PFH vs BTSGU

Comparison between Prudential Financial Inc (PFH, Company) and BrightSpring Health Services Inc (BTSGU, Company).

PFH vs BTSGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	BTSGU(COMPANY)
Market Cap	$45B	$44B
Max Drawdown	39.84%	33.37%
Sharpe Ratio	-0.72	3.28
5Y Beta	0.23	0.90
Industry	N/A	Health Information Services
P/E Ratio	N/A	139.61
PEG Ratio	0.00	0.35
Dividend Yield	108.90%	N/A
5Y Dividends CAGR	20.23%	N/A
Debt to Equity	N/A	126.20%
Free Cash Flow Yield	N/A	0.93%

Market Cap

Winner

PFH

$45B

BTSGU

$44B

Max Drawdown

PFH

39.84%

Winner

BTSGU

33.37%

Sharpe Ratio

PFH

-0.72

Winner

BTSGU

3.28

5Y Beta

Winner

PFH

0.23

BTSGU

0.90

Industry

PFH

N/A

BTSGU

Health Information Services

P/E Ratio

PFH

N/A

BTSGU

139.61

PEG Ratio

Winner

PFH

0.00

BTSGU

0.35

Dividend Yield

PFH

108.90%

BTSGU

N/A

5Y Dividends CAGR

PFH

20.23%

BTSGU

N/A

Debt to Equity

PFH

N/A

BTSGU

126.20%

Free Cash Flow Yield

PFH

N/A

BTSGU

0.93%

PFH vs BTSGU - Historical Returns

Returns include dividend reinvestment.

Period	PFH	BTSGU
1 month	-1.55%	+4.55%
3 months	-4.71%	+47.69%
6 months	-7.97%	+75.38%
1 year	-3.76%	+219.96%
5 years(CAGR)	-4.49%	N/A
Max(CAGR)	-3.19%	+100.27%

PFH

-1.55%

Winner

BTSGU

+4.55%

PFH

-4.71%

Winner

BTSGU

+47.69%

PFH

-7.97%

Winner

BTSGU

+75.38%

PFH

-3.76%

Winner

BTSGU

+219.96%

5Y(CAGR)

PFH

-4.49%

BTSGU

N/A

Max(CAGR)

PFH

-3.19%

Winner

BTSGU

+100.27%

PFH vs BTSGU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PFH	BTSGU
2026	-6.13%	+81.01%
2025	-2.79%	+106.26%
2024	+0.53%	+43.79%
2023	+10.99%	N/A
2022	-26.38%	N/A
2021	+2.98%	N/A
2020	+3.64%	N/A

PFH vs BTSGU Drawdown Comparison

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

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

The current PFH drawdown is -22.12%. The current BTSGU drawdown is -1.90%.

Rank	PFH	BTSGU
#1	-28.59% Dec 22, 2021 - Nov 4, 2022	-32.46% Jan 30, 2025 - May 16, 2025
#2	-6.22% Dec 31, 2020 - Jun 17, 2021	-22.43% Jan 30, 2024 - Jun 5, 2024
#3	-2.37% Sep 14, 2020 - Dec 2, 2020	-18.43% May 16, 2025 - Aug 22, 2025
#4	-2.21% Sep 22, 2021 - Dec 2, 2021	-13.46% Nov 11, 2024 - Jan 21, 2025
#5	-1.45% Jul 6, 2021 - Aug 5, 2021	-11.14% Jul 29, 2024 - Aug 26, 2024
#6	-1.21% Sep 3, 2020 - Sep 10, 2020	-8.63% Mar 4, 2026 - Mar 18, 2026
#7	-0.95% Aug 6, 2021 - Aug 13, 2021	-7.69% Jan 6, 2026 - Feb 25, 2026
#8	-0.92% Sep 1, 2021 - Sep 22, 2021	-7.52% May 28, 2026 - Jun 11, 2026
#9	-0.73% Dec 2, 2021 - Dec 22, 2021	-7.22% Oct 18, 2024 - Nov 1, 2024
#10	-0.50% Aug 13, 2021 - Aug 27, 2021	-7.04% Jun 5, 2024 - Jun 28, 2024
#11	-0.31% Dec 9, 2020 - Dec 15, 2020	-7.02% Nov 11, 2025 - Nov 24, 2025
#12	-0.27% Jun 17, 2021 - Jun 23, 2021	-6.75% Mar 19, 2026 - Mar 25, 2026
#13	-0.23% Dec 23, 2020 - Dec 28, 2020	-6.42% Mar 25, 2026 - Apr 8, 2026
#14	-0.19% Dec 15, 2020 - Dec 21, 2020	-5.46% Sep 10, 2025 - Sep 30, 2025
#15	-0.15% Jun 23, 2021 - Jun 28, 2021	-5.38% Oct 1, 2025 - Oct 14, 2025

Correlation

Correlation between PFH and BTSGU is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101