Phoenix Group (PHNX)
market vs.
industry GROWTH & VALUE
| 12m Forecast Rolling | ||||
| PE Ratio (f) | 6.54 |
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| Price to Book Value | 0.88 |
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market vs.
industry QUALITY
| Year End 31st Dec | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013E | 2014E | CAGR / Avg | |
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| Operating Profit | £m | |||||||||
| Net Profit | £m | |||||||||
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| EPS Normalised | p | |||||||||
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| Last ex-div: 3rd Apr, paid: 3rd May more... Dividends | ||||||||||
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| Cash etc | £m | |||||||||
| Working Capital | £m | |||||||||
| Net Fixed Assets | £m | |||||||||
| Net Debt | £m | |||||||||
| Book Value | £m | |||||||||
| Average Shares | m | |||||||||
| Book Value ps | p | +5.6% | ||||||||
FINANCIAL BRIEF: For the fiscal year ended 31 December 2012, Phoenix Group Holdings revenues decreased 82% to L1.19B. Net income totaled L392M vs. loss of L131M. Revenues reflect Phoenix Life segment decrease of 82% to L1.16B, Ignis Asset Management segment decrease of 2% to L143M. Net Income reflects Change in Reinsurers' Share of Insur. increase from L222M to L5.14B (income), Reinsurance Recoveries increase of 63% to L364M (income). more »
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market vs.
industry RECENT HISTORY
| Latest interim period (ended 31st Dec '12) vs. prior year | ||||
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BROKER CONSENSUS & FORECAST TREND
| Recommendation: | Strong Sell | Sell | Hold | Buy | Strong Buy |
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| No. of Analysts: | 1 | 1 | 1 | 1 | 4 |
Phoenix Group Holdings, previously the Pearl Group, is a United Kingdom-based company that acquires and manages closed life insurance businesses that are in run-off. It has two segments: life assurance (including management services) operating through Phoenix Life and asset management through Ignis Asset Management. Phoenix Life is responsible for the financial and operational management of the closed life funds with the support of the management service companies and outsource service providers. Ignis Asset Management is the Company’s asset management business providing services to its life companies as well as third party clients, including retail and institutional investors. The Phoenix group of companies is made up of eight life companies and an asset management business. Phoenix Life operates through, namely Phoenix Life Limited, Phoenix Pensions, Pearl Assurance, London Life, Phoenix & London Assurance, NPI, National Provident Life and Scottish Mutual International.
Directors: Howard Davies (Chmn.) 62, Clive Bannister (CEO) 54, Jim McConville (Fin. Dir.) , Mike Merrick (Corp. Exec.) , Chris Samuel (Corp. Exec.) , Jean Park (CRO) , Jane MacLeod (Counsel) , Alan Jones (Dir.-HR) , Fiona Clutterbuck (Other) , Gerald Watson (Secy.) ,
No. of Employees: 1,265 No. of Shareholders: 638
| Last Annual | December 31st, 2012 |
| Last Interim | December 31st, 2012 |
| Shares in Issue | 224,587,418 |
| Free Float | 147.0m (65.4%) |
| Sector | Financials |
| Industry | Insurance |
| Index | FTSE Higher Yield , FTSE 350 Act , FTSE 250 Mid , FT350 Life Ins , |
| Exchange |
London Stock Exchange (Full) |
| Eligible for | an ISA? a SIPP? |
| Address | 1st Floor 32 Commercial Street, SAINT HELIER, JE2 3RU, Jersey |
| Web | http://www.thephoenixgroup.com/ |
| Phone | +44 |
| Contact | () |
| Auditors | Ernst & Young Accountants LLP |
| 16th May | Investor/Analysts Presentation |
| 13th May | Director/PDMR Shareholding |
| 3rd May | Q1 2013 Interim Management Statement |
| 2nd May | Result of AGM |
| 2nd May | Directorate Change |
| 30th Apr | Total Voting Rights |
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