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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)23.82m
- Net income in GBP-10.57m
- Incorporated2021
- Employees202.00
- LocationPensionbee Group PLC209 Blackfriars RoadLONDON SE1 8NLUnited KingdomGBR
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Peer analysis
Key Information
- Key Information
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| 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| City of London Investment Group PLC | 56.20m | 13.82m | 164.02m | 120.00 | 11.63 | 1.36 | 8.61 | 2.92 | 0.2783 | 0.2783 | 1.13 | 2.39 | 0.4029 | -- | 8.08 | 468,320.30 | 9.90 | 15.35 | 10.48 | 17.12 | 95.41 | 94.92 | 24.58 | 27.73 | -- | -- | 0.0362 | 103.76 | -15.17 | 8.64 | -27.24 | 5.27 | 25.65 | 2.90 |
| AVI Japan Opportunity Trust PLC | 25.91m | 24.74m | 174.68m | 0.00 | 7.06 | 0.9557 | -- | 6.74 | 0.1763 | 0.1763 | 0.185 | 1.30 | 0.1393 | -- | 88.74 | -- | 13.30 | -- | 13.94 | -- | 93.74 | 88.26 | 95.47 | 82.15 | -- | -- | 0.0818 | 17.12 | 952.40 | -- | 453.87 | -- | -- | -- |
| Montanaro UK Smllr Cmpns nvstmnt Trst PL | 20.32m | 17.92m | 174.91m | 0.00 | 9.76 | 0.946 | -- | 8.61 | 0.1071 | 0.1071 | 0.1213 | 1.10 | 0.1015 | -- | 46.82 | -- | 8.95 | 0.7591 | 8.97 | 0.7759 | 91.54 | 52.17 | 88.19 | 42.25 | -- | -- | 0.0976 | 472.87 | -207.09 | -- | -150.40 | -- | -- | 15.49 |
| B.P. Marsh & Partners plc | 32.11m | 25.30m | 182.07m | 16.00 | 7.23 | 0.8966 | 7.14 | 5.67 | 0.6759 | 0.6759 | 0.8578 | 5.45 | 0.1617 | -- | 4.89 | 2,006,813.00 | 12.74 | 10.79 | 12.82 | 10.92 | -- | -- | 78.79 | 73.78 | -- | 78.70 | 0.0034 | 7.89 | 39.32 | 7.34 | 36.37 | 3.32 | -42.76 | -10.20 |
| Riverstone Energy Ltd | 11.61m | -1.81m | 245.48m | 0.00 | 53.29 | 0.7088 | -- | 21.14 | 0.1697 | 0.1697 | 0.2489 | 12.76 | 0.0206 | -- | 10.11 | -- | -0.3209 | -15.10 | -0.3212 | -15.13 | 18.73 | -- | -15.61 | -- | -- | -- | 0.00 | -- | -86.81 | -- | -102.55 | -- | -- | -- |
| Brooks Macdonald Group plc | 128.48m | 6.58m | 298.49m | 509.00 | 44.26 | 2.02 | 18.64 | 2.32 | 0.41 | 0.41 | 8.00 | 8.98 | 0.7013 | -- | 4.13 | 252,416.50 | 3.59 | 8.90 | 4.08 | 10.86 | -- | -- | 5.12 | 12.70 | -- | -- | 0.0306 | 65.55 | 1.28 | 4.37 | -22.48 | 26.46 | -11.72 | 9.80 |
| Pensionbee Group PLC | 23.82m | -10.57m | 309.26m | 202.00 | -- | 20.41 | -- | 12.98 | -0.0473 | -0.0473 | 0.1065 | 0.0676 | 1.11 | -- | 8.43 | 117,905.90 | -49.08 | -72.03 | -53.57 | -78.83 | -- | -- | -44.38 | -120.81 | -- | -356.30 | 0.0256 | -- | 34.85 | 75.66 | 52.28 | -- | 7.14 | -- |
| Fintel PLC | 64.90m | 7.10m | 310.47m | 494.00 | 43.92 | 3.03 | 26.54 | 4.78 | 0.0681 | 0.0681 | 0.6222 | 0.988 | 0.4786 | -- | 6.24 | 131,376.50 | 5.46 | 8.18 | 6.43 | 9.71 | -- | -- | 11.40 | 15.64 | -- | 20.60 | 0.1091 | 34.58 | -2.41 | 5.07 | -27.55 | 20.04 | 44.35 | 2.63 |
