SLF vs PFH

Comparison between Sun Life Financial Inc (SLF, Company) and Prudential Financial Inc (PFH, Company).

5-Year PerformanceSLF has outperformed PFH, delivering a return of +14.5% compared to -3.8%

SLF vs PFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLF(COMPANY)	PFH(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	80.09%	38.69%
Sharpe Ratio	1.15	0.08
5Y Beta	0.49	0.22
Industry	Insurance - Diversified	N/A
P/E Ratio	18.88	N/A
Forward P/E	13.99	N/A
PEG Ratio	7.94	0.00
Dividend Yield	4.64%	108.90%
5Y Dividends CAGR	13.74%	20.23%
5Y EPS CAGR	-1.29%	N/A
Debt to Equity	33.48%	N/A
Free Cash Flow Yield	18.11%	N/A

Market Cap

Winner

SLF

$45B

PFH

$45B

Max Drawdown

SLF

80.09%

Winner

PFH

38.69%

Sharpe Ratio

Winner

SLF

1.15

PFH

0.08

5Y Beta

SLF

0.49

Winner

PFH

0.22

Industry

SLF

Insurance - Diversified

PFH

N/A

P/E Ratio

SLF

18.88

PFH

N/A

Forward P/E

SLF

13.99

PFH

N/A

PEG Ratio

SLF

7.94

Winner

PFH

0.00

Dividend Yield

SLF

4.64%

Winner

PFH

108.90%

5Y Dividends CAGR

SLF

13.74%

Winner

PFH

20.23%

5Y EPS CAGR

SLF

-1.29%

PFH

N/A

Debt to Equity

SLF

33.48%

PFH

N/A

Free Cash Flow Yield

SLF

18.11%

PFH

N/A

SLF vs PFH - Historical Returns

Returns include dividend reinvestment.

Period	SLF	PFH
1 month	+9.50%	-0.24%
3 months	+25.82%	-3.30%
6 months	+31.12%	-2.50%
1 year	+28.48%	+3.76%
5 years(CAGR)	+14.48%	-3.79%
10 years(CAGR)	+13.53%	N/A
Max(CAGR)	+12.88%	-2.67%

Winner

SLF

+9.50%

PFH

-0.24%

Winner

SLF

+25.82%

PFH

-3.30%

Winner

SLF

+31.12%

PFH

-2.50%

Winner

SLF

+28.48%

PFH

+3.76%

5Y(CAGR)

Winner

SLF

+14.48%

PFH

-3.79%

10Y(CAGR)

SLF

+13.53%

PFH

N/A

Max(CAGR)

Winner

SLF

+12.88%

PFH

-2.67%

SLF vs PFH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLF	PFH
2026	+28.14%	-2.89%
2025	+10.50%	-2.79%
2024	+20.82%	+0.53%
2023	+17.79%	+10.99%
2022	-13.00%	-26.38%
2021	+30.55%	+2.98%
2020	+0.83%	+3.64%
2019	+42.57%	N/A
2018	-16.04%	N/A
2017	+10.08%	N/A
2016	+31.50%	N/A
2015	-8.64%	N/A
2014	+8.41%	N/A
2013	+36.37%	N/A
2012	+46.51%	N/A
2011	-36.45%	N/A
2010	+5.55%	N/A
2009	+29.81%	N/A
2008	-55.92%	N/A
2007	+36.64%	N/A
2006	+5.41%	N/A
2005	+24.72%	N/A
2004	+35.43%	N/A
2003	+49.26%	N/A
2002	-16.04%	N/A
2001	-16.10%	N/A
2000	+186.37%	N/A

SLF vs PFH Drawdown Comparison

The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.

The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current PFH drawdown is -19.44%.

Rank	SLF	PFH
#1	-78.55% Oct 31, 2007 - Nov 10, 2016	-28.59% Dec 22, 2021 - Nov 4, 2022
#2	-50.82% Feb 14, 2020 - Jan 20, 2021	-6.22% Dec 31, 2020 - Jun 17, 2021
#3	-42.49% Dec 29, 2000 - Oct 16, 2003	-2.37% Sep 14, 2020 - Dec 2, 2020
#4	-30.75% Feb 9, 2022 - Feb 9, 2024	-2.21% Sep 22, 2021 - Dec 2, 2021
#5	-24.79% Jan 22, 2018 - Jul 1, 2019	-1.45% Jul 6, 2021 - Aug 5, 2021
#6	-18.09% Feb 15, 2017 - Sep 26, 2017	-1.21% Sep 3, 2020 - Sep 10, 2020
#7	-16.46% Sep 6, 2000 - Nov 3, 2000	-0.95% Aug 6, 2021 - Aug 13, 2021
#8	-14.91% Jun 30, 2025 - Feb 4, 2026	-0.92% Sep 1, 2021 - Sep 22, 2021
#9	-14.35% Mar 3, 2006 - Nov 15, 2006	-0.73% Dec 2, 2021 - Dec 22, 2021
#10	-13.92% Dec 5, 2024 - May 9, 2025	-0.50% Aug 13, 2021 - Aug 27, 2021
#11	-13.65% Mar 13, 2024 - Aug 26, 2024	-0.31% Dec 9, 2020 - Dec 15, 2020
#12	-11.44% Feb 15, 2005 - Jun 24, 2005	-0.27% Jun 17, 2021 - Jun 23, 2021
#13	-10.77% Apr 5, 2004 - Jun 8, 2004	-0.23% Dec 23, 2020 - Dec 28, 2020
#14	-10.76% Nov 8, 2000 - Dec 6, 2000	-0.19% Dec 15, 2020 - Dec 21, 2020
#15	-10.08% Feb 13, 2026 - Apr 15, 2026	-0.15% Jun 23, 2021 - Jun 28, 2021

Correlation

Correlation between SLF and PFH is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2000 - 2026)

SLF vs PFH dividend yield comparison.

Year	SLF	PFH
2026	1.73%	3.13%
2025	4.03%	5.98%
2024	4.00%	5.57%
2023	4.98%	5.33%
2022	4.59%	5.65%
2021	3.32%	3.96%
2020	3.69%	0.00%
2019	3.47%	0.00%
2018	4.71%	0.00%
2017	3.17%	0.00%
2016	3.98%	0.00%
2015	4.64%	0.00%
2014	3.99%	0.00%
2013	4.08%	0.00%
2012	5.43%	0.00%
2011	7.78%	0.00%
2010	4.78%	0.00%
2009	5.01%	0.00%
2008	6.22%	0.00%
2007	2.36%	0.00%
2006	2.63%	0.00%
2005	2.35%	0.00%
2004	2.56%	0.00%
2003	2.72%	0.00%
2002	2.40%	0.00%
2001	2.59%	0.00%
2000	0.75%	0.00%