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PUK vs. SPGI: A Head-to-Head Stock Comparison

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Here’s a clear look at PUK and SPGI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

PUK trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, SPGI is a standard domestic listing.

SymbolPUKSPGI
Company NamePrudential plcS&P Global Inc.
CountryHong KongUnited States
GICS SectorFinancialsFinancials
GICS IndustryInsuranceCapital Markets
Market Capitalization35.76 billion USD147.29 billion USD
ExchangeNYSENYSE
Listing DateJune 29, 2000February 21, 1973
Security TypeADRCommon Stock

Historical Performance

This chart compares the performance of PUK and SPGI by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

PUK vs. SPGI: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolPUKSPGI
5-Day Price Return-0.05%1.22%
13-Week Price Return12.69%-8.76%
26-Week Price Return24.49%-1.42%
52-Week Price Return49.86%-4.74%
Month-to-Date Return0.05%-0.88%
Year-to-Date Return63.50%-3.13%
10-Day Avg. Volume3.60M1.71M
3-Month Avg. Volume3.46M1.26M
3-Month Volatility20.51%20.96%
Beta1.331.21

Profitability

Return on Equity (TTM)

PUK

19.37%

Insurance Industry

Max
30.96%
Q3
18.76%
Median
14.22%
Q1
10.34%
Min
1.73%

In the upper quartile for the Insurance industry, PUK’s Return on Equity of 19.37% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

SPGI

11.98%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

SPGI’s Return on Equity of 11.98% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

PUK vs. SPGI: A comparison of their Return on Equity (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

PUK

26.45%

Insurance Industry

Max
26.78%
Q3
14.69%
Median
9.87%
Q1
6.59%
Min
-3.51%

A Net Profit Margin of 26.45% places PUK in the upper quartile for the Insurance industry, signifying strong profitability and more effective cost management than most of its peers.

SPGI

27.30%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

SPGI’s Net Profit Margin of 27.30% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

PUK vs. SPGI: A comparison of their Net Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

PUK

27.36%

Insurance Industry

Max
34.52%
Q3
20.17%
Median
14.46%
Q1
9.62%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

SPGI

39.95%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

SPGI’s Operating Profit Margin of 39.95% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

PUK vs. SPGI: A comparison of their Operating Profit Margin (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolPUKSPGI
Return on Equity (TTM)19.37%11.98%
Return on Assets (TTM)1.81%6.66%
Net Profit Margin (TTM)26.45%27.30%
Operating Profit Margin (TTM)27.36%39.95%
Gross Profit Margin (TTM)--62.19%

Financial Strength

Current Ratio (MRQ)

PUK

0.38

Insurance Industry

Max
2.97
Q3
1.37
Median
0.54
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

SPGI

0.98

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

PUK vs. SPGI: A comparison of their Current Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

PUK

0.29

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.23
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

SPGI

0.34

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

PUK vs. SPGI: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

PUK

8.97

Insurance Industry

Max
43.68
Q3
21.45
Median
9.67
Q1
3.55
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

SPGI

21.98

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

PUK vs. SPGI: A comparison of their Interest Coverage Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolPUKSPGI
Current Ratio (MRQ)0.380.98
Quick Ratio (MRQ)0.380.98
Debt-to-Equity Ratio (MRQ)0.290.34
Interest Coverage Ratio (TTM)8.9721.98

Growth

Revenue Growth

PUK vs. SPGI: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

PUK vs. SPGI: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

PUK

1.65%

Insurance Industry

Max
9.80%
Q3
5.18%
Median
3.58%
Q1
2.07%
Min
0.00%

PUK’s Dividend Yield of 1.65% is in the lower quartile for the Insurance industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

SPGI

0.78%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

SPGI’s Dividend Yield of 0.78% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

PUK vs. SPGI: A comparison of their Dividend Yield (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

PUK

17.05%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
53.26%
Q1
23.68%
Min
0.00%

PUK’s Dividend Payout Ratio of 17.05% is in the lower quartile for the Insurance industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

SPGI

28.68%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

SPGI’s Dividend Payout Ratio of 28.68% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

PUK vs. SPGI: A comparison of their Dividend Payout Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolPUKSPGI
Dividend Yield (TTM)1.65%0.78%
Dividend Payout Ratio (TTM)17.05%28.68%

Valuation

Price-to-Earnings Ratio (TTM)

PUK

10.33

Insurance Industry

Max
30.75
Q3
18.11
Median
12.67
Q1
9.66
Min
2.87

PUK’s P/E Ratio of 10.33 is within the middle range for the Insurance industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

SPGI

36.68

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

A P/E Ratio of 36.68 places SPGI in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

PUK vs. SPGI: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

PUK

2.73

Insurance Industry

Max
3.41
Q3
1.88
Median
1.22
Q1
0.80
Min
0.23

PUK’s P/S Ratio of 2.73 is in the upper echelon for the Insurance industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

SPGI

10.01

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

SPGI’s P/S Ratio of 10.01 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

PUK vs. SPGI: A comparison of their Price-to-Sales Ratio (TTM) against their respective Insurance and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

PUK

1.75

Insurance Industry

Max
4.57
Q3
2.56
Median
1.88
Q1
1.20
Min
0.17

PUK’s P/B Ratio of 1.75 is within the conventional range for the Insurance industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

SPGI

4.83

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

SPGI’s P/B Ratio of 4.83 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

PUK vs. SPGI: A comparison of their Price-to-Book Ratio (MRQ) against their respective Insurance and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolPUKSPGI
Price-to-Earnings Ratio (TTM)10.3336.68
Price-to-Sales Ratio (TTM)2.7310.01
Price-to-Book Ratio (MRQ)1.754.83
Price-to-Free Cash Flow Ratio (TTM)17.1227.18