Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Prudential Financial Inc

PRU · NYSE · Financial

Fundamental quality

DEMANDING

37

out of 100

Prudential Financial Inc earns a fundamental-quality score of 37 out of 100, profiling it as a company with demanding fundamentals. Its score rests mainly on its profitability (net margin 5.5%). Its weakest area is its growth (revenue +1.9%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Prudential Financial is a US life-insurance and retirement giant: policies, annuities and an asset manager (PGIM) running more than a trillion dollars. Its business is promising payments decades out and earning by investing in the meantime.

What will shape its future

  • Interest rates and markets, which set the yield on its giant portfolio.
  • Annuities: aging creates demand for guaranteed retirement income.
  • Offloading legacy risks (reinsuring old blocks), its ongoing strategic cleanup.

Breakdown by area

I.Growth
12

EPS growth: -17.9% · Revenue growth: 1.9%

II.Profitability
55

Net margin: 5.5% · ROE: 10.8%

Source: SEC EDGAR · TTM through 31/03/2026

The score includes +3 for dividend strength: 14 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its profitability weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 19%
ROEbeats 29%
Growthbeats 7%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Prudential Financial Inc strengths

  • It has turned profitable after years of losses.
  • It has cut its net debt over the period.

Prudential Financial Inc risks and weaknesses

  • Declining earnings per share (-17.9% annualized).
  • Weak revenue growth (1.9% annualized).

Prudential Financial Inc historical evolution

YearRevenueNet incomeFree cash flowNet debt
202057,033-3746,942
202171,2478,8686,456
202256,881-1,6473,432
202353,9792,48881
202470,4052,7271,643
202560,7743,576587

Between 2020 and 2025, revenue went from $57,033M to $60,774M (+7%) and net income went from -$374M to $3,576M (+1056%). It has also reduced its net debt over the period.

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended March 31, 2026, versus the quarter ended March 31, 2025 (SEC filings):

  • Revenue+15.3%
  • Net income-15.6%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$5.4

per share, yearly

53.9% of earnings

Payout

at least 14 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

Advertising

Invest smart: choose your broker well

Open your account in minutes with regulated brokers and buy U.S. and European stocks from small amounts. No paperwork.

Interactive BrokersGlobal markets

The serious investor's standard

Open free account →
WebullCommission-free

Popular in the U.S.

Open free account →

Investing carries risk of loss.

Is Prudential Financial Inc cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Prudential Financial Inc a good company to invest in?

In terms of business quality, Prudential Financial Inc scores 37 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Prudential Financial Inc a profitable company?

Prudential Financial Inc is profitable, with a net margin of 5.5%, though a thin one.

Is Prudential Financial Inc growing?

Its revenue has grown 1.9% annualized in recent years.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Was this page helpful?