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..
| Price and Volume | |
|---|---|
| Volume | |
| Ten Day Average Volume | 1.7M |
| Three Month Average Volume | 56.8M |
| High Low | |
| Fifty-Two Week High | 5.705 GBX |
| Fifty-Two Week Low | 4.364 GBX |
| Fifty-Two Week High Date | 29 Aug 2024 |
| Fifty-Two Week Low Date | 25 Oct 2023 |
| Price and Volume | |
| Current Price | 5.655 GBX |
| Beta | 1 |
| Relative Price Change | |
| Four Week Relative Price Change | 4.51% |
| Thirteen Week Relative Price Change | 12.48% |
| Twenty-Six Week Relative Price Change | 3.31% |
| Fifty-Two Week Relative Price Change | -3.72% |
| Year-to-Date Relative Price Change | -2.30% |
| Price Change | |
| One Day Price Change | 0.35% |
| Thirteen Week Price Change | 13.97% |
| Twenty-Six Week Price Change | 12.65% |
| Five Day Price Change | 0.00% |
| Fifty-Two Week Price Change | 8.54% |
| Year-to-Date Price Change | 5.66% |
| Month-to-Date Price Change | 3.38% |
| Per Share Data | |
|---|---|
| Book Value | |
| Book Value Per Share (Last Fiscal Year) | 2.98541 GBX |
| Book Value Per Share (Most Recent Quarter) | 2.98541 GBX |
| Tangible Book Value Per Share (Last Fiscal Year) | 0.96052 GBX |
| Tangible Book Value Per Share (Most Recent Quarter) | 0.96052 GBX |
| EBITD | |
| EBITD Per Share (Trailing Twelve Months) | 0.53546 GBX |
| Revenue | |
| Revenue Per Share (Last Fiscal Year) | 19.42757 GBX |
| Revenue Per Share (Trailing Twelve Months) | 19.75125 GBX |
| Dividend | |
| Dividend Per Share (Last Fiscal Year) | 0.5265 GBX |
| Dividend Per Share (Trailing Twelve Months) | 0.5265 GBX |
| Dividend Per Share (5 Year) | 0.4933 GBX |
| Earnings Per Share | |
| Excluding Extraordinary Items (Last Fiscal Year) | -0.13786 GBX |
| Excluding Extraordinary Items (Trailing Twelve Months) | -0.13867 GBX |
| Normalized (Last Fiscal Year) | -0.03526 GBX |
| Basic Excluding Extraordinary Items (Last Fiscal Year) | -0.13786 GBX |
| Basic Excluding Extraordinary Items (Trailing Twelve Months) | -0.13867 GBX |
| Including Extraordinary Items (Last Fiscal Year) | -0.13786 GBX |
| Including Extraordinary Items (Trailing Twelve Months) | -0.13867 GBX |
| Cash | |
| Cash Per Share (Last Fiscal Year) | 7.15699 GBX |
| Cash Per Share (Most Recent Quarter) | 7.15699 GBX |
| Cash Flow Per Share (Last Fiscal Year) | 0.23077 GBX |
| Cash Flow Per Share (Trailing Twelve Months) | 0.23576 GBX |
| Free Cash Flow Per Share (Trailing Twelve Months) | -1.43357 GBX |
| Margins | |
|---|---|
| Cash Flow Revenue | |
| Cash Flow Revenue (5 Year) | 4 |
| Cash Flow Revenue (Trailing Twelve Months) | -7 |
| Pretax Margin | |
| Pretax Margin (Trailing Twelve Months) | 0.10% |
| Pretax Margin (Last Fiscal Year) | 0.10% |
| Pretax Margin (5 Year) | -3.46% |
| Gross Margin | |
| Gross Margin (Last Fiscal Year) | -99,999.99% |
| Gross Margin (Trailing Twelve Months) | -99,999.99% |
| Gross Margin (5 Year) | -99,999.99% |
| Operating Margin | |
| Operating Margin (Last Fiscal Year) | 0.10% |
| Operating Margin (Trailing Twelve Months) | 0.10% |
| Operating Margin (5 Year) | -3.46% |
| Net Profit Margin | |
| Net Profit Margin (Last Fiscal Year) | -0.45% |
| Net Profit Margin (Trailing Twelve Months) | -0.45% |
| Net Profit Margin (5 Year) | -3.01% |
| Growth | |
|---|---|
| Book Value | |
| Book Value Per Share (5 Year) | -17.59% |
| Tangible Book Value (5 Year) | -6.47% |
| Free Operating Cash Flow | |
| Free Operating Cash Flow (5 Year) | -99,999.99% |
| Revenue | |
| Revenue Change MRQ vs 1 Year Ago | 315.93% |
