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PRU vs MSTR

Comparison between Prudential Financial Inc (PRU, Company) and Microstrategy Inc - Class A (MSTR, Company).

PRU is from the Financial Services sector, while MSTR is from the Technology sector.

5-Year PerformanceMSTR has outperformed PRU, delivering a return of +11.7% compared to +6.8%

PRU vs MSTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PRU
$37B
Winner
MSTR
$38B
Max Drawdown
Winner
PRU
89.06%
MSTR
99.86%
Sharpe Ratio
Winner
PRU
0.32
MSTR
-1.37
5Y Beta
Winner
PRU
0.98
MSTR
2.47
Industry
PRU
Insurance - Life
MSTR
Software - Application
P/E Ratio
PRU
11.46
Winner
MSTR
-14.42
Forward P/E
PRU
10.47
Winner
MSTR
1.50
PEG Ratio
PRU
0.17
Winner
MSTR
-0.12
Dividend Yield
PRU
4.99%
MSTR
N/A
5Y Dividends CAGR
PRU
4.10%
MSTR
N/A
5Y EPS CAGR
PRU
1.78%
MSTR
N/A
Debt to Equity
PRU
62.01%
Winner
MSTR
22.36%
Free Cash Flow Yield
Winner
PRU
26.42%
MSTR
-0.15%

PRU vs MSTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PRU
+4.86%
MSTR
-32.47%
3M
Winner
PRU
+16.22%
MSTR
-19.94%
6M
Winner
PRU
-5.28%
MSTR
-28.89%
1Y
Winner
PRU
+7.86%
MSTR
-69.51%
5Y(CAGR)
PRU
+6.84%
Winner
MSTR
+11.73%
10Y(CAGR)
PRU
+8.78%
Winner
MSTR
+20.17%
Max(CAGR)
Winner
PRU
+8.75%
MSTR
+3.18%

PRU vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPRUMSTR
2026-3.88%-28.40%
2025+0.37%-49.35%
2024+18.55%+322.71%
2023+10.05%+335.54%
2022-5.33%-74.64%
2021+48.41%+28.05%
2020-12.51%+169.25%
2019+18.43%+10.94%
2018-26.76%-3.07%
2017+12.78%-33.63%
2016+35.09%+15.35%
2015-6.99%+9.91%
2014+2.25%+31.47%
2013+68.63%+30.11%
2012+7.37%-16.09%
2011-14.95%+22.58%
2010+15.83%-11.12%
2009+64.09%+152.20%
2008-65.36%-58.78%
2007+9.22%-17.58%
2006+14.78%+31.03%
2005+37.28%+41.44%
2004+32.80%+16.43%
2003+31.47%+230.27%
2002+2.77%-61.18%
2001+13.28%-59.47%
2000N/A-90.89%
1999N/A+114.55%

PRU vs MSTR Drawdown Comparison

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

The maximum drawdown for MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 6207 trading sessions.

The current PRU drawdown is -11.13%. The current MSTR drawdown is -76.25%.

RankPRUMSTR
#1-88.45%
May 21, 2007 - Nov 13, 2013
-99.86%
Mar 10, 2000 - Nov 11, 2024
#2-65.90%
Jan 26, 2018 - May 17, 2021
-77.42%
Nov 20, 2024 - Feb 5, 2026
#3-35.77%
Aug 10, 2015 - Nov 7, 2016
-29.10%
Dec 10, 1999 - Jan 10, 2000
#4-33.12%
Apr 20, 2022 - Mar 6, 2024
-20.42%
Feb 16, 2000 - Mar 1, 2000
#5-28.67%
Jun 6, 2002 - Jul 7, 2003
-17.27%
Nov 3, 1999 - Nov 22, 1999
#6-25.67%
Nov 27, 2024 - Apr 8, 2025
-14.35%
Jan 28, 2000 - Feb 8, 2000
#7-18.60%
Sep 19, 2014 - Jun 23, 2015
-9.76%
Nov 29, 1999 - Dec 3, 1999
#8-17.11%
Jul 17, 2024 - Oct 16, 2024
-9.65%
Jan 10, 2000 - Jan 19, 2000
#9-15.50%
Dec 26, 2013 - Jul 3, 2014
-8.11%
Nov 12, 2024 - Nov 18, 2024
#10-15.05%
Feb 10, 2022 - Mar 25, 2022
-7.59%
Dec 6, 1999 - Dec 8, 1999
#11-14.67%
Mar 4, 2004 - Oct 4, 2004
-2.15%
Nov 22, 1999 - Nov 24, 1999
#12-13.76%
Aug 2, 2017 - Nov 29, 2017
-2.12%
Jan 21, 2000 - Jan 26, 2000
#13-11.80%
Jun 1, 2021 - Aug 27, 2021
-0.86%
Mar 7, 2000 - Mar 9, 2000
#14-11.37%
Oct 4, 2004 - Nov 4, 2004
-0.71%
Feb 8, 2000 - Feb 10, 2000
#15-11.30%
Oct 20, 2021 - Jan 4, 2022
N/A

Correlation

Correlation between PRU and MSTR is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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