PUK vs BTSGU

Comparison between Prudential plc (PUK, Company) and BrightSpring Health Services Inc (BTSGU, Company).

PUK is from the Financial Services sector, while BTSGU is from the Healthcare sector.

PUK vs BTSGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PUK(COMPANY)	BTSGU(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	83.15%	33.37%
Sharpe Ratio	0.42	2.33
5Y Beta	0.97	0.87
Industry	Insurance - Life	Health Information Services
P/E Ratio	6.40	122.51
Forward P/E	10.29	N/A
PEG Ratio	0.01	0.31
Dividend Yield	1.02%	N/A
5Y Dividends CAGR	22.39%	N/A
5Y EPS CAGR	17.91%	N/A
Debt to Equity	30.00%	126.20%
Free Cash Flow Yield	14.16%	1.06%
P/S Ratio	2.62	N/A
P/B Ratio	1.88	N/A

Market Cap

Winner

PUK

$39B

BTSGU

$39B

Max Drawdown

PUK

83.15%

Winner

BTSGU

33.37%

Sharpe Ratio

PUK

0.42

Winner

BTSGU

2.33

5Y Beta

PUK

0.97

Winner

BTSGU

0.87

Industry

PUK

Insurance - Life

BTSGU

Health Information Services

P/E Ratio

Winner

PUK

6.40

BTSGU

122.51

Forward P/E

PUK

10.29

BTSGU

N/A

PEG Ratio

Winner

PUK

0.01

BTSGU

0.31

Dividend Yield

PUK

1.02%

BTSGU

N/A

5Y Dividends CAGR

PUK

22.39%

BTSGU

N/A

5Y EPS CAGR

PUK

17.91%

BTSGU

N/A

Debt to Equity

Winner

PUK

30.00%

BTSGU

126.20%

Free Cash Flow Yield

Winner

PUK

14.16%

BTSGU

1.06%

P/S Ratio

PUK

2.62

BTSGU

N/A

P/B Ratio

PUK

1.88

BTSGU

N/A

PUK vs BTSGU - Historical Returns

Returns include dividend reinvestment.

Period	PUK	BTSGU
1 month	-15.71%	+11.17%
3 months	-12.54%	+36.37%
6 months	-10.94%	+59.81%
1 year	+10.73%	+134.98%
5 years(CAGR)	-6.68%	N/A
10 years(CAGR)	-0.06%	N/A
Max(CAGR)	+7.27%	+91.68%

PUK

-15.71%

Winner

BTSGU

+11.17%

PUK

-12.54%

Winner

BTSGU

+36.37%

PUK

-10.94%

Winner

BTSGU

+59.81%

PUK

+10.73%

Winner

BTSGU

+134.98%

5Y(CAGR)

PUK

-6.68%

BTSGU

N/A

10Y(CAGR)

PUK

-0.06%

BTSGU

N/A

Max(CAGR)

PUK

+7.27%

Winner

BTSGU

+91.68%

PUK vs BTSGU - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PUK	BTSGU
2026	-18.34%	+49.01%
2025	+102.41%	+106.26%
2024	-24.68%	+43.79%
2023	-19.00%	N/A
2022	-20.88%	N/A
2021	-1.20%	N/A
2020	-2.38%	N/A
2019	+29.52%	N/A
2018	-28.65%	N/A
2017	+30.01%	N/A
2016	-4.56%	N/A
2015	+0.73%	N/A
2014	+6.71%	N/A
2013	+56.31%	N/A
2012	+46.11%	N/A
2011	-2.79%	N/A
2010	+4.41%	N/A
2009	+73.80%	N/A
2008	-53.90%	N/A
2007	+3.47%	N/A
2006	+43.19%	N/A
2005	+15.14%	N/A
2004	+6.69%	N/A
2003	+22.50%	N/A
2002	-38.91%	N/A
2001	-25.12%	N/A
2000	+187.24%	N/A

PUK vs BTSGU Drawdown Comparison

The maximum drawdown for PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The current PUK drawdown is -33.93%. The current BTSGU drawdown is -7.23%.

Rank	PUK	BTSGU
#1	-82.51% May 7, 2007 - Sep 14, 2012	-32.46% Jan 30, 2025 - May 16, 2025
#2	-68.74% Jan 3, 2001 - Mar 20, 2006	-22.43% Jan 30, 2024 - Jun 5, 2024
#3	-63.59% Oct 7, 2021 - Jan 13, 2025	-18.43% May 16, 2025 - Aug 22, 2025
#4	-63.54% Jan 24, 2018 - May 7, 2021	-13.46% Nov 11, 2024 - Jan 21, 2025
#5	-41.52% May 21, 2015 - Jul 31, 2017	-11.14% Jul 29, 2024 - Aug 26, 2024
#6	-23.52% Mar 20, 2006 - Nov 17, 2006	-8.63% Mar 4, 2026 - Mar 18, 2026
#7	-20.02% May 7, 2021 - Oct 7, 2021	-7.69% Jan 6, 2026 - Feb 25, 2026
#8	-19.39% Jul 21, 2000 - Nov 30, 2000	-7.52% May 28, 2026 - Jun 4, 2026
#9	-15.09% Jan 10, 2014 - Mar 4, 2014	-7.22% Oct 18, 2024 - Nov 1, 2024
#10	-14.02% Jan 17, 2007 - Mar 20, 2007	-7.04% Jun 5, 2024 - Jun 28, 2024
#11	-13.46% May 21, 2013 - Aug 2, 2013	-7.02% Nov 11, 2025 - Nov 24, 2025
#12	-13.11% Aug 25, 2014 - Jan 26, 2015	-6.75% Mar 19, 2026 - Mar 25, 2026
#13	-11.07% Aug 12, 2013 - Sep 16, 2013	-6.42% Mar 25, 2026 - Apr 8, 2026
#14	-8.82% Mar 14, 2013 - Apr 26, 2013	-5.46% Sep 10, 2025 - Sep 30, 2025
#15	-7.41% Mar 12, 2014 - Apr 30, 2014	-5.38% Oct 1, 2025 - Oct 14, 2025

Correlation

Correlation between PUK and BTSGU is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

PUK vs BTSGU dividend yield comparison.

Year	PUK	BTSGU
2026	1.48%	0.89%
2025	1.54%	2.67%
2024	2.64%	2.70%
2023	1.72%	0.00%
2022	1.28%	0.00%
2021	4.60%	0.00%
2020	1.70%	0.00%
2019	17.06%	0.00%
2018	3.71%	0.00%
2017	2.33%	0.00%
2016	3.50%	0.00%
2015	2.62%	0.00%
2014	2.53%	0.00%
2013	2.09%	0.00%
2012	2.84%	0.00%
2011	4.05%	0.00%
2010	2.90%	0.00%
2009	2.99%	0.00%
2008	5.57%	0.00%
2007	2.42%	0.00%
2006	2.21%	0.00%
2005	3.02%	0.00%
2004	6.16%	0.00%
2003	4.28%	0.00%
2002	5.50%	0.00%
2001	3.03%	0.00%
2000	0.73%	0.00%