PHNX:LSE-Phoenix Group Holdings plc (GBX)

COMMON STOCK | Insurance-Life | LSE

Last Closing Price

GBX 643.00

Change

-2.40 (-0.37)%

Market Cap

GBX 6.45B

Volume

0.91M

Avg Analyst Target

GBX 780.44 (+21.38%)

Avg User Target

GBX
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Phoenix Group Holdings plc (PHNX) Stock Analysis:
Based on the Phoenix Group Holdings plc stock forecasts from 6 analysts, the average analyst target price for Phoenix Group Holdings plc is GBX 780.44 over the next 12 months. Phoenix Group Holdings plc’s average analyst rating is Buy . Stock Target Advisor’s own stock analysis of Phoenix Group Holdings plc is Slightly Bullish , which is based on 7 positive signals and 4 negative signals. At the last closing, Phoenix Group Holdings plc’s stock price was GBX 643.00. Phoenix Group Holdings plc’s stock price has changed by +0.37% over the past week, +3.91% over the past month and -12.59% over the last year.

About

Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. The company operates through four segments: UK Heritage, UK Open, Europe, and Management Services. It provides a range of pensions and savings products to support people across various ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2022-05-24 )

Largest Industry Peers for Insurance-Life

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
PRU:LSE Prudential plc

-8.50 (-0.84%)

GBX27.96B 22.44 N/A
OMU:LSE Old Mutual Limited

-0.90 (-1.44%)

GBX2.91B 8.23 N/A
ELLA:LSE Ecclesiastical Insurance Offic..

-1.00 (-0.75%)

GBX0.47B 9.44 N/A
CSN:LSE Chesnara plc

+2.00 (+0.69%)

GBX0.43B 16.03 N/A
HSD:LSE Hansard Global Plc

+0.70 (+1.60%)

GBX0.06B 15.64 1.48

ETFs Containing PHNX

Symbol Name Weight Mer Price(Change) Market Cap

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 -1.56% 67% D+ 71% C-
Dividend Return 0.04% 60% D- 69% D+
Total Return -1.52% 67% D+ 71% C-
Trailing 12 Months  
Capital Gain -13.18% 67% D+ 36% F
Dividend Return 0.07% 67% D+ 73% C
Total Return -13.11% 67% D+ 36% F
Trailing 5 Years  
Capital Gain -16.22% 83% B 28% F
Dividend Return 21.84% 80% B- 90% A-
Total Return 5.61% 83% B 44% F
Average Annual (5 Year Horizon)  
Capital Gain 4.85% 83% B 44% F
Dividend Return 5.20% 83% B 90% A-
Total Return 10.05% 83% B 58% F
Risk Return Profile  
Volatility (Standard Deviation) 298.71% 33% F 11% F
Risk Adjusted Return 3.36% 67% D+ 25% F
Market Capitalization 6.45B 83% B 81% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Insurance-Life)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 7.03 100% A+ 78% C+
Price/Book Ratio 0.98 60% D- 62% D-
Price / Cash Flow Ratio -6.32 100% A+ 82% B-
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity -9.69% 17% F 20% F
Return on Invested Capital -0.19% 100% A+ 39% F
Return on Assets -0.27% 17% F 25% F
Debt to Equity Ratio 66.97% 25% F 30% F
Technical Ratios  
Dividend Yield 7.99% 67% D+ 93% A
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 0.67 67% D+ 78% C+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning 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.

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 Revenue Growth

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

Superior Dividend Growth

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

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.

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