- £5.04bn
- £2.39bn
- £19.45bn
- 18
- 79
- 84
- 66
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 9.07 | ||
| PEG Ratio (f) | 0.12 | ||
| EPS Growth (f) | 332.51% | ||
| Dividend Yield (f) | 10.9% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1.69 | ||
| Price to Tang. Book | 5.24 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 0.26 | ||
| EV to EBITDA | 4 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 0.01% | ||
| Return on Equity | -4.12% | ||
| Operating Margin | 0.1% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | £m | 28,866 | 21,435 | 24,089 | -10,589 | 19,447 | 6,709.5 | 7,235 | n/a |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -64.14 | +179.88 | n/a | n/a | n/a | n/a | +10.51 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Phoenix Group Holdings plc is a United Kingdom-based long-term savings and retirement businesses company. The Company offers a range of savings and retirement income products to support people across all stages of the savings life cycle. Its segments include Retirement Solutions, Pensions & Savings, With-Profits, and Europe & Other. The Retirement Solutions segment includes new, and in-force individual annuity and bulk purchase annuity contracts. The Retirement Solutions segment also includes United Kingdom individual annuity business. The Pensions & Savings segment includes new and in-force life insurance and investment unit-linked policies. The With-Profits segment includes all policies written by the Company’s with-profit funds, with the exception of Standard Life Heritage With-Profit Fund contracts. The Europe & Other segment includes business written in Ireland and Germany. It also includes protection products and products sold under the SunLife brand.
Directors
- Nicholas Lyons NEC
- Andy Briggs CEO
- Rakesh Thakrar CFO
- Matthew Cuhls CEX (46)
- Andy Curran CEX
- Andy Moss CEX (57)
- Antonios Kassimiotis COO (54)
- Michael Eakins CIN
- Jonathan Pears CRO (53)
- Quentin Zentner GCN
- Sara Thompson DHR
- Claire Hawkins DIR
- John Mcguigan OTH
- Gerald Watson SEC
- Hiroyuki Iioka NED
- Christopher Minter NED
- Michael Tumilty NED
- Alastair Barbour NID (68)
- Karen Green NID
- Wendy Mayall NID
- John Pollock NID (61)
- Belinda Richards NID
- Nicholas Shott NID
- Kory Sorenson NID (52)
- Last Annual
- December 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- October 5th, 2018
- Public Since
- November 17th, 2009
- No. of Employees
- 7,757
- Sector
- Insurance
- Industry
- Financials
- Exchange
London Stock Exchange- Shares in Issue
- 1,001,555,526
- Address
- 1 Wythall Green Way, Wythall Green, BIRMINGHAM, B47 6WG
- Web
- https://www.thephoenixgroup.com/
- Phone
- Contact
- Claire Hawkins
- Auditors
- Ernst & Young LLP
Latest News for PHNX
Upcoming Events for PHNX
Phoenix Group Holdings PLC Annual Shareholders Meeting
Half Year 2024 Phoenix Group Holdings PLC Earnings Release
Similar to PHNX
Admiral
London Stock Exchange
Aviva
London Stock Exchange
Beazley
London Stock Exchange
Cathay Financial Holding Co
London Stock Exchange
Chesnara
London Stock Exchange
FAQ
As of Today at 19:16 UTC, shares in Phoenix group are trading at 503.50p. This share price information is delayed by 15 minutes.
Shares in Phoenix group last closed at 503.50p and the price had moved by -10.41% over the past 365 days. In terms of relative price strength the Phoenix group share price has underperformed the FTSE All Share Index by -11.96% over the past year.
The overall consensus recommendation for Phoenix group is Buy. You can view the full broker recommendation list by unlocking its StockReport.
The Phoenix group dividend yield is 10.46% based on the trailing twelve month period.
Last year, Phoenix group paid a total dividend of £0.53, and it currently has a trailing dividend yield of 10.46%.Looking ahead, the next dividend pay date is 2024-05-22.
We do not have data on when Phoenix group is to next pay dividends. The historic dividend yield on Phoenix group shares is currently 10.46%.
To buy shares in Phoenix group you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of 503.50p, shares in Phoenix group had a market capitalisation of £5.04bn.
Here are the trading details for Phoenix group:
- Country of listing: United Kingdom
- Exchange: LSE
- Ticker Symbol: PHNX
Based on an overall assessment of its quality, value and momentum Phoenix group is currently classified as a Turnaround. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Phoenix group is 615.21p. That is 22.19% above the last closing price of 503.50p.
Analysts covering Phoenix group currently have a consensus Earnings Per Share (EPS) forecast of £0.54 for the next financial year.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Phoenix group. Over the past six months, its share price has outperformed the FTSE All Share Index by +2.4%.
As of the last closing price of 503.50p, shares in Phoenix group were trading -0.64% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Phoenix group PE ratio based on its reported earnings over the past 12 months is 9.07. The shares last closed at 503.50p.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Phoenix group's management team is headed by:
- Nicholas Lyons - NEC
- Andy Briggs - CEO
- Rakesh Thakrar - CFO
- Matthew Cuhls - CEX
- Andy Curran - CEX
- Andy Moss - CEX
- Antonios Kassimiotis - COO
- Michael Eakins - CIN
- Jonathan Pears - CRO
- Quentin Zentner - GCN
- Sara Thompson - DHR
- Claire Hawkins - DIR
- John Mcguigan - OTH
- Gerald Watson - SEC
- Hiroyuki Iioka - NED
- Christopher Minter - NED
- Michael Tumilty - NED
- Alastair Barbour - NID
- Karen Green - NID
- Wendy Mayall - NID
- John Pollock - NID
- Belinda Richards - NID
- Nicholas Shott - NID
- Kory Sorenson - NID