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Stock Research: Phoenix

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Phoenix

LSE:PHNX GB00BGXQNP29
21
  • Value
    54
  • Growth
    43
  • Safety
    Safety
    6
  • Combined
    63
  • Sentiment
    5
  • 360° View
    360° View
    21
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Company Description

Phoenix Group Holdings plc is a UK-based company providing long-term savings and retirement solutions. It operates in the retirement solutions, pensions & savings, and with-profits industries. The company operates in the United Kingdom, Ireland, and Germany. In the last fiscal year, the company had a market cap of $8694 million and 6980 employees. The profit and revenue data were unavailable.

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Strongest Rank Refinancing
Weakest Rank Revenue Growth
Country United Kingdom
Industry Life & Health Insurance
Size Medium
Website thephoenixgroup.com
Index
FTSE All Shares
FTSE 100
FTSE 350
Customer Focus EU
Dividends Europe
Employee Focus EU
Phoenix stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 18-Dec-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2024 2023 2022
Value
54 63 51 65
Growth
43 5 3 13
Safety
Safety
6 6 6 6
Sentiment
5 33 21 25
360° View
360° View
21 21 21 19
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Metrics Current 2024 2023 2022
Analyst Opinions
29 27 38 28
Opinions Change
24 46 74 57
Pro Holdings
n/a 73 15 31
Market Pulse
27 29 15 50
Sentiment
5 33 21 25
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Metrics Current 2024 2023 2022
Value
54 63 51 65
Growth
43 5 3 13
Safety Safety
6 6 6 6
Combined
63 63 63 63
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
68 59 27 69
Price vs. Earnings (P/E)
56 74 48 33
Price vs. Book (P/B)
5 18 42 50
Dividend Yield
88 95 92 91
Value
54 63 51 65
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Metrics Current 2024 2023 2022
Revenue Growth
100 1 45 7
Profit Growth
12 14 6 8
Capital Growth
3 1 13 99
Stock Returns
77 23 19 17
Growth
43 5 3 13
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Metrics Current 2024 2023 2022
Leverage
13 24 20 20
Refinancing
n/a n/a n/a
Liquidity
6 15 4 20
Safety Safety
6 6 6 6

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Frequently Asked
Questions

The only strength is good value. All other factors (growth, safety, and sentiment) are below average. This stock is highly sensitive to a crisis and is not advisable. Avoid unless you have solid, independent reasons to believe a significant turnaround is imminent.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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