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Phoenix Group Holdings stock price, quote, forecast and news

PHNX.L
GB00BGXQNP29
A2N805

Price

5.63 GBP
Today +/-
-0.05 GBP
Today %
-0.80 %
P

Phoenix Group Holdings stock price

GBP
%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Phoenix Group Holdings stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Phoenix Group Holdings stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Phoenix Group Holdings stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Phoenix Group Holdings's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Phoenix Group Holdings Stock Price History

DatePhoenix Group Holdings Price
9/6/20245.63 GBP
9/5/20245.68 GBP
9/4/20245.61 GBP
9/3/20245.65 GBP
9/2/20245.69 GBP
8/30/20245.66 GBP
8/29/20245.64 GBP
8/28/20245.67 GBP
8/27/20245.64 GBP
8/23/20245.66 GBP
8/22/20245.57 GBP
8/21/20245.56 GBP
8/20/20245.53 GBP
8/19/20245.57 GBP
8/16/20245.54 GBP
8/15/20245.59 GBP
8/14/20245.56 GBP
8/13/20245.45 GBP
8/12/20245.38 GBP

Phoenix Group Holdings Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Phoenix Group Holdings, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Phoenix Group Holdings from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Phoenix Group Holdings’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Phoenix Group Holdings. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Phoenix Group Holdings’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Phoenix Group Holdings’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Phoenix Group Holdings’s growth potential.

Phoenix Group Holdings Revenue, EBIT and net profit per share

DatePhoenix Group Holdings RevenuePhoenix Group Holdings EBITPhoenix Group Holdings Net Income
2028e7.33 B GBP770.24 M GBP608.39 M GBP
2027e7.02 B GBP849.11 M GBP589.42 M GBP
2026e7.07 B GBP902.13 M GBP636.27 M GBP
2025e7.34 B GBP769.8 M GBP555.04 M GBP
2024e6.79 B GBP766.66 M GBP466.2 M GBP
202319.45 B GBP240 M GBP-138 M GBP
2022-10.59 B GBP-3.84 B GBP-2.75 B GBP
202124.09 B GBP-188 M GBP-860 M GBP
202021.44 B GBP1.03 B GBP775 M GBP
201928.87 B GBP672 M GBP62 M GBP
2018-7.12 B GBP260 M GBP367 M GBP
20173.16 B GBP146 M GBP-27 M GBP
20162.84 B GBP39 M GBP-101 M GBP
2015692 M GBP295 M GBP201 M GBP
20145.33 B GBP626 M GBP310 M GBP
20134.21 B GBP388 M GBP145 M GBP
20121.19 B GBP541 M GBP392 M GBP
20116.49 B GBP260 M GBP-131 M GBP
20107.54 B GBP362 M GBP30 M GBP
20091.71 B GBP213 M GBP95 M GBP
200833 M GBP31 M GBP31 M GBP

Phoenix Group Holdings Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B GBP)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M GBP)EBIT (B GBP)EBIT MARGIN (%)NET INCOME (M GBP)NET INCOME GROWTH (%)DIV. (GBP)DIV. GROWTH (%)SHARES (B)DOCUMENTS
20082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e
0.031.717.546.491.194.215.330.692.843.16-7.1228.8721.4424.09-10.5919.456.797.347.077.027.33
-5,093.94340.08-13.96-81.71254.2526.66-87.01310.5511.33-325.17-505.31-25.7412.38-143.96-283.65-65.078.04-3.62-0.724.39
-------------3.23-3.13------
0000000000000777331000000
0.030.210.360.260.540.390.630.30.040.150.260.671.03-0.19-3.840.240.770.770.90.850.77
93.9412.434.804.0145.589.2311.7542.631.374.62-3.652.334.81-0.7836.281.2311.2810.4812.7512.0910.51
319530-131392145310201-101-2736762775-860-2,746-138466555636589608
-206.45-68.42-536.67-399.24-63.01113.79-35.16-150.25-73.27-1,459.26-83.111,150.00-210.97219.30-94.97-437.6819.1014.59-7.393.23
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0.090.140.20.230.230.280.290.290.330.440.550.720.8511100000
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Details

