PUK:NYE-Prudential plc (USD)

COMMON STOCK | Insurance—Life | NYE

Last Closing Price

USD 32.47

Change

-0.30 (-0.92)%

Market Cap

USD 42.55B

Volume

0.15M

Average Target Price

N/A
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Prudential plc, through its subsidiaries, provides a range of long-term savings and protection products in Asia, the United States, and Africa. The company offers health and protection, as well as savings products, such as participating, linked, and other traditional products; and life insurance. It also provides variable, fixed, and fixed index annuities; and guaranteed investment contracts and funding agreements. In addition, the company offers retirement and asset management solutions; insurance against risks of illness, death, or critical life events; and investment funds. It serves young and middle-aged people or people in the retirement phase of life. Prudential plc provides its products and services through a network of independent agents, banks, independent broker-dealers, regional broker-dealers, and wirehouses. The company was founded in 1848 and is headquartered in London, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-11-27 )

Largest Industry Peers for Insurance—Life

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
LFC China Life Insurance Company L..

+0.63 (+5.55%)

USD150.16B 8.30 N/A
MET-PE MetLife, Inc

N/A

USD49.20B 4.12 N/A
MET-PA MetLife, Inc

-0.15 (-0.59%)

USD49.05B 3.65 N/A
MET MetLife, Inc

-0.31 (-0.65%)

USD42.98B 7.47 N/A
MFC Manulife Financial Corporation

+0.18 (+1.05%)

USD33.17B 8.12 N/A
AFL Aflac Incorporated

-0.33 (-0.72%)

USD32.04B 7.17 N/A
PRU Prudential Financial, Inc

-0.64 (-0.81%)

USD31.18B 8.85 N/A
GL Globe Life Inc

-0.63 (-0.65%)

USD10.12B 14.16 N/A
LNC Lincoln National Corporation

-1.03 (-2.05%)

USD9.70B 12.82 N/A
PRI Primerica, Inc

-0.23 (-0.17%)

USD5.30B 14.51 N/A

ETFs Containing PUK

Symbol Name Weight Mer Price(Change) Market Cap
EUFN iShares MSCI Europe Finan.. 0.00 % 0.48 %

-0.04 (-0.23%)

USD0.59B
INSR:CA BMO Global Insurance Hedg.. 0.00 % 0.37 %

N/A

USD5.14M
FNCL:LSE SPDR MSCI Europe Financia.. 0.00 % 0.30 %

+0.17 (+0.35%)

USD0.57B
UKSR:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.28 %

-0.20 (-0.01%)

N/A
STZ:PA SPDR MSCI Europe Financia.. 0.00 % 0.30 %

+0.07 (+0.15%)

USD0.57B
C070:F ComStage - STOXX® Europe.. 0.00 % 0.25 %

N/A

USD9.36M
EXH5:F iShares (DE) I - iShares .. 0.00 % 0.46 %

-0.09 (-0.31%)

USD0.16B
SPYZ:F SPDR MSCI Europe Financia.. 0.00 % 0.30 %

+0.07 (+0.13%)

USD0.57B
C070:XETRA ComStage - STOXX® Europe.. 0.00 % 0.25 %

N/A

USD9.36M
EXH5:XETRA iShares STOXX Europe 600 .. 0.00 % 0.46 %

-0.15 (-0.54%)

USD0.13B
SPYZ:XETRA SPDR MSCI Europe Financia.. 0.00 % 0.30 %

+0.07 (+0.15%)

USD0.57B

Market Performance

  Market Performance vs.
Industry/Classification (Insurance—Life)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.75% 24% F 26% F
Dividend Return 1.65% 33% F 43% F
Total Return -13.11% 18% F 25% F
Trailing 12 Months  
Capital Gain -8.48% 35% F 32% F
Dividend Return 1.77% 27% F 39% F
Total Return -6.72% 35% F 30% F
Trailing 5 Years  
Capital Gain -30.26% 27% F 20% F
Dividend Return 18.78% 69% D+ 63% D
Total Return -11.48% 33% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -2.42% N/A N/A 28% F
Dividend Return 4.57% N/A N/A 82% B-
Total Return 2.15% N/A N/A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 22.24% N/A N/A 34% F
Risk Adjusted Return 9.68% N/A N/A 34% F
Market Capitalization 42.55B 82% B- 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance—Life)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 33.87 18% F 22% F
Price/Book Ratio 2.32 13% F 36% F
Price / Cash Flow Ratio -7.21 100% A+ 92% A-
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 5.99% 41% F 53% F
Return on Invested Capital 5.26% 29% F 49% F
Return on Assets 0.18% 18% F 24% F
Debt to Equity Ratio 36.14% 27% F 69% D+
Technical Ratios  
Short Ratio 1.49 94% A 61% D-
Short Percent N/A N/A N/A N/A N/A
Beta 1.26 59% F 35% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
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.

What to not like:
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.

Overpriced compared to book value

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

Poor return on equity

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

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 assets

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

Higly 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.

Negative cashflow

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

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

Low Dividend Growth

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