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About the company
Phoenix Group Holdings plc is a United Kingdom-based long-term savings and retirement businesses company. The Company offers a range of savings and retirement income products to support people across all stages of the savings life cycle. Its segments include Retirement Solutions, Pensions & Savings, With-Profits, and Europe & Other. The Retirement Solutions segment includes new, and in-force individual annuity and bulk purchase annuity contracts. The Retirement Solutions segment also includes United Kingdom individual annuity business. The Pensions & Savings segment includes new and in-force life insurance and investment unit-linked policies. The With-Profits segment includes all policies written by the Company’s with-profit funds, with the exception of Standard Life Heritage With-Profit Fund contracts. The Europe & Other segment includes business written in Ireland and Germany. It also includes protection products and products sold under the SunLife brand.
- Revenue in GBP (TTM)19.77bn
- Net income in GBP-138.00m
- Incorporated2018
- Employees7.76k
- LocationPhoenix Group Holdings PLC1 Wythall Green Way, Wythall GreenBIRMINGHAM B47 6WGUnited KingdomGBR
- Websitehttps://www.thephoenixgroup.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Just Group PLC | 1.81bn | 129.00m | 1.03bn | 1.12k | 8.06 | 0.8534 | 7.67 | 0.5681 | 0.1229 | 0.1229 | 1.73 | 1.16 | 0.0632 | -- | -- | -- | 0.4507 | 0.1813 | -- | -- | -- | -- | 7.13 | 1.98 | -- | 2.26 | 0.3632 | 34.31 | 111.91 | -8.73 | 135.71 | -- | 0.00 | -- |
| Wuestenrot & Wuerttembergische AG | 587.06m | 119.41m | 1.06bn | 6.44k | 8.91 | 0.2492 | 5.50 | 1.80 | 1.47 | 1.47 | 7.27 | 52.57 | 0.0101 | -- | -- | 105,901.70 | 0.2078 | 0.3266 | -- | -- | -- | -- | 20.62 | 5.54 | -- | -- | 0.5381 | 25.76 | -0.4281 | -33.94 | -41.10 | -8.33 | 2.17 | 0.00 |
| Protector Forsikring ASA | 754.08m | 109.61m | 1.32bn | 436.00 | 11.99 | 3.96 | -- | 1.75 | 18.14 | 18.33 | 124.76 | 54.93 | 0.5383 | -- | -- | -- | 7.83 | 5.73 | -- | -- | -- | -- | 14.54 | 14.53 | -- | 32.92 | 0.2946 | 50.23 | 43.97 | 27.49 | 9.12 | -- | 12.93 | -- |
| SK Rosgosstrakh PAO | 688.64m | 39.99m | 1.37bn | 12.26k | 34.33 | 2.76 | 26.68 | 1.99 | 0.0094 | 0.0094 | 0.1619 | 0.1171 | -- | -- | -- | 6,467,211.00 | -- | 3.25 | -- | -- | -- | -- | 5.81 | 5.87 | -- | -- | 0.0254 | -- | -11.66 | 4.12 | -6.46 | -5.49 | 8.16 | -- |
| Coface SA | 1.43bn | 207.12m | 1.87bn | 4.10k | 8.96 | 1.05 | 7.71 | 1.30 | 1.61 | 1.61 | 11.18 | 13.76 | 0.2152 | -- | -- | 406,342.90 | 3.11 | 2.50 | -- | -- | -- | -- | 14.44 | 13.09 | -- | 13.43 | 0.6178 | 94.12 | 3.45 | 6.99 | 0.0233 | 14.48 | 4.37 | 10.47 |