| Tatton Asset Management PLC | 33.90m | 13.43m | 346.13m | 103.00 | 26.47 | 8.58 | 23.53 | 10.21 | 0.2161 | 0.2161 | 0.5452 | 0.6666 | 0.6861 | -- | 89.68 | 329,116.50 | 27.18 | 27.38 | 31.91 | 34.54 | -- | -- | 39.62 | 33.85 | -- | -- | 0.00 | 76.38 | 10.12 | 15.83 | 44.70 | 40.53 | 31.14 | 17.05 |
| Pantheon Infrastructure PLC | 56.46m | 49.59m | 375.48m | 0.00 | 7.69 | 0.7501 | -- | 6.65 | 0.1041 | 0.1041 | 0.1183 | 1.07 | 0.1137 | -- | 63.58 | -- | 9.99 | -- | 10.13 | -- | 88.62 | -- | 87.83 | -- | -- | -- | 0.00 | -- | 409.67 | -- | 517.66 | -- | -- | -- |
| Sherborne Investors (Guernsey) C Ltd | 118.91m | 113.53m | 390.25m | 0.00 | 3.44 | 0.6839 | -- | 3.28 | 0.1622 | 0.1622 | 0.1699 | 0.8152 | 0.2298 | -- | -- | -- | 21.94 | -6.17 | 21.95 | -6.21 | 96.39 | -- | 95.50 | -- | -- | -- | 0.00 | -- | -126.37 | -- | -129.92 | -- | -- | -- |
| Jupiter Fund Management PLC | 405.60m | -12.90m | 407.64m | 527.00 | -- | 0.5164 | 31.60 | 1.01 | -0.0264 | -0.0264 | 0.7745 | 1.45 | 0.3312 | -- | 3.10 | 769,639.40 | -1.05 | 6.99 | -1.37 | 9.08 | 90.93 | 90.99 | -3.18 | 17.29 | -- | -- | 0.1414 | 106.76 | -8.55 | -2.51 | -126.93 | -- | 0.5814 | -16.60 |
| Mattioli Woods plc | 115.40m | 9.91m | 412.05m | 896.00 | 41.24 | 1.82 | 19.68 | 3.57 | 0.1923 | 0.1923 | 2.24 | 4.36 | 0.3947 | -- | 4.01 | 128,795.80 | 3.39 | 3.60 | 3.83 | 4.28 | -- | -- | 8.59 | 7.65 | -- | -- | 0.0164 | 153.96 | 2.73 | 13.64 | 85.77 | -1.35 | -25.92 | 9.53 |
| Liontrust Asset Management PLC | 231.10m | 17.22m | 424.68m | 253.00 | 24.36 | 2.36 | 11.99 | 1.84 | 0.2684 | 0.2684 | 3.61 | 2.77 | 0.5291 | -- | 1.17 | 913,442.70 | 3.94 | 9.32 | 8.00 | 23.09 | 95.00 | 93.31 | 7.45 | 18.23 | -- | -- | 0.0093 | 96.75 | -0.9089 | 23.19 | -33.57 | 35.15 | 9.73 | 27.94 |
Data as of Apr 26 2024. Currency figures normalised to Pensionbee Group PLC's reporting currency: UK Pound GBX
14.13%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| State Street Global Advisors Ltd.as of 31 Dec 2022 | 8.76m | 3.91% |
| Mudita Advisors LLPas of 14 Mar 2024 | 8.08m | 3.61% |
| Norges Bank Investment Managementas of 31 Dec 2022 | 7.35m | 3.28% |
| Deka Investment GmbHas of 30 Sep 2023 | 1.82m | 0.81% |
| TIAA-CREF Investment Management LLCas of 29 Feb 2024 | 1.71m | 0.76% |
| Union Investment Privatfonds GmbHas of 30 Sep 2023 | 1.03m | 0.46% |
| Grandeur Peak Global Advisors LLCas of 31 Jan 2024 | 982.74k | 0.44% |
| Seven Canyons Advisors LLCas of 31 Dec 2023 | 967.62k | 0.43% |
| Vanguard Global Advisers LLCas of 31 Jan 2024 | 580.43k | 0.26% |
| Legal & General Investment Management Ltd.as of 29 Feb 2024 | 391.69k | 0.18% |
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Data from 30 Nov 2023 - 18 Apr 2024Source: FactSet Research Systems Inc.
