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PFH vs VTR

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

5-Year PerformanceVTR has outperformed PFH, delivering a return of +12.8% compared to -4.2%

PFH vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PFH
$45B
VTR
$45B
Max Drawdown
Winner
PFH
39.12%
VTR
79.54%
Sharpe Ratio
PFH
-0.62
Winner
VTR
1.86
5Y Beta
PFH
0.23
Winner
VTR
0.16
Industry
PFH
N/A
VTR
Reit - Healthcare Facilities
P/E Ratio
PFH
N/A
VTR
159.65
Forward P/E
PFH
N/A
VTR
151.52
PEG Ratio
Winner
PFH
0.00
VTR
2.32
Dividend Yield
Winner
PFH
108.90%
VTR
2.14%
5Y Dividends CAGR
Winner
PFH
20.23%
VTR
1.97%
5Y EPS CAGR
PFH
N/A
VTR
-12.40%
Debt to Equity
PFH
N/A
VTR
0.00%
Free Cash Flow Yield
PFH
N/A
VTR
3.83%
P/S Ratio
PFH
N/A
VTR
7.35
P/B Ratio
PFH
N/A
VTR
3.42

PFH vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
PFH
+0.06%
Winner
VTR
+8.11%
3M
PFH
-2.32%
Winner
VTR
+7.33%
6M
PFH
-5.63%
Winner
VTR
+22.52%
1Y
PFH
-3.78%
Winner
VTR
+46.92%
5Y(CAGR)
PFH
-4.20%
Winner
VTR
+12.80%
10Y(CAGR)
PFH
N/A
VTR
+6.56%
Max(CAGR)
PFH
-2.85%
Winner
VTR
+18.09%

PFH vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFHVTR
2026-4.07%+18.67%
2025-2.79%+37.23%
2024+0.53%+20.45%
2023+10.99%+14.27%
2022-26.38%-9.97%
2021+2.98%+12.72%
2020+3.64%-7.55%
2019N/A+6.46%
2018N/A+3.84%
2017N/A+1.31%
2016N/A+15.51%
2015N/A-7.59%
2014N/A+31.98%
2013N/A-8.26%
2012N/A+21.30%
2011N/A+7.02%
2010N/A+26.54%
2009N/A+46.10%
2008N/A-20.28%
2007N/A+13.16%
2006N/A+34.99%
2005N/A+24.19%
2004N/A+29.52%
2003N/A+106.66%
2002N/A+4.13%
2001N/A+118.55%
2000N/A+66.92%
1999N/A-19.28%

PFH vs VTR 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 VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current PFH drawdown is -20.41%. The current VTR drawdown is -3.62%.

RankPFHVTR
#1-28.59%
Dec 22, 2021 - Nov 4, 2022
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-6.22%
Dec 31, 2020 - Jun 17, 2021
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-2.37%
Sep 14, 2020 - Dec 2, 2020
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-2.21%
Sep 22, 2021 - Dec 2, 2021
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5-1.45%
Jul 6, 2021 - Aug 5, 2021
-32.37%
Feb 7, 2007 - Dec 6, 2007
#6-1.21%
Sep 3, 2020 - Sep 10, 2020
-31.13%
May 21, 2013 - Jan 12, 2015
#7-0.95%
Aug 6, 2021 - Aug 13, 2021
-28.37%
Jan 29, 2015 - May 10, 2016
#8-0.92%
Sep 1, 2021 - Sep 22, 2021
-26.13%
Oct 1, 2002 - May 5, 2003
#9-0.73%
Dec 2, 2021 - Dec 22, 2021
-23.74%
Apr 2, 2004 - Aug 31, 2004
#10-0.50%
Aug 13, 2021 - Aug 27, 2021
-21.52%
Apr 28, 2011 - Oct 28, 2011
#11-0.31%
Dec 9, 2020 - Dec 15, 2020
-19.49%
Apr 25, 2008 - Sep 18, 2008
#12-0.27%
Jun 17, 2021 - Jun 23, 2021
-17.32%
Aug 21, 2001 - Oct 5, 2001
#13-0.23%
Dec 23, 2020 - Dec 28, 2020
-15.30%
Aug 1, 2000 - Sep 8, 2000
#14-0.19%
Dec 15, 2020 - Dec 21, 2020
-14.22%
Nov 15, 2004 - May 31, 2005
#15-0.15%
Jun 23, 2021 - Jun 28, 2021
-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between PFH and VTR is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28
-101

Dividend Comparison (2000 - 2026)

PFH vs VTR dividend yield comparison.

YearPFHVTR
20263.17%1.15%
20255.98%2.48%
20245.57%3.06%
20235.33%3.61%
20225.65%4.00%
20213.96%3.52%
20200.00%4.37%
20190.00%5.49%
20180.00%5.40%
20170.00%5.19%
20160.00%4.74%
20150.00%20.47%
20140.00%4.14%
20130.00%4.77%
20120.00%3.83%
20110.00%4.17%
20100.00%4.08%
20090.00%4.69%
20080.00%6.11%
20070.00%4.20%
20060.00%3.73%
20050.00%4.50%
20040.00%4.74%
20030.00%4.86%
20020.00%8.30%
20010.00%9.91%
20000.00%16.18%

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