PNXGF:OTC-Phoenix Group Holdings PLC (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 7.19

Change

-0.29 (-3.88)%

Market Cap

USD 7.49B

Volume

1.45K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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. The company's savings for retirement products and solutions include defined contribution workplace pensions, retail savings for retirement, pension consolidation, and legacy pensions and savings products; and retirement income products and solutions, such as income drawdown and individual annuities, defined benefit pension income, and home equity release. It has a strategic partnership with abrdn plc, TCS Diligenta, and HSBC plc. Phoenix Group Holdings plc was founded in 1782 and is based in London, the United Kingdom.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
CILJF China Life Insurance Co Ltd

+0.14 (+8.28%)

USD 114.53B
PNGAY Ping An Insurance Company of C..

+1.26 (+11.61%)

USD 103.19B
GWLIF Great-West Lifeco Inc

+0.08 (+0.23%)

USD 31.69B
DLICY Dai-ichi Life Holdings Inc

+1.46 (+5.77%)

USD 23.47B
NWWCF New China Life Insurance Compa..

N/A

USD 10.67B
DCYHF Discovery Limited

N/A

USD 6.75B
AUHYF Anadolu Hayat Emeklilik Anonim..

N/A

USD 1.18B
SGCFF Sagicor Financial Company Ltd

N/A

USD 0.59B
KCLI Kansas City Life Insurance Com..

N/A

USD 0.36B
CVWLF CVWLF

N/A

USD 0.26B

ETFs Containing PNXGF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.74% 58% F 57% F
Dividend Return 3.92% 53% F 59% D-
Total Return 9.65% 50% F 60% D-
Trailing 12 Months  
Capital Gain 20.64% 68% D+ 69% C-
Dividend Return 4.47% 59% D- 58% F
Total Return 25.11% 69% C- 70% C-
Trailing 5 Years  
Capital Gain -13.58% 41% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.58% 41% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain -4.91% 25% F 29% F
Dividend Return -0.94% 28% F 33% F
Total Return 3.97% 61% D- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 17.71% 91% A- 89% A-
Risk Adjusted Return -5.30% 28% F 31% F
Market Capitalization 7.49B 72% C 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.