Prudential Financial (MEX:PRU) 5-Year Yield-on-Cost %: 6.58 (As of Jul. 10, 2026) — 23% Above Median


MEX:PRU Prudential Financial Inc MEX:PRU
60 GF Score
Price MXN1,845.00
GF Value MXN1,761.89
Valuation Fairly Valued
! 3 Warning Signs
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What is Prudential Financial 5-Year Yield-on-Cost %?

Prudential Financial MEX:PRU 60 5-Year Yield-on-Cost % is 6.58 as of Jul. 10, 2026, which is 23% above its 10-year median of 5.37. GuruFocus rates MEX:PRU with a GF Score™ of 60/100 and a GF Value™ of MXN1,761.89 (Fairly Valued). The stock has 3 warning signs investors should review. Among 418 Insurance companies, Prudential Financial ranks better than 69.86% on this metric.

Prudential Financial's yield on cost for the quarter that ended in Mar. 2026 was 6.58.


The historical rank and industry rank for Prudential Financial's 5-Year Yield-on-Cost % or its related term are showing as below:

MEX:PRU' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.92   Med: 5.37   Max: 11.63
Current: 6.58


During the past 13 years, Prudential Financial's highest Yield on Cost was 11.63. The lowest was 2.92. And the median was 5.37.


MEX:PRU's 5-Year Yield-on-Cost % is ranked better than
69.86% of 418 companies
in the Insurance industry
Industry Median: 3.985 vs MEX:PRU: 6.58

Prudential Financial  (MEX:PRU) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Prudential Financial 5-Year Yield-on-Cost % Related Terms


MEX:PRU vs MET, UNM, AFL: 5-Year Yield-on-Cost % Comparison

For the Insurance - Life subindustry, Prudential Financial's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Insurance Industry

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

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


MEX:PRU
60GF Score
Prudential Financial Inc MEX:PRU
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Prudential Financial 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Prudential Financial is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 6.58 mean?
Prudential Financial (MEX:PRU) has a 5-Year Yield-on-Cost % of 6.58 as of Jul. 10, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Prudential Financial and its competitors. This is 23% above median its historical median of 5.37. Over the past decade, Prudential Financial's 5-Year Yield-on-Cost % has ranged from 2.92 to 11.63. According to the industry distribution chart, Prudential Financial ranks #126 out of 418 companies in the Insurance industry, placing it in the top 30.1%.
Is Prudential Financial's 5-Year Yield-on-Cost % too high?
Prudential Financial's current 5-Year Yield-on-Cost % of 6.58 is 23% above median its 10-year median of 5.37. Over the past 10 years, this metric has ranged from a low of 2.92 to a high of 11.63. The Insurance industry median 5-Year Yield-on-Cost % is 3.99. Prudential Financial's value of 6.58 is 65.1% above this industry median. Based on the distribution chart, Prudential Financial ranks #126 out of 418 companies in the Insurance industry, which is above the industry midpoint. Overall, Prudential Financial has a GF Score™ of 60/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Prudential Financial's 5-Year Yield-on-Cost % compare to MET and UNM?
According to the Insurance industry distribution chart, Prudential Financial ranks #126 out of 418 companies for 5-Year Yield-on-Cost %. This puts Prudential Financial in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 3.99. Prudential Financial's value of 6.58 is 65.1% above this benchmark. Historically, Prudential Financial's own 5-Year Yield-on-Cost % has ranged from 2.92 to 11.63 over the past decade. While the company's 10-year median is 5.37 vs. the industry median of 3.99, Prudential Financial has consistently been above 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 5-Year Yield-on-Cost % for an Insurance company?
The median 5-Year Yield-on-Cost % among Insurance companies is 3.99, based on 418 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Prudential Financial's current 5-Year Yield-on-Cost % of 6.58 is 65.1% above 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Prudential Financial and its competitors. For the Insurance industry, the median 5-Year Yield-on-Cost % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Prudential Financial's current 5-Year Yield-on-Cost % is 6.58, which is 23% above median its own 10-year median of 5.37. 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 Fairly Valued. The stock's GF Value™ is MXN1,761.89, compared to a current price of MXN1,845.00 — trading 4.7% above its estimated fair value. The current 5-Year Yield-on-Cost % is 6.58, which is 23% above median its 10-year median of 5.37 and 65.1% above the Insurance industry median of 3.99. Prudential Financial's overall GF Score™ is 60/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Prudential Financial (MEX:PRU), the current 5-Year Yield-on-Cost % is 6.58 as of Jul. 10, 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 MXN1,845.00 is trading 4.7% above its estimated GF Value™ of MXN1,761.89. GuruFocus considers Prudential Financial to be Fairly Valued.

Key valuation signals for MEX:PRU:

  • 5-Year Yield-on-Cost %: 6.58 (23% above median its 10-year median of 5.37)
  • GF Value™: MXN1,761.89 vs. price of MXN1,845.00 (4.7% above fair value)
  • GF Score™: 60/100 with 3 warning signs
  • Industry Position: 65.1% above the Insurance median (#126 of 418)

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.
60GF Score

Get the complete analysis for MEX:PRU

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN1,845.00
Price
MXN1,761.89
GF Value