PHOENIX GROUP HOLDINGS PLC ORD 10P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share -15.93
Dividend & Yield0.50£ (9.04%)
Beta 0.76
Market capitalization 5.38B
Operating cash flow 2.33B
ESG Scores unknown

Company description

Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. The company operates through four segments: UK Heritage, UK Open, Europe, and Management Services. It provides a range of pensions and savings products to support people across various stages of the savings life cycle. The company manages Heritage in-force life and pensions policies; and offers and manages long term savings and pensions products. Its products include with-profits and unit-linked funds, and annuities; and workplace pensions, and individual savings and retirement solutions. The company serves individuals, corporates, and employers. It has a strategic partnership with abrdn plc, TCS, and HSBC. Phoenix Group Holdings plc was founded in 1782 and is based in London, the United Kingdom.

Sector: Financial Services - Industry: Insurance—Life

Financial Ratios
Quick Ratio0.23
Working Capital0.01
Return On Equity-0.13
Debt To Equity0.6
Fixed Asset Ratio0.03
Fixed Interest Cover-5.88

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities 1.61B -979M -979M 304M
Net Borrowings 369M -49M 1.37B -339M
Total Cash From Financing Activities 1.43B -528M 757M -1.09B
Change To Operating Activities -13.64B 18.14B 16.46B 9.4B
Issuance Of Stock 1.43B 2M 2M 2M
Net Income 379M 85M 798M -837M
Change In Cash 2.68B -460M 6.53B -1.89B
Effect Of Exchange Rate
Total Cash From Operating Activities -353M 68M 6.75B -1.02B
Depreciation 20M 38M 46M 38M
Change To Account Receivables
Other Cashflows From Financing Activities -96M -114M -185M -246M
Change To Netincome 12.69B -18.57B -11.02B -10.2B
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 259M 351M 1.27B -430M
Net Income 379M 85M 798M -837M
Selling General Administrative 1.01B 1.42B 1.72B 2.09B
Gross Profit 1.15B 2.6B 3.22B 777M
Ebit 321M 727M 1.15B -1.42B
Operating Income 321M 727M 1.15B -1.42B
Interest Expense -142M -162M -234M -242M
Income Tax Expense -151M 235M 436M 279M
Total Revenue -6.89B 29.14B 21.8B 23.22B
Cost Of Revenue -8.04B 26.54B 18.59B 22.44B
Total Other Income ExpenseNet -62M -376M 117M 993M
Net Income From Continuing Ops 410M 116M 834M -709M
Net Income Applicable To Common Shares 367M 62M 775M -860M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 224.03B 237.08B 326.45B 327.03B
Total Stockholder Equity 5.66B 5.28B 7.53B 6.31B
Other Current Liabilities 119.79B 127.59B 174.18B 179.96B
Total Assets 229.98B 242.68B 334.32B 333.8B
Common Stock 72M 72M 100M 100M
Other Current Assets 20.87B 21.01B 30.43B 29.54B
Retained Earnings 1.92B 4.65B 4.97B 3.77B
Treasury Stock 583M 554M 2.46B 2.43B
Cash 354M 265M 414M 9.11B
Total Current Liabilities 136.97B 145.53B 197.5B 197.74B
Other Stockholder Equity 583M 554M 2.46B 2.43B
Property, Plant, and Equipment 48M 109M 119M 130M
Total Current Assets 26.13B 26.76B 39.36B 44.82B
Net Tangible Assets 5.39B 5.03B 7.3B 6.07B
Net Receivables 877M 775M 1.29B 1.23B
Accounts Payable 16.8B 17.59B 22.53B 16.68B


