Phoenix Group Holdings PLC PHNX

Morningstar Rating
GBX 566.00 +6.00 (1.07%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

PHNX is trading at a 572% premium.
Price
£566.76
Fair Value
£451.59
Uncertainty
High
1-Star Price
£736.98
5-Star Price
£697.46
Economic Moat
Hkpr
Capital Allocation

Trading Information

Previous Close Price
GBX 560.00
Day Range
GBX 558.00570.00
52-Week Range
GBX 436.40581.22
Bid/Ask
GBX 551.00 / GBX 575.00
Market Cap
GBX 566.89 Bil
Volume/Avg
3.5 Mil / 2.1 Mil

Key Statistics

Price/Earnings (Normalized)
14.04
Price/Sales
0.24
Dividend Yield (Trailing)
9.30%
Dividend Yield (Forward)
9.42%
Total Yield
9.30%

Company Profile

Phoenix Group Holdings PLC is a British closed life assurance fund consolidator. Its main specialisation is the management and acquisition of closed life and pension funds. The company operates mainly in the United Kingdom. The brands of the group include Standard Life, SunLife, Phoenix Life, ReAssure, and Phoenix CIS.
Sector
Financial Services
Industry
Insurance - Life
Stock Style Box
Mid Value
Total Number of Employees
7,861

Comparables

Valuation

Metric
PHNX
CRE
SBRE
Price/Earnings (Normalized)
14.044.9411.59
Price/Book Value
2.461.001.50
Price/Sales
0.241.321.87
Price/Cash Flow
7.33
Price/Earnings
PHNX
CRE
SBRE

Financial Strength

Metric
PHNX
CRE
SBRE
Quick Ratio
Current Ratio
Interest Coverage
−1.176.08
Quick Ratio
No chart available

Profitability

Metric
PHNX
CRE
SBRE
Return on Assets (Normalized)
−0.16%14.28%4.96%
Return on Equity (Normalized)
−16.48%21.71%13.10%
Return on Invested Capital (Normalized)
−3.34%24.82%12.98%
Return on Assets
PHNX
CRE
SBRE

Insurance - Life Industry Comparables

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Economic Moat
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