PUK vs FI

Comparison between Prudential plc (PUK, Company) and Fiserv, Inc. (FI, Company).

PUK is from the Financial Services sector, while FI is from the Technology sector.

5-Year PerformancePUK has outperformed FI, delivering a return of -5.2% compared to -14.6%

PUK vs FI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PUK(COMPANY)	FI(COMPANY)
Market Cap	$34B	$33B
Max Drawdown	83.15%	80.16%
Sharpe Ratio	0.33	-1.97
5Y Beta	0.98	N/A
Industry	Insurance - Life	Information Technology Services
P/E Ratio	5.14	9.50
Forward P/E	9.47	N/A
PEG Ratio	0.00	0.41
Dividend Yield	1.00%	N/A
5Y Dividends CAGR	22.39%	N/A
5Y EPS CAGR	19.83%	N/A
Debt to Equity	30.00%	120.10%
Free Cash Flow Yield	16.27%	13.87%
P/S Ratio	2.27	1.57
P/B Ratio	1.63	1.32

Market Cap

Winner

PUK

$34B

$33B

Max Drawdown

PUK

83.15%

Winner

80.16%

Sharpe Ratio

Winner

PUK

0.33

-1.97

5Y Beta

PUK

0.98

N/A

Industry

PUK

Insurance - Life

Information Technology Services

P/E Ratio

Winner

PUK

5.14

9.50

Forward P/E

PUK

9.47

N/A

PEG Ratio

Winner

PUK

0.00

0.41

Dividend Yield

PUK

1.00%

N/A

5Y Dividends CAGR

PUK

22.39%

N/A

5Y EPS CAGR

PUK

19.83%

N/A

Debt to Equity

Winner

PUK

30.00%

120.10%

Free Cash Flow Yield

Winner

PUK

16.27%

13.87%

P/S Ratio

PUK

2.27

Winner

1.57

P/B Ratio

PUK

1.63

Winner

1.32

PUK vs FI - Historical Returns

Returns include dividend reinvestment.

Period	PUK	FI
1 month	-13.46%	-11.08%
3 months	-6.70%	-10.97%
6 months	-14.72%	-26.74%
1 year	+6.47%	-71.14%
5 years(CAGR)	-5.17%	-14.61%
10 years(CAGR)	+3.25%	-0.35%
Max(CAGR)	+7.43%	+8.85%

PUK

-13.46%

Winner

-11.08%

Winner

PUK

-6.70%

-10.97%

Winner

PUK

-14.72%

-26.74%

Winner

PUK

+6.47%

-71.14%

5Y(CAGR)

Winner

PUK

-5.17%

-14.61%

10Y(CAGR)

Winner

PUK

+3.25%

-0.35%

Max(CAGR)

PUK

+7.43%

Winner

+8.85%

PUK vs FI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PUK	FI
2026	-14.72%	-24.61%
2025	+102.41%	-67.39%
2024	-24.68%	+54.36%
2023	-19.00%	+31.25%
2022	-20.88%	-6.09%
2021	-1.20%	-7.26%
2020	-2.38%	-1.44%
2019	+29.52%	+60.13%
2018	-28.65%	+12.76%
2017	+30.01%	+22.16%
2016	-4.56%	+18.75%
2015	+0.73%	+29.51%
2014	+6.71%	+21.94%
2013	+56.31%	+45.30%
2012	+46.11%	+34.96%
2011	-2.79%	-1.28%
2010	+4.41%	+18.47%
2009	+73.80%	+26.94%
2008	-53.90%	-34.18%
2007	+3.47%	+7.60%
2006	+43.19%	+19.98%
2005	+15.14%	+8.12%
2004	+6.69%	+2.89%
2003	+22.50%	+10.94%
2002	-38.91%	-20.84%
2001	-25.12%	+43.04%
2000	+187.24%	+24.55%
1999	N/A	+23.82%

PUK vs FI Drawdown Comparison

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

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current PUK drawdown is -31.00%. The current FI drawdown is -79.20%.

Rank	PUK	FI
#1	-82.51% May 7, 2007 - Sep 14, 2012	-80.16% Mar 3, 2025 - Jun 22, 2026
#2	-68.74% Jan 3, 2001 - Mar 20, 2006	-51.50% Mar 19, 2002 - Aug 15, 2005
#3	-63.59% Oct 7, 2021 - Jan 13, 2025	-51.14% May 31, 2007 - Dec 14, 2010
#4	-63.54% Jan 24, 2018 - May 7, 2021	-37.85% Feb 4, 2020 - Mar 11, 2021
#5	-41.52% May 21, 2015 - Jul 31, 2017	-32.23% Dec 23, 1999 - Apr 25, 2000
#6	-23.52% Mar 20, 2006 - Nov 17, 2006	-30.16% Apr 26, 2021 - Jul 10, 2023
#7	-20.02% May 7, 2021 - Oct 7, 2021	-29.99% Sep 28, 2000 - Jun 26, 2001
#8	-19.39% Jul 21, 2000 - Nov 30, 2000	-25.14% Jun 29, 2001 - Dec 17, 2001
#9	-15.09% Jan 10, 2014 - Mar 4, 2014	-24.10% Jul 7, 2011 - Feb 3, 2012
#10	-14.02% Jan 17, 2007 - Mar 20, 2007	-16.24% Sep 28, 2018 - Jan 24, 2019
#11	-13.46% May 21, 2013 - Aug 2, 2013	-15.72% Jul 25, 2023 - Nov 30, 2023
#12	-13.11% Aug 25, 2014 - Jan 26, 2015	-14.85% May 1, 2000 - May 31, 2000
#13	-11.07% Aug 12, 2013 - Sep 16, 2013	-13.43% Jun 19, 2000 - Jul 25, 2000
#14	-8.82% Mar 14, 2013 - Apr 26, 2013	-13.14% Aug 15, 2005 - Sep 13, 2006
#15	-7.41% Mar 12, 2014 - Apr 30, 2014	-12.77% Jul 26, 2016 - Feb 15, 2017