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PUK
Prudential PLC ADRSnapshot 2026-06-07 · 0.0w · Fresh
Strategy Eligibility
10 of 23 passing
★
OS Composite
OS 0.970
↗
Trending Value
✗
◆
Quality × Value
QV 0.930
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 4.9
◇
VC2 Cheapest
VC2 4.00000000
📐
EBITDA/EV
57.2%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
3.2%
💰
High Yield
Div 3.2%
🚀
Momentum Leaders
12-1 34%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 25%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
RAM 1.37
V
Value Analysis
Cheapness relative to fundamentals
96.0%ile
P/E
4.9×
P/S
0.8×
P/B
1.6×
E/P
0.2054
FCF Yield
0.196
EBITDA/EV
0.572
SH Yield
0.032
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
5.00000000
/100 — 1=cheapest
VC2 (Trending Value)
4.00000000
/100
VC3 (Buyback)
4.00000000
/100
P/E of 4.9x places this firmly in deep value territory. FCF yield of 19.6% is strong — the business generates significant free cash relative to price. VC2 score of 4.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
90.0%ile
ROE
0.336
ROA
0.032
Net Margin
0.174
Op Margin
0.556
GPA
0.183
D/E
9.49
Current
3.34
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Stability
0.817
lower=better
Accruals
0.005
lower=better
5yr Consist
No
ROE of 34% is exceptional. Highly leveraged with D/E of 9.49 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
69.0%ile
6M Return
-10.9%
12M Return
9.5%
12-1 Mom
34.1%
Risk-Adj
1.37
Vol 252d
24.9%
Vol 60d
58.8%
↑ Expanding
Max DD 12M
-21.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 34% is very strong — a clear uptrend. Near-term vol (59%) is expanding vs long-term (25%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.97
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 500 peers
Sector Value %ile
94.2%
Sector Quality %ile
88.2%
P/E z-score
-0.44
P/B z-score
-0.04
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (96th) and quality (90th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Leveraged Returns
Strong ROE (34%) boosted by high leverage (D/E 9.5). Returns look good but come with balance sheet risk.
Volatility Expanding
60-day vol (59%) significantly exceeds 252-day (25%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
89.7% avg (7 factors)
Quality
B
60.2% avg (8 factors)
Momentum
C
51.4% avg (4 factors)
Risk
A
75.2% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.970 | —1 | — | |
| Value %ile | 0.960 | —1 | — | |
| Quality %ile | 0.900 | —1 | — | |
| Momentum %ile | 0.690 | —0 | — | |
| F-Score | 6.000 | —0 | — | |
| Confidence | 0.839 | —1 | — | |
| Volatility | 0.249 | —0 | — |
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
4.87
Earnings Yield (E/P)
0.2054
Price / Sales
0.85
Price / Book
1.64
Price / Cash Flow
5.76
FCF Yield
19.6%
EBITDA / EV
57.2%
Sales Yield (1/P·S)
1.2843
Shareholder Yield
Div + net buyback / mktcap
3.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
33.6%
Return on Assets
3.2%
Net Margin
17.4%
Operating Margin
55.6%
Gross Profit / Assets
Novy-Marx GPA
18.3%
Debt / Equity
9.49
Current Ratio
3.34
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.005
MomentumPrice trend strength over different horizons
6M Return
-10.9%
12M Return
9.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
34.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.37
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Earnings Stability (CV)
Lower = more stable
0.817
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
6
Dividend Yield
3.2%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
5
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
4
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
4
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
69
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
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Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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