Phoenix Group (PHNX) Competitors

GBX 492.64
+7.64 (+1.58%)
(As of 05:40 AM ET)

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

Should you be buying Phoenix Group stock or one of its competitors? The main competitors of Phoenix Group include Old Mutual (OMU), F&C Investment Trust (FCIT), M&G (MNG), Beazley (BEZ), Hiscox (HSX), Intermediate Capital Group (ICP), Schroders (SDR), Hargreaves Lansdown (HL), Polar Capital Technology Trust (PCT), and Alliance Trust (ATST). 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 superior business? We will contrast the two companies based on the strength of their earnings, profitability, community ranking, media sentiment, valuation, institutional ownership, analyst recommendations, risk and dividends.

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%

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-£0.14-3,464.29
Old Mutual£99.30B0.02£7.06B£0.06752.50

Phoenix Group currently has a consensus target price of GBX 614.60, indicating a potential upside of 26.72%. Old Mutual has a consensus target price of GBX 59, indicating a potential upside of 30.68%. Given Old Mutual's higher possible 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 received 292 more outperform votes than Old Mutual when rated by MarketBeat users. However, 65.85% of users gave Old Mutual an outperform vote while only 57.58% of users gave Phoenix Group an outperform vote.

CompanyUnderperformOutperform
Phoenix GroupOutperform Votes
319
57.58%
Underperform Votes
235
42.42%
Old MutualOutperform Votes
27
65.85%
Underperform Votes
14
34.15%

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 company insiders. Comparatively, 0.1% of Old Mutual shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Phoenix Group had 17 more articles in the media than Old Mutual. MarketBeat recorded 19 mentions for Phoenix Group and 2 mentions for Old Mutual. Old Mutual's average media sentiment score of 0.41 beat Phoenix Group's score of 0.12 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
0 Very Positive mention(s)
4 Positive mention(s)
12 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Old Mutual
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Phoenix Group pays an annual dividend of GBX 53 per share and has a dividend yield of 10.9%. Old Mutual pays an annual dividend of GBX 4 per share and has a dividend yield of 8.9%. 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 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.

Summary

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

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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£4.85B£20.03B£3.72B£1.77B
Dividend Yield9.83%5.31%4.56%10.39%
P/E Ratio-3,464.29102.67446.412,117.73
Price / Sales0.2425.052,123.74396,060.56
Price / Cash0.432.8648.3326.94
Price / Book1.621.243.452.59
Net Income-£138M£1.97B£439.73M£188.11M
7 Day Performance0.79%0.80%1.05%1.22%
1 Month Performance-12.23%-3.05%5.70%10.04%
1 Year Performance-18.05%-1.75%7.03%10.79%

Phoenix Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OMU
Old Mutual
1.5025 of 5 stars
GBX 43.25
+0.1%
GBX 59
+36.4%
-10.1%£2.07B£99.30B720.8329,861High Trading Volume
FCIT
F&C Investment Trust
0 of 5 stars
GBX 988
+0.7%
N/A+11.0%£5.01B£402M1,520.00N/ADividend Announcement
MNG
M&G
0.6359 of 5 stars
GBX 201.50
-0.9%
GBX 222.60
+10.5%
-2.8%£4.78B£6.28B1,679.176,101
BEZ
Beazley
1.9021 of 5 stars
GBX 668
-0.2%
GBX 820
+22.8%
+7.1%£4.34B£5.10B556.672,324
HSX
Hiscox
0.3831 of 5 stars
GBX 1,215
+2.4%
GBX 1,200
-1.2%
+2.3%£4.19B£3.70B759.383,000
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,000
-1.2%
N/A+51.7%£5.81B£831.60M2,597.40579High Trading Volume
SDR
Schroders
2.6242 of 5 stars
GBX 373.60
+0.3%
GBX 489
+30.9%
-27.2%£6.01B£2.99B1,556.676,438
HL
Hargreaves Lansdown
1.7671 of 5 stars
GBX 741.80
+3.3%
GBX 887.75
+19.7%
-4.1%£3.52B£753.30M1,075.072,277High Trading Volume
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 2,870
+2.1%
N/A+50.8%£3.48B£540M715.712,021
ATST
Alliance Trust
0 of 5 stars
GBX 1,224
+1.2%
N/A+25.2%£3.48B£444.31M855.943Dividend Increase
Positive News

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This page (LON:PHNX) was last updated on 4/29/2024 by MarketBeat.com Staff

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