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About the company
Pensionbee Group PLC is an online pension provider. The principal activity of the Company is that of a direct-to-consumer online pension provider. The Company’s technology platform allows customers to combine their pensions and invest in a range of online plans, forecast how much they are expected to have saved by the time they retire, and make withdrawals from the age of 55. Its Customer Proposition combine and transfer their existing pensions into the PensionBee Personal Pension. The Company's customers can make one-off or regular contributions to their PensionBee pension via easy bank transfer in under 60 seconds and also make use of its retirement calculator, which provides an estimate of retirement income based on a number of assumptions including the size of the pension plan, chosen retirement age and ongoing contributions, to plan ahead for their retirement.
- Revenue in GBP (TTM)33.20m
- Net income in GBP-3.14m
- Incorporated2021
- Employees193.00
- LocationPensionbee Group PLC209 Blackfriars RoadLONDON SE1 8NLUnited KingdomGBR
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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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Bond Income Plus Ltd | 31.37m | 26.58m | 377.20m | 0.00 | 12.79 | 1.02 | -- | 12.02 | 0.136 | 0.136 | 0.1611 | 1.71 | 0.0837 | -- | 1,651.11 | -- | 7.10 | 2.65 | 8.16 | 3.58 | 93.05 | 86.08 | 84.73 | 74.66 | -- | 17.13 | 0.1154 | 180.89 | -13.99 | 4.84 | -16.46 | 3.06 | -- | 3.17 |
| abrdn New India Investment Trust PLC | 51.34m | 31.48m | 378.54m | 0.00 | 14.18 | 0.9175 | -- | 7.37 | 0.5753 | 0.5753 | 1.02 | 8.89 | 0.1089 | -- | 40.69 | -- | 6.68 | 12.14 | 7.05 | 13.05 | 93.32 | 94.78 | 61.31 | 78.09 | -- | 23.65 | 0.0438 | -- | -53.88 | -- | -65.42 | -- | -- | -- |
| Dunedin Income Growth Investmnt Trst PLC | 39.13m | 33.93m | 386.12m | 0.00 | 12.88 | 0.951 | -- | 9.87 | 0.2346 | 0.2346 | 0.2756 | 3.18 | 0.0808 | -- | 12.59 | -- | 7.01 | 3.72 | 7.27 | 3.83 | 90.30 | 85.43 | 86.71 | 79.90 | -- | -- | 0.102 | 105.19 | 40.11 | -15.64 | 48.59 | -17.13 | -- | 2.26 |
| Nippon Active Value Fund PLC | 55.64m | 48.53m | 387.74m | 0.00 | 7.99 | 1.06 | -- | 6.97 | 0.2566 | 0.2566 | 0.2942 | 1.93 | 0.1619 | -- | 26.46 | -- | 14.12 | -- | 14.16 | -- | 94.76 | -- | 87.22 | -- | -- | 27.96 | 0.00 | -- | 4.43 | -- | 2.03 | -- | -- | -- |
| Polar Capital Global Healthcare Trst PLC | -51.41m | -55.83m | 401.40m | 0.00 | -- | 0.9367 | -- | -- | -0.4604 | -0.4604 | -0.4239 | 3.53 | -0.1058 | -- | -- | -- | -11.49 | 9.71 | -12.19 | 10.00 | -- | 92.81 | -- | 88.10 | -- | -175.23 | 0.00 | 6.23 | 195.53 | 137.36 | 271.69 | -- | -- | 3.71 |
| JPmorgn Glbl Emrgng Mrkts Incm Trust PLC | 68.35m | 59.41m | 402.34m | 0.00 | 7.26 | 0.9472 | -- | 5.89 | 0.2046 | 0.2046 | 0.2359 | 1.57 | 0.1484 | -- | 122.71 | -- | 12.90 | 4.13 | 13.62 | 4.27 | 91.91 | 81.65 | 86.92 | 70.40 | -- | -- | 0.0007 | 81.99 | -22.29 | -8.35 | -31.63 | -11.06 | -- | 1.15 |
| North American Income Trust PLC | 97.72m | 90.74m | 402.39m | 0.00 | 4.81 | 0.8781 | -- | 4.12 | 0.6928 | 0.6928 | 0.7452 | 3.79 | 0.1972 | -- | 63.45 | -- | 18.32 | 8.14 | 18.45 | 8.23 | 95.99 | 91.24 | 92.86 | 84.40 | -- | -- | 0.0791 | 39.21 | 6,376.11 | 25.59 | 1,089.25 | 30.18 | -- | 5.13 |
| Octopus Renewables Infrastructr Trst PLC | 18.51m | 11.78m | 404.74m | 0.00 | 35.76 | 0.7268 | 35.82 | 21.86 | 0.0209 | 0.0209 | 0.0329 | 1.03 | 0.0315 | -- | 223.02 | -- | 2.00 | -- | 2.01 | -- | 70.44 | -- | 63.62 | -- | -- | -- | 0.00 | -- | -6.12 | -- | -7.25 | -- | -- | -- |
