PRUDENTIAL FINANCIAL INC

PRU · Financials · Insurer · FY2025 filings ·

Scored by the financial-sector model

Financial-sector score31/ 100No moat
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PRUDENTIAL FINANCIAL INC is a insurer, scored by a separate financial-sector model — not the operating Moat Score you’ll see on other companies. A bank or insurer is a balance-sheet business the margin-and-ROIC lens doesn’t fit, so it’s read through the components below instead. The two models are calibrated differently and are not comparable: a financial-sector score is never ranked against, sorted with, or averaged into an operating Moat Score. How the models work.

What the financial-sector model scores (insurer)

Return on equity38

Median ROE 8.5% on average equity, above the 10% hurdle in 33% of 9 years.

Capital strength17

Q3 scored 2 evidenced ratios equally.

Earnings stability36

Profitable in 80% of 10 years, ROE volatile.

Book value growth6

Book value per share -1.3%/yr over 9 years (split-adjusted; excludes dividends paid out).

Not scored for this company

Net interest income
Net interest economics apply to banks and lenders; not part of the carrier model.
Underwriting discipline
Loss ratios are not an underwriting-discipline signal for this carrier type (life, regulated-MLR health, title/surety, or unclassified); component not applied.

All 4 applicable components scored (carrier model).

Fundamentals

The 15-year revenue, margin, and ROIC series is built for the operating model’s lens and isn’t published for banks and insurers — a balance-sheet business is read through the components above, not through operating-company margins.

Financial-sector score history

ReadingScoreTier
Jul 26, 202630.7No moat
Jul 26, 202630.7No moat

Append-only — readings are added, never rewritten. Only readings on the same methodology version (moat-index-financials@1.0.0) are comparable; a change across versions is a scoring change, not a company event.

PRU Financial-Sector Score 30.7 — FY2025 | Buy Like Buffett