BTSGU vs PUK

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Prudential plc (PUK, Company).

BTSGU is from the Healthcare sector, while PUK is from the Financial Services sector.

BTSGU vs PUK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	PUK(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	33.37%	83.15%
Sharpe Ratio	2.33	0.42
5Y Beta	0.87	0.97
Industry	Health Information Services	Insurance - Life
P/E Ratio	122.51	6.40
Forward P/E	N/A	10.29
PEG Ratio	0.31	0.01
Dividend Yield	N/A	1.02%
5Y Dividends CAGR	N/A	22.39%
5Y EPS CAGR	N/A	17.91%
Debt to Equity	126.20%	30.00%
Free Cash Flow Yield	1.06%	14.16%
P/S Ratio	N/A	2.62
P/B Ratio	N/A	1.88

Market Cap

BTSGU

$39B

Winner

PUK

$39B

Max Drawdown

Winner

BTSGU

33.37%

PUK

83.15%

Sharpe Ratio

Winner

BTSGU

2.33

PUK

0.42

5Y Beta

Winner

BTSGU

0.87

PUK

0.97

Industry

BTSGU

Health Information Services

PUK

Insurance - Life

P/E Ratio

BTSGU

122.51

Winner

PUK

6.40

Forward P/E

BTSGU

N/A

PUK

10.29

PEG Ratio

BTSGU

0.31

Winner

PUK

0.01

Dividend Yield

BTSGU

N/A

PUK

1.02%

5Y Dividends CAGR

BTSGU

N/A

PUK

22.39%

5Y EPS CAGR

BTSGU

N/A

PUK

17.91%

Debt to Equity

BTSGU

126.20%

Winner

PUK

30.00%

Free Cash Flow Yield

BTSGU

1.06%

Winner

PUK

14.16%

P/S Ratio

BTSGU

N/A

PUK

2.62

P/B Ratio

BTSGU

N/A

PUK

1.88

BTSGU vs PUK - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	PUK
1 month	+11.17%	-15.71%
3 months	+36.37%	-12.54%
6 months	+59.81%	-10.94%
1 year	+134.98%	+10.73%
5 years(CAGR)	N/A	-6.68%
10 years(CAGR)	N/A	-0.06%
Max(CAGR)	+91.68%	+7.27%

Winner

BTSGU

+11.17%

PUK

-15.71%

Winner

BTSGU

+36.37%

PUK

-12.54%

Winner

BTSGU

+59.81%

PUK

-10.94%

Winner

BTSGU

+134.98%

PUK

+10.73%

5Y(CAGR)

BTSGU

N/A

PUK

-6.68%

10Y(CAGR)

BTSGU

N/A

PUK

-0.06%

Max(CAGR)

Winner

BTSGU

+91.68%

PUK

+7.27%

BTSGU vs PUK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	PUK
2026	+49.01%	-18.34%
2025	+106.26%	+102.41%
2024	+43.79%	-24.68%
2023	N/A	-19.00%
2022	N/A	-20.88%
2021	N/A	-1.20%
2020	N/A	-2.38%
2019	N/A	+29.52%
2018	N/A	-28.65%
2017	N/A	+30.01%
2016	N/A	-4.56%
2015	N/A	+0.73%
2014	N/A	+6.71%
2013	N/A	+56.31%
2012	N/A	+46.11%
2011	N/A	-2.79%
2010	N/A	+4.41%
2009	N/A	+73.80%
2008	N/A	-53.90%
2007	N/A	+3.47%
2006	N/A	+43.19%
2005	N/A	+15.14%
2004	N/A	+6.69%
2003	N/A	+22.50%
2002	N/A	-38.91%
2001	N/A	-25.12%
2000	N/A	+187.24%

BTSGU vs PUK Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.

The current BTSGU drawdown is -7.23%. The current PUK drawdown is -33.93%.

Rank	BTSGU	PUK
#1	-32.46% Jan 30, 2025 - May 16, 2025	-82.51% May 7, 2007 - Sep 14, 2012
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-68.74% Jan 3, 2001 - Mar 20, 2006
#3	-18.43% May 16, 2025 - Aug 22, 2025	-63.59% Oct 7, 2021 - Jan 13, 2025
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-63.54% Jan 24, 2018 - May 7, 2021
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-41.52% May 21, 2015 - Jul 31, 2017
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-23.52% Mar 20, 2006 - Nov 17, 2006
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-20.02% May 7, 2021 - Oct 7, 2021
#8	-7.52% May 28, 2026 - Jun 4, 2026	-19.39% Jul 21, 2000 - Nov 30, 2000
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-15.09% Jan 10, 2014 - Mar 4, 2014
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-14.02% Jan 17, 2007 - Mar 20, 2007
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-13.46% May 21, 2013 - Aug 2, 2013
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-13.11% Aug 25, 2014 - Jan 26, 2015
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-11.07% Aug 12, 2013 - Sep 16, 2013
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-8.82% Mar 14, 2013 - Apr 26, 2013
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-7.41% Mar 12, 2014 - Apr 30, 2014

Correlation

Correlation between BTSGU and PUK is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

BTSGU vs PUK dividend yield comparison.

Year	BTSGU	PUK
2026	0.89%	1.48%
2025	2.67%	1.54%
2024	2.70%	2.64%
2023	0.00%	1.72%
2022	0.00%	1.28%
2021	0.00%	4.60%
2020	0.00%	1.70%
2019	0.00%	17.06%
2018	0.00%	3.71%
2017	0.00%	2.33%
2016	0.00%	3.50%
2015	0.00%	2.62%
2014	0.00%	2.53%
2013	0.00%	2.09%
2012	0.00%	2.84%
2011	0.00%	4.05%
2010	0.00%	2.90%
2009	0.00%	2.99%
2008	0.00%	5.57%
2007	0.00%	2.42%
2006	0.00%	2.21%
2005	0.00%	3.02%
2004	0.00%	6.16%
2003	0.00%	4.28%
2002	0.00%	5.50%
2001	0.00%	3.03%
2000	0.00%	0.73%