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Phoenix Group Holdings PLC PHNX

Morningstar Rating
GBX 541.50 −4.50 (0.82%)
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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

PHNX is trading at a 544% premium.
Price
£539.76
Fair Value
£728.23
Uncertainty
High
1-Star Price
£151.48
5-Star Price
£874.21
Economic Moat
Fytq
Capital Allocation
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Trading Information

Previous Close Price
GBX 546.00
Day Range
GBX 540.50549.00
52-Week Range
GBX 436.40564.80
Bid/Ask
GBX 480.00 / GBX 552.00
Market Cap
GBX 542.35 Bil
Volume/Avg
1.6 Mil / 3.9 Mil

Key Statistics

Price/Earnings (Normalized)
11.22
Price/Sales
0.33
Dividend Yield (Trailing)
9.72%
Dividend Yield (Forward)
9.84%
Total Yield
9.72%

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

Comparables

Valuation

Metric
PHNX
CSN
LRE
Price/Earnings (Normalized)
11.227.145.63
Price/Book Value
1.811.051.23
Price/Sales
0.330.291.47
Price/Cash Flow
10.21
Price/Earnings
PHNX
CSN
LRE

Financial Strength

Metric
PHNX
CSN
LRE
Quick Ratio
Current Ratio
Interest Coverage
0.361.1613.19
Quick Ratio
No chart available

Profitability

Metric
PHNX
CSN
LRE
Return on Assets (Normalized)
0.11%0.22%9.11%
Return on Equity (Normalized)
9.86%6.89%23.53%
Return on Invested Capital (Normalized)
6.81%2.01%19.11%
Return on Assets
PHNX
CSN
LRE
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