Keystats

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Revenue and Growth

The Phoenix Group Holdings Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Phoenix Group Holdings is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B GBP)RECEIVABLES (M GBP)OTHER REC. (B GBP)INVENTORIES (M GBP)OTHER CURRENT LIAB. (B GBP)CURRENT ASSETS (B GBP)TANGIBLE ASSETS (M GBP)LONG-T. INVEST. (B GBP)LONG-T. REC. (B GBP)INTANGIBLE ASSETS (B GBP)GOODWILL (M GBP)OTHER NON-CURRENT ASSETS (B GBP)NON-CURRENT ASSETS (B GBP)TOTAL ASSETS (B GBP)LIABILITIESCOMMON STOCK (M GBP)ADDITIONAL PAID-IN CAPITAL (B GBP)RETAINED EARNINGS (B GBP)OTHER EQUITY (M GBP)UNREAL. GAINS/LOSSES (M GBP)EQUITY (B GBP)LIABILITIES (B GBP)PROVISIONS (M GBP)OTHER SHORT-TERM LIAB. (B GBP)SHORT-TERM DEBTS (M GBP)LONG-TERM DEBT PORTION (M GBP)SHORT-TERM REC. (B GBP)LONG-T. LIAB. (B GBP)DEFERRED TAXES (B GBP)OTHER LIAB. (B GBP)LONG-T. LIABILITIES (B GBP)DEBT (B GBP)TOTAL CAPITAL (B GBP)
2008200920102011201220132014201520162017201820192020202120222023
                               
00000000000004.974.310
000000000000070660
00000000000001.161.30
0000000000000000
000000000000038.6235.230
000000000000044.8240.90
034342824231519252648109119130125106
058.8262.2461.1659.6754.5753.1350.5167.8866.11202.22211.86289.94284.24239.91264.37
000001.980.200.040.050.150.080.260.420.520.5
02.642.482.312.031.911.651.481.621.54.253.925.184.562.292.02
07777115969639395757575757101010
00.080.060.315.450.232.142.187.036.415.679.29.5719.9616.4414.44
061.6564.8863.9267.2658.857.1754.2376.6674.14212.4225.22305.14309.32259.29281.44
061.6564.8863.9267.2658.857.1754.2376.6674.14212.4225.22305.14354.14300.19281.44
                               
000000000397272100100100100
0.40.861.111.050.981.10.980.861.641.413.08000.010.010.02
0.040.460.390.520.60.731.291.481.61.621.924.656.845.653.032.3
1339393938593103969685584556596565581585
0000000445550000
0.571.421.591.661.671.922.372.443.343.165.665.297.546.323.723.01
00000000000002.362.440
9278287234233192156128204179337384521567544579
00.750.430.730.580.460.530.680.110.150.891.041.270.741.412.31
0000000000000000
000000000001111107399
0.011.030.710.970.810.650.680.810.320.331.231.441.83.684.462.99
04.184.033.153.052.361.7622.041.782.192.194.644.3143.87
00.780.570.670.410.370.360.350.380.370.840.871.041.40.310.26
0.0111.5411.3612.2716.810.9212.4210.8829.6928.74116.53123.55168.43176.75158.11168.84
0.0116.4915.9516.120.2513.6514.5513.2332.130.89119.56126.61174.1182.46162.42172.96
0.0217.5316.6717.0621.0714.315.2314.0432.4231.21120.79128.05175.9186.14166.88175.96
0.5918.9418.2618.7222.7316.2217.616.4835.7634.37126.45133.34183.44192.46170.59178.96
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Phoenix Group Holdings provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Phoenix Group Holdings's financial health and stability.

