Phoenix Group (UK) Buy Hold or Sell Recommendation
| PHNX Stock | 513.50 6.50 1.28% |
Assuming the 90 days trading horizon and your typical level of risk aversion, our recommendation regarding Phoenix Group Holdings is 'Cautious Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Phoenix Group Holdings given historical horizon and risk tolerance towards Phoenix Group. When Macroaxis issues a 'buy' or 'sell' recommendation for Phoenix Group Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Phoenix Group Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Phoenix and provide practical buy, sell, or hold advice based on investors' constraints. Phoenix Group Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Phoenix |
Execute Phoenix Group Buy or Sell Advice
The Phoenix recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Phoenix Group Holdings. Macroaxis does not own or have any residual interests in Phoenix Group Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Phoenix Group's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Phoenix Group Trading Alerts and Improvement Suggestions
| Phoenix Group generated a negative expected return over the last 90 days | |
| The company reported the revenue of 15.45 B. Net Loss for the year was (138 M) with profit before overhead, payroll, taxes, and interest of 331 M. | |
| Phoenix Group generates negative cash flow from operations | |
| About 55.0% of the company shares are owned by institutional investors | |
| On 31st of October 2024 Phoenix Group paid 0.2665 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Im expecting my Phoenix Group shares to give me a total return of 25 percent in 2025 - MSN |
Phoenix Group Returns Distribution Density
The distribution of Phoenix Group's historical returns is an attempt to chart the uncertainty of Phoenix Group's future price movements. The chart of the probability distribution of Phoenix Group daily returns describes the distribution of returns around its average expected value. We use Phoenix Group Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Phoenix Group returns is essential to provide solid investment advice for Phoenix Group.
| Mean Return | -0.06 | Value At Risk | -1.91 | Potential Upside | 1.46 | Standard Deviation | 1.20 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Phoenix Group historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Phoenix Group Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (460M) | 6.5B | (1.9B) | (349M) | (1.7B) | (1.6B) | |
| Other Non Cash Items | 115M | (177M) | 123M | 46.3B | (11.7B) | (11.1B) | |
| Net Income | 351M | 1.3B | (430M) | (2.8B) | (138M) | (131.1M) | |
| End Period Cash Flow | 4.5B | 11.0B | 9.1B | 8.8B | 7.2B | 7.1B | |
| Free Cash Flow | 68M | 6.8B | (1.0B) | 866M | (863M) | (819.9M) | |
| Depreciation | 402M | 487M | 644M | 526M | 27M | 25.7M | |
| Dividends Paid | 338M | 403M | 482M | 496M | 520M | 263.2M | |
| Net Borrowings | (49M) | 1.4B | (339M) | (435M) | (500.3M) | (475.2M) | |
| Change To Netincome | (18.6B) | (11.0B) | (10.2B) | 45.9B | 52.8B | 55.4B |
Phoenix Group Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Phoenix Group or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Phoenix Group's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Phoenix stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.1 | |
β | Beta against Dow Jones | 0.23 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | -0.16 |
Phoenix Group Volatility Alert
Phoenix Group Holdings exhibits very low volatility with skewness of -1.42 and kurtosis of 4.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Phoenix Group's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Phoenix Group's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Phoenix Group Fundamentals Vs Peers
Comparing Phoenix Group's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Phoenix Group's direct or indirect competition across all of the common fundamentals between Phoenix Group and the related equities. This way, we can detect undervalued stocks with similar characteristics as Phoenix Group or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Phoenix Group's fundamental indicators could also be used in its relative valuation, which is a method of valuing Phoenix Group by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Phoenix Group to competition |
| Fundamentals | Phoenix Group | Peer Average |
| Return On Equity | -0.15 | -0.31 |
| Return On Asset | 8.0E-4 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | (0.04) % | (5.51) % |
| Current Valuation | (827.86 M) | 16.62 B |
| Shares Outstanding | 1 B | 571.82 M |
| Shares Owned By Insiders | 14.99 % | 10.09 % |
| Shares Owned By Institutions | 55.04 % | 39.21 % |
| Price To Book | 2.21 X | 9.51 X |
| Price To Sales | 0.20 X | 11.42 X |
| Revenue | 15.45 B | 9.43 B |
| Gross Profit | 331 M | 27.38 B |
| EBITDA | 305 M | 3.9 B |
| Net Income | (138 M) | 570.98 M |
| Total Debt | 3.88 B | 5.32 B |
| Book Value Per Share | 2.30 X | 1.93 K |
| Cash Flow From Operations | (863 M) | 971.22 M |
| Earnings Per Share | (0.53) X | 3.12 X |
| Price To Earnings To Growth | (1.41) X | 4.89 X |
| Target Price | 601.0 | |
| Number Of Employees | 7.76 K | 18.84 K |
| Beta | 0.76 | -0.15 |
| Market Capitalization | 5.08 B | 19.03 B |
| Total Asset | 299.31 B | 29.47 B |
| Retained Earnings | 2.29 B | 9.33 B |
| Annual Yield | 0.11 % | |
| Net Asset | 299.31 B | |
| Last Dividend Paid | 0.53 |
Phoenix Group Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Phoenix . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Phoenix Group Buy or Sell Advice
When is the right time to buy or sell Phoenix Group Holdings? Buying financial instruments such as Phoenix Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Phoenix Stock Analysis
When running Phoenix Group's price analysis, check to measure Phoenix Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phoenix Group is operating at the current time. Most of Phoenix Group's value examination focuses on studying past and present price action to predict the probability of Phoenix Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phoenix Group's price. Additionally, you may evaluate how the addition of Phoenix Group to your portfolios can decrease your overall portfolio volatility.