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 -3.2% compared to -20.3%

PFH vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFH(COMPANY)	XYZ(COMPANY)
Market Cap	$45B	$43B
Max Drawdown	38.48%	86.08%
Sharpe Ratio	0.05	1.10
5Y Beta	0.22	1.70
Industry	N/A	Software - Infrastructure
P/E Ratio	N/A	33.24
Forward P/E	N/A	19.57
PEG Ratio	0.00	0.63
Dividend Yield	108.90%	N/A
5Y Dividends CAGR	38.60%	N/A
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	5.59%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	1.93

Market Cap

Winner

PFH

$45B

XYZ

$43B

Max Drawdown

Winner

PFH

38.48%

XYZ

86.08%

Sharpe Ratio

PFH

0.05

Winner

XYZ

1.10

5Y Beta

Winner

PFH

0.22

XYZ

1.70

Industry

PFH

N/A

XYZ

Software - Infrastructure

P/E Ratio

PFH

N/A

XYZ

33.24

Forward P/E

PFH

N/A

XYZ

19.57

PEG Ratio

Winner

PFH

0.00

XYZ

0.63

Dividend Yield

PFH

108.90%

XYZ

N/A

5Y Dividends CAGR

PFH

38.60%

XYZ

N/A

Debt to Equity

PFH

N/A

XYZ

0.00%

Free Cash Flow Yield

PFH

N/A

XYZ

5.59%

P/S Ratio

PFH

N/A

XYZ

1.74

P/B Ratio

PFH

N/A

XYZ

1.93

PFH vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	PFH	XYZ
1 month	+0.30%	+19.15%
3 months	-2.55%	+31.84%
6 months	-3.59%	+14.38%
1 year	+4.07%	+49.39%
5 years(CAGR)	-3.17%	-20.33%
10 years(CAGR)	N/A	+22.49%
Max(CAGR)	-2.49%	+18.15%

PFH

+0.30%

Winner

XYZ

+19.15%

PFH

-2.55%

Winner

XYZ

+31.84%

PFH

-3.59%

Winner

XYZ

+14.38%

PFH

+4.07%

Winner

XYZ

+49.39%

5Y(CAGR)

Winner

PFH

-3.17%

XYZ

-20.33%

10Y(CAGR)

PFH

N/A

XYZ

+22.49%

Max(CAGR)

PFH

-2.49%

Winner

XYZ

+18.15%

PFH vs XYZ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PFH	XYZ
2026	-1.55%	+14.90%
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 -18.32%. The current XYZ drawdown is -73.44%.

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