Assets

Phoenix Group Holdings's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Phoenix Group Holdings must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Phoenix Group Holdings after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Phoenix Group Holdings's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B GBP)DEPRECIATION (M GBP)DEFERRED TAXES (M GBP)CHANGES IN WORKING CAPITAL (B GBP)NON-CASH ITEM (B GBP)PAID INTEREST (M GBP)PAID TAXES (M GBP)NET CASH FLOW FROM OPERATING ACTIVITIES (B GBP)CAPITAL EXPENDITURES (M GBP)CASH FLOW FROM INVESTING ACTIVITIES (B GBP)CASH FLOW FROM OTHER INVESTING ACTIVITIES (B GBP)INTEREST INCOME AND EXPENSES (M GBP)NET DEBT CHANGE (B GBP)NET CHANGE IN EQUITY (M GBP)CASH FLOW FROM FINANCING ACTIVITIES (B GBP)CASH FLOW FROM OTHER FINANCING ACTIVITIES (GBP)TOTAL DIVIDENDS PAID (M GBP)NET CHANGE IN CASH FLOW (B GBP)FREE CASH FLOW (M GBP)SHARE-BASED COMPENSATION (M GBP)
200820092010201120122013201420152016201720182019202020212022
0.030.090.01-00.320.190.440.15-0.07-0.010.260.351.27-0.43-2.84
05916815514313398326180252428804974644526
000000000000000
-0.02-0.582.893.28-3.180.48-4.17-2.082.53.71-13.7718.0415.719.23-43.55
-0.010.110.320.240.350.2-0.141.08-4.42-2.7112.94-18.72-10.71-10.5446.7
022112213212115484100798394103176237216
0-37-316701154110523529205562149153
0-0.323.43.68-2.361-3.77-0.69-1.91.12-0.350.076.75-1.10.83
00-3-700000000000
-0.446.74-0-0.01000.330-1.2301.610-0.980.30
-0.446.7400000.330-1.2301.610-0.980.30
000000000000000
0.03-0.07-0.23-0.93-0.15-0.75-0.65-0.330.16-0.270.85-0.041.4-0.35-0.43
422-44125133270833790829362224
0.44-0.34-0.29-1.13-0.33-0.8-0.79-0.440.85-0.541.43-0.530.76-1.09-1.18
-15.00-229.00-140.00-153.00-144.00-200.00-106.00-30.00-88.00-83.00-96.00-148.00-240.00-264.00-258.00
00-43-55-72-120-120-120-126-193-262-338-403-482-496
06.083.112.54-2.70.2-4.23-1.13-2.270.582.68-0.466.53-1.89-0.35
0-3203,3923,669-2,361999-3,770-686-1,8971,121-353686,754-1,096833
000000000000000

Phoenix Group Holdings stock margins

The Phoenix Group Holdings margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Phoenix Group Holdings. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Phoenix Group Holdings.

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Gross margin
EBIT margin
Profit margin
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Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Phoenix Group Holdings's sales revenue. A higher gross margin percentage indicates that the Phoenix Group Holdings retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Phoenix Group Holdings's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Phoenix Group Holdings's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Phoenix Group Holdings's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Phoenix Group Holdings. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Phoenix Group Holdings's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Phoenix Group Holdings Margin History

Phoenix Group Holdings Gross marginPhoenix Group Holdings Profit marginPhoenix Group Holdings EBIT marginPhoenix Group Holdings Profit margin
2028e-3.13 %10.51 %8.3 %
2027e-3.13 %12.09 %8.4 %
2026e-3.13 %12.76 %9 %
2025e-3.13 %10.49 %7.56 %
2024e-3.13 %11.29 %6.86 %
2023-3.13 %1.23 %-0.71 %
2022-3.13 %36.28 %25.93 %
20213.23 %-0.78 %-3.57 %
2020-3.13 %4.81 %3.62 %
2019-3.13 %2.33 %0.21 %
2018-3.13 %-3.65 %-5.15 %
2017-3.13 %4.62 %-0.85 %
2016-3.13 %1.37 %-3.56 %
2015-3.13 %42.63 %29.05 %
2014-3.13 %11.75 %5.82 %
2013-3.13 %9.23 %3.45 %
2012-3.13 %45.58 %33.02 %
2011-3.13 %4.01 %-2.02 %
2010-3.13 %4.8 %0.4 %
2009-3.13 %12.43 %5.54 %
2008-3.13 %93.94 %93.94 %

Phoenix Group Holdings Stock Sales Revenue, EBIT, Earnings per Share

The Phoenix Group Holdings earnings per share therefore indicates how much revenue Phoenix Group Holdings has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Phoenix Group Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Phoenix Group Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Phoenix Group Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Phoenix Group Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Phoenix Group Holdings Revenue, EBIT and net profit per share

