Back to Screener

Financial Services

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060(PFH)

Fund

Live Price

Offline

$16.48

+0.73% today

1Y Change

-4.30%

Window

Jun 23, 2025 โ†’ Jun 12, 2026

Market Cap
$34.32B
Dividend Yield
5.5%
50-Day Avg
โ€”
Exchange
NYSE

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 12, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH) is a fund with a market cap of $34.32B and listed on NYSE. The fund last traded around $16.48 and down 4.3% across the available one-year price window (Jun 23, 2025 โ†’ Jun 12, 2026). Baseline metrics include a dividend yield of 5.5%. Valuation is more restrained than many high-expectation growth names at P/E 9.7 and price/sales 0.6. Stock Foundry combines PFH price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

PFH

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

PFH Max Drawdown

-12.90%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for PFH and SPY.

Calendar-year return history is still loading or unavailable.

Financial profile

Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$71.1B

+24.9% YoY

FY Net Income

$8.9B

+638.4% YoY

Free Cash Flow

$10.5B

+104.5% YoY

Revenue Growth

-14.0%

EPS Growth

+34.7%

Gross Margin

31.1%

Net Margin

5.9%

Income statement

USD

Annual
Metric20252024202320222021
Revenue60.8B70.7B54.3B57.0B71.1B
Gross Profit25.6B17.5B17.6B11.9B28.3B
Operating Income4.8B3.2B3.1B-1.9B10.8B
EBITDA4.9B3.6B3.0B-1.8B11.0B
Net Income3.6B2.7B2.5B-1.6B8.9B
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20252024202320222021
Cash & Equivalents19.7B18.5B19.4B17.3B12.9B
Total Assets773.7B735.6B721.2B689.0B937.6B
Total Liabilities738.2B705.5B691.3B657.1B875.0B
Shareholder Equity32.4B27.9B27.8B30.6B61.9B
Total Debt33.3B21.6B20.9B21.1B19.6B
Net Debt13.6B3.1B1.5B3.8B6.7B

Cash flow positioning

Latest Full Year

Operating Cash Flow

9.8B

+90.2% YoY

Capital Expenditures

736M

Free Cash Flow

10.5B

+104.5% YoY

Key ratios

  • Gross Margin

    31.1%

  • Operating Margin

    7.6%

  • Net Margin

    5.9%

  • ROE

    11.4%

  • Debt / Equity

    1.03x

Next Step

Turn financials into a decision

Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.