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Prudential Financial (STU:PLL) 5-Year ROIIC % : 0.00% (As of Dec. 2023)


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What is Prudential Financial 5-Year ROIIC %?

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Prudential Financial's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Prudential Financial's 5-Year ROIIC % or its related term are showing as below:

STU:PLL's 5-Year ROIIC % is not ranked *
in the Insurance industry.
Industry Median: 2.495
* Ranked among companies with meaningful 5-Year ROIIC % only.

Prudential Financial 5-Year ROIIC % Historical Data

The historical data trend for Prudential Financial's 5-Year ROIIC % 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.

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Prudential Financial 5-Year ROIIC % Chart

Prudential Financial Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC %
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Prudential Financial Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
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Competitive Comparison of Prudential Financial's 5-Year ROIIC %

For the Insurance - Life subindustry, Prudential Financial's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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's 5-Year ROIIC % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Prudential Financial's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Prudential Financial's 5-Year ROIIC % falls into.



Prudential Financial 5-Year ROIIC % Calculation

Prudential Financial's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 3551.375023 (Dec. 2023) - 0 (Dec. 2018) )/( 630174.55025 (Dec. 2023) - 695138.3394 (Dec. 2018) )
=/-64963.78915
=0.00%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Prudential Financial  (STU:PLL) 5-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Prudential Financial 5-Year ROIIC % Related Terms

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Prudential Financial Business Description

Address
751 Broad Street, Newark, NJ, USA, 07102
Prudential Financial is a large, diversified insurance company offering annuities, life insurance, retirement plan services, and asset management products. While it operates in a number of countries, the vast majority of revenue is generated in the United States and Japan. The company's investment management business, PGIM, contributes approximately 10% of its earnings and has around $1.3 trillion in assets under management. The US businesses are responsible for about 50% of earnings and can be classified into Institutional Retirement Strategies, Individual Retirement Strategies, Group Insurance, Individual Life Insurance, and Assurance IQ. Finally, the international business segment of the company contributes approximately 40% of earnings with a strong market position in Japan.