DatePhoenix Group Holdings Sales per SharePhoenix Group Holdings EBIT per sharePhoenix Group Holdings Earnings per Share
2028e7.34 GBP0 GBP0.61 GBP
2027e7.03 GBP0 GBP0.59 GBP
2026e7.08 GBP0 GBP0.64 GBP
2025e7.35 GBP0 GBP0.56 GBP
2024e6.8 GBP0 GBP0.47 GBP
202319.43 GBP0.24 GBP-0.14 GBP
2022-10.6 GBP-3.85 GBP-2.75 GBP
202124.14 GBP-0.19 GBP-0.86 GBP
202025.34 GBP1.22 GBP0.92 GBP
201939.98 GBP0.93 GBP0.09 GBP
2018-12.93 GBP0.47 GBP0.67 GBP
20177.25 GBP0.33 GBP-0.06 GBP
20168.66 GBP0.12 GBP-0.31 GBP
20152.36 GBP1.01 GBP0.69 GBP
201418.1 GBP2.13 GBP1.05 GBP
201315.17 GBP1.4 GBP0.52 GBP
20125.25 GBP2.39 GBP1.73 GBP
201128.13 GBP1.13 GBP-0.57 GBP
201037.75 GBP1.81 GBP0.15 GBP
200912.05 GBP1.5 GBP0.67 GBP
20080.36 GBP0.34 GBP0.34 GBP

Phoenix Group Holdings business model

The Phoenix Group Holdings PLC is a financial services company based in London, United Kingdom. It was founded in 1857 and has a long history in the insurance and financial sector. Phoenix is one of the largest insurance companies in the United Kingdom and offers a wide range of insurance products. However, the company is not a traditional insurance company, but rather a consolidator of closed insurance portfolios. In other words, Phoenix acquires and manages insurance portfolios from other insurance companies. Phoenix's business model is based on the purchase of insurance portfolios from other insurance companies that are ceasing their operations or being acquired by stronger competitors. The company also provides administration services to its clients to meet their needs and requirements. Phoenix is divided into various segments to better serve different customer groups. For example, Phoenix Life focuses on the pension business and offers a wide range of products, including lifetime annuities, investment-linked annuities, and immediate annuities. Phoenix is also able to offer active management services to the British market, including investment management services and consulting services. There is also the brand ICL-Phoenix, which specializes in insurance contract administration, pension business, pension administration, and custody administration. The brand also offers consulting and administration services to meet a wide range of needs of companies and their employees. In recent years, Phoenix has expanded its range of products and services, with a focus on asset management. Phoenix Asset Management offers specialized funds and services that allow investors to better manage and build their asset portfolios. Overall, the company has a strong market position in the British insurance market and is well positioned to continue growing in the future. However, one of the company's largest sources of income is the management of its growing closed insurance portfolio, which means that customers generate stable income regardless of the current market conditions in the insurance sector. Phoenix is also committed to developing and strengthening its customer relationships by focusing on strong customer support and excellent service. The company relies on modern technologies to better meet the needs of its customers and create more value. The Phoenix Group Holdings PLC is a successful financial services company that is proud of its long history. The company is well positioned to continue growing in the future and play a leading role in the British insurance market. The wide range of products and services that Phoenix offers provides customers with an excellent foundation for their own financial portfolios and provides the company with a stable and growing business. Phoenix Group Holdings is one of the most popular companies on Eulerpool.com.

Phoenix Group Holdings SWOT Analysis

Strengths

1. Established Presence: Phoenix Group Holdings PLC has a strong foothold in the insurance and financial services industry.

2. Diverse Portfolio: The company offers a wide range of products and services, catering to various customer needs.

3. Strong Financial Performance: Phoenix Group has consistently delivered strong financial results, ensuring stability and growth for the business.

Weaknesses

1. Dependence on Legacy Business: Phoenix Group still has a significant portion of its operations tied to legacy policies, which may limit agility and innovation.

2. Vulnerable to Economic Factors: As a financial services company, Phoenix Group is exposed to economic fluctuations and market risks.

3. Limited International Presence: The company's operations are primarily focused in the UK, leaving it susceptible to regional economic changes.

