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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

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Last updated: April 2026

PHNX PEER ANALYSIS

Phoenix Group Holdings PLC — metric-by-metric comparison with peers and the industry median

PHNXPhoenix Group Holdings PLC

🇬🇧 UK · LSE · Financial Services · Insurance - Life

Value itDuel
PriceFinancialsPeers

Overall Profile & Returns

· Insurance - Life

Position Within Industry

0 = weak quartile, 100 = strong quartile
ValuationProfitabilityFinancial HealthDividend
PHNXIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year
Split-adjusted
PHNX—SNFCA-0.0%ANHYT+33.9%BHF+19.0%GNW+22.7%FG-11.1%
Year-to-Date (YTD)
PHNX+4.1%SNFCA+7.9%ANHYT+10.8%BHF-1.2%GNW+6.4%FG-8.4%
1-Year
Split-adjusted
PHNX—PRU+14.4%
Year-to-Date (YTD)
PHNX+4.1%PRU-9.2%

Key Metric Comparison

P/E

Lower is better
PHNX—SNFCA7.13ANHYT6.72BHF—GNW17.52FG7.45Median 13.42

ROE

Higher is better
PHNX-34.8%SNFCA9.0%ANHYT65.8%BHF-1.2%GNW2.5%FG11.9%Median 11.7%

Net Margin

Higher is better
PHNX-2.4%SNFCA20.8%ANHYT—BHF-1.2%GNW3.2%FG9.1%Median 9.1%

Revenue Growth

Higher is better

P/E

Lower is better
PHNX—PRU8.69Median 13.42

ROE

Higher is better
PHNX-34.8%PRU20.2%Median 11.7%

Net Margin

Higher is better
PHNX-2.4%PRU14.3%Median 9.1%

Revenue Growth

Higher is better

All Metrics

Valuation
MetricPHNXSNFCAANHYTBHFGNWFGInd. Median
P/E—7.136.72●—17.527.4513.42
P/B31.480.583.850.660.43●0.841.95
EV/EBITDA13.313.23——-5.63-15.65●6.98
P/S———————
Financial Health
MetricPHNXSNFCAANHYTBHFGNWFGInd. Median
Current Ratio—7.19●1.181.161.902.675.67
Debt/Equity1,552.0%25.6%0.0%●56.7%17.1%48.5%48.3%
NetDebt/EBITDA-11.23-1.58—14,127.50-12.19-18.20●-1.58
Profitability
MetricPHNXSNFCAANHYTBHFGNWFGInd. Median
Net Margin-2.4%20.8%●—-1.2%3.2%9.1%9.1%
ROE-34.8%9.0%65.8%●-1.2%2.5%11.9%11.7%
ROA-0.1%2.2%●1.7%-0.0%0.2%0.6%0.6%
EBITDA Margin———————
Growth + Dividend
MetricPHNXSNFCAANHYTBHFGNWFGInd. Median
Rev. Growth———————
NI Growth—48.8%●47.3%—0.9%6.2%17.2%
Div. Yield7.1%●——2.8%0.5%3.6%2.8%
Payout-123.7%——-156.9%8.3%27.2%26.4%
Valuation
MetricPHNXPRUInd. Median
P/E—8.6913.42
P/B31.481.75●1.95
EV/EBITDA13.316.21●6.98
P/S———
Financial Health
MetricPHNXPRUInd. Median
Current Ratio——5.67
Debt/Equity1,552.0%30.0%●48.3%
NetDebt/EBITDA-11.23●-0.31-1.58
Profitability
MetricPHNXPRUInd. Median
Net Margin-2.4%14.3%●9.1%
ROE-34.8%20.2%●11.7%
ROA-0.1%1.9%●0.6%
EBITDA Margin———
Growth + Dividend
MetricPHNXPRUInd. Median
Rev. Growth———
NI Growth——17.2%
Div. Yield7.1%●2.6%2.8%
Payout-123.7%14.9%26.4%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Feb 27, 26. This content is for informational purposes only and is not investment advice.