Stock Research: Phoenix

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Phoenix

LSE:PHNX GB00BGXQNP29
45
  • Value
    37
  • Growth
    62
  • Safety
    Safety
    1
  • Combined
    14
  • Sentiment
    87
  • 360° View
    360° View
    45
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Company Description

Phoenix Group Holdings plc is a UK-based company providing long-term savings and retirement solutions. It operates in the retirement solutions, pensions & savings, and with-profits industries. The company operates in the United Kingdom, Ireland, and Germany. In the last fiscal year, the company had a market cap of $8694 million and 6980 employees. The profit and revenue data were unavailable.

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ANALYSIS: With an Obermatt 360° View of 45 (better than 45% compared with alternatives), overall professional sentiment and financial characteristics for the stock Phoenix are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Phoenix. The consolidated Growth Rank has a good rank of 62, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 62% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 87, which means that professional investors are more optimistic about the stock than for 87% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 37, which means that the share price of Phoenix is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 63% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 1, which means that the company has a financing structure that is riskier than those of 99% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Mar-2026.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2025 2024 2023
Value
37 63 51 65
Growth
62 5 3 13
Safety
Safety
1 6 6 6
Sentiment
87 33 21 25
360° View
360° View
45 21 21 19
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Metrics Current 2025 2024 2023
Analyst Opinions
25 27 38 28
Opinions Change
50 46 74 57
Pro Holdings
n/a 73 15 31
Market Pulse
77 29 15 50
Sentiment
87 33 21 25
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Metrics Current 2025 2024 2023
Value
37 63 51 65
Growth
62 5 3 13
Safety Safety
1 6 6 6
Combined
14 63 63 63
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
56 74 48 33
Price vs. Earnings (P/E)
41 59 27 69
Price vs. Book (P/B)
14 18 42 50
Dividend Yield
89 95 92 91
Value
37 63 51 65
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Metrics Current 2025 2024 2023
Revenue Growth
81 1 45 7
Profit Growth
50 14 6 8
Capital Growth
16 1 13 99
Stock Returns
83 23 19 17
Growth
62 5 3 13
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Metrics Current 2025 2024 2023
Leverage
7 24 20 20
Refinancing
1 n/a n/a n/a
Liquidity
10 15 4 20
Safety Safety
1 6 6 6

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Frequently Asked
Questions

This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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