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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
67
  • Value
    85
  • Growth
    90
  • Safety
    Safety
    1
  • Combined
    59
  • Sentiment
    63
  • 360° View
    360° View
    67
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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 67 (better than 67% compared with alternatives), overall professional sentiment and financial characteristics for the stock Phoenix are above average. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Phoenix. The consolidated Value Rank has an attractive rank of 85, which means that the share price of Phoenix is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 85% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 90, 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. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 63. But the company’s financing is risky with a Safety rank of 1. This means 99% of comparable companies have a safer financing structure than Phoenix. ...read more

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Strongest Rank Safety
Weakest Rank Price vs. Book (P/B)
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: 17-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
85 63 51 65
Growth
90 5 3 13
Safety
Safety
1 6 6 6
Sentiment
63 33 21 25
360° View
360° View
67 21 21 19
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Metrics Current 2025 2024 2023
Analyst Opinions
37 27 38 28
Opinions Change
58 46 74 57
Pro Holdings
n/a 73 15 31
Market Pulse
17 29 15 50
Sentiment
63 33 21 25
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Metrics Current 2025 2024 2023
Value
85 63 51 65
Growth
90 5 3 13
Safety Safety
1 6 6 6
Combined
59 63 63 63
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
74 74 48 33
Price vs. Earnings (P/E)
39 59 27 69
Price vs. Book (P/B)
100 18 42 50
Dividend Yield
83 95 92 91
Value
85 63 51 65
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Metrics Current 2025 2024 2023
Revenue Growth
69 1 45 7
Profit Growth
55 14 6 8
Capital Growth
71 1 13 99
Stock Returns
88 23 19 17
Growth
90 5 3 13
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Metrics Current 2025 2024 2023
Leverage
9 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

This is a high-quality, high-growth stock with positive sentiment. However, the financing is on the riskier side. It is best for a growth-focused investor willing to accept higher financial risk for potentially higher shareholder returns.

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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