PBEEL Stock Overview

Provides online retirements saving services in the United Kingdom and the United States. More details

PBEEL fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	4/6
Past Performance	0/6
Financial Health	6/6
Dividends	0/6

Rewards

Earnings are forecast to grow 57.06% per year

Earnings have grown 17.4% per year over the past 5 years

Analysts in good agreement that stock price will rise by 33.7%

Risk Analysis

No risks detected for PBEEL from our risk checks.

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PensionBee Group plc Competitors

Foresight Group Holdings

LSE:FSG

UK£438.7m

Pollen Street Group

LSE:POLN

UK£482.9m

B.P. Marsh & Partners

AIM:BPM

UK£242.7m

Tatton Asset Management

AIM:TAM

UK£365.3m

Price History & Performance

Summary of share price highs, lows and changes for PensionBee Group
Historical stock prices
Current Share Price	UK£1.46
52 Week High	UK£1.90
52 Week Low	UK£1.32
Beta	0.40
1 Month Change	4.68%
3 Month Change	-5.37%
1 Year Change	-2.18%
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-2.18%

Recent updates

Shareholder Returns

	PBEEL	GB Capital Markets	GB Market
7D	-6.1%	-0.6%	-0.3%
1Y	-2.2%	18.6%	-0.4%

Return vs Industry: PBEEL underperformed the UK Capital Markets industry which returned 18.6% over the past year.

Return vs Market: PBEEL underperformed the UK Market which returned -0.4% over the past year.

Price Volatility

Is PBEEL's price volatile compared to industry and market?
PBEEL volatility
PBEEL Average Weekly Movement	6.7%
Capital Markets Industry Average Movement	4.9%
Market Average Movement	5.8%
10% most volatile stocks in GB Market	11.1%
10% least volatile stocks in GB Market	3.2%

Stable Share Price: PBEEL has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: PBEEL's weekly volatility (7%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2014	204	Romi Savova	www.pensionbee.com

PensionBee Group plc provides online retirements saving services in the United Kingdom and the United States. The company’s technology platform allows its customers to combine their retirement savings and invest in a range of portfolios, make new contributions to their retirement account, forecast how much they are expected to have saved by the time they retire, and withdraw their savings. PensionBee Group plc was founded in 2014 and is based in London, the United Kingdom.

PensionBee Group plc Fundamentals Summary

How do PensionBee Group's earnings and revenue compare to its market cap?
PBEEL fundamental statistics
Market cap	UK£358.39m
Earnings (TTM)	-UK£3.14m
Revenue (TTM)	UK£33.20m

10.8x

P/S Ratio

-114.3x

P/E Ratio

Is PBEEL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PBEEL income statement (TTM)
Revenue	UK£33.20m
Cost of Revenue	UK£15.77m
Gross Profit	UK£17.44m
Other Expenses	UK£20.57m
Earnings	-UK£3.14m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Aug 13, 2025

Earnings per share (EPS)	-0.013
Gross Margin	52.51%
Net Profit Margin	-9.44%
Debt/Equity Ratio	0%

How did PBEEL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 01:13
End of Day Share Price	2025/05/12 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

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 Github.

Analyst Sources

PensionBee Group plc is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jonathan Richards	Berenberg
Stephen Barrett	Berenberg
Alexander Bowers	Berenberg