Compare Phoenix Group Holdings Plc with Similar Stocks
Dashboard
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 2.32%
- Poor long term growth as Operating profit has grown by an annual rate of 0%
- The company has been able to generate a Return on Equity (avg) of 2.32% signifying low profitability per unit of shareholders funds
2
Poor long term growth as Operating profit has grown by an annual rate of 0%
3
With a growth in Operating Profit of 225%, the company declared Very Positive results in Jun 25
4
Risky -
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
28.67%
0%
28.67%
6 Months
28.42%
0%
28.42%
1 Year
35.38%
0%
35.38%
2 Years
18.47%
0%
18.47%
3 Years
7.68%
0%
7.68%
4 Years
-7.33%
0%
-7.33%
5 Years
-0.75%
0%
-0.75%
Phoenix Group Holdings Plc for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
12.74%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0.48
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
2.62%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0.02%
ROCE (avg)
0
ROE (avg)
2.32%
Valuation key factors
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
9.51
EV to EBIT
NA
EV to EBITDA
-175.74
EV to Capital Employed
0.31
EV to Sales
-0.14
PEG Ratio
NA
Dividend Yield
749.70%
ROCE (Latest)
ROE (Latest)
-151.95%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bearish
Mildly Bearish
Shareholding Snapshot : Dec 2017
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 0 Schemes (0%)
Foreign Institutions
Held by 1 Foreign Institutions (0.0%)
Strategic Entities with highest holding
Highest Public shareholder
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
28.00
27.00
3.70%
Interest
290.00
258.00
12.40%
Exceptional Items
-100.00
-362.00
72.38%
Consolidate Net Profit
-1,107.00
62.00
-1,885.48%
Operating Profit Margin (Excl OI)
-38.90%
59.30%
-9.82%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is -1,885.48% vs 102.31% in Dec 2023
About Phoenix Group Holdings Plc 
Phoenix Group Holdings Plc
Insurance
Phoenix Group Holdings plc is a United Kingdom-based company that specializes in the acquisition and management of closed life insurance and pension funds. The Company operates through three business segments: UK Heritage, UK Open and Europe. The UK Heritage segment provides a range of life and pensions products. Assets under administration in its open business are held in three product lines: Workplace, Retail pensions and Wrap. It also includes capital-light products. UK Open business relates to its pension and long-term savings products sold under the Standard Life brand. The European segment distributes unit linked life assurance products which have no material guarantees. Its SunLife brand provides customers with a range of specialist products, including life cover, equity release and funeral plans. Its subsidiaries include Phoenix Life Limited, Phoenix Life Assurance Limited, ReAssure Group plc and Abbey Life Assurance Company Limited.
Company Coordinates 
Company Details
1 Wythall Green Way, Wythall Green , BIRMINGHAM None : B47 6WG
Registrar Details