| UNIQA Insurance Group AG | 5.55bn | 277.32m | 2.17bn | 14.63k | 7.79 | 0.9254 | 5.70 | 0.392 | 1.05 | 0.9861 | 20.98 | 8.83 | 0.2351 | -- | -- | 440,199.30 | 1.18 | 0.745 | -- | -- | -- | -- | 5.02 | 3.52 | -- | 9.84 | 0.3678 | 67.76 | 14.68 | 1.85 | 25.97 | 5.77 | 0.0269 | 1.47 |
| Vienna Insurance Grp Wnr Vrschrng Grp AG | -86.12bn | -86.12bn | 3.21bn | 29.18k | -- | 0.6322 | -- | -- | -- | -- | -- | 46.03 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.2844 | -- | -- | -- | -- | -- | -- | -- |
| Storebrand ASA | -45.33m | 245.74m | 3.26bn | 2.25k | 13.04 | 1.45 | 11.56 | -- | 7.32 | 7.32 | -1.35 | 66.02 | -0.0007 | -- | -- | -275,033.40 | 0.4054 | 0.3656 | -- | -- | -- | -- | -- | 4.19 | -- | -- | 0.6397 | 50.71 | -101.59 | -- | 41.83 | -1.88 | 29.40 | 6.45 |
| SCOR SE | 13.79bn | 699.29m | 4.52bn | 3.49k | 6.46 | 1.12 | -- | 0.3277 | 4.52 | 4.52 | 89.39 | 26.16 | 0.4544 | -- | -- | 4,586,365.00 | 2.30 | 0.2433 | -- | -- | -- | -- | 5.06 | 0.6342 | -- | 13.51 | 0.4071 | 228.34 | -3.70 | 0.3509 | 158.71 | 15.80 | -16.64 | 0.565 |
| Phoenix Group Holdings PLC | 19.77bn | -138.00m | 4.82bn | 7.76k | -- | 1.61 | 20.42 | 0.2438 | -0.1387 | -0.1387 | 19.75 | 2.99 | 0.0681 | -- | -- | 2,548,795.00 | -0.0303 | -0.1726 | -- | -- | -- | -- | -0.4451 | -3.01 | -- | 0.8217 | 0.5285 | -- | 283.65 | -- | 94.97 | -- | -- | 2.74 |
| Helvetia Holding AG | 8.38bn | 245.71m | 5.55bn | 13.81k | 22.49 | 1.63 | 13.02 | 0.6621 | 5.24 | 5.24 | 178.73 | 72.15 | 0.1618 | -- | -- | 683,586.80 | 0.5161 | 0.6698 | -- | -- | -- | -- | 3.19 | 4.13 | -- | 3.60 | 0.358 | 74.46 | 14.41 | 0.6288 | -34.86 | -7.75 | 32.65 | 5.59 |
| Baloise Holding AG | 5.81bn | 212.75m | 5.66bn | 7.69k | 26.32 | 1.95 | 20.41 | 0.9743 | 5.29 | 5.29 | 144.42 | 71.56 | 0.084 | -- | -- | -- | 0.3032 | 0.5161 | -- | -- | -- | -- | 3.61 | 5.95 | -- | 1.36 | 0.4232 | 74.26 | 60.66 | -3.72 | -3.31 | -14.46 | -7.56 | 5.12 |
Data as of Apr 19 2024. Currency figures normalised to Phoenix Group Holdings PLC's reporting currency: UK Pound GBX
33.06%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| abrdn Investment Management Ltd.as of 10 Mar 2023 | 107.03m | 10.69% |
| Kingdom Holding Co. (Investment Management)as of 02 May 2023 | 50.05m | 5.00% |
| BlackRock Investment Management (UK) Ltd.as of 29 Feb 2024 | 27.15m | 2.71% |
| The Vanguard Group, Inc.as of 05 Apr 2024 | 26.48m | 2.64% |
| Janus Henderson Investors UK Ltd.as of 29 Feb 2024 | 24.56m | 2.45% |
| Artemis Investment Management LLPas of 28 Mar 2024 | 22.52m | 2.25% |
| Threadneedle Asset Management Ltd.as of 29 Feb 2024 | 21.34m | 2.13% |
| Invesco Asset Management Ltd.as of 31 Oct 2023 | 17.80m | 1.78% |
| BlackRock Fund Advisorsas of 04 Apr 2024 | 17.56m | 1.75% |
| Schroder Investment Management Ltd.as of 31 Jul 2023 | 16.62m | 1.66% |
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Data from 31 Dec 2023 - 02 Apr 2024Source: FactSet Research Systems Inc.
