Phoenix Group Holdings PLC is a British closed life assurance fund consolidator. Its main specialisation is the management and acquisition of closed life and pension funds. The company operates mainly in the United Kingdom. The brands of the group include Standard Life, SunLife, Phoenix Life, ReAssure, and Phoenix CIS.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	1.81
Equity-to-Asset	0.01
Debt-to-Equity	1.33
Debt-to-EBITDA	9.49
Interest Coverage	0.36
Piotroski F-Score	2/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-12.9
	3-Year EBITDA Growth Rate	-40.4
	3-Year EPS without NRI Growth Rate	-30.8
	3-Year Book Growth Rate	-26.6
	Future 3-5Y EPS without NRI Growth Rate	9.76

Momentum Rank

8/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	40.45
	9-Day RSI	39.59
	14-Day RSI	41.04
	6-1 Month Momentum %	20.89
	12-1 Month Momentum %	-6.62

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	10.75
	3-Year Dividend Growth Rate	3.6
	Forward Dividend Yield %	10.88
	5-Year Yield-on-Cost %	12.22
	3-Year Average Share Buyback Ratio	-0.1
	Shareholder Yield %	16.82

Profitability Rank

2/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	-0.69
	FCF Margin %	-5.17
	ROE %	-3.5
	ROA %	-0.04
	ROIC %	0.02
	Years of Profitability over Past 10-Year	5

GF Value Rank

1/10

	Name	Current	Vs Industry		Vs History
	Forward PE Ratio	10.46
	PS Ratio	0.31
	PB Ratio	1.67
	Price-to-Tangible-Book	5.05
	EV-to-EBIT	17.63
	EV-to-EBITDA	3.96
	EV-to-Forward-EBITDA	0.95
	EV-to-Revenue	0.11
	EV-to-Forward-Revenue	0.95
	EV-to-FCF	-1.92
	Price-to-Projected-FCF	0.43
	Earnings Yield (Greenblatt) %	5.67
	FCF Yield %	-17.76
	Forward Rate of Return (Yacktman) %	16.85

Financials (Next Earnings Date:2024-09-27 Est.)

Annual Quarterly TTM

LSE:PHNX's 30-Y Financials

AAPL

Income Statement Breakdown

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

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5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Phoenix Group Holdings PLC Executives

Details

GF Value: £3.21

LSE:PHNX

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with PHNX. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil £)	16,705
	EPS (TTM) (£)	-0.138
	Beta	1.44
	Volatility %	24.63
	14-Day RSI	41.04
	14-Day ATR (£)	0.129377
	20-Day SMA (£)	5.04755
	12-1 Month Momentum %	-6.62
	52-Week Range (£)	4.364 - 5.906
	Shares Outstanding (Mil)	1,001.56

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	2
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Phoenix Group Holdings PLC Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Phoenix Group Holdings PLC Stock Events

Financials Calendars

	Event	Date	Price(£)
No Event Data

Phoenix Group Holdings PLC Frequently Asked Questions

What is Phoenix Group Holdings PLC(LSE:PHNX)'s stock price today?

The current price of LSE:PHNX is £4.85. The 52 week high of LSE:PHNX is £5.91 and 52 week low is £4.36.

When is next earnings date of Phoenix Group Holdings PLC(LSE:PHNX)?

The next earnings date of Phoenix Group Holdings PLC(LSE:PHNX) is 2024-09-27 Est..

Does Phoenix Group Holdings PLC(LSE:PHNX) pay dividends? If so, how much?

The Dividend Yield % of Phoenix Group Holdings PLC(LSE:PHNX) is 10.75% (As of Today), Highest Dividend Payout Ratio of Phoenix Group Holdings PLC(LSE:PHNX) was 2.01. The lowest was 0.43. And the median was 0.6. The Forward Dividend Yield % of Phoenix Group Holdings PLC(LSE:PHNX) is 10.88%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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