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PUKPrudential plc
$28.13$35.5B
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  4. Financial Ratios

Prudential plc (PUK) Financial Ratios

Latest Ratios: P/E Ratio 9.2x · EV/EBITDA 6.6x · 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$35.5B$40.1B$21.7B$15.4B$18.8B$22.6B$23.2B$47.7B$44.2B$63.2B$49.4B
Enterprise Value$33.8B$38.9B$24.0B$18.7B$22.1B$23.7B$24.3B$51.2B$44.8B$70.5B$56.0B
P/E Ratio →9.2113.659.499.05——10.9832.3826.3735.1531.61
P/S Ratio1.281.942.661.29—0.850.640.672.110.970.85
P/B Ratio1.712.531.160.861.111.181.052.432.012.903.37
P/FCF16.4124.876.1819.5722.3993.479.52—13.7156.4121.61
P/OCF15.6623.736.0118.5321.5281.379.30—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 / EBITDA6.6210.218.677.14—7.897.480.762.401.171.04
EV / EBIT6.8710.217.677.38—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 Coverage27.0027.0017.2712.19-3.218.169.59135.0234.12105.23121.60

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 Yield1.6%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 Yield10.9%7.3%10.5%11.0%——9.1%3.1%3.8%2.8%3.2%
FCF Yield6.1%4.0%16.2%5.1%4.5%1.1%10.5%—7.3%1.8%4.6%
Buyback Yield3.5%2.3%4.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
Total Shareholder Yield5.1%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 RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Cross-border regulatory volatility

Valuation Discount Reflects Regional Uncertainty

Based on reported figures, Prudential plc trades at a P/B of 1.64, which appears to reflect a persistent valuation discount relative to regional peers like Sun Life Financial, potentially signaling market skepticism regarding the long-term sustainability of its cross-border sales model in the Greater China region.

The current P/B multiple suggests that investors are pricing in a higher risk premium for Prudential compared to its North American peers, likely due to the geopolitical sensitivities inherent in its Hong Kong-Mainland China corridor. This valuation gap warrants further investigation into whether the market is underestimating the embedded value of the company's agency force or correctly identifying the volatility of its earnings stream.

ROE Recovery Amid Structural Transformation

As reported in financial statements, Prudential plc's ROE has shown a volatile recovery, reaching 11.3% in 2025Q4 from a low of -15.1% in 2021Q2, indicating that the company's pivot toward a pure-play Asian and African insurer is beginning to yield more consistent returns on equity.

The improvement in ROE appears to be driven by the successful simplification of the group and a focus on higher-margin protection products. However, investors should monitor the contribution of investment income on float, as the company's profitability remains sensitive to equity market volatility and the shifting interest rate environment across its diverse geographic footprint.

Expense Management in Transitioning Markets

According to recent SEC filings, Prudential plc reported an expense ratio of 78.9% in 2025Q4, a figure that highlights the significant operational costs associated with maintaining extensive bancassurance partnerships and agency networks across 24 distinct markets in Asia and Africa.

The high expense ratio suggests that the company's hybrid distribution model requires substantial ongoing investment in commissions and digital infrastructure. While the Pulse platform aims to lower customer acquisition costs, the current expense trajectory implies that scale benefits have yet to fully materialize in the face of competitive pressure and medical inflation.

Misapplication of Headline P/E Multiples

Based on industry standards, the P/E ratio is frequently misapplied to Prudential plc, as it obscures the underlying volatility of investment returns and the long-term nature of insurance liabilities that are better captured through embedded value or contractual service margin metrics.

Relying on P/E ratios for a life insurer like Prudential is problematic because it fails to account for the timing differences in profit recognition under IFRS 17 and the impact of short-term market fluctuations on the asset management arm. Analysts should instead prioritize adjusted operating profit and the growth of the Contractual Service Margin to gain a more accurate view of the company's long-term earnings potential.

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 9.2x. The historical average is 27.7x. This places it at the 5th percentile of its historical range.

What is Prudential plc's EV/EBITDA?

Prudential plc's current EV/EBITDA is 6.6x. 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 9.2x. This is at the 5th percentile of its historical P/E range. 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 1.63% 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.