PFH vs SLF

Comparison between Prudential Financial Inc (PFH, Company) and Sun Life Financial Inc (SLF, Company).

5-Year PerformanceSLF has outperformed PFH, delivering a return of +13.4% compared to -4.1%

PFH vs SLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	SLF(COMPANY)
Market Cap	$45B	$44B
Max Drawdown	39.12%	80.09%
Sharpe Ratio	-0.37	0.99
5Y Beta	0.23	0.49
Industry	N/A	Insurance - Diversified
P/E Ratio	N/A	18.48
Forward P/E	N/A	14.03
PEG Ratio	0.00	7.77
Dividend Yield	108.90%	4.64%
5Y Dividends CAGR	20.23%	13.74%
5Y EPS CAGR	N/A	-1.29%
Debt to Equity	N/A	32.51%
Free Cash Flow Yield	N/A	18.51%
P/S Ratio	N/A	1.23
P/B Ratio	N/A	2.58

Market Cap

Winner

PFH

$45B

SLF

$44B

Max Drawdown

Winner

PFH

39.12%

SLF

80.09%

Sharpe Ratio

PFH

-0.37

Winner

SLF

0.99

5Y Beta

Winner

PFH

0.23

SLF

0.49

Industry

PFH

N/A

SLF

Insurance - Diversified

P/E Ratio

PFH

N/A

SLF

18.48

Forward P/E

PFH

N/A

SLF

14.03

PEG Ratio

Winner

PFH

0.00

SLF

7.77

Dividend Yield

Winner

PFH

108.90%

SLF

4.64%

5Y Dividends CAGR

Winner

PFH

20.23%

SLF

13.74%

5Y EPS CAGR

PFH

N/A

SLF

-1.29%

Debt to Equity

PFH

N/A

SLF

32.51%

Free Cash Flow Yield

PFH

N/A

SLF

18.51%

P/S Ratio

PFH

N/A

SLF

1.23

P/B Ratio

PFH

N/A

SLF

2.58

PFH vs SLF - Historical Returns

Returns include dividend reinvestment.

Period	PFH	SLF
1 month	-0.25%	+7.71%
3 months	-2.22%	+25.76%
6 months	-2.96%	+26.84%
1 year	-0.81%	+24.12%
5 years(CAGR)	-4.13%	+13.38%
10 years(CAGR)	N/A	+14.36%
Max(CAGR)	-2.88%	+12.81%

PFH

-0.25%

Winner

SLF

+7.71%

PFH

-2.22%

Winner

SLF

+25.76%

PFH

-2.96%

Winner

SLF

+26.84%

PFH

-0.81%

Winner

SLF

+24.12%

5Y(CAGR)

PFH

-4.13%

Winner

SLF

+13.38%

10Y(CAGR)

PFH

N/A

SLF

+14.36%

Max(CAGR)

PFH

-2.88%

Winner

SLF

+12.81%

PFH vs SLF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PFH	SLF
2026	-4.18%	+26.42%
2025	-2.79%	+10.50%
2024	+0.53%	+20.82%
2023	+10.99%	+17.79%
2022	-26.38%	-13.00%
2021	+2.98%	+30.55%
2020	+3.64%	+0.83%
2019	N/A	+42.57%
2018	N/A	-16.04%
2017	N/A	+10.08%
2016	N/A	+31.50%
2015	N/A	-8.64%
2014	N/A	+8.41%
2013	N/A	+36.37%
2012	N/A	+46.51%
2011	N/A	-36.45%
2010	N/A	+5.55%
2009	N/A	+29.81%
2008	N/A	-55.92%
2007	N/A	+36.64%
2006	N/A	+5.41%
2005	N/A	+24.72%
2004	N/A	+35.43%
2003	N/A	+49.26%
2002	N/A	-16.04%
2001	N/A	-16.10%
2000	N/A	+186.37%

PFH vs SLF 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 SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.

The current PFH drawdown is -20.51%. The current SLF drawdown is -1.34%.

Rank	PFH	SLF
#1	-28.59% Dec 22, 2021 - Nov 4, 2022	-78.55% Oct 31, 2007 - Nov 10, 2016
#2	-6.22% Dec 31, 2020 - Jun 17, 2021	-50.82% Feb 14, 2020 - Jan 20, 2021
#3	-2.37% Sep 14, 2020 - Dec 2, 2020	-42.49% Dec 29, 2000 - Oct 16, 2003
#4	-2.21% Sep 22, 2021 - Dec 2, 2021	-30.75% Feb 9, 2022 - Feb 9, 2024
#5	-1.45% Jul 6, 2021 - Aug 5, 2021	-24.79% Jan 22, 2018 - Jul 1, 2019
#6	-1.21% Sep 3, 2020 - Sep 10, 2020	-18.09% Feb 15, 2017 - Sep 26, 2017
#7	-0.95% Aug 6, 2021 - Aug 13, 2021	-16.46% Sep 6, 2000 - Nov 3, 2000
#8	-0.92% Sep 1, 2021 - Sep 22, 2021	-14.91% Jun 30, 2025 - Feb 4, 2026
#9	-0.73% Dec 2, 2021 - Dec 22, 2021	-14.35% Mar 3, 2006 - Nov 15, 2006
#10	-0.50% Aug 13, 2021 - Aug 27, 2021	-13.92% Dec 5, 2024 - May 9, 2025
#11	-0.31% Dec 9, 2020 - Dec 15, 2020	-13.65% Mar 13, 2024 - Aug 26, 2024
#12	-0.27% Jun 17, 2021 - Jun 23, 2021	-11.44% Feb 15, 2005 - Jun 24, 2005
#13	-0.23% Dec 23, 2020 - Dec 28, 2020	-10.77% Apr 5, 2004 - Jun 8, 2004
#14	-0.19% Dec 15, 2020 - Dec 21, 2020	-10.76% Nov 8, 2000 - Dec 6, 2000
#15	-0.15% Jun 23, 2021 - Jun 28, 2021	-10.08% Feb 13, 2026 - Apr 15, 2026

Correlation

Correlation between PFH and SLF is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101

Dividend Comparison (2000 - 2026)

PFH vs SLF dividend yield comparison.

Year	PFH	SLF
2026	3.17%	1.76%
2025	5.98%	4.03%
2024	5.57%	4.00%
2023	5.33%	4.98%
2022	5.65%	4.59%
2021	3.96%	3.32%
2020	0.00%	3.69%
2019	0.00%	3.47%
2018	0.00%	4.71%
2017	0.00%	3.17%
2016	0.00%	3.98%
2015	0.00%	4.64%
2014	0.00%	3.99%
2013	0.00%	4.08%
2012	0.00%	5.43%
2011	0.00%	7.78%
2010	0.00%	4.78%
2009	0.00%	5.01%
2008	0.00%	6.22%
2007	0.00%	2.36%
2006	0.00%	2.63%
2005	0.00%	2.35%
2004	0.00%	2.56%
2003	0.00%	2.72%
2002	0.00%	2.40%
2001	0.00%	2.59%
2000	0.00%	0.75%