Opportunities

1. Digital Transformation: Embracing digital technologies can enhance operational efficiency and improve customer experience.

2. Expansion into New Markets: Exploring international markets or expanding product offerings can provide growth opportunities beyond the UK market.

3. Aging Population: The increasing aging population presents a potential market for retirement and insurance products.

Threats

1. Regulatory Changes: Ongoing regulatory reforms may impact the company's operations and require compliance adjustments.

2. Intense Competition: The insurance and financial services industry is highly competitive, with numerous players vying for market share.

3. Economic Uncertainty: Unpredictable economic conditions can affect consumer confidence and investment decisions, impacting Phoenix Group's business.

Phoenix Group Holdings Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Phoenix Group Holdings historical P/E ratio, EBIT, and P/S ratio.

Phoenix Group Holdings shares outstanding

The number of shares was Phoenix Group Holdings in 2023 — This indicates how many shares 1.001 B is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Phoenix Group Holdings earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Phoenix Group Holdings's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Phoenix Group Holdings’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Phoenix Group Holdings's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Phoenix Group Holdings Stock splits

In Phoenix Group Holdings's history, there have been no stock splits.

Phoenix Group Holdings dividend history and estimates

In 2023, Phoenix Group Holdings paid a dividend amounting to 0.52 GBP. Dividend means that Phoenix Group Holdings distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

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Dividend Overview

The dividend per year chart for Phoenix Group Holdings provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Phoenix Group Holdings’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Phoenix Group Holdings's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Phoenix Group Holdings Dividend History

DatePhoenix Group Holdings Dividend
2028e0.95 GBP
2027e1.01 GBP
2026e1 GBP
2025e0.83 GBP
2024e1.18 GBP
20230.52 GBP
20220.5 GBP
20210.48 GBP
20200.47 GBP
20190.47 GBP
20180.45 GBP
20170.44 GBP
20160.41 GBP
20150.41 GBP
20140.41 GBP
20130.41 GBP
20120.31 GBP
20110.31 GBP
20100.29 GBP

Phoenix Group Holdings dividend payout ratio

In 2023, Phoenix Group Holdings had a payout ratio of 221.31%. The payout ratio indicates the percentage of the company's profits that Phoenix Group Holdings distributes as dividends.

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Payout ratio
Details

Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Phoenix Group Holdings represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Phoenix Group Holdings could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Phoenix Group Holdings's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Phoenix Group Holdings Payout Ratio History

DatePhoenix Group Holdings Payout ratio
2028e211.05 %
2027e226.41 %
2026e225.13 %
2025e181.62 %
2024e272.47 %
2023221.31 %
2022-18.04 %
2021-55.93 %
202051.09 %
2019545.01 %
201867.82 %
2017-711.51 %
2016-132.65 %
201559.51 %
201438.9 %
201378.54 %
201218.1 %
2011-54.94 %
2010190.18 %
2009221.31 %
2008221.31 %
Unfortunately, there are currently no price targets and forecasts available for Phoenix Group Holdings.

Eulerpool ESG Scorecard© for the Phoenix Group Holdings stock

Eulerpool World ESG Rating (EESG©)

91/ 100

🌱 Environment

99

👫 Social

99

🏛️ Governance

75

Environment

Scope 1 - Direct Emissions
2,684
Scope 2 - Indirect emissions from purchased energy
4,437
Scope 3 - Indirect emissions within the value chain
8,275
Total CO₂ emissions
7,121
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
✅
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees52
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Phoenix Group Holdings list of shareholders

%
Name
Stocks
Change
Date
5.13052 % BlackRock Investment Management (UK) Ltd.51,251,51803/10/2023
5.01036 % Kingdom Holding Company50,051,19210,034,8815/2/2023
2.63843 % The Vanguard Group, Inc.26,356,685404,7972/28/2024
2.42221 % Columbia Threadneedle Investments (UK)24,196,736501,1213/1/2024
2.29357 % M&G Investment Management Ltd.22,911,656-511,3354/2/2024
2.15162 % BlackRock Institutional Trust Company, N.A.21,493,710177,0584/2/2024
2.01568 % Artemis Investment Management LLP20,135,715-66,6033/1/2024
14.50291 % MS&AD Insurance Group Holdings, Inc.144,877,30403/10/2023
10.71374 % Aberdeen Asset Investments Limited107,025,20103/10/2023
1.61196 % Fidelity International16,102,75504/2/2024
1
2
3
4
5
...
10

