PRU:NYE-Prudential Financial Inc. (USD)

EQUITY | Insurance - Life | New York Stock Exchange

Last Closing

USD 119.49

Change

+1.65 (+1.40)%

Market Cap

USD 43.30B

Volume

1.60M

Analyst Target

USD 71.36
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Prudential Financial Inc through it's subsidiaries and affiliates, offers financial products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
AFL Aflac Incorporated

N/A

USD 49.46B
MET MetLife Inc

N/A

USD 49.11B
MET-PA MetLife Inc Preferred Stock Se..

N/A

USD 47.82B
MFC Manulife Financial Corp

N/A

USD 45.14B
MET-PE MetLife Inc Preferred Stock Se..

N/A

USD 42.72B
PUK Prudential Public Limited Comp..

N/A

USD 25.74B
UNM Unum Group

N/A

USD 9.47B
PRI Primerica Inc

N/A

USD 7.76B
GL Globe Life Inc

N/A

USD 7.50B
JXN Jackson Financial Inc

N/A

USD 5.53B

ETFs Containing PRU

RDIV Invesco S&P Ultra Dividen.. 5.18 % 0.39 %

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USD 0.76B
IAK iShares U.S. Insurance ET.. 4.70 % 0.43 %

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USD 0.61B
GGMUSY:SW UBS (Irl) ETF plc - Solac.. 4.63 % 0.00 %

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USD 0.17B
SXIPEX:SW iShares STOXX Europe 600 .. 3.94 % 0.00 %

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USD 0.09B
BAMD 3.63 % 0.00 %

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SHRY First Trust Bloomberg Sha.. 3.39 % 0.00 %

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USD 0.02B
MDLV 3.20 % 0.00 %

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AFK VanEck Africa Index ETF 2.78 % 0.78 %

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USD 0.04B
JHDV John Hancock Exchange Tra.. 2.03 % 0.00 %

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USD 8.22M
RSPF Invesco S&P 500 Equal Wei.. 1.52 % 0.00 %

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USD 0.28B
ISO:AU iShares S&P/ASX Small Ord.. 1.20 % 0.00 %

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USD 0.17B
SSO:AU SPDR S&P/ASX Small Ordina.. 1.19 % 0.00 %

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USD 0.03B
FLI:CA CI U.S. & Canada Lifeco C.. 0.00 % 0.92 %

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CAD 0.09B
GOEX Global X Gold Explorers E.. 0.00 % 0.65 %

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USD 0.04B
PXLV 0.00 % 0.39 %

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HGGG:CA Harvest Global Gold Giant.. 0.00 % 0.00 %

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CAD 0.02B
RWW 0.00 % 0.46 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.69 %

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RWW 0.00 % 0.00 %

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RWW 0.00 % 0.46 %

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INSR:CA 0.00 % 0.37 %

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XASX:LSE Xtrackers - Xtrackers MSC.. 0.00 % 0.00 %

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USD 0.38B
EXH5:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

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USD 0.30B
UBUD:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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USD 0.17B
EXH5:XETRA iShares STOXX Europe 600 .. 0.00 % 0.00 %

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USD 0.30B
UBUD:XETRA UBS Irl plc Solactive Glo.. 0.00 % 0.00 %

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USD 0.12B
NINT:CA NBI Active International .. 0.00 % 0.00 %

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CAD 0.73B
GBDV 0.00 % 0.00 %

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JGLD 0.00 % 0.00 %

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DUAL 0.00 % 0.00 %

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UKEL:LSE iShares MSCI UK IMI ESG L.. 0.00 % 0.00 %

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USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.22% 79% B- 85% B
Dividend Return 2.51% 78% C+ 79% B-
Total Return 17.72% 80% B- 87% B+
Trailing 12 Months  
Capital Gain 50.26% 79% B- 91% A-
Dividend Return 6.41% 76% C+ 77% C+
Total Return 56.68% 85% B 92% A
Trailing 5 Years  
Capital Gain 22.24% 33% F 56% F
Dividend Return 23.94% 91% A- 79% B-
Total Return 46.18% 38% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.37% 55% F 68% D+
Dividend Return 14.63% 60% D- 76% C+
Total Return 5.26% 88% B+ 83% B
Risk Return Profile  
Volatility (Standard Deviation) 34.94% 20% F 30% F
Risk Adjusted Return 41.88% 40% F 63% D
Market Capitalization 43.30B 76% C+ 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Life) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 9.40 26% 41%
Price/Book Ratio 1.42 40% 55%
Price / Cash Flow Ratio 6.55 29% 53%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.05% 10% 45%
Return on Invested Capital -1.70% 25% 20%
Return on Assets 0.25% 20% 23%
Debt to Equity Ratio 71.89% 21% 48%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.