PNXGF:OTC-Phoenix Group Holdings PLC (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 7.55

Change

0.00 (0.00)%

Market Cap

USD 7.71B

Volume

N/A

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)

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Relative Returns (From:    To: 2024-10-04 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
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MET-PE MetLife Inc Preferred Stock Se..

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PRU Prudential Financial Inc

+4.09 (+3.44%)

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PUK Prudential Public Limited Comp..

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PRI Primerica Inc

+6.03 (+2.25%)

USD 9.02B
JXN Jackson Financial Inc

+4.30 (+4.66%)

USD 6.80B
FG F&G Annuities & Life Inc.

+0.92 (+2.17%)

USD 5.59B
ANG-PA American National Group Inc.

N/A

N/A
MET-PF MetLife Inc Preferred Stock Se..

-0.26 (-1.14%)

N/A

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 11.03% 47% F 59% D-
Dividend Return 12.98% 100% F 99% N/A
Total Return 24.00% 58% F 81% B-
Trailing 12 Months  
Capital Gain 27.97% 47% F 69% C-
Dividend Return 14.95% 100% F 98% N/A
Total Return 42.92% 68% D+ 83% B
Trailing 5 Years  
Capital Gain -9.25% 31% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.25% 25% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -4.87% N/A N/A 30% F
Dividend Return -0.87% N/A N/A 33% F
Total Return 4.00% N/A N/A 65% D
Risk Return Profile  
Volatility (Standard Deviation) 17.77% N/A N/A 89% A-
Risk Adjusted Return -4.90% N/A N/A 32% F
Market Capitalization 7.71B 33% F 83% B

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:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
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 compared to book value

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

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