WallStSmart

Lincoln National Corporation (LNC)vsPrudential PLC ADR (PUK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Lincoln National Corporation generates 27% more annual revenue ($18.27B vs $14.43B). PUK leads profitability with a 27.6% profit margin vs 6.4%. LNC appears more attractively valued with a PEG of 1.01. PUK earns a higher WallStSmart Score of 79/100 (B+).

LNC

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 5.0Value: 8.7Quality: 4.8
Piotroski: 3/9

PUK

Strong Buy

79

out of 100

Grade: B+

Growth: 7.0Profit: 8.0Value: 10.0Quality: 6.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LNCUndervalued (+2.9%)

Margin of Safety

+2.9%

Fair Value

$39.64

Current Price

$35.93

$3.71 discount

UndervaluedFair: $39.64Overvalued
PUKUndervalued (+77.7%)

Margin of Safety

+77.7%

Fair Value

$143.68

Current Price

$29.67

$114.01 discount

UndervaluedFair: $143.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LNC2 strengths · Avg: 10.0/10
P/E RatioValuation
6.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PUK6 strengths · Avg: 9.2/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Operating MarginProfitability
45.5%10/10

Strong operational efficiency at 45.5%

Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
30.8%8/10

Earnings expanding 30.8% YoY

Areas to Watch

LNC4 concerns · Avg: 2.5/10
Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.1%2/10

Revenue declined 3.1%

EPS GrowthGrowth
-60.7%2/10

Earnings declined 60.7%

PUK0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : LNC

The strongest argument for LNC centers on P/E Ratio, Price/Book. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bull Case : PUK

The strongest argument for PUK centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 27.6% and operating margin at 45.5%. Revenue growth of 14.5% demonstrates continued momentum.

Bear Case : LNC

The primary concerns for LNC are Profit Margin, Piotroski F-Score, Revenue Growth.

Bear Case : PUK

No major red flags identified for PUK, but monitor valuation.

Key Dynamics to Monitor

LNC profiles as a value stock while PUK is a mature play — different risk/reward profiles.

LNC carries more volatility with a beta of 1.28 — expect wider price swings.

PUK is growing revenue faster at 14.5% — sustainability is the question.

PUK generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

PUK scores higher overall (79/100 vs 59/100), backed by strong 27.6% margins and 14.5% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lincoln National Corporation

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Lincoln National Corporation is an American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.

Prudential PLC ADR

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Prudential plc offers life and health insurance, retirement and asset management solutions to people in Asia, the United States and Africa. The company is headquartered in London, the United Kingdom.

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