PUK vs HEI-A

Comparison between Prudential plc (PUK, Company) and Heico Corp - Class A (HEI-A, Company).

PUK is from the Financial Services sector, while HEI-A is from the Industrials sector.

5-Year PerformanceHEI-A has outperformed PUK, delivering a return of +14.3% compared to -4.8%

PUK vs HEI-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PUK(COMPANY)	HEI-A(COMPANY)
Market Cap	$35B	$35B
Max Drawdown	83.15%	49.74%
Sharpe Ratio	0.45	0.15
5Y Beta	0.97	0.83
Industry	Insurance - Life	Aerospace & Defense
P/E Ratio	5.24	29.66
Forward P/E	9.54	42.37
PEG Ratio	0.00	0.95
Dividend Yield	0.98%	0.10%
5Y Dividends CAGR	22.39%	8.45%
5Y EPS CAGR	19.83%	20.50%
Debt to Equity	30.00%	0.07%
Free Cash Flow Yield	15.94%	2.72%

Market Cap

Winner

PUK

$35B

HEI-A

$35B

Max Drawdown

PUK

83.15%

Winner

HEI-A

49.74%

Sharpe Ratio

Winner

PUK

0.45

HEI-A

0.15

5Y Beta

PUK

0.97

Winner

HEI-A

0.83

Industry

PUK

Insurance - Life

HEI-A

Aerospace & Defense

P/E Ratio

Winner

PUK

5.24

HEI-A

29.66

Forward P/E

Winner

PUK

9.54

HEI-A

42.37

PEG Ratio

Winner

PUK

0.00

HEI-A

0.95

Dividend Yield

Winner

PUK

0.98%

HEI-A

0.10%

5Y Dividends CAGR

Winner

PUK

22.39%

HEI-A

8.45%

5Y EPS CAGR

PUK

19.83%

Winner

HEI-A

20.50%

Debt to Equity

PUK

30.00%

Winner

HEI-A

0.07%

Free Cash Flow Yield

Winner

PUK

15.94%

HEI-A

2.72%

PUK vs HEI-A - Historical Returns

Returns include dividend reinvestment.

Period	PUK	HEI-A
1 month	-13.22%	+13.40%
3 months	-4.96%	+12.03%
6 months	-11.00%	+2.80%
1 year	+14.14%	+1.72%
5 years(CAGR)	-4.77%	+14.31%
10 years(CAGR)	+1.36%	+25.29%
Max(CAGR)	+7.47%	+25.02%

PUK

-13.22%

Winner

HEI-A

+13.40%

PUK

-4.96%

Winner

HEI-A

+12.03%

PUK

-11.00%

Winner

HEI-A

+2.80%

Winner

PUK

+14.14%

HEI-A

+1.72%

5Y(CAGR)

PUK

-4.77%

Winner

HEI-A

+14.31%

10Y(CAGR)

PUK

+1.36%

Winner

HEI-A

+25.29%

Max(CAGR)

PUK

+7.47%

Winner

HEI-A

+25.02%

PUK vs HEI-A - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PUK	HEI-A
2026	-14.18%	-3.72%
2025	+102.41%	+35.93%
2024	-24.68%	+31.65%
2023	-19.00%	+20.11%
2022	-20.88%	-6.78%
2021	-1.20%	+12.70%
2020	-2.38%	+23.76%
2019	+29.52%	+48.30%
2018	-28.65%	+25.84%
2017	+30.01%	+45.71%
2016	-4.56%	+43.05%
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 HEI-A Drawdown Comparison

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

The maximum drawdown for HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

The current PUK drawdown is -30.56%. The current HEI-A drawdown is -10.34%.

Rank	PUK	HEI-A
#1	-82.51% May 7, 2007 - Sep 14, 2012	-49.70% Aug 29, 2019 - Nov 9, 2020
#2	-68.74% Jan 3, 2001 - Mar 20, 2006	-27.11% Jan 15, 2026 - Apr 29, 2026
#3	-63.59% Oct 7, 2021 - Jan 13, 2025	-25.90% Nov 9, 2021 - Feb 15, 2023
#4	-63.54% Jan 24, 2018 - May 7, 2021	-24.91% Sep 14, 2018 - Feb 15, 2019
#5	-41.52% May 21, 2015 - Jul 31, 2017	-18.84% Jun 8, 2021 - Nov 9, 2021
#6	-23.52% Mar 20, 2006 - Nov 17, 2006	-17.89% Nov 22, 2024 - Mar 25, 2025
#7	-20.02% May 7, 2021 - Oct 7, 2021	-17.71% Jan 12, 2016 - Apr 14, 2016
#8	-19.39% Jul 21, 2000 - Nov 30, 2000	-14.99% Jan 8, 2021 - Apr 15, 2021
#9	-15.09% Jan 10, 2014 - Mar 4, 2014	-14.47% May 22, 2023 - Jul 25, 2023
#10	-14.02% Jan 17, 2007 - Mar 20, 2007	-13.62% Mar 25, 2025 - May 15, 2025
#11	-13.46% May 21, 2013 - Aug 2, 2013	-12.63% Jan 29, 2018 - Feb 28, 2018
#12	-13.11% Aug 25, 2014 - Jan 26, 2015	-12.46% Jul 25, 2023 - Dec 4, 2023
#13	-11.07% Aug 12, 2013 - Sep 16, 2013	-10.02% Aug 4, 2025 - Jan 5, 2026
#14	-8.82% Mar 14, 2013 - Apr 26, 2013	-9.73% Dec 13, 2023 - Feb 7, 2024
#15	-7.41% Mar 12, 2014 - Apr 30, 2014	-8.80% Nov 16, 2020 - Dec 4, 2020

Correlation

Correlation between PUK and HEI-A is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28

-101

Dividend Comparison (2000 - 2026)

PUK vs HEI-A dividend yield comparison.

Year	PUK	HEI-A
2026	1.41%	0.05%
2025	1.54%	0.09%
2024	2.64%	0.11%
2023	1.72%	0.14%
2022	1.28%	0.15%
2021	4.60%	0.13%
2020	1.70%	0.14%
2019	17.06%	0.08%
2018	3.71%	0.18%
2017	2.33%	0.10%
2016	3.50%	0.25%
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%