Insider Transactions

Here are the insider transactions of stock shares related to PHOENIX GROUP HOLDINGS PLC ORD 10P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Murray (Katie)Bought at price 6.04 per share.D2022-10-064.6k
Moss (Andrew)Bought at price 6.17 per share.D2022-10-0529
Moss (Andrew)D2022-10-0510
Briggs (Andrew David)Bought at price 6.17 per share.D2022-10-0528
Briggs (Andrew David)D2022-10-059
Thompson (Sara)Bought at price 6.17 per share.D2022-10-0527
Thompson (Sara)D2022-10-059
Thakrar (Rakesh)Bought at price 6.17 per share.D2022-10-0529
Thakrar (Rakesh)D2022-10-0510
Zentner (Quentin)Bought at price 6.17 per share.D2022-10-0528
Zentner (Quentin)D2022-10-059
Pears (Jonathan)Bought at price 6.17 per share.D2022-10-059
Pears (Jonathan)D2022-10-059
Eakins (Michael)Bought at price 6.17 per share.D2022-10-0528
Eakins (Michael)D2022-10-059
Franekova (Anna)Bought at price 6.17 per share.D2022-10-0510
Franekova (Anna)D2022-10-0510
Curran (Andy)Bought at price 6.17 per share.D2022-10-059
Curran (Andy)D2022-10-059
Hawkins (Claire)Bought at price 6.17 per share.D2022-10-0527
Hawkins (Claire)D2022-10-059
Kassimiotis (Antonios)Bought at price 6.17 per share.D2022-10-0510
Kassimiotis (Antonios)D2022-10-0510
Briggs (Andrew David)Bought at price 5.84 per share.D2022-10-0320k
Shott (Nicholas)Bought at price 5.89 per share.D2022-10-0328.69k
Aberdeen Standard Investments (Edinburgh)D2022-09-3021.15k
Briggs (Andrew David)Bought at price 7.24 per share.D2022-09-1236
Kassimiotis (Antonios)Bought at price 7.24 per share.D2022-09-1215
Moss (Andrew)Bought at price 7.24 per share.D2022-09-1299
Zentner (Quentin)Bought at price 7.24 per share.D2022-09-1232
Thakrar (Rakesh)Bought at price 7.24 per share.D2022-09-12208
Thompson (Sara)Bought at price 7.24 per share.D2022-09-1219
Pears (Jonathan)Bought at price 7.24 per share.D2022-09-1236
Hawkins (Claire)Bought at price 7.24 per share.D2022-09-1219
Eakins (Michael)Bought at price 7.24 per share.D2022-09-1229
Cuhls (Matthew)Bought at price 7.24 per share.D2022-09-1229
Curran (Andy)Bought at price 7.24 per share.D2022-09-129
Kingdom Holding CompanyD2022-09-076.49M
Moss (Andrew)Bought at price 6.98 per share.D2022-09-0524
Moss (Andrew)D2022-09-058
Cuhls (Matthew)D2022-08-266.84k
Cuhls (Matthew)Sold at price 7.13 per share.D2022-08-263.33k
Kassimiotis (Antonios)D2022-08-1718.97k
Kassimiotis (Antonios)Sold at price 8.17 per share.D2022-08-1718.97k
Thakrar (Rakesh)Exercise of Option at price 6.78 per share.D2022-08-161.6k
Zentner (Quentin)Sold at price 8.14 per share.D2022-08-1562.48k
Zentner (Quentin)D2022-08-1562.48k
Moss (Andrew)D2022-08-15105.02k
Moss (Andrew)Sold at price 8.14 per share.D2022-08-15105.02k
Moss (Andrew)Bought at price 6.76 per share.D2022-08-151.6k
Moss (Andrew)Sold at price 8.16 per share.D2022-08-151.6k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to PHOENIX GROUP HOLDINGS PLC ORD 10P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on PHOENIX GROUP HOLDINGS PLC ORD 10P

Here is the result of two systematic investment strategies applied to PHOENIX GROUP HOLDINGS PLC ORD 10P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the equity curve of the two systematic investment strategies applied to PHOENIX GROUP HOLDINGS PLC ORD 10P:

PHOENIX GROUP HOLDINGS PLC ORD 10P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0.14% on the backtest period.