| Pensionbee Group PLC | 33.20m | -3.14m | 405.50m | 193.00 | -- | 11.75 | -- | 12.21 | -0.014 | -0.014 | 0.1466 | 0.1455 | 1.13 | -- | 12.58 | 172,036.30 | -10.69 | -58.69 | -12.54 | -65.37 | -- | -- | -9.44 | -78.70 | -- | -- | 0.0084 | -- | 39.41 | 56.43 | 70.33 | -- | 10.23 | -- |
| Henderson Far East Income Ltd | 29.29m | 19.60m | 413.39m | 0.00 | 19.44 | 1.07 | -- | 14.11 | 0.1194 | 0.1194 | 0.1781 | 2.16 | 0.0728 | -- | 2.82 | -- | 4.87 | -1.27 | 5.36 | -1.34 | 84.97 | -38.89 | 66.90 | -178.58 | -- | -- | 0.0616 | -- | 203.35 | 5.91 | 169.93 | 6.80 | -- | 1.89 |
| Pacific Assets Trust plc | 59.26m | 44.82m | 416.48m | 0.00 | 9.50 | 0.8431 | -- | 7.03 | 0.3705 | 0.3705 | 0.4902 | 4.17 | 0.1189 | -- | 51.89 | -- | 8.99 | 7.69 | 9.03 | 7.72 | 91.82 | 90.68 | 75.63 | 76.44 | -- | -- | 0.00 | 10.62 | 1,039.44 | 24.44 | 839.50 | 27.22 | -- | -- |
| Tatton Asset Management PLC | 45.31m | 16.00m | 419.17m | 113.00 | 26.76 | 8.28 | 24.47 | 9.25 | 0.2586 | 0.2586 | 0.7324 | 0.8355 | 0.7887 | -- | 17.68 | 400,964.60 | 27.85 | 26.08 | 33.50 | 31.68 | -- | -- | 35.32 | 34.49 | -- | -- | 0.00 | 71.43 | 23.10 | 16.22 | 23.84 | 13.86 | -2.22 | 14.63 |
| NextEnergy Solar Fund Ltd | 5.95m | -10.86m | 422.77m | 0.00 | -- | 0.773 | -- | 71.07 | -0.0183 | -0.0183 | 0.0102 | 0.9508 | 0.0076 | -- | 0.483 | -- | -1.38 | 4.74 | -1.39 | 4.81 | -143.69 | 73.63 | -182.47 | 70.05 | -- | -- | 0.2661 | 114.86 | -32.51 | -- | -29.89 | -- | -- | -0.3753 |
| Jpmorgan Uk Small Cap Growth & IncomePLC | 49.35m | 43.00m | 434.92m | 0.00 | 9.40 | 0.9713 | -- | 8.81 | 0.3539 | 0.3539 | 0.3717 | 3.42 | 0.1231 | -- | 34.64 | -- | 10.73 | 9.75 | 12.00 | 10.63 | 88.81 | 91.27 | 87.13 | 89.73 | -- | -- | 0.00 | 20.70 | 1,238.81 | -- | 875.44 | -- | -- | 12.84 |
| JPmorgan Claverhouse Investment Trst PLC | 38.09m | 33.39m | 437.58m | 0.00 | 13.63 | 1.09 | -- | 11.49 | 0.5812 | 0.5812 | 0.6674 | 7.30 | 0.0847 | -- | 37.00 | -- | 7.43 | 2.55 | 7.61 | 2.75 | 89.80 | 76.94 | 87.68 | 72.39 | -- | -- | 0.0682 | 154.44 | 14.57 | -17.14 | 18.35 | -18.33 | -- | 4.07 |
| European Opportunities Trust PLC | 19.09m | 7.15m | 441.86m | 0.00 | -- | 1.03 | -- | 23.14 | -0.0469 | -0.0469 | 0.271 | 9.22 | 0.0247 | -- | 6.45 | -- | 0.9248 | 3.33 | 0.9809 | 3.59 | 56.47 | 78.39 | 37.42 | 72.42 | -- | -- | 0.00 | 8.55 | 203.35 | 8.85 | 313.59 | 12.09 | -- | -18.32 |
Data as of Jul 11 2025. Currency figures normalised to Pensionbee Group PLC's reporting currency: UK Pound GBX
17.53%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Morgan Stanley Securities Ltd. (Market-Maker)as of 01 Apr 2025 | 13.99m | 5.92% |
| Norges Bank Investment Managementas of 01 Apr 2025 | 7.80m | 3.30% |
| Raymond James & Associates, Inc. (Invt Mgmt)as of 01 Apr 2025 | 5.88m | 2.49% |
| Deka Investment GmbHas of 31 Dec 2024 | 3.16m | 1.34% |
| JPMorgan Asset Management (UK) Ltd.as of 01 Apr 2025 | 3.00m | 1.27% |
| Canaccord Genuity Wealth Ltd.as of 01 Apr 2025 | 2.60m | 1.10% |
| Legal & General Investment Management Ltd.as of 01 Apr 2025 | 1.51m | 0.64% |
| United Nations Joint Staff Pension Fundas of 01 Apr 2025 | 1.32m | 0.56% |
| Union Investment Privatfonds GmbHas of 31 Mar 2025 | 1.18m | 0.50% |
| TIAA-CREF Investment Management LLCas of 30 Apr 2025 | 1.04m | 0.44% |
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Data from 31 Dec 2024 - 01 Jul 2025Source: FactSet Research Systems Inc.
