ScoreWhy is Phoenix Group Holdings Plc ?
1
With a growth in Net Sales of 135.35%, the company declared Outstanding results in Dec 25
- The company has declared positive results for the last 2 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at GBP 7,913 MM
- NET PROFIT(HY) Higher at GBP -290 MM
- DEBT-EQUITY RATIO (HY) Lowest at -1,440.57 %
2
Market Beating performance in long term as well as near term
- Along with generating 22.49% returns in the last 1 year, the stock has outperformed FTSE 100 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Phoenix Group Holdings Plc should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Phoenix Group Holdings Plc for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Phoenix Group Holdings Plc
-100.0%
2.78
23.33%
FTSE 100
17.87%
1.52
11.77%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
11.37%
EBIT Growth (5y)
-100.00%
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%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
33.25
EV to EBIT
NA
EV to EBITDA
11.43
EV to Capital Employed
-0.04
EV to Sales
0.01
PEG Ratio
NA
Dividend Yield
683.65%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
-652.05%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
Bullish
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend18What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 7,913 MM
NET PROFIT(HY)
Higher at GBP -290 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -1,440.57 %
INTEREST COVERAGE RATIO(Q)
The company hardly has any interest cost
PRE-TAX PROFIT(Q)
At GBP 12 MM has Grown at 102.74%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
DIVIDEND PER SHARE(HY)
Highest at GBP 0
NET SALES(Q)
Highest at GBP 26,143 MM
-2What is not working for the Company
ROCE(HY)
Lowest at -64.79%
Here's what is working for Phoenix Group Holdings Plc
Net Sales
At GBP 26,143 MM has Grown at 151.57%
Year on Year (YoY)MOJO Watch
Near term sales trend is extremely positive
Net Sales (GBP MM)
Pre-Tax Profit
At GBP 12 MM has Grown at 102.74%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (GBP MM)
Net Profit
Higher at GBP -290 MM
than preceding 12 month period ended Dec 2025MOJO Watch
In the half year the company has already crossed Net Profit of the previous twelve months
Net Profit (GBP MM)
Debt-Equity Ratio
Lowest at -1,440.57 % and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Operating Cash Flow
Highest at GBP 7,913 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (GBP MM)
Net Sales
Highest at GBP 26,143 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (GBP MM)
Dividend per share
Highest at GBP 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at GBP 14 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (GBP MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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