Phoenix Group Holdings PLC PHNX
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.
Trading Information
- Previous Close Price
- GBX 489.80
- Day Range
- GBX 489.80–495.00
- 52-Week Range
- GBX 436.40–600.60
- Bid/Ask
- GBX 493.20 / GBX 493.60
- Market Cap
- GBX 494.97 Bil
- Volume/Avg
- 179,469 / 3.5 Mil
Key Statistics
- Price/Earnings (Normalized)
- 10.15
- Price/Sales
- 0.29
- Dividend Yield (Trailing)
- 10.75%
- Dividend Yield (Forward)
- 10.88%
- Total Yield
- 10.75%
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
- Website
- https://www.thephoenixgroup.com
Comparables
Valuation
|
Metric
|
PHNX
|
CSN
|
IHP
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.15 | 7.09 | 19.23 |
Price/Book Value | 1.64 | 1.06 | 5.26 |
Price/Sales | 0.29 | 0.30 | 7.37 |
Price/Cash Flow | — | — | 20.37 |
Price/Earnings
PHNX
CSN
IHP
Financial Strength
|
Metric
|
PHNX
|
CSN
|
IHP
|
|---|---|---|---|
Quick Ratio | — | — | 0.01 |
Current Ratio | — | — | 1.01 |
Interest Coverage | 0.36 | −5.69 | 684.00 |
Quick Ratio
PHNX
CSN
IHP
Profitability
|
Metric
|
PHNX
|
CSN
|
IHP
|
|---|---|---|---|
Return on Assets (Normalized) | 0.11% | −0.55% | 0.32% |
Return on Equity (Normalized) | 9.86% | −17.87% | 28.26% |
Return on Invested Capital (Normalized) | 6.81% | −3.48% | 25.12% |
Return on Assets
PHNX
CSN
IHP
Insurance - Life Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
CILJF
| China Life Insurance Co Ltd Class H | — | Ygv | $98.1 Bil | |
PIAIF
| Ping An Insurance (Group) Co. of China Ltd Class H | Hknvsgm | Xxjl | $95.7 Bil | |
PNGAY
| Ping An Insurance (Group) Co. of China Ltd ADR | — | Wpsl | $95.7 Bil | |
AAGIY
| AIA Group Ltd ADR | — | Zdy | $83.0 Bil | |
AAIGF
| AIA Group Ltd | — | Rcvjy | $83.0 Bil | |
MET
| MetLife Inc | Fdxxwjb | Bzsd | $50.7 Bil | |
AFL
| Aflac Inc | Gbqfnxvcz | Nmmjxg | $48.1 Bil | |
MFC
| Manulife Financial Corp | Fmltfvyx | Xyws | $42.3 Bil | |
PRU
| Prudential Financial Inc | Tfqrhpzbj | Cjvn | $39.7 Bil | |
PUK
| Prudential PLC ADR | Vzxsjhfq | Ngwpb | $24.2 Bil |