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SLF vs PUK

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

Both SLF and PUK are from the Financial Services sector.

5-Year PerformanceSLF has outperformed PUK, delivering a return of +9.9% compared to -4.0%

SLF vs PUK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SLF
$42B
PUK
$42B
Max Drawdown
Winner
SLF
80.09%
PUK
83.15%
Sharpe Ratio
SLF
0.87
Winner
PUK
1.44
5Y Beta
Winner
SLF
0.51
PUK
0.97
Industry
SLF
Insurance - Diversified
PUK
Insurance - Life
P/E Ratio
SLF
15.49
Winner
PUK
7.74
Forward P/E
SLF
12.69
Winner
PUK
10.32
PEG Ratio
SLF
0.86
Winner
PUK
0.01
Dividend Yield
Winner
SLF
5.18%
PUK
0.84%
5Y Dividends CAGR
SLF
14.20%
Winner
PUK
22.39%
5Y EPS CAGR
SLF
5.85%
Winner
PUK
15.11%
Debt to Equity
SLF
89.92%
Winner
PUK
30.00%
Free Cash Flow Yield
SLF
11.83%
Winner
PUK
12.27%
P/S Ratio
Winner
SLF
1.16
PUK
2.81
P/B Ratio
SLF
2.27
Winner
PUK
1.82

SLF vs PUK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SLF
+6.25%
PUK
+2.56%
3M
Winner
SLF
+9.77%
PUK
-3.26%
6M
Winner
SLF
+22.25%
PUK
+10.76%
1Y
SLF
+21.92%
Winner
PUK
+45.43%
5Y(CAGR)
Winner
SLF
+9.86%
PUK
-4.00%
10Y(CAGR)
Winner
SLF
+12.52%
PUK
+2.31%
Max(CAGR)
Winner
SLF
+12.38%
PUK
+8.14%

SLF vs PUK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSLFPUK
2026+12.63%-0.02%
2025+10.50%+102.41%
2024+20.82%-24.68%
2023+17.79%-19.00%
2022-13.00%-20.88%
2021+30.55%-1.20%
2020+0.83%-2.38%
2019+42.57%+29.52%
2018-16.04%-28.65%
2017+10.08%+30.01%
2016+31.50%-4.56%
2015-8.64%+0.73%
2014+8.41%+6.71%
2013+36.37%+56.31%
2012+46.51%+46.11%
2011-36.45%-2.79%
2010+5.55%+4.41%
2009+29.81%+73.80%
2008-55.92%-53.90%
2007+36.64%+3.47%
2006+5.41%+43.19%
2005+24.72%+15.14%
2004+35.43%+6.69%
2003+49.26%+22.50%
2002-16.04%-38.91%
2001-16.10%-25.12%
2000+186.37%+187.24%

SLF vs PUK Drawdown Comparison

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

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

The current SLF drawdown is -4.30%. The current PUK drawdown is -19.10%.

RankSLFPUK
#1-78.55%
Oct 31, 2007 - Nov 10, 2016
-82.51%
May 7, 2007 - Sep 14, 2012
#2-50.82%
Feb 14, 2020 - Jan 20, 2021
-68.74%
Jan 3, 2001 - Mar 20, 2006
#3-42.49%
Dec 29, 2000 - Oct 16, 2003
-63.59%
Oct 7, 2021 - Jan 13, 2025
#4-30.75%
Feb 9, 2022 - Feb 9, 2024
-63.54%
Jan 24, 2018 - May 7, 2021
#5-24.79%
Jan 22, 2018 - Jul 1, 2019
-41.52%
May 21, 2015 - Jul 31, 2017
#6-18.09%
Feb 15, 2017 - Sep 26, 2017
-23.52%
Mar 20, 2006 - Nov 17, 2006
#7-16.46%
Sep 6, 2000 - Nov 3, 2000
-20.02%
May 7, 2021 - Oct 7, 2021
#8-14.91%
Jun 30, 2025 - Feb 4, 2026
-19.39%
Jul 21, 2000 - Nov 30, 2000
#9-14.35%
Mar 3, 2006 - Nov 15, 2006
-15.09%
Jan 10, 2014 - Mar 4, 2014
#10-13.92%
Dec 5, 2024 - May 9, 2025
-14.02%
Jan 17, 2007 - Mar 20, 2007
#11-13.65%
Mar 13, 2024 - Aug 26, 2024
-13.46%
May 21, 2013 - Aug 2, 2013
#12-11.44%
Feb 15, 2005 - Jun 24, 2005
-13.11%
Aug 25, 2014 - Jan 26, 2015
#13-10.77%
Apr 5, 2004 - Jun 8, 2004
-11.07%
Aug 12, 2013 - Sep 16, 2013
#14-10.76%
Nov 8, 2000 - Dec 6, 2000
-8.82%
Mar 14, 2013 - Apr 26, 2013
#15-10.08%
Feb 13, 2026 - Apr 15, 2026
-7.41%
Mar 12, 2014 - Apr 30, 2014

Correlation

Correlation between SLF and PUK is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2000 - 2026)

SLF vs PUK dividend yield comparison.

YearSLFPUK
20260.96%1.21%
20254.03%1.54%
20244.00%2.64%
20234.98%1.72%
20224.59%1.28%
20213.32%4.60%
20203.69%1.70%
20193.47%17.06%
20184.71%3.71%
20173.17%2.33%
20163.98%3.50%
20154.64%2.62%
20143.99%2.53%
20134.08%2.09%
20125.43%2.84%
20117.78%4.05%
20104.78%2.90%
20095.01%2.99%
20086.22%5.57%
20072.36%2.42%
20062.63%2.21%
20052.35%3.02%
20042.56%6.16%
20032.72%4.28%
20022.40%5.50%
20012.59%3.03%
20000.75%0.73%

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