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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Phoenix Group (PHNX) Competitors

GBX 479.40
+3.40 (+0.71%)
(As of 04/18/2024 ET)

PHNX vs. OMU, PRU, FCIT, MNG, BEZ, HSX, SDR, PCT, ICP, and HL

Should you be buying Phoenix Group stock or one of its competitors? The main competitors of Phoenix Group include Old Mutual (OMU), Prudential (PRU), F&C Investment Trust (FCIT), M&G (MNG), Beazley (BEZ), Hiscox (HSX), Schroders (SDR), Polar Capital Technology (PCT), Intermediate Capital Group (ICP), and Hargreaves Lansdown (HL). These companies are all part of the "financial services" sector.

Phoenix Group vs.

Phoenix Group (LON:PHNX) and Old Mutual (LON:OMU) are both mid-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, institutional ownership, risk, dividends, earnings, profitability and community ranking.

Old Mutual has higher revenue and earnings than Phoenix Group. Phoenix Group is trading at a lower price-to-earnings ratio than Old Mutual, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Phoenix Group£20.23B0.24-£138M-£0.14-3,424.29
Old Mutual£99.30B0.02£7.06B£0.06710.83

Phoenix Group has a beta of 0.74, suggesting that its share price is 26% less volatile than the S&P 500. Comparatively, Old Mutual has a beta of 0.99, suggesting that its share price is 1% less volatile than the S&P 500.

Old Mutual has a net margin of 7.11% compared to Phoenix Group's net margin of -0.57%. Old Mutual's return on equity of 12.20% beat Phoenix Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Phoenix Group-0.57% -2.26% 0.13%
Old Mutual 7.11%12.20%0.78%

Phoenix Group currently has a consensus target price of GBX 632.40, suggesting a potential upside of 31.91%. Old Mutual has a consensus target price of GBX 59, suggesting a potential upside of 38.34%. Given Old Mutual's higher probable upside, analysts clearly believe Old Mutual is more favorable than Phoenix Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Phoenix Group
1 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.40
Old Mutual
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Phoenix Group pays an annual dividend of GBX 53 per share and has a dividend yield of 11.1%. Old Mutual pays an annual dividend of GBX 4 per share and has a dividend yield of 9.4%. Phoenix Group pays out -37,857.1% of its earnings in the form of a dividend. Old Mutual pays out 6,666.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Phoenix Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Phoenix Group received 291 more outperform votes than Old Mutual when rated by MarketBeat users. However, 65.85% of users gave Old Mutual an outperform vote while only 57.50% of users gave Phoenix Group an outperform vote.

CompanyUnderperformOutperform
Phoenix GroupOutperform Votes
318
57.50%
Underperform Votes
235
42.50%
Old MutualOutperform Votes
27
65.85%
Underperform Votes
14
34.15%

In the previous week, Phoenix Group had 18 more articles in the media than Old Mutual. MarketBeat recorded 26 mentions for Phoenix Group and 8 mentions for Old Mutual. Old Mutual's average media sentiment score of 0.31 beat Phoenix Group's score of -0.11 indicating that Old Mutual is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Phoenix Group
3 Very Positive mention(s)
4 Positive mention(s)
11 Neutral mention(s)
5 Negative mention(s)
3 Very Negative mention(s)
Neutral
Old Mutual
1 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

54.9% of Phoenix Group shares are held by institutional investors. Comparatively, 50.2% of Old Mutual shares are held by institutional investors. 14.9% of Phoenix Group shares are held by insiders. Comparatively, 0.1% of Old Mutual shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Old Mutual beats Phoenix Group on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PHNX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PHNX vs. The Competition

MetricPhoenix GroupInsurance IndustryFinancial SectorLON Exchange
Market Cap£4.79B£12.89B£3.73B£1.39B
Dividend Yield9.83%5.46%4.60%11.78%
P/E Ratio-3,424.2999.73446.021,768.98
Price / Sales0.2439.972,561.83328,030.63
Price / Cash0.434.1546.2533.62
Price / Book1.601.091.472.38
Net Income-£138M£1.78B£438.74M£184.69M
7 Day Performance-6.18%-1.56%-0.98%-0.43%
1 Month Performance-0.48%-3.67%6.27%7.75%
1 Year Performance-16.01%-2.15%7.40%17.19%

Phoenix Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OMU
Old Mutual
1.5305 of 5 stars
GBX 45
-2.2%
GBX 59
+31.1%
-15.0%£2.16B£99.30B750.0029,861Gap Up
High Trading Volume
PRU
Prudential
3.1263 of 5 stars
GBX 687.40
-3.1%
GBX 1,522.50
+121.5%
-38.3%£18.90B£11.04B1,402.8615,030Gap Down
FCIT
F&C Investment Trust
0 of 5 stars
GBX 970
-2.1%
N/A+7.9%£4.92B£402M1,492.31N/ADividend Announcement
Positive News
MNG
M&G
0.639 of 5 stars
GBX 196.45
-2.6%
GBX 222.60
+13.3%
+1.9%£4.66B£6.28B1,637.086,101
BEZ
Beazley
1.0041 of 5 stars
GBX 647.50
-3.9%
GBX 820
+26.6%
+15.2%£4.21B£5.10B539.582,324
HSX
Hiscox
0.4429 of 5 stars
GBX 1,169
-1.9%
GBX 1,200
+2.7%
+6.0%£4.03B£3.70B730.633,000News Coverage
SDR
Schroders
2.4659 of 5 stars
GBX 367.20
-2.1%
GBX 489
+33.2%
-23.2%£5.91B£2.99B1,530.006,438
PCT
Polar Capital Technology
0 of 5 stars
GBX 2,925
-2.7%
N/A+45.4%£3.54B£540M729.432,021News Coverage
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,122
-0.1%
N/A+59.9%£6.17B£831.60M2,755.84579
HL
Hargreaves Lansdown
1.6253 of 5 stars
GBX 730
-1.5%
GBX 887.75
+21.6%
-8.5%£3.46B£753.30M1,057.972,277Gap Up
High Trading Volume

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This page (LON:PHNX) was last updated on 4/19/2024 by MarketBeat.com Staff

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