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PensionBee Group PLC When Issue PBEE

Morningstar Rating
GBX 149.50 −4.00 (2.61%)
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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

PBEE is trading at a 12% premium.
Price
GBP 153.49
Fair Value
GBP 411.36
Uncertainty
Very High
1-Star Price
GBP 279.14
5-Star Price
GBP 68.69
Economic Moat
Tfzj
Capital Allocation
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Trading Information

Previous Close Price
GBX 153.50
Day Range
GBX 146.71155.14
52-Week Range
GBX 56.74157.50
Bid/Ask
GBX 0.00 / GBX 0.00
Market Cap
GBX 33.50 Bil
Volume/Avg
95,372 / 170,480

Key Statistics

Price/Earnings (Normalized)
Price/Sales
14.41
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, being the United Kingdom.
Sector
Technology
Industry
Software - Application
Stock Style Box
Small Core
Total Number of Employees
192

Comparables

Valuation

Metric
PBEE
NBS
ALLFG
Price/Earnings (Normalized)
0.8512.01
Price/Book Value
125.100.081.56
Price/Sales
14.410.291.32
Price/Cash Flow
0.6613.89
Price/Earnings
PBEE
NBS
ALLFG

Financial Strength

Metric
PBEE
NBS
ALLFG
Quick Ratio
7.561.17
Current Ratio
8.541.18
Interest Coverage
−296.926.36
Quick Ratio
PBEE
NBS
ALLFG

Profitability

Metric
PBEE
NBS
ALLFG
Return on Assets (Normalized)
−48.31%0.62%3.89%
Return on Equity (Normalized)
−104.42%10.97%9.25%
Return on Invested Capital (Normalized)
−54.72%3.60%
Return on Assets
PBEE
NBS
ALLFG
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