Phoenix Group Holdings Plc

  • Market Cap: Large Cap
  • Industry: Insurance
  • ISIN: GB00BGXQNP29
GBP
6.95
0 (0.07%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

1.41 M

Shareholding (Dec 2017)

FII

0.00%

Held by 1 FIIs

DII

100.0%

Held by 0 DIIs

Promoter

0.00%

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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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

Positive results in Dec 24

4

Risky -

5

Market Beating Performance

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

GBP 6,961 Million (Large Cap)

stock-summary
P/E

NA (Loss Making)

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

786.74%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

-129.56%

stock-summary
Price to Book

9.06

Revenue and Profits:
Net Sales:
(Quarterly Results - )
Net Profit:
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
6.11%
0%
6.11%
6 Months
7.59%
0%
7.59%
1 Year
34.46%
0%
34.46%
2 Years
47.83%
0%
47.83%
3 Years
16.37%
0%
16.37%
4 Years
7.98%
0%
7.98%
5 Years
-6.25%
0%
-6.25%

Phoenix Group Holdings Plc for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Icon
No Recent News for the Company
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
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
8.44
EV to EBIT
NA
EV to EBITDA
-223.98
EV to Capital Employed
0.40
EV to Sales
-0.18
PEG Ratio
NA
Dividend Yield
1255.92%
ROCE (Latest)
ROE (Latest)
-151.95%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
No Trend
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Dec 2017stock-summary
Shareholding Compare (%holding) stock-summary
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

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "alert": "No Quarterly Results declared by Phoenix Group Holdings Plc"
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'23",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2023 is 0.00% vs 0.00% in Dec 2022",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2023 is 95.89% vs -265.98% in Dec 2022",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'23",
        "Dec'22",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "27.00",
          "val2": "25.00",
          "chgp": "8.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "258.00",
          "val2": "230.00",
          "chgp": "12.17%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-362.00",
          "val2": "-1,363.00",
          "chgp": "73.44%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-110.00",
          "val2": "-2,679.00",
          "chgp": "95.89%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "44.20%",
          "val2": "-78.80%",
          "chgp": "12.30%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Annual Results Snapshot (Consolidated) - Dec'23stock-summary
Dec'23
Dec'22
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
27.00
25.00
8.00%
Interest
258.00
230.00
12.17%
Exceptional Items
-362.00
-1,363.00
73.44%
Consolidate Net Profit
-110.00
-2,679.00
95.89%
Operating Profit Margin (Excl OI)
44.20%
-78.80%
12.30%
USD in Million.
Net Sales

YoY Growth in year ended Dec 2023 is 0.00% vs 0.00% in Dec 2022

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2023 is 95.89% vs -265.98% in Dec 2022

stock-summaryCompany CV
About Phoenix Group Holdings Plc stock-summary
stock-summary
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 stock-summary
Company Details
1 Wythall Green Way, Wythall Green , BIRMINGHAM None : B47 6WG
Registrar Details