - Volatility Comparison
The current volatility for Prudential Financial, Inc. (PRU) is 4.60%, while Lincoln National Corporation (LNC) has a volatility of 7.67%. This indicates that PRU experiences smaller price fluctuations and is considered to be less risky than LNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PRU vs. LNC - Financials Comparison
This section allows you to compare key financial metrics between Prudential Financial, Inc. and Lincoln National Corporation. 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