| Revenue Growth (3 Year) | -99,999.99% |
| Revenue Change (Trailing Twelve Months) | 292.96% |
| Revenue Per Share Growth | -99,999.99% |
| Revenue Growth (5 Year) | -3.19% |
| Capital Spending Debt | |
| Capital Spending (5 Year) | -99,999.99% |
| Total Debt (5 Year) | 12.65% |
| Dividends | |
| Dividend Growth (3 Year) | 3.49% |
| Earnings Per Share | |
| EPS Change MRQ vs 1 Year Ago | 109.25% |
| EPS Change (Trailing Twelve Months) | 94.95% |
| EPS Growth (3 Year) | -99,999.99% |
| EPS Growth (5 Year) | -99,999.99% |
| EBITDA | |
| EBITDA (5 Year) | 3.35% |
| EBITDA (5 Year Interim) | 2.49% |
| Net Profit Margin | |
| Net Profit Margin Growth (5 Year) | -99,999.99% |
| Valuation | |
|---|---|
| Total Price to Book | |
| Price to Tangible Book (Last Fiscal Year) | 6 |
| Price to Tangible Book (Most Recent Quarter) | 6 |
| Price to Free Cash Flow | |
| Price to Free Cash Per Share (Last Fiscal Year) | -100,000 |
| Price to Free Cash Per Share (Trailing Twelve Months) | -100,000 |
| Net Debt | |
| Net Debt (Most Recent Quarter) | -3,202,000,000 |
| Net Debt (Last Fiscal Year) | -3,202,000,000 |
| Price to Sales | |
| Price to Sales (Last Fiscal Year) | 0 |
| Price to Sales (Trailing Twelve Months) | 0 |
| Price to Earnings | |
| PE Excluding Extraordinary Items (Last Fiscal Year) | -100,000 |
| PE Normalized (Last Fiscal Year) | -100,000 |
| PE Basic Excluding Extraordinary Items (Trailing Twelve Months) | -100,000 |
| PE Excluding Extraordinary Items High (Trailing Twelve Months) | 87 |
| PE Excluding Extraordinary Items Low (Trailing Twelve Months) | 7 |
| PE Including Extraordinary Items (Trailing Twelve Months) | -100,000 |
| Dividends | |
| Dividend Yield (5 Year) | 7.60% |
| Dividend Yield | 9.31% |
| Current Dividend Yield | 9.31% |
| Price to Book | |
| Price to Book (Last Fiscal Year) | 2 |
| Price to Book (Most Recent Quarter) | 2 |
| Financial Strength | |
|---|---|
| Debt to Equity | |
| Long Term Debt to Equity (Last Fiscal Year) | 129 |
| Long Term Debt to Equity (Most Recent Quarter) | 133 |
| Payout Ratio | |
| Payout Ratio (Last Fiscal Year) | -99,999.99% |
| Payout Ratio (Trailing Twelve Months) | -99,999.99% |
| Quick Ratio | |
| Quick Ratio (Last Fiscal Year) | -100,000 |
| Quick Ratio (Most Recent Quarter) | -100,000 |
| Enterprise Value | |
| Current Enterprise Value to Free Cash Flow (Last Fiscal Year) | -100,000 |
| Current Enterprise Value to Free Cash Flow (Trailing Twelve Months) | -100,000 |
| Current Ratio | |
| Current Ratio (Last Fiscal Year) | -100,000 |
| Current Ratio (Most Recent Quarter) | -100,000 |
| Free Cash Flow | |
| Free Cash Flow (Last Fiscal Year) | -1,435,000,000 |
| Free Cash Flow (Trailing Twelve Months) | -1,435,000,000 |
| Net Interest Coverage | |
| Net Interest Coverage (Last Fiscal Year) | 1 |
| Net Interest Coverage (Trailing Twelve Months) | 1 |
| Total Debt to Equity | |
| Total Debt to Equity (Last Fiscal Year) | 133 |
| Total Debt to Equity (Most Recent Quarter) | 133 |
| Management Effectiveness | |
|---|---|
| Return on Assets | |
| Return on Assets (Last Fiscal Year) | -0.03% |
| Return on Assets (Trailing Twelve Months) | -0.03% |
| Return on Assets (5 Year) | -0.17% |
| Return on Equity | |
| Return on Equity (Last Fiscal Year) | -4.12% |
| Return on Equity (Trailing Twelve Months) | -4.12% |
| Return on Equity (5 Year) | -10.73% |
| Return on Investment | |
| Return on Investment (Last Fiscal Year) | -99,999.99% |
| Return on Investment (Trailing Twelve Months) | -99,999.99% |
| Return on Investment (5 Year) | -99,999.99% |