PensionBee Group (PBEE) Stock Overview
Provides online retirements saving services in the United Kingdom and the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 3/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for PBEE from our risk checks.
PBEE Community Fair Values
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Analyst Price Targets
PensionBee Group plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£1.37 |
| 52 Week High | UK£1.71 |
| 52 Week Low | UK£1.19 |
| Beta | 0.44 |
| 1 Month Change | 12.30% |
| 3 Month Change | -2.14% |
| 1 Year Change | -17.47% |
| 3 Year Change | 95.99% |
| 5 Year Change | -10.46% |
| Change since IPO | -17.57% |
Recent News & Updates
Recent updates
PBEE: Long Term Revenue Guidance Will Support Higher Future Earnings Multiple
Analysts have reduced their fair value estimate for PensionBee Group from £1.70 to £1.50, citing updated assumptions that combine slightly higher projected revenue growth with a lower expected profit margin and a higher future P/E multiple. What's in the News for PensionBee Group PensionBee Group issued new long term guidance, setting a revenue target of above £100 million for 2029.Rising Marketing Costs And Margin Pressure Will Shape This Pension Consolidator’s Long Term Potential
Catalysts About PensionBee Group PensionBee Group provides online pension consolidation and retirement savings services for customers in the U.K. and U.S. What are the underlying business or industry changes driving this perspective? Although PensionBee operates in large defined contribution and rollover markets with assets in the tens of trillions of dollars, customer acquisition still relies on rising marketing budgets and brand building, which could limit the pace of AUA growth and slow the translation into higher revenue.
Recurring Pension Fees And Operating Leverage Will Support Compounding Earnings Potential
Catalysts About PensionBee Group PensionBee Group is a digital pension provider that helps individuals combine, manage and withdraw their retirement savings through an online platform. What are the underlying business or industry changes driving this perspective?
Digital Finance And Demographic Shifts Will Expand Global Reach
Key Takeaways Digital innovation and marketing expansion position PensionBee for long-term growth, improved margins, and increased market share against legacy providers. Demographic shifts and regulatory changes enhance customer acquisition, retention, and recurring revenue, supporting scalable and efficient operations.Investors Interested In PensionBee Group plc's (LON:PBEE) Revenues
When you see that almost half of the companies in the Capital Markets industry in the United Kingdom have...Revenues Tell The Story For PensionBee Group plc (LON:PBEE) As Its Stock Soars 26%
PensionBee Group plc ( LON:PBEE ) shareholders have had their patience rewarded with a 26% share price jump in the last...Getting In Cheap On PensionBee Group plc (LON:PBEE) Might Be Difficult
When you see that almost half of the companies in the Capital Markets industry in the United Kingdom have...Shareholder Returns
| PBEE | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -7.1% | -1.5% | -1.3% |
| 1Y | -17.5% | -2.0% | 17.6% |
Return vs Industry: PBEE underperformed the UK Capital Markets industry which returned -1.8% over the past year.
Return vs Market: PBEE underperformed the UK Market which returned 17.6% over the past year.
Price Volatility
| PBEE volatility | |
|---|---|
| PBEE Average Weekly Movement | 5.9% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: PBEE has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: PBEE's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2014 | 215 | 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 through website and application. PensionBee Group plc was founded in 2014 and is based in London, the United Kingdom.
PensionBee Group plc Fundamentals Summary
| PBEE fundamental statistics | |
|---|---|
| Market cap | UK£326.97m |
| Earnings (TTM) | UK£10.42m |
| Revenue (TTM) | UK£50.18m |
Is PBEE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PBEE income statement (TTM) | |
|---|---|
| Revenue | UK£50.18m |
| Cost of Revenue | UK£21.49m |
| Gross Profit | UK£28.70m |
| Other Expenses | UK£18.27m |
| Earnings | UK£10.42m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Mar 11, 2027
| Earnings per share (EPS) | 0.044 |
| Gross Margin | 57.19% |
| Net Profit Margin | 20.77% |
| Debt/Equity Ratio | 0% |
How did PBEE perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/16 13:26 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 13 analysts. 7 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 |
| James Allen | Berenberg |
| Stephen Barrett | Berenberg |