Valuation: Phoenix Group Holdings plc

Capitalization 7.4B 10.08B 8.49B 7.75B 13.73B 913B 14.26B 90.1B 35.77B 441B 37.8B 37.02B 1,541B P/E ratio 2025 *
-22.8x
P/E ratio 2026 * 17.3x
Enterprise value 5.7B 7.77B 6.55B 5.97B 10.58B 704B 11B 69.47B 27.58B 340B 29.14B 28.55B 1,188B EV / Sales 2025 *
0.97x
EV / Sales 2026 * 0.93x
Free-Float
84.88%
Yield 2025 *
7.51%
Yield 2026 * 7.72%
1 day-0.81%
1 week-1.34%
Current month-0.14%
1 month+0.34%
3 months+8.52%
6 months+7.34%
Current year+0.20%
1 week 724.5
Extreme 724.5
754
1 month 716.08
Extreme 716.083
768
Current year 716.08
Extreme 716.083
768
1 year 485.2
Extreme 485.2
768
3 years 436.4
Extreme 436.4
768
5 years 436.4
Extreme 436.4
768
10 years 436.4
Extreme 436.4
952
Manager TitleAgeSince
Chief Executive Officer 59 2020-03-09
Director of Finance/CFO 57 2025-08-31
Chief Operating Officer - 2022-08-31
Director TitleAgeSince
Chairman 67 2018-10-30
Director/Board Member 58 2017-06-30
Director/Board Member 59 2020-03-09
Change 5d. change 1-year change 3-years change Capi.($)
-0.81%-1.34%+43.26%+18.01% 10.08B
-1.88%-2.41%+27.97%+32.57% 168B
-1.21%-5.55%-1.42%+31.90% 89.1B
+0.61%-2.27%+7.80%+90.75% 62.11B
-0.84%-1.91%+10.41%+61.82% 59.6B
+2.81%-3.66%+19.07%+91.11% 61.64B
-1.61%-4.28%+33.95%+58.09% 55.72B
-0.06%+1.22%-6.11%+6.80% 50.66B
+1.21%+0.41%+20.01%+71.75% 41B
+0.32%+5.56%+19.75%+37.06% 38.2B
Average -0.15%-1.76%+17.47%+49.99% 63.59B
Weighted average by Cap. -0.47%-2.86%+16.42%+49.32%

Financials

2025 *2026 *
Net sales 5.87B 8.01B 6.75B 6.15B 10.9B 725B 11.33B 71.56B 28.41B 350B 30.02B 29.41B 1,224B 6.76B 9.22B 7.77B 7.08B 12.55B 835B 13.04B 82.4B 32.71B 403B 34.57B 33.86B 1,409B
Net income -314M -428M -360M -329M -583M -38.74B -605M -3.82B -1.52B -18.71B -1.6B -1.57B -65.38B 437M 595M 501M 457M 811M 53.9B 842M 5.32B 2.11B 26.03B 2.23B 2.19B 90.98B
Net Debt -1.69B -2.31B -1.94B -1.77B -3.14B -209B -3.27B -20.63B -8.19B -101B -8.66B -8.48B -353B -1.12B -1.52B -1.28B -1.17B -2.08B -138B -2.16B -13.62B -5.41B -66.66B -5.72B -5.6B -233B
Logo Phoenix Group Holdings plc
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.
Employees
6,980
Date Price Change Volume
26-02-13 738.50 p -0.81% 3,052,374
26-02-12 744.50 p +1.50% 1,943,148
26-02-11 733.50 p +0.20% 2,738,760
26-02-10 732.00 p -0.68% 3,241,481
26-02-09 737.00 p -1.54% 2,343,668
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
7.385GBP
Average target price
7.581GBP
Spread / Average Target
+2.65%

Annual profits - Rate of surprise