Phoenix Group Holdings Executives and Management Board

Mr. Andrew Briggs57
Phoenix Group Holdings Chief Executive Officer, Executive Director (since 2020)
Compensation 3.06 M GBP
Mr. Rakesh Thakrar47
Phoenix Group Holdings Group Chief Financial Officer, Executive Director (since 2019)
Compensation 1.56 M GBP
Mr. Nicholas Lyons
Phoenix Group Holdings Non-Executive Chairman of the Board
Compensation 315,000 GBP
Mr. Alastair Barbour70
Phoenix Group Holdings Non-Executive Director
Compensation 276,000 GBP
Ms. Karen Green
Phoenix Group Holdings Senior Independent Non-Executive Director
Compensation 162,000 GBP
1
2
3
4
...
5

Phoenix Group Holdings Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
UK Coml Prop GBP Stock
UK Coml Prop GBP
SupplierCustomer0,78-0,060,03-0,41-0,35-0,43
Abrdn Stock
Abrdn
SupplierCustomer0,700,680,630,840,770,68
MS&AD Insurance Group Stock
MS&AD Insurance Group
SupplierCustomer0,52-0,170,29--0,42-0,65
BlackRock Stock
BlackRock
SupplierCustomer0,31-0,340,400,620,55-0,09
1

Most common questions regarding Phoenix Group Holdings

What values and corporate philosophy does Phoenix Group Holdings represent?

Phoenix Group Holdings PLC is a reputable financial services company that upholds a strong set of values and corporate philosophy. The company is committed to maintaining high ethical standards, fostering transparency, and prioritizing client satisfaction. Phoenix Group Holdings PLC takes pride in its customer-centric approach, striving to provide innovative and tailored solutions to meet the unique needs of its clients. With a focus on long-term relationships and delivering value, the company aims to ensure financial security and enhance the overall well-being of its customers. Phoenix Group Holdings PLC's dedication to excellence, integrity, and trust has established its position as a trusted and reliable leader in the financial industry.

In which countries and regions is Phoenix Group Holdings primarily present?

Phoenix Group Holdings PLC is primarily present in the United Kingdom.

What significant milestones has the company Phoenix Group Holdings achieved?

Phoenix Group Holdings PLC has achieved several significant milestones in its history. Firstly, the company completed the acquisition of Standard Life Assurance Limited in 2018, expanding its customer base and strengthening its position in the life insurance market. In 2019, Phoenix Group also acquired the majority of the UK and Irish operations from Swiss Re, further consolidating its market share. Additionally, the company consistently delivers strong financial results, with robust earnings and dividend growth. Phoenix Group Holdings PLC is recognized for its strategic acquisitions, leading to increased profitability and shareholder value.

What is the history and background of the company Phoenix Group Holdings?

Phoenix Group Holdings PLC, established in 1857, is a prominent financial services company based in the United Kingdom. With a rich history spanning over a century, Phoenix Group has evolved into one of the leading life insurance and pension providers. Acquiring multiple insurance companies throughout the years, the company focuses on managing closed life and pension funds. Phoenix Group now boasts a substantial customer base, providing secure and stable financial solutions for policyholders. As a result, Phoenix Group Holdings PLC has become a trusted name in the financial industry, renowned for its extensive experience and expertise in the management of life insurance and pension funds.

Who are the main competitors of Phoenix Group Holdings in the market?

The main competitors of Phoenix Group Holdings PLC in the market include Aviva plc, Legal & General Group plc, and Standard Life Aberdeen plc.

In which industries is Phoenix Group Holdings primarily active?

Phoenix Group Holdings PLC is primarily active in the insurance and financial services industry. As a leading provider of life insurance and pensions, Phoenix Group operates in the UK and Europe, offering various products and services to its customers. With its vast experience and expertise in the industry, Phoenix Group has established itself as a trusted name, providing financial security and peace of mind to individuals and businesses.

