MSCI vs PFH

Comparison between MSCI Inc (MSCI, Company) and Prudential Financial Inc (PFH, Company).

5-Year PerformanceMSCI has outperformed PFH, delivering a return of +1.0% compared to -4.2%

MSCI vs PFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSCI(COMPANY)	PFH(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	69.06%	39.12%
Sharpe Ratio	-0.01	-0.70
5Y Beta	0.67	0.23
Industry	Financial Data & Stock Exchanges	N/A
P/E Ratio	35.15	N/A
Forward P/E	31.95	N/A
PEG Ratio	1.67	0.00
Dividend Yield	1.19%	108.90%
5Y Dividends CAGR	24.94%	20.23%
5Y EPS CAGR	17.64%	N/A
Debt to Equity	-230.84%	N/A
Free Cash Flow Yield	3.45%	N/A
P/S Ratio	13.73	N/A
P/B Ratio	37.57	N/A

Market Cap

Winner

MSCI

$45B

PFH

$45B

Max Drawdown

MSCI

69.06%

Winner

PFH

39.12%

Sharpe Ratio

Winner

MSCI

-0.01

PFH

-0.70

5Y Beta

MSCI

0.67

Winner

PFH

0.23

Industry

MSCI

Financial Data & Stock Exchanges

PFH

N/A

P/E Ratio

MSCI

35.15

PFH

N/A

Forward P/E

MSCI

31.95

PFH

N/A

PEG Ratio

MSCI

1.67

Winner

PFH

0.00

Dividend Yield

MSCI

1.19%

Winner

PFH

108.90%

5Y Dividends CAGR

Winner

MSCI

24.94%

PFH

20.23%

5Y EPS CAGR

MSCI

17.64%

PFH

N/A

Debt to Equity

MSCI

-230.84%

PFH

N/A

Free Cash Flow Yield

MSCI

3.45%

PFH

N/A

P/S Ratio

MSCI

13.73

PFH

N/A

P/B Ratio

MSCI

37.57

PFH

N/A

MSCI vs PFH - Historical Returns

Returns include dividend reinvestment.

Period	MSCI	PFH
1 month	-3.32%	-0.80%
3 months	-5.65%	-3.68%
6 months	-3.93%	-5.64%
1 year	-1.47%	-2.97%
5 years(CAGR)	+1.00%	-4.20%
10 years(CAGR)	+22.49%	N/A
Max(CAGR)	+18.70%	-2.95%

MSCI

-3.32%

Winner

PFH

-0.80%

MSCI

-5.65%

Winner

PFH

-3.68%

Winner

MSCI

-3.93%

PFH

-5.64%

Winner

MSCI

-1.47%

PFH

-2.97%

5Y(CAGR)

Winner

MSCI

+1.00%

PFH

-4.20%

10Y(CAGR)

MSCI

+22.49%

PFH

N/A

Max(CAGR)

Winner

MSCI

+18.70%

PFH

-2.95%

MSCI vs PFH - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MSCI	PFH
2026	+0.10%	-4.77%
2025	-2.69%	-2.79%
2024	+9.21%	+0.53%
2023	+23.97%	+10.99%
2022	-21.13%	-26.38%
2021	+40.95%	+2.98%
2020	+69.23%	+3.64%
2019	+77.76%	N/A
2018	+16.88%	N/A
2017	+62.75%	N/A
2016	+12.99%	N/A
2015	+53.19%	N/A
2014	+10.40%	N/A
2013	+36.07%	N/A
2012	-5.55%	N/A
2011	-16.53%	N/A
2010	+21.83%	N/A
2009	+70.51%	N/A
2008	-47.53%	N/A
2007	+47.13%	N/A

MSCI vs PFH Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

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

The current MSCI drawdown is -12.78%. The current PFH drawdown is -21.00%.

Rank	MSCI	PFH
#1	-69.06% Dec 31, 2007 - Dec 21, 2010	-28.59% Dec 22, 2021 - Nov 4, 2022
#2	-43.74% Nov 16, 2021 - Jun 1, 2026	-6.22% Dec 31, 2020 - Jun 17, 2021
#3	-36.06% Dec 27, 2010 - Sep 16, 2013	-2.37% Sep 14, 2020 - Dec 2, 2020
#4	-32.21% Feb 19, 2020 - Apr 27, 2020	-2.21% Sep 22, 2021 - Dec 2, 2021
#5	-25.58% Sep 4, 2018 - Feb 28, 2019	-1.45% Jul 6, 2021 - Aug 5, 2021
#6	-15.42% Jun 1, 2026 - Jun 25, 2026	-1.21% Sep 3, 2020 - Sep 10, 2020
#7	-14.93% Jul 31, 2015 - Nov 2, 2015	-0.95% Aug 6, 2021 - Aug 13, 2021
#8	-14.85% Jul 18, 2019 - Nov 1, 2019	-0.92% Sep 1, 2021 - Sep 22, 2021
#9	-14.11% Aug 31, 2016 - Feb 3, 2017	-0.73% Dec 2, 2021 - Dec 22, 2021
#10	-13.71% Jul 27, 2020 - Nov 4, 2020	-0.50% Aug 13, 2021 - Aug 27, 2021
#11	-13.50% May 18, 2020 - Jul 6, 2020	-0.31% Dec 9, 2020 - Dec 15, 2020
#12	-13.49% Sep 18, 2014 - Nov 24, 2014	-0.27% Jun 17, 2021 - Jun 23, 2021
#13	-13.30% Dec 29, 2015 - Feb 22, 2016	-0.23% Dec 23, 2020 - Dec 28, 2020
#14	-13.21% Jan 12, 2021 - Apr 12, 2021	-0.19% Dec 15, 2020 - Dec 21, 2020
#15	-12.38% Mar 12, 2014 - Jul 1, 2014	-0.15% Jun 23, 2021 - Jun 28, 2021

Correlation

Correlation between MSCI and PFH is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2014 - 2026)

MSCI vs PFH dividend yield comparison.

Year	MSCI	PFH
2026	0.73%	3.19%
2025	1.25%	5.98%
2024	1.07%	5.57%
2023	0.98%	5.33%
2022	0.98%	5.65%
2021	0.59%	3.96%
2020	0.65%	0.00%
2019	0.98%	0.00%
2018	1.30%	0.00%
2017	1.04%	0.00%
2016	1.27%	0.00%
2015	1.11%	0.00%
2014	0.38%	0.00%