Phoenix Group (PHNX) Competitors

GBX 518.84
-5.66 (-1.08%)
(As of 04:02 AM ET)

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

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

In the previous week, Phoenix Group had 18 more articles in the media than Old Mutual. MarketBeat recorded 19 mentions for Phoenix Group and 1 mentions for Old Mutual. Phoenix Group's average media sentiment score of 0.36 beat Old Mutual's score of -0.03 indicating that Phoenix Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Phoenix Group
4 Very Positive mention(s)
7 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Old Mutual
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Phoenix Group pays an annual dividend of GBX 53 per share and has a dividend yield of 10.1%. Old Mutual pays an annual dividend of GBX 4 per share and has a dividend yield of 8.3%. Phoenix Group pays out -37,857.1% of its earnings in the form of a dividend. Old Mutual pays out 5,714.3% 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.

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 12.85% 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%12.85%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£20.23B0.26-£138M-£0.14-3,746.43
Old Mutual£99.30B0.02£7.06B£0.07692.14

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%

Phoenix Group currently has a consensus target price of GBX 614.60, indicating a potential upside of 17.18%. Old Mutual has a consensus target price of GBX 59, indicating a potential upside of 21.78%. 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 has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500. Comparatively, Old Mutual has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500.

55.8% of Phoenix Group shares are owned by institutional investors. Comparatively, 48.8% of Old Mutual shares are owned by institutional investors. 15.0% of Phoenix Group shares are owned by insiders. Comparatively, 0.1% of Old Mutual shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Phoenix Group and Old Mutual tied by winning 10 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£5.25B£16.97B£2.98B£1.43B
Dividend Yield10.33%5.25%4.63%11.84%
P/E Ratio-3,746.43105.24464.231,675.49
Price / Sales0.2646.632,512.26309,991.83
Price / Cash0.431.8548.0132.84
Price / Book1.751.222.242.71
Net Income-£138M£2.17B£380.02M£174.61M
7 Day Performance3.15%1.18%1.09%0.84%
1 Month Performance9.00%6.54%3.83%4.60%
1 Year Performance-8.91%3.95%17.07%9.81%

Phoenix Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OMU
Old Mutual
0.6424 of 5 stars
GBX 47.15
-2.3%
GBX 59
+25.1%
+5.0%£2.06B£99.30B673.5729,861
MNG
M&G
0.4892 of 5 stars
GBX 206.80
+0.4%
GBX 222.60
+7.6%
+2.2%£4.90B£6.28B1,723.336,101Analyst Forecast
FCIT
F&C Investment Trust
0 of 5 stars
GBX 1,040
flat
N/A+16.1%£5.22B£584.29M1,009.71N/ADividend Announcement
Positive News
BEZ
Beazley
1.4171 of 5 stars
GBX 672
+0.2%
GBX 906
+34.8%
+10.1%£4.37B£5.10B560.002,324Positive News
HL
Hargreaves Lansdown
0.591 of 5 stars
GBX 861
-0.1%
GBX 921.20
+7.0%
+12.4%£4.08B£753.30M1,247.832,277High Trading Volume
SDR
Schroders
0.8152 of 5 stars
GBX 375.60
+1.7%
GBX 432
+15.0%
-21.0%£6.05B£2.99B1,565.006,438News Coverage
HSX
Hiscox
0 of 5 stars
GBX 1,164
+0.1%
GBX 1,215
+4.4%
+0.0%£4.02B£3.70B722.983,000Gap Up
ICP
Intermediate Capital Group
0 of 5 stars
GBX 2,178
+1.1%
N/A+72.4%£6.33B£831.60M2,828.57579Positive News
PCT
Polar Capital Technology Trust
0 of 5 stars
GBX 3,000
+0.3%
N/A+44.7%£3.62B£540M748.132,021Positive News
INVP
Investec Group
0 of 5 stars
GBX 556
+0.5%
N/A+25.3%£3.59B£2.26B761.647,400Gap Down

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This page (LON:PHNX) was last updated on 5/20/2024 by MarketBeat.com Staff

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