Stock Research: Phoenix

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Phoenix

LSE:PHNX GB00BGXQNP29
21
  • Value
    6
  • Growth
    65
  • Safety
    Safety
    47
  • Combined
    63
  • Sentiment
    7
  • 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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Analysis

ANALYSIS: With an Obermatt 360° View of 21 (better than 21% compared with alternatives), overall professional sentiment and financial characteristics for the stock Phoenix are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for Phoenix. The consolidated Growth Rank has a good rank of 65, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. It ranks higher than 65% of competitors in the same industry. The other indicators are below average, namely the Value, Safety, and Sentiment Ranks.The Value Rank at 47 means that the share price of Phoenix is on the high side compared with its peers regarding revenues, profits, and invested capital. The stock price is higher than for 53% of alternative stocks in the same industry. The consolidated Safety Rank has a riskier rank of 6, which means that the company has a riskier financing structure than 94% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. The consolidated Sentiment Rank also has a low rank of 7, indicating professional investors are more pessimistic about the stock than for 93% of alternative investment opportunities. ...read more

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Index
FTSE All Shares
FTSE 100
FTSE 350
Customer Focus EU
Dividends Europe
Employee Focus EU
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: 21-Aug-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
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
47 63 51 65
Growth
65 5 3 13
Safety
Safety
6 6 6 6
Sentiment
7 33 21 25
360° View
360° View
21 21 21 19
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Metrics Current 2024 2023 2022
Analyst Opinions
24 27 38 28
Opinions Change
28 46 74 57
Pro Holdings
n/a 73 15 31
Market Pulse
21 29 15 50
Sentiment
7 33 21 25
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Metrics Current 2024 2023 2022
Value
47 63 51 65
Growth
65 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)
65 59 27 69
Price vs. Earnings (P/E)
34 74 48 33
Price vs. Book (P/B)
7 18 42 50
Dividend Yield
91 95 92 91
Value
47 63 51 65
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Metrics Current 2024 2023 2022
Revenue Growth
100 1 45 7
Profit Growth
88 14 6 8
Capital Growth
3 1 13 99
Stock Returns
47 23 19 17
Growth
65 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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