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PRU vs MSCI

Comparison between Prudential Financial Inc (PRU, Company) and MSCI Inc (MSCI, Company).

Both PRU and MSCI are from the Financial Services sector.

5-Year PerformancePRU has outperformed MSCI, delivering a return of +9.0% compared to -0.4%

PRU vs MSCI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PRU
$43B
MSCI
$42B
Max Drawdown
PRU
89.06%
Winner
MSCI
69.06%
Sharpe Ratio
Winner
PRU
0.94
MSCI
0.15
5Y Beta
PRU
0.93
Winner
MSCI
0.67
Industry
PRU
Insurance - Life
MSCI
Financial Data & Stock Exchanges
P/E Ratio
Winner
PRU
13.19
MSCI
31.56
Forward P/E
Winner
PRU
11.95
MSCI
29.67
PEG Ratio
Winner
PRU
0.20
MSCI
1.45
Dividend Yield
Winner
PRU
4.44%
MSCI
1.35%
5Y Dividends CAGR
PRU
5.39%
Winner
MSCI
24.94%
5Y EPS CAGR
PRU
1.78%
Winner
MSCI
16.84%
Debt to Equity
PRU
62.01%
Winner
MSCI
-237.23%
Free Cash Flow Yield
Winner
PRU
22.95%
MSCI
3.77%
P/S Ratio
Winner
PRU
0.69
MSCI
12.71
P/B Ratio
Winner
PRU
1.35
MSCI
37.57

PRU vs MSCI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PRU
+9.19%
MSCI
-4.76%
3M
Winner
PRU
+28.03%
MSCI
-0.99%
6M
Winner
PRU
+18.22%
MSCI
-0.47%
1Y
Winner
PRU
+27.80%
MSCI
+1.83%
5Y(CAGR)
Winner
PRU
+9.02%
MSCI
-0.39%
10Y(CAGR)
PRU
+9.80%
Winner
MSCI
+22.40%
Max(CAGR)
PRU
+9.35%
Winner
MSCI
+18.80%

PRU vs MSCI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPRUMSCI
2026+11.28%+2.39%
2025+0.37%-2.69%
2024+18.55%+9.21%
2023+10.05%+23.97%
2022-5.33%-21.13%
2021+48.41%+40.95%
2020-12.51%+69.23%
2019+18.43%+77.76%
2018-26.76%+16.88%
2017+12.78%+62.75%
2016+35.09%+12.99%
2015-6.99%+53.19%
2014+2.25%+10.40%
2013+68.63%+36.07%
2012+7.37%-5.55%
2011-14.95%-16.53%
2010+15.83%+21.83%
2009+64.09%+70.51%
2008-65.36%-47.53%
2007+9.22%+47.13%
2006+14.78%N/A
2005+37.28%N/A
2004+32.80%N/A
2003+31.47%N/A
2002+2.77%N/A
2001+13.28%N/A

PRU vs MSCI Drawdown Comparison

The maximum drawdown for PRU was -88.45%, occurring on Mar 5, 2009. Recovery took 1634 trading sessions.

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current PRU drawdown is -0.48%. The current MSCI drawdown is -10.78%.

RankPRUMSCI
#1-88.45%
May 21, 2007 - Nov 13, 2013
-69.06%
Dec 31, 2007 - Dec 21, 2010
#2-65.90%
Jan 26, 2018 - May 17, 2021
-43.74%
Nov 16, 2021 - Jun 1, 2026
#3-35.77%
Aug 10, 2015 - Nov 7, 2016
-36.06%
Dec 27, 2010 - Sep 16, 2013
#4-33.12%
Apr 20, 2022 - Mar 6, 2024
-32.21%
Feb 19, 2020 - Apr 27, 2020
#5-28.67%
Jun 6, 2002 - Jul 7, 2003
-25.58%
Sep 4, 2018 - Feb 28, 2019
#6-25.67%
Nov 27, 2024 - Jul 24, 2026
-15.42%
Jun 1, 2026 - Jun 25, 2026
#7-18.60%
Sep 19, 2014 - Jun 23, 2015
-14.93%
Jul 31, 2015 - Nov 2, 2015
#8-17.11%
Jul 17, 2024 - Oct 16, 2024
-14.85%
Jul 18, 2019 - Nov 1, 2019
#9-15.50%
Dec 26, 2013 - Jul 3, 2014
-14.11%
Aug 31, 2016 - Feb 3, 2017
#10-15.05%
Feb 10, 2022 - Mar 25, 2022
-13.71%
Jul 27, 2020 - Nov 4, 2020
#11-14.67%
Mar 4, 2004 - Oct 4, 2004
-13.50%
May 18, 2020 - Jul 6, 2020
#12-13.76%
Aug 2, 2017 - Nov 29, 2017
-13.49%
Sep 18, 2014 - Nov 24, 2014
#13-11.80%
Jun 1, 2021 - Aug 27, 2021
-13.30%
Dec 29, 2015 - Feb 22, 2016
#14-11.37%
Oct 4, 2004 - Nov 4, 2004
-13.21%
Jan 12, 2021 - Apr 12, 2021
#15-11.30%
Oct 20, 2021 - Jan 4, 2022
-12.38%
Mar 12, 2014 - Jul 1, 2014

Correlation

Correlation between PRU and MSCI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2002 - 2026)

PRU vs MSCI dividend yield comparison.

YearPRUMSCI
20262.56%0.71%
20254.78%1.25%
20244.39%1.07%
20234.82%0.98%
20224.83%0.98%
20214.25%0.59%
20205.64%0.65%
20194.27%0.98%
20184.41%1.30%
20172.61%1.04%
20162.69%1.27%
20153.00%1.11%
20142.40%0.38%
20131.88%0.00%
20123.00%0.00%
20112.89%0.00%
20101.96%0.00%
20091.41%0.00%
20081.92%0.00%
20071.24%0.00%
20061.11%0.00%
20051.07%0.00%
20041.14%0.00%
20031.20%0.00%
20021.26%0.00%

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