PNXGF:OTC-Phoenix Group Holdings PLC (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 6.2941

Change

0.00 (0.00)%

Market Cap

USD 6.29B

Volume

798.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Insurance - Life

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

+0.04 (+2.13%)

USD 134.98B
PNGAY Ping An Insurance Company of C..

-0.07 (-0.58%)

USD 123.96B
GWLIF Great-West Lifeco Inc

N/A

USD 30.60B
DLICY Dai-ichi Life Holdings Inc

+0.32 (+1.19%)

USD 25.44B
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 0.68B
SGCFF Sagicor Financial Company Ltd

N/A

USD 0.62B
KCLI Kansas City Life Insurance Com..

N/A

USD 0.35B
PKIN Pekin Life Insurance Co

N/A

USD 0.20B

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 -7.44% 24% F 50% F
Dividend Return 12.98% 90% A- 90% A-
Total Return 5.54% 50% F 59% D-
Trailing 12 Months  
Capital Gain -7.44% 24% F 50% F
Dividend Return 12.98% 90% A- 88% B+
Total Return 5.54% 50% F 59% D-
Trailing 5 Years  
Capital Gain -35.71% 38% F 46% F
Dividend Return 32.52% 89% A- 78% C+
Total Return -3.19% 54% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain -3.96% 32% F 30% F
Dividend Return 0.36% 36% F 34% F
Total Return 4.32% 68% D+ 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 18.53% 93% A 89% A-
Risk Adjusted Return 1.93% 36% F 35% F
Market Capitalization 6.29B 65% D 87% 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:
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.

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 compared to book value

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

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Negative cashflow

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

Low Earnings Growth

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