Phoenix Group Holdings plc

BST:1BF Stock Report

Market Cap: €6.1b

Phoenix Group Holdings Past Earnings Performance

Past criteria checks 0/6

Phoenix Group Holdings's earnings have been declining at an average annual rate of -45.1%, while the Insurance industry saw earnings growing at 7.1% annually. Revenues have been declining at an average rate of 9.8% per year.

Key information

-45.1%

Earnings growth rate

-46.3%

EPS growth rate

Insurance Industry Growth5.9%
Revenue growth rate-9.8%
Return on equity-17.2%
Net Margin-2.1%
Last Earnings Update30 Jun 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Phoenix Group Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

BST:1BF Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 2425,211-5331,9070
31 Mar 2422,719-3351,7890
31 Dec 2320,227-1381,6700
30 Sep 2315,776-9271,5730
30 Jun 2311,703-1,7171,4710
31 Mar 231,440-2,2311,4460
31 Dec 22-8,823-2,7461,4210
30 Sep 22-4,433-2,0881,6300
30 Jun 22-44-1,4311,8390
31 Mar 2211,588-1,1451,9660
31 Dec 2123,220-8602,0930
30 Sep 2126,110-6542,0390
30 Jun 2129,000-4491,9840
31 Mar 2125,4031631,8510
31 Dec 2021,8057751,7180
30 Sep 2016,7996531,5950
30 Jun 2011,7935311,4710
31 Mar 2020,4682971,4450
31 Dec 1929,142621,4190
30 Sep 1920,8632391,3970
30 Jun 1912,5834161,3740
31 Mar 192,8473921,1940
31 Dec 18-6,8903671,0130
30 Sep 18-1,4272067760
30 Jun 184,036455380
31 Mar 185,06495570
31 Dec 176,091-275750
30 Sep 175,726-1135480
30 Jun 175,360-1995200
31 Mar 176,343-1504720
31 Dec 167,326-1014240
30 Sep 165,979264220
30 Jun 164,6321524200
31 Mar 162,5801774170
31 Dec 155282014130
30 Sep 151,9311544270
30 Jun 153,3341074410
31 Mar 154,2231634330
31 Dec 145,1122184250
30 Sep 145,0972834310
30 Jun 145,0823474360
31 Mar 144,6122644410
31 Dec 134,1421804450

Quality Earnings: 1BF is currently unprofitable.

Growing Profit Margin: 1BF is currently unprofitable.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 1BF is unprofitable, and losses have increased over the past 5 years at a rate of 45.1% per year.

Accelerating Growth: Unable to compare 1BF's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: 1BF is unprofitable, making it difficult to compare its past year earnings growth to the Insurance industry (17.8%).

Return on Equity

High ROE: 1BF has a negative Return on Equity (-17.2%), as it is currently unprofitable.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 22:47
End of Day Share Price 2024/12/11 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Phoenix Group Holdings plc is covered by 27 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew BroadfieldBarclays
Larissa van DeventerBarclays
Trevor MossBerenberg