PUK vs RKT

Comparison between Prudential plc (PUK, Company) and Rocket Companies Inc Class A (RKT, Company).

Both PUK and RKT are from the Financial Services sector.

5-Year PerformanceRKT has outperformed PUK, delivering a return of -0.2% compared to -4.0%

PUK vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PUK(COMPANY)	RKT(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	83.15%	84.90%
Sharpe Ratio	1.44	0.75
5Y Beta	0.97	0.83
Industry	Insurance - Life	Mortgage Finance
P/E Ratio	7.74	-286.93
Forward P/E	10.32	17.95
PEG Ratio	0.01	0.48
Dividend Yield	0.84%	N/A
5Y Dividends CAGR	22.39%	N/A
5Y EPS CAGR	15.11%	N/A
Debt to Equity	30.00%	0.00%
Free Cash Flow Yield	12.27%	-9.78%
P/S Ratio	2.81	5.64
P/B Ratio	1.82	1.73

Market Cap

Winner

PUK

$42B

RKT

$42B

Max Drawdown

Winner

PUK

83.15%

RKT

84.90%

Sharpe Ratio

Winner

PUK

1.44

RKT

0.75

5Y Beta

PUK

0.97

Winner

RKT

0.83

Industry

PUK

Insurance - Life

RKT

Mortgage Finance

P/E Ratio

PUK

7.74

Winner

RKT

-286.93

Forward P/E

Winner

PUK

10.32

RKT

17.95

PEG Ratio

Winner

PUK

0.01

RKT

0.48

Dividend Yield

PUK

0.84%

RKT

N/A

5Y Dividends CAGR

PUK

22.39%

RKT

N/A

5Y EPS CAGR

PUK

15.11%

RKT

N/A

Debt to Equity

PUK

30.00%

Winner

RKT

0.00%

Free Cash Flow Yield

Winner

PUK

12.27%

RKT

-9.78%

P/S Ratio

Winner

PUK

2.81

RKT

5.64

P/B Ratio

PUK

1.82

Winner

RKT

1.73

PUK vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	PUK	RKT
1 month	+2.56%	+3.16%
3 months	-3.26%	-20.04%
6 months	+10.76%	-2.97%
1 year	+45.43%	+34.59%
5 years(CAGR)	-4.00%	-0.20%
10 years(CAGR)	+2.31%	N/A
Max(CAGR)	+8.14%	-2.39%

PUK

+2.56%

Winner

RKT

+3.16%

Winner

PUK

-3.26%

RKT

-20.04%

Winner

PUK

+10.76%

RKT

-2.97%

Winner

PUK

+45.43%

RKT

+34.59%

5Y(CAGR)

PUK

-4.00%

Winner

RKT

-0.20%

10Y(CAGR)

PUK

+2.31%

RKT

N/A

Max(CAGR)

Winner

PUK

+8.14%

RKT

-2.39%

PUK vs RKT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PUK	RKT
2026	-0.02%	-21.13%
2025	+102.41%	+88.39%
2024	-24.68%	-21.15%
2023	-19.00%	+104.23%
2022	-20.88%	-48.58%
2021	-1.20%	-26.86%
2020	-2.38%	-6.00%
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 RKT Drawdown Comparison

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

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current PUK drawdown is -19.10%. The current RKT drawdown is -55.00%.

Rank	PUK	RKT
#1	-82.51% May 7, 2007 - Sep 14, 2012	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-68.74% Jan 3, 2001 - Mar 20, 2006	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-63.59% Oct 7, 2021 - Jan 13, 2025	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-63.54% Jan 24, 2018 - May 7, 2021	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-41.52% May 21, 2015 - Jul 31, 2017	N/A
#6	-23.52% Mar 20, 2006 - Nov 17, 2006	N/A
#7	-20.02% May 7, 2021 - Oct 7, 2021	N/A
#8	-19.39% Jul 21, 2000 - Nov 30, 2000	N/A
#9	-15.09% Jan 10, 2014 - Mar 4, 2014	N/A
#10	-14.02% Jan 17, 2007 - Mar 20, 2007	N/A
#11	-13.46% May 21, 2013 - Aug 2, 2013	N/A
#12	-13.11% Aug 25, 2014 - Jan 26, 2015	N/A
#13	-11.07% Aug 12, 2013 - Sep 16, 2013	N/A
#14	-8.82% Mar 14, 2013 - Apr 26, 2013	N/A
#15	-7.41% Mar 12, 2014 - Apr 30, 2014	N/A

Correlation

Correlation between PUK and RKT is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2000 - 2026)

PUK vs RKT dividend yield comparison.

Year	PUK	RKT
2026	1.21%	0.00%
2025	1.54%	4.13%
2024	2.64%	0.00%
2023	1.72%	0.00%
2022	1.28%	14.43%
2021	4.60%	7.93%
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%