Performance at glance

Performance

0.14 %

Latent gain

7.3 £

Invested capital

5288.7 £

Annualized return

0.03 %
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Momentum strategy results on PHOENIX GROUP HOLDINGS PLC ORD 10P

This is the result of two momentum investment strategies applied to PHOENIX GROUP HOLDINGS PLC ORD 10P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows all the entries opened by the momentum investment system on PHOENIX GROUP HOLDINGS PLC ORD 10P:

PHOENIX GROUP HOLDINGS PLC ORD 10P momentum entries
  • The first momentum investment strategy would give -3.61% of return on PHOENIX GROUP HOLDINGS PLC ORD 10P. That represents -347.24£ of latent gain with 9615.24£ of employed capital.
  • The second momentum investment strategy would give -2.61% of return on PHOENIX GROUP HOLDINGS PLC ORD 10P. That represents -247.91£ of latent gain with 9515.91£ of employed capital.
Performance at glance (1Q Momentum)

Performance

-3.61 %

Latent gain

-347.24 £

Invested capital

9615.24 £

Annualized return

0.36 %
Performance at glance (2Q Momentum)

Performance

-2.61 %

Latent gain

-247.91 £

Invested capital

9515.91 £

Annualized return

-0.72 %

Momentum equity curve on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the equity curve of the two momentum strategies applied to PHOENIX GROUP HOLDINGS PLC ORD 10P:

PHOENIX GROUP HOLDINGS PLC ORD 10P momentum equity

Note: the dividends potentially given by PHOENIX GROUP HOLDINGS PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the employed capital evolution of the two momentum strategies on PHOENIX GROUP HOLDINGS PLC ORD 10P since the beginning:

PHOENIX GROUP HOLDINGS PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on PHOENIX GROUP HOLDINGS PLC ORD 10P

Buy the dip entry openings on PHOENIX GROUP HOLDINGS PLC ORD 10P

PHOENIX GROUP HOLDINGS PLC ORD 10P

The performance achieved by the robo-advisor on PHOENIX GROUP HOLDINGS PLC ORD 10P is 0.76%. That represents 19.9$ of latent gain with 2628.1£ of employed capital. The following chart shows PHOENIX GROUP HOLDINGS PLC ORD 10P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of PHOENIX GROUP HOLDINGS PLC ORD 10P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0.76 %

Latent gain

19.9 £

Invested capital

2628.1 £

Annualized return

0.36 %

Equity curve of the strategy applied to PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the result of the investment strategy applied to PHOENIX GROUP HOLDINGS PLC ORD 10P:

PHOENIX GROUP HOLDINGS PLC ORD 10P

Note: the dividends potentially given by PHOENIX GROUP HOLDINGS PLC ORD 10P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the employed capital evolution since the beginning of the investment strategy on PHOENIX GROUP HOLDINGS PLC ORD 10P:

PHOENIX GROUP HOLDINGS PLC ORD 10P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on PHOENIX GROUP HOLDINGS PLC ORD 10P

In this section, I will compare the three previous investment strategies applied to PHOENIX GROUP HOLDINGS PLC ORD 10P.

Equity curve comparison on PHOENIX GROUP HOLDINGS PLC ORD 10P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

PHOENIX GROUP HOLDINGS PLC ORD 10P investment strategy comparison

Employed capital comparison on PHOENIX GROUP HOLDINGS PLC ORD 10P

PHOENIX GROUP HOLDINGS PLC ORD 10P investment comparison

Performance comparison on PHOENIX GROUP HOLDINGS PLC ORD 10P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0.14% 7.3£ 5288.7£ 0.03%
Momentum 1 quarter -3.61% -347.24£ 9615.24£ -0.93%
Momentum 2 quarters -2.61% -247.91£ 9515.91£ -0.72%
Non-directional 0.76% 19.9£ 2628.1£ 0.36%
Annualized return comparison

Automatic investment

0.03 %

Momentum 1Q

-0.72 %

Momentum 2Q

-0.72 %

Non-directional

0.36 %

Correlated stocks

Here are the most positively and negatively correlated stocks with PHOENIX GROUP HOLDINGS PLC ORD 10P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between PHOENIX GROUP HOLDINGS PLC ORD 10P and the other stocks. There may be false positives or some missing correlated stocks. If the price of PHOENIX GROUP HOLDINGS PLC ORD 10P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name PHOENIX GROUP HOLDINGS PLC ORD 10P
Country United Kingdom
City London
Address 20 Old Bailey
Phone
Website www.thephoenixgroup.com
FullTime employees 8045
Industry Insurance—Life
Sector Financial Services
Exchange XLON
Ticker PHNX.XLON
Market www.londonstockexchange.com

PHOENIX GROUP HOLDINGS PLC ORD 10P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown