Company Analysis Prudential Financial
1. Summary
Advantages
- Dividends (4.3%) are higher than the sector average (2.65%).
Disadvantages
- Price (114.53 $) is higher than fair price (72.73 $)
- The stock's return over the last year (10.91%) is lower than the sector average (19.81%).
- 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=11.03%)
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 | -1.4% | 1.8% | -0.9% |
| 90 days | -5% | -15.3% | 5.1% |
| 1 year | 10.9% | 19.8% | 22.7% |
PRU vs Sector: Prudential Financial has significantly underperformed the "Financials" sector by -8.9% over the past year.
PRU vs Market: Prudential Financial has significantly underperformed the market by -11.82% 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 0.2098% 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 (114.53 $) is higher than the fair price (72.73 $).
Price is higher than fair: The current price (114.53 $) is 36.5% 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 (63.15).
P/E vs Market: The company's P/E (15.17) is lower than that of the market as a whole (47.68).
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 (1.45).
P/BV vs Market: The company's P/BV (1.27) is lower than that of the market as a whole (22.59).
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 (3.58).
P/S vs Market: The company's P/S indicator (0.6957) is lower than that of the market as a whole (15.21).
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 (-77.74).
EV/Ebitda vs Market: The company's EV/Ebitda (-337.98) is lower than that of the market as a whole (24.31).
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 (-80.32%).
5.4. ROE
ROE vs Sector: The company's ROE (8.94%) is lower than that of the sector as a whole (11.03%).
ROE vs Market: The company's ROE (8.94%) is lower than that of the market as a whole (18.08%).
5.5. ROA
ROA vs Sector: The company's ROA (0.345%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (0.345%) is lower than that of the market as a whole (6.49%).
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 4.3% is higher than the average for the sector '2.65%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.3% has been steadily paid over the past 7 years, DSI=0.93.
Dividend growth: Company's dividend yield 4.3% has been growing over the last 5 years. Growth over 15 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (74.2%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 30.47% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 18.12.2024 | PRUDENTIAL FINANCIAL INC 10% Owner |
Purchase | 10 | 15 000 000 | 1 500 000 |
| 06.11.2024 | FALZON ROBERT EVP and Vice Chairman |
Sale | 128.26 | 6 764 050 | 52 737 |
| 06.11.2024 | FALZON ROBERT EVP and Vice Chairman |
Purchase | 108.78 | 6 032 180 | 55 453 |
| 04.11.2024 | GOODMAN STACEY Officer |
Purchase | 121.18 | 1 169 270 | 9 649 |
| 12.03.2024 | Axel Robert SVP and Controller |
Sale | 111.86 | 719 931 | 6 436 |
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