Prudential Financial Services Fund Key Fundamental Indicators
| PFSZX Fund | USD 23.48 0.09 0.38% |
As of the 16th of February 2026, Prudential Financial holds the Semi Deviation of 0.887, coefficient of variation of 1026.09, and Risk Adjusted Performance of 0.0837. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Prudential Financial, as well as the relationship between them.
Prudential Financial's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Prudential Financial's valuation are provided below:Prudential Financial Services does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Prudential |
Prudential Financial 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Prudential Financial's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Prudential Financial.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Prudential Financial on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Prudential Financial Services or generate 0.0% return on investment in Prudential Financial over 90 days. Prudential Financial is related to or competes with Columbia Convertible, Victory Incore, Teton Convertible, Fidelity Sai, Calamos Dynamic, and Teton Convertible. The fund normally invests at least 80 percent of its investable assets in equity and equity-related securities of financ... More
Prudential Financial Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Prudential Financial's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Prudential Financial Services upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.12 | |||
| Information Ratio | 0.0548 | |||
| Maximum Drawdown | 12.08 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.96 |
Prudential Financial Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prudential Financial's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Prudential Financial's standard deviation. In reality, there are many statistical measures that can use Prudential Financial historical prices to predict the future Prudential Financial's volatility.| Risk Adjusted Performance | 0.0837 | |||
| Jensen Alpha | 0.0768 | |||
| Total Risk Alpha | 0.028 | |||
| Sortino Ratio | 0.0805 | |||
| Treynor Ratio | 0.123 |
Prudential Financial February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0837 | |||
| Market Risk Adjusted Performance | 0.133 | |||
| Mean Deviation | 0.9867 | |||
| Semi Deviation | 0.887 | |||
| Downside Deviation | 1.12 | |||
| Coefficient Of Variation | 1026.09 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.69 | |||
| Information Ratio | 0.0548 | |||
| Jensen Alpha | 0.0768 | |||
| Total Risk Alpha | 0.028 | |||
| Sortino Ratio | 0.0805 | |||
| Treynor Ratio | 0.123 | |||
| Maximum Drawdown | 12.08 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.96 | |||
| Downside Variance | 1.25 | |||
| Semi Variance | 0.7868 | |||
| Expected Short fall | (1.16) | |||
| Skewness | 3.45 | |||
| Kurtosis | 20.47 |
Prudential Financial Backtested Returns
Prudential Financial appears to be very steady, given 3 months investment horizon. Prudential Financial maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Prudential Financial, which you can use to evaluate the volatility of the fund. Please evaluate Prudential Financial's Coefficient Of Variation of 1026.09, risk adjusted performance of 0.0837, and Semi Deviation of 0.887 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 1.22, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Prudential Financial will likely underperform.
Auto-correlation | -0.69 |
Very good reverse predictability
Prudential Financial Services has very good reverse predictability. Overlapping area represents the amount of predictability between Prudential Financial time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Prudential Financial price movement. The serial correlation of -0.69 indicates that around 69.0% of current Prudential Financial price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.69 | |
| Spearman Rank Test | -0.73 | |
| Residual Average | 0.0 | |
| Price Variance | 0.22 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Prudential Financial Services has a Price To Earning of 12.37 times. This is much higher than that of the PGIM family and significantly higher than that of the Financial category. The price to earning for all United States funds is notably lower than that of the firm.
Prudential Financial Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Prudential Financial's current stock value. Our valuation model uses many indicators to compare Prudential Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Prudential Financial competition to find correlations between indicators driving Prudential Financial's intrinsic value. More Info.Prudential Financial Services is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Prudential Financial Services is roughly 13.45 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Prudential Financial's earnings, one of the primary drivers of an investment's value.Prudential Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Prudential Financial's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Prudential Financial could also be used in its relative valuation, which is a method of valuing Prudential Financial by comparing valuation metrics of similar companies.Prudential Financial is currently under evaluation in price to earning among similar funds.
Prudential Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Prudential Financial's current stock value. Our valuation model uses many indicators to compare Prudential Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Prudential Financial competition to find correlations between indicators driving Prudential Financial's intrinsic value. More Info.Prudential Financial Services is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Prudential Financial Services is roughly 13.45 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Prudential Financial's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Prudential Financial
The fund invests 99.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.03%) and various exotic instruments (0.06%).Asset allocation divides Prudential Financial's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Prudential Fundamentals
| Price To Earning | 12.37 X | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 37.83 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.33 % | ||||
| One Year Return | 4.57 % | ||||
| Three Year Return | 18.29 % | ||||
| Five Year Return | 12.30 % | ||||
| Ten Year Return | 5.85 % | ||||
| Net Asset | 155.01 M | ||||
| Last Dividend Paid | 0.11 | ||||
| Cash Position Weight | 0.03 % | ||||
| Equity Positions Weight | 99.91 % |
About Prudential Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Prudential Financial Services's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Prudential Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Prudential Financial Services based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its investable assets in equity and equity-related securities of financial services related companies. It invests primarily in securities of issuers in the United States, although it may also invest in securities of issuers in countries throughout the world. The fund may invest up to 30 percent of its total assets in foreign securities. It is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Prudential Mutual Fund
Prudential Financial financial ratios help investors to determine whether Prudential Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Prudential with respect to the benefits of owning Prudential Financial security.
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