PRS vs XP

Comparison between Prudential Financial Inc (PRS, Company) and XP Inc - Class A (XP, Company).

5-Year PerformancePRS has outperformed XP, delivering a return of +0.9% compared to -16.6%

PRS vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRS(COMPANY)	XP(COMPANY)
Market Cap	$7.84B	$7.85B
Max Drawdown	30.84%	79.19%
Sharpe Ratio	-0.53	-0.33
5Y Beta	0.16	1.03
Industry	N/A	Capital Markets
P/E Ratio	2.43	8.16
Forward P/E	N/A	9.53
PEG Ratio	0.04	0.41
Dividend Yield	6.22%	1.34%
5Y Dividends CAGR	4.54%	N/A
5Y EPS CAGR	1.78%	18.25%
Debt to Equity	62.01%	366.57%
Free Cash Flow Yield	N/A	35.95%
P/S Ratio	N/A	0.42
P/B Ratio	N/A	1.70

Market Cap

PRS

$7.84B

Winner

$7.85B

Max Drawdown

Winner

PRS

30.84%

79.19%

Sharpe Ratio

PRS

-0.53

Winner

-0.33

5Y Beta

Winner

PRS

0.16

1.03

Industry

PRS

N/A

Capital Markets

P/E Ratio

Winner

PRS

2.43

8.16

Forward P/E

PRS

N/A

9.53

PEG Ratio

Winner

PRS

0.04

0.41

Dividend Yield

Winner

PRS

6.22%

1.34%

5Y Dividends CAGR

PRS

4.54%

N/A

5Y EPS CAGR

PRS

1.78%

Winner

18.25%

Debt to Equity

Winner

PRS

62.01%

366.57%

Free Cash Flow Yield

PRS

N/A

35.95%

P/S Ratio

PRS

N/A

0.42

P/B Ratio

PRS

N/A

1.70

PRS vs XP - Historical Returns

Returns include dividend reinvestment.

Period	PRS	XP
1 month	-3.48%	-15.03%
3 months	-5.42%	-20.50%
6 months	-5.39%	-10.68%
1 year	-0.65%	-22.31%
5 years(CAGR)	+0.87%	-16.65%
Max(CAGR)	+3.88%	-9.68%

Winner

PRS

-3.48%

-15.03%

Winner

PRS

-5.42%

-20.50%

Winner

PRS

-5.39%

-10.68%

Winner

PRS

-0.65%

-22.31%

5Y(CAGR)

Winner

PRS

+0.87%

-16.65%

Max(CAGR)

Winner

PRS

+3.88%

-9.68%

PRS vs XP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	PRS	XP
2026	-4.76%	-1.98%
2025	+6.75%	+40.01%
2024	-1.01%	-51.35%
2023	+8.84%	+99.31%
2022	-5.57%	-47.09%
2021	+1.38%	-26.70%
2020	+8.90%	+2.80%
2019	+19.08%	+11.78%
2018	-3.96%	N/A

PRS vs XP Drawdown Comparison

The maximum drawdown for PRS was -30.45%, occurring on Mar 18, 2020. Recovery took 111 trading sessions.

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current PRS drawdown is -7.88%. The current XP drawdown is -65.26%.

Rank	PRS	XP
#1	-30.45% Feb 7, 2020 - Jul 17, 2020	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-15.12% Nov 8, 2021 - Dec 27, 2023	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-8.92% Sep 15, 2025 - Jun 8, 2026	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-8.50% Oct 16, 2024 - Jul 10, 2025	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-7.30% Dec 29, 2020 - Apr 26, 2021	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-7.29% Aug 31, 2018 - Jan 17, 2019	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-4.60% Oct 14, 2019 - Jan 9, 2020	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-4.23% Feb 12, 2024 - Jul 11, 2024	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-3.73% Jul 7, 2021 - Nov 1, 2021	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-2.84% Jul 31, 2019 - Sep 23, 2019	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-2.59% Oct 13, 2020 - Nov 16, 2020	N/A
#12	-2.35% Apr 26, 2021 - Jun 2, 2021	N/A
#13	-1.97% Aug 31, 2020 - Oct 2, 2020	N/A
#14	-1.79% Jan 31, 2019 - Feb 28, 2019	N/A
#15	-1.60% Jul 10, 2025 - Jul 31, 2025	N/A

Correlation

Correlation between PRS and XP is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101