PNXGF:OTC-Phoenix Group Holdings PLC (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 8.31

Change

0.00 (0.00)%

Market Cap

USD 8.32B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-06-01 )

Largest Industry Peers for Insurance - Life

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

N/A

USD 125.19B
PNGAY Ping An Insurance Company of C..

+0.09 (+0.77%)

USD 121.62B
DLICY Dai-ichi Life Holdings Inc

+0.63 (+4.14%)

USD 26.43B
NWWCF New China Life Insurance Compa..

N/A

USD 18.74B
DCYHF Discovery Limited

N/A

USD 6.75B
SGCFF Sagicor Financial Company Ltd

N/A

USD 0.77B
AUHYF Anadolu Hayat Emeklilik Anonim..

N/A

USD 0.68B
CSNRF CoinShares

N/A

USD 0.48B
KCLI Kansas City Life Insurance Com..

-0.27 (-0.93%)

USD 0.27B
CVWLF CVWLF

N/A

USD 0.21B

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 31.70% 82% B 77% C+
Dividend Return 5.67% 80% B- 87% B+
Total Return 37.37% 88% B+ 80% B-
Trailing 12 Months  
Capital Gain 30.66% 74% C 78% C+
Dividend Return 15.31% 82% B 93% A
Total Return 45.97% 83% B 82% B
Trailing 5 Years  
Capital Gain 13.84% 61% D- 61% D-
Dividend Return 45.30% 94% A 79% B-
Total Return 59.14% 71% C- 69% C-
Average Annual (5 Year Horizon)  
Capital Gain -5.67% 20% F 33% F
Dividend Return 0.23% 29% F 40% F
Total Return 5.90% 84% B 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 16.16% 87% B+ 91% A-
Risk Adjusted Return 1.41% 29% F 41% F
Market Capitalization 8.32B 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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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 Dividend Growth

This stock has shown top quartile dividend 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.

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 Revenue Growth

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