PFH vs MSCI

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

5-Year PerformanceMSCI has outperformed PFH, delivering a return of +2.7% compared to -4.2%

PFH vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	MSCI(COMPANY)
Market Cap	$45B	$44B
Max Drawdown	39.12%	69.06%
Sharpe Ratio	-0.62	0.20
5Y Beta	0.23	0.70
Industry	N/A	Financial Data & Stock Exchanges
P/E Ratio	N/A	34.16
Forward P/E	N/A	30.77
PEG Ratio	0.00	1.63
Dividend Yield	108.90%	1.23%
5Y Dividends CAGR	20.23%	24.94%
5Y EPS CAGR	N/A	17.64%
Debt to Equity	N/A	-230.84%
Free Cash Flow Yield	N/A	3.55%
P/S Ratio	N/A	13.57
P/B Ratio	N/A	37.57

Market Cap

Winner

PFH

$45B

MSCI

$44B

Max Drawdown

Winner

PFH

39.12%

MSCI

69.06%

Sharpe Ratio

PFH

-0.62

Winner

MSCI

0.20

5Y Beta

Winner

PFH

0.23

MSCI

0.70

Industry

PFH

N/A

MSCI

Financial Data & Stock Exchanges

P/E Ratio

PFH

N/A

MSCI

34.16

Forward P/E

PFH

N/A

MSCI

30.77

PEG Ratio

Winner

PFH

0.00

MSCI

1.63

Dividend Yield

Winner

PFH

108.90%

MSCI

1.23%

5Y Dividends CAGR

PFH

20.23%

Winner

MSCI

24.94%

5Y EPS CAGR

PFH

N/A

MSCI

17.64%

Debt to Equity

PFH

N/A

MSCI

-230.84%

Free Cash Flow Yield

PFH

N/A

MSCI

3.55%

P/S Ratio

PFH

N/A

MSCI

13.57

P/B Ratio

PFH

N/A

MSCI

37.57

PFH vs MSCI - Historical Returns

Returns include dividend reinvestment.

Period	PFH	MSCI
1 month	+0.06%	-0.63%
3 months	-2.32%	+13.13%
6 months	-5.63%	+4.84%
1 year	-3.78%	+5.60%
5 years(CAGR)	-4.20%	+2.67%
10 years(CAGR)	N/A	+23.88%
Max(CAGR)	-2.85%	+19.20%

Winner

PFH

+0.06%

MSCI

-0.63%

PFH

-2.32%

Winner

MSCI

+13.13%

PFH

-5.63%

Winner

MSCI

+4.84%

PFH

-3.78%

Winner

MSCI

+5.60%

5Y(CAGR)

PFH

-4.20%

Winner

MSCI

+2.67%

10Y(CAGR)

PFH

N/A

MSCI

+23.88%

Max(CAGR)

PFH

-2.85%

Winner

MSCI

+19.20%

PFH vs MSCI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PFH	MSCI
2026	-4.07%	+7.79%
2025	-2.79%	-2.69%
2024	+0.53%	+9.21%
2023	+10.99%	+23.97%
2022	-26.38%	-21.13%
2021	+2.98%	+40.95%
2020	+3.64%	+69.23%
2019	N/A	+77.76%
2018	N/A	+16.88%
2017	N/A	+62.75%
2016	N/A	+12.99%
2015	N/A	+53.19%
2014	N/A	+10.40%
2013	N/A	+36.07%
2012	N/A	-5.55%
2011	N/A	-16.53%
2010	N/A	+21.83%
2009	N/A	+70.51%
2008	N/A	-47.53%
2007	N/A	+47.13%

PFH vs MSCI 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 MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current PFH drawdown is -20.41%. The current MSCI drawdown is -6.08%.

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

Correlation

Correlation between PFH and MSCI is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2014 - 2026)

PFH vs MSCI dividend yield comparison.

Year	PFH	MSCI
2026	3.17%	0.68%
2025	5.98%	1.25%
2024	5.57%	1.07%
2023	5.33%	0.98%
2022	5.65%	0.98%
2021	3.96%	0.59%
2020	0.00%	0.65%
2019	0.00%	0.98%
2018	0.00%	1.30%
2017	0.00%	1.04%
2016	0.00%	1.27%
2015	0.00%	1.11%
2014	0.00%	0.38%