PUK:NYE-Prudential Public Limited Company (USD)

EQUITY | Insurance - Life | New York Stock Exchange

Last Closing

USD 15.96

Change

-0.18 (-1.12)%

Market Cap

USD 49.11B

Volume

0.88M

Analyst Target

USD 38.30
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Prudential PLC is an international financial services group. It offers retail financial products and services and asset management services throughout Asia, United States and United Kingdom.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Insurance - Life

ETFs Containing PUK

EUFN iShares MSCI Europe Finan.. 0.00 % 0.48 %

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USD 1.85B
EUFS 0.00 % 0.45 %

N/A

N/A
FNCL:LSE SPDR® MSCI Europe Financ.. 0.00 % 0.00 %

N/A

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ESIF:LSE iShares MSCI Europe Finan.. 0.00 % 0.00 %

N/A

USD 0.67B

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 -28.91% 6% D- 9% A-
Dividend Return 1.88% 31% F 31% F
Total Return -27.03% 6% D- 8% B-
Trailing 12 Months  
Capital Gain -28.91% 6% D- 9% A-
Dividend Return 1.88% 31% F 31% F
Total Return -27.03% 6% D- 8% B-
Trailing 5 Years  
Capital Gain -56.20% 7% C- 9% A-
Dividend Return 5.70% 17% F 15% F
Total Return -50.50% 7% C- 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -6.53% 11% F 9% A-
Dividend Return -5.31% 11% F 9% A-
Total Return 1.22% 13% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 32.87% 22% F 32% F
Risk Adjusted Return -16.17% 11% F 12% F
Market Capitalization 49.11B 50% F 92% 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 19.70 11% 29%
Price/Book Ratio 1.38 50% 57%
Price / Cash Flow Ratio 26.89 13% 12%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 5.48% 27% 44%
Return on Invested Capital 9.86% 33% 66%
Return on Assets 1.23% 82% 37%
Debt to Equity Ratio 22.11% 100% 78%

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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Poor capital utilization

The company management has delivered below median return on invested capital 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector