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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
34
  • Value
    37
  • Growth
    72
  • Safety
    Safety
    1
  • Combined
    32
  • Sentiment
    49
  • 360° View
    360° View
    34
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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: With an Obermatt 360° View of 34 (better than 34% compared with alternatives), overall professional sentiment and financial characteristics for the stock Phoenix are below the industry 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 72, 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 72% of competitors in the same industry. The other indicators are below average, namely the Value, Safety, and Sentiment Ranks.The Value Rank at 37 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 63% of alternative stocks in the same industry. The consolidated Safety Rank has a riskier rank of 1, which means that the company has a riskier financing structure than 99% 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 49, indicating professional investors are more pessimistic about the stock than for 51% of alternative investment opportunities. ...read more

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Strongest Rank Safety
Weakest Rank Pro Holdings
Country United Kingdom
Industry Life & Health Insurance
Size Large
Website thephoenixgroup.com
Index
FTSE All Shares
FTSE 100
FTSE 350
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: 3-Sep-2026.

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 2025 2024 2023
Value
37 63 51 65
Growth
72 5 3 13
Safety
Safety
1 6 6 6
Sentiment
49 33 21 25
360° View
360° View
34 21 21 19
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Metrics Current 2025 2024 2023
Analyst Opinions
41 27 38 28
Opinions Change
30 46 74 57
Pro Holdings
n/a 73 15 31
Market Pulse
5 29 15 50
Sentiment
49 33 21 25
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Metrics Current 2025 2024 2023
Value
37 63 51 65
Growth
72 5 3 13
Safety Safety
1 6 6 6
Combined
32 63 63 63
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
67 74 48 33
Price vs. Earnings (P/E)
32 59 27 69
Price vs. Book (P/B)
1 18 42 50
Dividend Yield
85 95 92 91
Value
37 63 51 65
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Metrics Current 2025 2024 2023
Revenue Growth
71 1 45 7
Profit Growth
55 14 6 8
Capital Growth
31 1 13 99
Stock Returns
86 23 19 17
Growth
72 5 3 13
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Metrics Current 2025 2024 2023
Leverage
6 24 20 20
Refinancing
1 n/a n/a n/a
Liquidity
15 15 4 20
Safety Safety
1 6 6 6

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Frequently Asked
Questions

The only positive is high growth. The stock is expensive (low Value Rank), risky to finance, and carries critical professional sentiment. This is a risky proposition. Avoid unless you have exceptional conviction that the growth alone will overcome the price and financial risks.

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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