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PUKPrudential plc
$26.09$33.0B
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  4. Financial Ratios

Prudential plc (PUK) Financial Ratios

Latest Ratios: P/E Ratio 8.5x · EV/EBITDA 6.1x · ROE 17.1%. (2000–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PUK Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$33.0B$40.1B$21.7B$15.4B$18.8B$22.6B$23.2B$47.7B$44.2B$63.2B$49.4B
Enterprise Value$31.3B$38.9B$24.0B$18.7B$22.1B$23.7B$24.3B$51.2B$44.8B$70.5B$56.0B
P/E Ratio →8.5413.659.499.05——10.9832.3826.3735.1531.61
P/S Ratio1.191.942.661.29—0.850.640.672.110.970.85
P/B Ratio1.592.531.160.861.111.181.052.432.012.903.37
P/FCF15.2424.876.1819.5722.3993.479.52—13.7156.4121.61
P/OCF14.5523.736.0118.5321.5281.379.30—13.1651.7422.44

P/E links to full P/E history page with 30-year chart

PUK EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.882.941.56—0.890.670.722.141.080.96
EV / EBITDA6.1310.218.677.14—7.897.480.762.401.171.04
EV / EBIT6.3610.217.677.38—7.897.540.771.790.9117.24
EV / FCF—24.106.8323.7326.2897.899.95—13.9262.9724.52

PUK Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%134.4%132.7%122.8%
Operating Margin17.8%17.8%36.3%17.5%2.3%10.1%8.4%94.6%89.2%92.8%92.5%
Net Profit Margin14.3%14.3%28.1%14.2%3.7%-7.7%5.8%0.8%15.1%3.7%4.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE17.1%17.1%12.5%9.8%-5.6%-9.9%10.1%2.8%14.4%13.1%14.0%
ROA1.7%1.7%1.3%1.0%-0.6%-0.6%0.4%0.1%0.5%0.4%0.4%
ROIC15.5%15.5%10.5%7.6%-2.4%9.3%9.8%219.3%54.1%180.0%180.4%
ROCE2.2%2.2%1.7%1.3%-0.4%0.8%0.6%12.3%2.9%9.7%9.4%

PUK Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.280.280.250.270.300.430.410.270.280.350.47
Debt / EBITDA1.181.181.711.86—2.742.790.080.330.130.13
Net Debt / Equity—-0.080.120.180.190.060.050.180.030.340.45
Net Debt / EBITDA-0.33-0.330.821.25—0.360.330.050.040.120.12
Debt / FCF—-0.770.654.173.894.420.43—0.216.562.91
Interest Coverage28.0028.0018.2714.74-1.179.1610.20134.8045.70135.007.32

Net cash position: cash ($5.7B) exceeds total debt ($4.5B)

PUK Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——4.252.771.4211.170.253.830.390.340.20
Quick Ratio——4.252.771.4211.170.253.830.390.340.20
Cash Ratio——0.560.270.5615.102.39120.180.390.450.20
Asset Turnover—0.130.040.07-0.170.140.070.160.030.100.10
Inventory Turnover———————————
Days Sales Outstanding———————————

PUK Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.8%1.1%2.5%3.5%2.5%1.9%3.5%2.6%3.0%2.5%3.2%
Payout Ratio14.9%14.9%24.2%31.3%——38.4%208.7%41.4%65.6%66.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield11.7%7.3%10.5%11.0%——9.1%3.1%3.8%2.8%3.2%
FCF Yield6.6%4.0%16.2%5.1%4.5%1.1%10.5%—7.3%1.8%4.6%
Buyback Yield3.8%2.3%4.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield5.5%3.4%6.5%3.5%2.5%1.9%3.5%2.6%3.0%2.5%3.2%
Shares Outstanding—$1.3B$1.4B$687M$684M$657M$649M$1.3B$1.3B$1.3B$1.3B

Key Metrics

Growth RegimeExpanding
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Capital return sustainability and opacity

Discount to Peers Suggests Caution

At a price-to-book ratio of 1.61, Prudential trades at a significant discount to its Asia-focused peers like Manulife (1.96) and Sun Life (2.48), which may indicate the market is applying a higher risk premium to its specific growth drivers.

