Prudential Financial (MEX:PRU) Earnings Yield (Joel Greenblatt) %: 2.89% (As of Mar. 2026) — Near Median

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MEX:PRU Prudential Financial Inc MEX:PRU
61 GF Score
Price MXN2,054.00
GF Value MXN1,815.67
Valuation Modestly Overvalued
! 7 Warning Signs
View Full Analysis

What is Prudential Financial Earnings Yield (Joel Greenblatt) %?

Prudential Financial MEX:PRU 61 Earnings Yield (Joel Greenblatt) % is 2.89% as of Mar. 2026, which is 6% above its 10-year median of 2.73. GuruFocus rates MEX:PRU with a GF Score™ of 61/100 and a GF Value™ of MXN1,815.67 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 512 Insurance companies, Prudential Financial ranks worse than 62.89% on this metric.

Prudential Financial's Enterprise Value for the quarter that ended in Mar. 2026 was MXN757,787 Mil. Prudential Financial's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was MXN22,938 Mil. Prudential Financial's Earnings Yield (Joel Greenblatt) for the quarter that ended in Mar. 2026 was 2.89%.

The historical rank and industry rank for Prudential Financial's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:

MEX:PRU' s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 1.74   Med: 2.73   Max: 2.96
Current: 1.75

During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Prudential Financial was 2.96%. The lowest was 1.74%. And the median was 2.73%.

MEX:PRU's Earnings Yield (Joel Greenblatt) % is ranked worse than
62.89% of 512 companies
in the Insurance industry
Industry Median: 6.995 vs MEX:PRU: 1.75

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Prudential Financial's Forward Rate of Return (Yacktman) % for the quarter that ended in Mar. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Prudential Financial  (MEX:PRU) Earnings Yield (Joel Greenblatt) % Explanation

Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.

Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.


Be Aware

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

Forward Rate of Return (Yacktman) % based on Don Yacktman's definition is a better measure of the expected rate of return for a stock.


Prudential Financial Earnings Yield (Joel Greenblatt) % Related Terms


Prudential Financial Earnings Yield (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Prudential Financial's Earnings Yield (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Prudential Financial Earnings Yield (Joel Greenblatt) % Chart

Prudential Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Earnings Yield (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

Prudential Financial Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Earnings Yield (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 2.89

MEX:PRU vs MET, AFL, UNM: Earnings Yield (Joel Greenblatt) % Comparison

For the Insurance - Life subindustry, Prudential Financial's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Prudential Financial Earnings Yield (Joel Greenblatt) % vs Insurance Industry

For the Insurance industry and Financial Services sector, Prudential Financial's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Prudential Financial's Earnings Yield (Joel Greenblatt) % falls into.


MEX:PRU
61GF Score
Prudential Financial Inc MEX:PRU
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Prudential Financial Earnings Yield (Joel Greenblatt) % Calculation

In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.

Prudential Financials Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as

Earnings Yield (Joel Greenblatt)=EBIT/Enterprise Value
=0/838956.78564
= %

Prudential Financial's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was MXN22,938 Mil.


What does a Earnings Yield (Joel Greenblatt) % of 2.89% mean?
Prudential Financial (MEX:PRU) has a Earnings Yield (Joel Greenblatt) % of 2.89% as of Mar. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Prudential Financial and its competitors. This is near median its historical median of 2.73. Over the past decade, Prudential Financial's Earnings Yield (Joel Greenblatt) % has ranged from 1.74 to 2.96. According to the industry distribution chart, Prudential Financial ranks #322 out of 512 companies in the Insurance industry, placing it in the top 62.9%.
Is Prudential Financial's Earnings Yield (Joel Greenblatt) % too high?
Prudential Financial's current Earnings Yield (Joel Greenblatt) % of 2.89% is near median its 10-year median of 2.73. Over the past 10 years, this metric has ranged from a low of 1.74 to a high of 2.96. The Insurance industry median Earnings Yield (Joel Greenblatt) % is 7.00. Prudential Financial's value of 2.89% is 58.7% below this industry median. Based on the distribution chart, Prudential Financial ranks #322 out of 512 companies in the Insurance industry, which is below the industry midpoint. Overall, Prudential Financial has a GF Score™ of 61/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Prudential Financial's Earnings Yield (Joel Greenblatt) % compare to MET and AFL?
According to the Insurance industry distribution chart, Prudential Financial ranks #322 out of 512 companies for Earnings Yield (Joel Greenblatt) %. This places Prudential Financial in the lower half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 7.00. Prudential Financial's value of 2.89% is 58.7% below this benchmark. Historically, Prudential Financial's own Earnings Yield (Joel Greenblatt) % has ranged from 1.74 to 2.96 over the past decade. While the company's 10-year median is 2.73 vs. the industry median of 7.00, Prudential Financial has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Insurance company?
The median Earnings Yield (Joel Greenblatt) % among Insurance companies is 7.00, based on 512 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Prudential Financial's current Earnings Yield (Joel Greenblatt) % of 2.89% is 58.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Prudential Financial and its competitors. For the Insurance industry, the median Earnings Yield (Joel Greenblatt) % is 7.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Prudential Financial's current Earnings Yield (Joel Greenblatt) % is 2.89%, which is near median its own 10-year median of 2.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Prudential Financial stock overvalued right now?
Based on GuruFocus' analysis, Prudential Financial (MEX:PRU) is currently considered Modestly Overvalued. The stock's GF Value™ is MXN1,815.67, compared to a current price of MXN2,054.00 — trading 13.1% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 2.89%, which is near median its 10-year median of 2.73 and 58.7% below the Insurance industry median of 7.00. Prudential Financial's overall GF Score™ is 61/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Prudential Financial (MEX:PRU), the current Earnings Yield (Joel Greenblatt) % is 2.89% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Prudential Financial (MEX:PRU) Overvalued in 2026?

Based on GuruFocus' analysis, Prudential Financial stock appears to be overvalued. The current stock price of MXN2,054.00 is trading 13.1% above its estimated GF Value™ of MXN1,815.67. GuruFocus considers Prudential Financial to be Modestly Overvalued.

Key valuation signals for MEX:PRU:

  • Earnings Yield (Joel Greenblatt) %: 2.89% (near median its 10-year median of 2.73)
  • GF Value™: MXN1,815.67 vs. price of MXN2,054.00 (13.1% above fair value)
  • GF Score™: 61/100 with 7 warning signs
  • Industry Position: 58.7% below the Insurance median (#322 of 512)

No single metric tells the full story. See the MEX:PRU stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Prudential Financial Business Description

Address 751 Broad Street, Newark, NJ, USA, 07102
Prudential Financial is one of the largest US life insurers, offering annuities, life insurance, and asset-management products. The United States and Japan are its two largest markets. Its US business contributed about 50% of adjusted 2025 earnings and includes institutional retirement (mostly pension risk transfer), individual retirement (annuities), group insurance, and individual life insurance. Its international business represented about 39% of adjusted earnings, with a strong market position in Japan, and the firm also has a presence in emerging markets like Brazil. The company's investment management business, PGIM, contributed approximately 11% of its 2025 adjusted earnings. PGIM had around $1.47 trillion in assets under management at the end of fourth-quarter 2025.
61GF Score

Get the complete analysis for MEX:PRU

Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,054.00
Price
MXN1,815.67
GF Value