Company Analysis Prudential Financial
1. Summary
Advantages
- Dividends (4.27%) are higher than the sector average (2.69%).
Disadvantages
- Price (114.36 $) is higher than fair price (72.73 $)
- The stock's return over the last year (-1.26%) is lower than the sector average (24.61%).
- Current debt level 2.89% has increased over 5 years from 2.44%.
- The company's current efficiency (ROE=8.94%) is lower than the sector average (ROE=10.99%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
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2.3. Market efficiency
| Prudential Financial | Financials | Index | |
|---|---|---|---|
| 7 days | 3.4% | -1.3% | -1.3% |
| 90 days | -4.1% | 12.6% | -4% |
| 1 year | -1.3% | 24.6% | 7.9% |
PRU vs Sector: Prudential Financial has significantly underperformed the "Financials" sector by -25.87% over the past year.
PRU vs Market: Prudential Financial has significantly underperformed the market by -9.12% over the past year.
Stable price: PRU is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: PRU with weekly volatility of -0.0242% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (114.36 $) is higher than the fair price (72.73 $).
Price is higher than fair: The current price (114.36 $) is 36.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (15.17) is lower than that of the sector as a whole (62.98).
P/E vs Market: The company's P/E (15.17) is lower than that of the market as a whole (73.03).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.27) is lower than that of the sector as a whole (1.47).
P/BV vs Market: The company's P/BV (1.27) is lower than that of the market as a whole (22.33).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.6957) is lower than that of the sector as a whole (3.6).
P/S vs Market: The company's P/S indicator (0.6957) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (-337.98) is lower than that of the sector as a whole (-77.97).
EV/Ebitda vs Market: The company's EV/Ebitda (-337.98) is lower than that of the market as a whole (23.03).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -153.05% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-153.05%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-71.87%).
5.4. ROE
ROE vs Sector: The company's ROE (8.94%) is lower than that of the sector as a whole (10.99%).
ROE vs Market: The company's ROE (8.94%) is lower than that of the market as a whole (25.16%).
5.5. ROA
ROA vs Sector: The company's ROA (0.345%) is lower than that of the sector as a whole (3.23%).
ROA vs Market: The company's ROA (0.345%) is lower than that of the market as a whole (6.67%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.27% is higher than the average for the sector '2.69%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.27% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 4.27% has been growing over the last 5 years. Growth over 16 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (74.2%) are at a comfortable level.
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