The current P/B valuation implies expectations for a return on equity significantly below the peer median of 12.6% to 13.8%, despite the company's recent ROE recovery to 11.3% in 2025Q4. This discount appears to reflect investor skepticism about the sustainability of the Hong Kong-Mainland corridor growth and perhaps the opacity introduced by the recent IFRS 17 transition. For the discount to narrow, Prudential must demonstrate consistent, high-quality earnings from its new business value generation across its diversified Asian portfolio.

Emerging Underwriting Profitability

The first quantifiable combined ratio of 92.1% in 2026Q2, per the reported data, marks a pivotal shift, indicating that Prudential's core insurance operations are generating a meaningful underwriting profit for the first time in the observed period.

This 7.9% underwriting margin, driven by a low 29.4% loss ratio and a controlled 62.7% expense ratio, suggests successful product pricing and claims management. However, this is a single-quarter snapshot and its sustainability is paramount. Investors should monitor whether this performance can be maintained against potential headwinds like medical inflation in Southeast Asia or a slowdown in high-margin protection sales.

ROE Recovery Driven by Non-Underwriting Factors

Prudential's ROE recovered from a low of -7.0% in 2022Q2 to a solid 11.3% in 2025Q4, but the prior period's negative ROA suggests this rebound is heavily influenced by volatile investment returns and accounting adjustments rather than core operational efficiency.

The sharp ROE volatility, especially in contrast to the stable 17.80% operating margin reported, indicates that a large portion of bottom-line profitability is derived from the mark-to-market swings of its asset portfolio and the float from policyholder liabilities. For a life insurer, this is expected, but the magnitude of the swings warrants careful dissection of the earnings quality to separate recurring operational profits from non-recurring market noise.

Expense Ratio Volatility Undermines Consistency

The expense ratio has shown extreme volatility, swinging from 78.9% in 2025Q4 to 62.7% in 2026Q2, which creates uncertainty about the company's true cost structure and its ability to consistently control acquisition and operating costs.

Such a large quarter-over-quarter improvement may reflect favorable seasonal patterns or changes in accounting under IFRS 17 rather than a sustainable efficiency gain. Given that commissions to bancassurance partners represent a major variable cost, this volatility suggests Prudential's cost discipline is inconsistent, making it difficult to benchmark against peers and predict future margin expansion.

Trailing Peers on Yield and Valuation

Prudential's dividend yield of 1.7% significantly trails the peer group average of over 3.0%, and its P/B valuation discount persists despite a comparable debt-to-equity ratio, suggesting the market demands a higher risk premium for its operational profile.

While peers like Manulife and Sun Life command higher multiples and offer more generous yields, Prudential's lower yield appears linked to its strategy of favoring buybacks and reinvestment into growth markets over direct cash returns. The valuation gap indicates that investors may perceive higher execution or geopolitical risks in Prudential's core Asia and Africa markets relative to the more diversified North American exposure of its peers.

The Peril of Over-Reliance on P/B Valuation

The price-to-book ratio is the metric most commonly misapplied to life insurers like Prudential, as it can be severely distorted by volatile investment portfolios and the accounting mechanics of policyholder liabilities under IFRS 17.

Book value for a life insurer includes vast reserves and investment assets marked to market, meaning P/B can fluctuate wildly with equity and bond prices, obscuring underlying franchise value. A more appropriate alternative is to analyze embedded value or price-to-new-business-value multiples, which focus on the present value of future profits from the existing book of business, providing a clearer picture of the operational economics that drive long-term returns.

Download Financial Ratios Data

Includes 30+ ratios · 26 years · Updated daily

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PUK — Frequently Asked Questions

Quick answers to the most common questions about buying PUK stock.

What is Prudential plc's P/E ratio?

Prudential plc's current P/E ratio is 8.5x. The historical average is 27.7x.

What is Prudential plc's EV/EBITDA?

Prudential plc's current EV/EBITDA is 6.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 7.9x.

What is Prudential plc's ROE?

Prudential plc's return on equity (ROE) is 17.1%. The historical average is 10.4%.

Is PUK stock overvalued?

Based on historical data, Prudential plc is trading at a P/E of 8.5x. Compare with industry peers and growth rates for a complete picture.

What is Prudential plc's dividend yield?

Prudential plc's current dividend yield is 1.76% with a payout ratio of 14.9%.

What are Prudential plc's profit margins?

Prudential plc has 100.0% gross margin and 17.8% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Prudential plc have?

Prudential plc's Debt/EBITDA ratio is 1.2x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.