Prudential Competitors
| PRU Stock | USD 92.34 -2.60 -2.74% |
Prudential Financial and Prudential PLC Correlation Details
Modest diversification
Across the chosen horizon, PRU and PUK show a correlation of 0.21 and fall into the Modest diversification bucket. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.
Moving together with Prudential Stock
Moving against Prudential Stock
Experienced Prudential Financial's investors use mean reversion as a complement to momentum analysis: momentum identifies the trend; mean reversion identifies when that trend has extended beyond sustainable levels.
Prudential Financial Competition Correlation Matrix
Correlation analysis between Prudential Financial and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Prudential Stock performing well and Prudential Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Prudential Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| LNC | 1.73 | -0.29 | 0.00 | -0.21 | 0.00 | 2.93 | 16.19 | |||
| AFL | 0.80 | 0.02 | 0.06 | 0.03 | 0.95 | 1.77 | 6.76 | |||
| BHF | 0.40 | -0.12 | 0.00 | -0.88 | 0.00 | 0.59 | 4.70 | |||
| UNM | 1.02 | 0.01 | 0.00 | -0.04 | 0.00 | 1.99 | 6.86 | |||
| MET | 1.24 | -0.12 | 0.00 | -0.14 | 0.00 | 2.15 | 8.15 | |||
| JXN | 1.57 | 0.19 | 0.07 | 0.06 | 2.07 | 3.35 | 9.78 | |||
| MFC | 1.03 | -0.02 | 0.00 | -0.07 | 0.00 | 1.78 | 7.69 | |||
| GL | 0.88 | 0.11 | 0.11 | 0.14 | 1.03 | 1.94 | 6.53 | |||
| PUK | 1.30 | 0.07 | 0.03 | 0.01 | 2.11 | 2.11 | 10.09 |
Peer Comparison: Net Income
Net income is one of the most important fundamental items in finance. It plays a large role in Prudential Financial financial statement analysis. It represents the amount of money remaining after all of Prudential Financial operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Compare Prudential Financial and related stocks such as Lincoln National, Aflac Incorporated, and Brighthouse Financial Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LNC | 214.2 M | 221 M | 1.3 B | 1.2 B | 1.5 B | 1.2 B | 1.2 B | 2.1 B | 1.6 B | 886 M | 499 M | 3.8 B | -2.2 B | -752 M | 3.3 B | 1.2 B | 770.6 M |
| AFL | 54.2 M | 2 B | 2.9 B | 3.2 B | 3 B | 2.5 B | 2.7 B | 4.4 B | 2.9 B | 3.3 B | 4.8 B | 4.3 B | 4.4 B | 4.7 B | 5.4 B | 3.6 B | 1.9 B |
| BHF | 1 B | 1 B | 1 B | 1 B | 1.2 B | 1.1 B | -2.9 B | -378 M | 865 M | -735 M | -1.1 B | -103 M | 3.9 B | -1.1 B | 388 M | 433 M | 454.6 M |
| UNM | 886.1 M | 284.2 M | 894.4 M | 847 M | 402.1 M | 867.1 M | 931.4 M | 994.2 M | 523.4 M | 1.1 B | 793 M | 981 M | 1.4 B | 1.3 B | 1.8 B | 738.5 M | 594.6 M |
| MET | 699 M | 6.4 B | 1.3 B | 3.4 B | 6.3 B | 5.4 B | 850 M | 4 B | 5.1 B | 5.9 B | 5.4 B | 6.9 B | 5.3 B | 1.6 B | 4.4 B | 3.4 B | 3.5 B |
| JXN | 798 M | 798 M | 798 M | 798 M | 798 M | 798 M | 798 M | 495.3 M | 2 B | -497 M | -1.6 B | 3.4 B | 6.2 B | 934 M | 946 M | 27 M | 25.6 M |
| MFC | 704.5 M | 218 M | 1.7 B | 3.1 B | 3.5 B | 2.2 B | 3 B | 2.1 B | 4.7 B | 5.3 B | 5.3 B | 6.7 B | -2.1 B | 5.5 B | 5.6 B | 5.8 B | 6.1 B |
| GL | 165.1 M | 497.2 M | 529.3 M | 528.5 M | 542.9 M | 527.1 M | 549.8 M | 1.5 B | 701 M | 760.8 M | 731.8 M | 745 M | 739.7 M | 970.8 M | 1.1 B | 1.2 B | 1.2 B |
| PUK | 618.6 M | 2.3 B | 2.2 B | 2.2 B | 3.4 B | 3.8 B | 2.4 B | 3.2 B | 3.8 B | 2 B | 2.1 B | 2.2 B | -1 B | 1.7 B | 2.3 B | 2.6 B | 1.6 B |
Prudential Financial Competitive Analysis
Among Lincoln National, Aflac Incorporated, and Brighthouse Financial and Prudential Financial, each company brings a distinct financial profile to the table. Prudential Financial contributes 60.77 B in revenue from a 32.13 B base. Shareholders see a 11.36% return on equity, supported by a 5.84% profit margin. On pure scale, Prudential Financial is the larger business with market caps of 32.13 B versus 6.20 B. Aflac Incorporated keeps more of each revenue dollar with a 21.24% margin versus 5.84% at Prudential Financial. Revenue tilts toward Prudential Financial at 60.77 B compared with 6.21 B.| Better Than Average | Worse Than Peers | View Performance Chart |
Peer Performance Charts
How to Analyze Prudential Financial Against Peers
Prudential Financial's peer analysis compares Prudential Financial with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Prudential Financial trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Prudential Financial leads or lags and what catalysts could close or widen the gap.