PFH vs DEO

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

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

PFH vs DEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

PFH

$45B

DEO

$45B

Max Drawdown

Winner

PFH

38.69%

DEO

67.37%

Sharpe Ratio

Winner

PFH

0.08

DEO

-0.59

5Y Beta

Winner

PFH

0.22

DEO

0.39

Industry

PFH

N/A

DEO

Beverages - Wineries & Distilleries

P/E Ratio

PFH

N/A

DEO

5.77

Forward P/E

PFH

N/A

DEO

11.78

PEG Ratio

Winner

PFH

0.00

DEO

0.10

Dividend Yield

Winner

PFH

108.90%

DEO

4.12%

5Y Dividends CAGR

Winner

PFH

20.23%

DEO

-2.38%

5Y EPS CAGR

PFH

N/A

DEO

19.20%

Debt to Equity

PFH

N/A

DEO

208.59%

Free Cash Flow Yield

PFH

N/A

DEO

15.28%

PFH vs DEO - Historical Returns

Returns include dividend reinvestment.

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

Winner

PFH

-0.24%

DEO

-3.97%

PFH

-3.30%

Winner

DEO

+8.04%

Winner

PFH

-2.50%

DEO

-8.09%

Winner

PFH

+3.76%

DEO

-18.00%

5Y(CAGR)

Winner

PFH

-3.79%

DEO

-13.53%

10Y(CAGR)

PFH

N/A

DEO

+0.09%

Max(CAGR)

PFH

-2.67%

Winner

DEO

+5.88%

PFH vs DEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PFH vs DEO 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 DEO was -63.43%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

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

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

Correlation

Correlation between PFH and DEO 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)

PFH vs DEO dividend yield comparison.

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