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MSCI vs PRU

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

Both MSCI and PRU are from the Financial Services sector.

5-Year PerformancePRU has outperformed MSCI, delivering a return of +8.6% compared to +0.2%

MSCI vs PRU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MSCI
$42B
PRU
$41B
Max Drawdown
Winner
MSCI
69.06%
PRU
89.06%
Sharpe Ratio
MSCI
0.23
Winner
PRU
0.72
5Y Beta
Winner
MSCI
0.68
PRU
0.97
Industry
MSCI
Financial Data & Stock Exchanges
PRU
Insurance - Life
P/E Ratio
MSCI
30.92
Winner
PRU
12.78
Forward P/E
MSCI
28.57
Winner
PRU
11.60
PEG Ratio
MSCI
1.42
Winner
PRU
0.19
Dividend Yield
MSCI
0.64%
Winner
PRU
4.60%
5Y Dividends CAGR
Winner
MSCI
24.94%
PRU
4.10%
5Y EPS CAGR
Winner
MSCI
16.84%
PRU
1.78%
Debt to Equity
Winner
MSCI
-237.23%
PRU
62.01%
Free Cash Flow Yield
MSCI
3.85%
Winner
PRU
23.68%
P/S Ratio
MSCI
12.45
Winner
PRU
0.65
P/B Ratio
MSCI
37.57
Winner
PRU
1.29

MSCI vs PRU - Historical Returns

Returns include dividend reinvestment.

1M
MSCI
-4.97%
Winner
PRU
+8.63%
3M
MSCI
-7.25%
Winner
PRU
+26.60%
6M
MSCI
-5.59%
Winner
PRU
+12.42%
1Y
MSCI
+5.56%
Winner
PRU
+17.91%
5Y(CAGR)
MSCI
+0.18%
Winner
PRU
+8.60%
10Y(CAGR)
Winner
MSCI
+22.22%
PRU
+9.36%
Max(CAGR)
Winner
MSCI
+18.59%
PRU
+9.16%

MSCI vs PRU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearMSCIPRU
2026-1.50%+6.32%
2025-2.69%+0.37%
2024+9.21%+18.55%
2023+23.97%+10.05%
2022-21.13%-5.33%
2021+40.95%+48.41%
2020+69.23%-12.51%
2019+77.76%+18.43%
2018+16.88%-26.76%
2017+62.75%+12.78%
2016+12.99%+35.09%
2015+53.19%-6.99%
2014+10.40%+2.25%
2013+36.07%+68.63%
2012-5.55%+7.37%
2011-16.53%-14.95%
2010+21.83%+15.83%
2009+70.51%+64.09%
2008-47.53%-65.36%
2007+47.13%+9.22%
2006N/A+14.78%
2005N/A+37.28%
2004N/A+32.80%
2003N/A+31.47%
2002N/A+2.77%
2001N/A+13.28%

MSCI vs PRU Drawdown Comparison

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

The maximum drawdown for PRU was -88.45%, occurring on Mar 5, 2009. Recovery took 1634 trading sessions.

The current MSCI drawdown is -14.17%. The current PRU drawdown is -1.70%.

RankMSCIPRU
#1-69.06%
Dec 31, 2007 - Dec 21, 2010
-88.45%
May 21, 2007 - Nov 13, 2013
#2-43.74%
Nov 16, 2021 - Jun 1, 2026
-65.90%
Jan 26, 2018 - May 17, 2021
#3-36.06%
Dec 27, 2010 - Sep 16, 2013
-35.77%
Aug 10, 2015 - Nov 7, 2016
#4-32.21%
Feb 19, 2020 - Apr 27, 2020
-33.12%
Apr 20, 2022 - Mar 6, 2024
#5-25.58%
Sep 4, 2018 - Feb 28, 2019
-28.67%
Jun 6, 2002 - Jul 7, 2003
#6-15.42%
Jun 1, 2026 - Jun 25, 2026
-25.67%
Nov 27, 2024 - Apr 8, 2025
#7-14.93%
Jul 31, 2015 - Nov 2, 2015
-18.60%
Sep 19, 2014 - Jun 23, 2015
#8-14.85%
Jul 18, 2019 - Nov 1, 2019
-17.11%
Jul 17, 2024 - Oct 16, 2024
#9-14.11%
Aug 31, 2016 - Feb 3, 2017
-15.50%
Dec 26, 2013 - Jul 3, 2014
#10-13.71%
Jul 27, 2020 - Nov 4, 2020
-15.05%
Feb 10, 2022 - Mar 25, 2022
#11-13.50%
May 18, 2020 - Jul 6, 2020
-14.67%
Mar 4, 2004 - Oct 4, 2004
#12-13.49%
Sep 18, 2014 - Nov 24, 2014
-13.76%
Aug 2, 2017 - Nov 29, 2017
#13-13.30%
Dec 29, 2015 - Feb 22, 2016
-11.80%
Jun 1, 2021 - Aug 27, 2021
#14-13.21%
Jan 12, 2021 - Apr 12, 2021
-11.37%
Oct 4, 2004 - Nov 4, 2004
#15-12.38%
Mar 12, 2014 - Jul 1, 2014
-11.30%
Oct 20, 2021 - Jan 4, 2022

Correlation

Correlation between MSCI and PRU is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2002 - 2026)

MSCI vs PRU dividend yield comparison.

YearMSCIPRU
20260.74%2.38%
20251.25%4.78%
20241.07%4.39%
20230.98%4.82%
20220.98%4.83%
20210.59%4.25%
20200.65%5.64%
20190.98%4.27%
20181.30%4.41%
20171.04%2.61%
20161.27%2.69%
20151.11%3.00%
20140.38%2.40%
20130.00%1.88%
20120.00%3.00%
20110.00%2.89%
20100.00%1.96%
20090.00%1.41%
20080.00%1.92%
20070.00%1.24%
20060.00%1.11%
20050.00%1.07%
20040.00%1.14%
20030.00%1.20%
20020.00%1.26%

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