What is the business model of Phoenix Group Holdings?

The business model of Phoenix Group Holdings PLC is focused on insurance and savings. As one of the leading providers of life and pensions products in the United Kingdom, the company specializes in acquiring and managing closed life insurance and pension funds. Phoenix Group Holdings PLC aims to deliver value for its customers by efficiently managing and unlocking the value of acquired portfolios. With its expertise in managing closed funds, the company focuses on optimizing performance, maximizing cash generation, and enhancing customer experience. Phoenix Group Holdings PLC has established itself as a trusted player in the insurance and savings industry, ensuring financial security and stability for its customers.

What is the P/E ratio of Phoenix Group Holdings 2024?

The Phoenix Group Holdings P/E ratio is 12.09.

What is the P/S ratio of Phoenix Group Holdings 2024?

The Phoenix Group Holdings P/S ratio is 0.83.

What is the AlleAktien quality score of Phoenix Group Holdings?

The AlleAktien quality score for Phoenix Group Holdings is 2/10.

What is the revenue of Phoenix Group Holdings 2024?

The expected Phoenix Group Holdings revenue is 6.79 B GBP.

How high is the profit of Phoenix Group Holdings 2024?

The expected Phoenix Group Holdings profit is 466.2 M GBP.

What is the business model of Phoenix Group Holdings

The Phoenix Group Holdings PLC is a British investment company that specializes in acquiring closed life insurance portfolios. The company has a unique business model aimed at creating long-term value for shareholders. The primary goal of the Phoenix Group is to achieve a secure and sustainable return for its investors by offering a complete range of insurance products and services to its customers. The Phoenix Group has three main focuses: acquiring closed life insurance portfolios, acquiring capital-intensive assets, and operating as an asset manager. Innovative technologies have allowed the company to effectively increase its business performance and create long-term value for shareholders.

What is the Phoenix Group Holdings dividend?

Phoenix Group Holdings pays a dividend of 0.5 GBP distributed over payouts per year.

How often does Phoenix Group Holdings pay dividends?

The dividend cannot currently be calculated for Phoenix Group Holdings or the company does not pay out a dividend.

What is the Phoenix Group Holdings ISIN?

The ISIN of Phoenix Group Holdings is GB00BGXQNP29.

What is the Phoenix Group Holdings WKN?

The WKN of Phoenix Group Holdings is A2N805.

What is the Phoenix Group Holdings ticker?

The ticker of Phoenix Group Holdings is PHNX.L.

How much dividend does Phoenix Group Holdings pay?

Over the past 12 months, Phoenix Group Holdings paid a dividend of 0.52 GBP . This corresponds to a dividend yield of about 9.24 %. For the coming 12 months, Phoenix Group Holdings is expected to pay a dividend of 0.83 GBP.

What is the dividend yield of Phoenix Group Holdings?

The current dividend yield of Phoenix Group Holdings is 9.24 %.

When does Phoenix Group Holdings pay dividends?

Phoenix Group Holdings pays a quarterly dividend. This is distributed in the months of September, April, October, May.

How secure is the dividend of Phoenix Group Holdings?

Phoenix Group Holdings paid dividends every year for the past 19 years.

What is the dividend of Phoenix Group Holdings?

For the upcoming 12 months, dividends amounting to 0.83 GBP are expected. This corresponds to a dividend yield of 14.82 %.

In which sector is Phoenix Group Holdings located?

Phoenix Group Holdings is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Phoenix Group Holdings kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Phoenix Group Holdings from 5/22/2024 amounting to 0.267 GBP, you needed to have the stock in your portfolio before the ex-date on 4/11/2024.

When did Phoenix Group Holdings pay the last dividend?

The last dividend was paid out on 5/22/2024.

What was the dividend of Phoenix Group Holdings in the year 2023?

In the year 2023, Phoenix Group Holdings distributed 0.496 GBP as dividends.

In which currency does Phoenix Group Holdings pay out the dividend?

The dividends of Phoenix Group Holdings are distributed in GBP.

All fundamentals about Phoenix Group Holdings

Our stock analysis for Phoenix Group Holdings Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Phoenix Group Holdings Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.