PHNX Stock Overview
Operates in the long-term savings and retirement business in Europe. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Phoenix Group Holdings plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£5.05 |
| 52 Week High | UK£5.81 |
| 52 Week Low | UK£4.75 |
| Beta | 0.76 |
| 1 Month Change | 0.30% |
| 3 Month Change | -7.85% |
| 1 Year Change | -4.57% |
| 3 Year Change | -20.95% |
| 5 Year Change | -33.16% |
| Change since IPO | -36.08% |
Recent News & Updates
Recent updates
Phoenix Group Holdings' (LON:PHNX) Dividend Will Be £0.2665
Sep 19
Improved Revenues Required Before Phoenix Group Holdings plc (LON:PHNX) Shares Find Their Feet
Sep 18Phoenix Group Holdings (LON:PHNX) Has Announced That It Will Be Increasing Its Dividend To £0.2665
Apr 10Phoenix Group Holdings' (LON:PHNX) Shareholders Will Receive A Bigger Dividend Than Last Year
Mar 27Shareholder Returns
| PHNX | GB Insurance | GB Market | |
|---|---|---|---|
| 7D | -2.6% | -2.9% | -1.5% |
| 1Y | -4.6% | -5.1% | 3.5% |
Return vs Industry: PHNX underperformed the UK Insurance industry which returned -3.5% over the past year.
Return vs Market: PHNX underperformed the UK Market which returned 4.6% over the past year.
Price Volatility
| PHNX volatility | |
|---|---|
| PHNX Average Weekly Movement | 2.7% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: PHNX has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: PHNX's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1782 | 7,757 | Andy Briggs | www.thephoenixgroup.com |
Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. The company operates through five segments: Retirement Solutions, Pensions & Savings, With-Profits, SunLife & Protection, and Europe & Other. It provides a range of savings and retirement income products to support people across various stages of the savings life cycle.
Phoenix Group Holdings plc Fundamentals Summary
| PHNX fundamental statistics | |
|---|---|
| Market cap | UK£5.04b |
| Earnings (TTM) | -UK£533.00m |
| Revenue (TTM) | UK£25.21b |
0.2x
P/S Ratio-9.5x
P/E RatioIs PHNX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PHNX income statement (TTM) | |
|---|---|
| Revenue | UK£25.21b |
| Cost of Revenue | UK£22.67b |
| Gross Profit | UK£2.54b |
| Other Expenses | UK£3.07b |
| Earnings | -UK£533.00m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.53 |
| Gross Margin | 10.07% |
| Net Profit Margin | -2.11% |
| Debt/Equity Ratio | 129.8% |
How did PHNX perform over the long term?
See historical performance and comparisonDividends
10.6%
Current Dividend Yield-100%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/18 03:29 |
| End of Day Share Price | 2024/12/18 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
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 |
| |
| 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 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.
| Analyst | Institution |
|---|---|
| Andrew Broadfield | Barclays |
| Larissa van Deventer | Barclays |
| Trevor Moss | Berenberg |