PFH vs XYZ

Comparison between Prudential Financial Inc (PFH, Company) and Block Inc - Class A (XYZ, Company).

5-Year PerformancePFH has outperformed XYZ, delivering a return of -4.1% compared to -20.2%

PFH vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	XYZ(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	39.12%	86.08%
Sharpe Ratio	-0.37	0.42
5Y Beta	0.23	1.73
Industry	N/A	Software - Infrastructure
P/E Ratio	N/A	53.11
Forward P/E	N/A	20.16
PEG Ratio	0.00	26.57
Dividend Yield	108.90%	N/A
5Y Dividends CAGR	20.23%	N/A
Debt to Equity	N/A	33.58%
Free Cash Flow Yield	N/A	7.20%
P/S Ratio	N/A	1.84
P/B Ratio	N/A	2.07

Market Cap

PFH

$45B

Winner

XYZ

$45B

Max Drawdown

Winner

PFH

39.12%

XYZ

86.08%

Sharpe Ratio

PFH

-0.37

Winner

XYZ

0.42

5Y Beta

Winner

PFH

0.23

XYZ

1.73

Industry

PFH

N/A

XYZ

Software - Infrastructure

P/E Ratio

PFH

N/A

XYZ

53.11

Forward P/E

PFH

N/A

XYZ

20.16

PEG Ratio

Winner

PFH

0.00

XYZ

26.57

Dividend Yield

PFH

108.90%

XYZ

N/A

5Y Dividends CAGR

PFH

20.23%

XYZ

N/A

Debt to Equity

PFH

N/A

XYZ

33.58%

Free Cash Flow Yield

PFH

N/A

XYZ

7.20%

P/S Ratio

PFH

N/A

XYZ

1.84

P/B Ratio

PFH

N/A

XYZ

2.07

PFH vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	PFH	XYZ
1 month	-0.25%	+12.51%
3 months	-2.22%	+31.08%
6 months	-2.96%	+17.43%
1 year	-0.81%	+19.52%
5 years(CAGR)	-4.13%	-20.16%
10 years(CAGR)	N/A	+24.62%
Max(CAGR)	-2.88%	+18.33%

PFH

-0.25%

Winner

XYZ

+12.51%

PFH

-2.22%

Winner

XYZ

+31.08%

PFH

-2.96%

Winner

XYZ

+17.43%

PFH

-0.81%

Winner

XYZ

+19.52%

5Y(CAGR)

Winner

PFH

-4.13%

XYZ

-20.16%

10Y(CAGR)

PFH

N/A

XYZ

+24.62%

Max(CAGR)

PFH

-2.88%

Winner

XYZ

+18.33%

PFH vs XYZ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PFH	XYZ
2026	-4.18%	+19.45%
2025	-2.79%	-24.97%
2024	+0.53%	+17.68%
2023	+10.99%	+19.66%
2022	-26.38%	-61.69%
2021	+2.98%	-26.97%
2020	+3.64%	+240.97%
2019	N/A	+9.37%
2018	N/A	+55.07%
2017	N/A	+151.05%
2016	N/A	+12.09%
2015	N/A	+0.15%

PFH vs XYZ 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 XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current PFH drawdown is -20.51%. The current XYZ drawdown is -72.39%.

Rank	PFH	XYZ
#1	-28.59% Dec 22, 2021 - Nov 4, 2022	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-6.22% Dec 31, 2020 - Jun 17, 2021	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-2.37% Sep 14, 2020 - Dec 2, 2020	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-2.21% Sep 22, 2021 - Dec 2, 2021	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-1.45% Jul 6, 2021 - Aug 5, 2021	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-1.21% Sep 3, 2020 - Sep 10, 2020	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-0.95% Aug 6, 2021 - Aug 13, 2021	-22.43% Mar 20, 2018 - May 30, 2018
#8	-0.92% Sep 1, 2021 - Sep 22, 2021	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-0.73% Dec 2, 2021 - Dec 22, 2021	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-0.50% Aug 13, 2021 - Aug 27, 2021	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-0.31% Dec 9, 2020 - Dec 15, 2020	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-0.27% Jun 17, 2021 - Jun 23, 2021	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-0.23% Dec 23, 2020 - Dec 28, 2020	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-0.19% Dec 15, 2020 - Dec 21, 2020	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-0.15% Jun 23, 2021 - Jun 28, 2021	-10.44% Jul 26, 2017 - Sep 11, 2017