DEO vs PFH

Comparison between Diageo plc (DEO, Company) and Prudential Financial Inc (PFH, Company).

5-Year PerformancePFH has outperformed DEO, delivering a return of -3.8% compared to -13.5%

DEO vs PFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEO(COMPANY)	PFH(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	67.37%	38.69%
Sharpe Ratio	-0.59	0.08
5Y Beta	0.39	0.22
Industry	Beverages - Wineries & Distilleries	N/A
P/E Ratio	5.77	N/A
Forward P/E	11.78	N/A
PEG Ratio	0.10	0.00
Dividend Yield	4.12%	108.90%
5Y Dividends CAGR	-2.38%	20.23%
5Y EPS CAGR	19.20%	N/A
Debt to Equity	208.59%	N/A
Free Cash Flow Yield	15.28%	N/A

Market Cap

DEO

$45B

Winner

PFH

$45B

Max Drawdown

DEO

67.37%

Winner

PFH

38.69%

Sharpe Ratio

DEO

-0.59

Winner

PFH

0.08

5Y Beta

DEO

0.39

Winner

PFH

0.22

Industry

DEO

Beverages - Wineries & Distilleries

PFH

N/A

P/E Ratio

DEO

5.77

PFH

N/A

Forward P/E

DEO

11.78

PFH

N/A

PEG Ratio

DEO

0.10

Winner

PFH

0.00

Dividend Yield

DEO

4.12%

Winner

PFH

108.90%

5Y Dividends CAGR

DEO

-2.38%

Winner

PFH

20.23%

5Y EPS CAGR

DEO

19.20%

PFH

N/A

Debt to Equity

DEO

208.59%

PFH

N/A

Free Cash Flow Yield

DEO

15.28%

PFH

N/A

DEO vs PFH - Historical Returns

Returns include dividend reinvestment.

Period	DEO	PFH
1 month	-3.97%	-0.24%
3 months	+8.04%	-3.30%
6 months	-8.09%	-2.50%
1 year	-18.00%	+3.76%
5 years(CAGR)	-13.53%	-3.79%
10 years(CAGR)	+0.09%	N/A
Max(CAGR)	+5.88%	-2.67%

DEO

-3.97%

Winner

PFH

-0.24%

Winner

DEO

+8.04%

PFH

-3.30%

DEO

-8.09%

Winner

PFH

-2.50%

DEO

-18.00%

Winner

PFH

+3.76%

5Y(CAGR)

DEO

-13.53%

Winner

PFH

-3.79%

10Y(CAGR)

DEO

+0.09%

PFH

N/A

Max(CAGR)

Winner

DEO

+5.88%

PFH

-2.67%

DEO vs PFH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DEO	PFH
2026	-6.72%	-2.89%
2025	-28.79%	-2.79%
2024	-9.08%	+0.53%
2023	-15.23%	+10.99%
2022	-17.68%	-26.38%
2021	+40.89%	+2.98%
2020	-2.29%	+3.64%
2019	+23.44%	N/A
2018	+0.18%	N/A
2017	+43.66%	N/A
2016	-0.77%	N/A
2015	+0.15%	N/A
2014	-8.43%	N/A
2013	+14.12%	N/A
2012	+35.09%	N/A
2011	+21.48%	N/A
2010	+10.83%	N/A
2009	+25.81%	N/A
2008	-31.11%	N/A
2007	+11.41%	N/A
2006	+37.70%	N/A
2005	+5.44%	N/A
2004	+11.85%	N/A
2003	+23.84%	N/A
2002	-1.98%	N/A
2001	+6.81%	N/A
2000	+44.23%	N/A
1999	-19.88%	N/A

DEO vs PFH Drawdown Comparison

The maximum drawdown for DEO was -63.43%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current DEO drawdown is -59.00%. The current PFH drawdown is -19.44%.

Rank	DEO	PFH
#1	-63.43% Jan 4, 2022 - Mar 24, 2026	-28.59% Dec 22, 2021 - Nov 4, 2022
#2	-53.24% Nov 6, 2007 - May 6, 2011	-6.22% Dec 31, 2020 - Jun 17, 2021
#3	-41.12% Sep 4, 2019 - Apr 6, 2021	-2.37% Sep 14, 2020 - Dec 2, 2020
#4	-37.50% Nov 4, 1999 - Nov 3, 2000	-2.21% Sep 22, 2021 - Dec 2, 2021
#5	-29.67% May 6, 2002 - Dec 24, 2003	-1.45% Jul 6, 2021 - Aug 5, 2021
#6	-17.47% Jan 22, 2014 - May 4, 2017	-1.21% Sep 3, 2020 - Sep 10, 2020
#7	-15.24% Jan 2, 2001 - May 16, 2001	-0.95% Aug 6, 2021 - Aug 13, 2021
#8	-14.77% Jun 2, 2011 - Oct 21, 2011	-0.92% Sep 1, 2021 - Sep 22, 2021
#9	-14.15% Mar 1, 2004 - Nov 5, 2004	-0.73% Dec 2, 2021 - Dec 22, 2021
#10	-13.56% May 16, 2001 - Dec 21, 2001	-0.50% Aug 13, 2021 - Aug 27, 2021
#11	-11.38% Jul 20, 2018 - Jan 31, 2019	-0.31% Dec 9, 2020 - Dec 15, 2020
#12	-10.64% Dec 4, 2000 - Dec 26, 2000	-0.27% Jun 17, 2021 - Jun 23, 2021
#13	-10.20% May 2, 2012 - Jul 2, 2012	-0.23% Dec 23, 2020 - Dec 28, 2020
#14	-10.09% Apr 2, 2013 - Aug 2, 2013	-0.19% Dec 15, 2020 - Dec 21, 2020
#15	-9.51% May 5, 2005 - Sep 6, 2005	-0.15% Jun 23, 2021 - Jun 28, 2021

Correlation

Correlation between DEO and PFH is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2000 - 2026)

DEO vs PFH dividend yield comparison.

Year	DEO	PFH
2026	0.99%	3.13%
2025	4.80%	5.98%
2024	3.26%	5.57%
2023	2.77%	5.33%
2022	2.16%	5.65%
2021	1.82%	3.96%
2020	2.29%	0.00%
2019	2.07%	0.00%
2018	2.51%	0.00%
2017	2.18%	0.00%
2016	3.00%	0.00%
2015	3.13%	0.00%
2014	4.85%	0.00%
2013	2.26%	0.00%
2012	2.38%	0.00%
2011	2.97%	0.00%
2010	3.18%	0.00%
2009	3.26%	0.00%
2008	4.42%	0.00%
2007	3.06%	0.00%
2006	2.86%	0.00%
2005	3.66%	0.00%
2004	3.49%	0.00%
2003	3.17%	0.00%
2002	3.29%	0.00%
2001	2.79%	0.00%
2000	3.01%	0.00%