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 (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.
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.
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.
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.
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.
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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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.
Skip ChartThis 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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